๐Ÿ”Ž Custom Dashboards

Navigation

Custom cards and dashboards are not visible in the side menu. To locate them, click on the View All menu item. This will take you to the file explorer view of all of your cards and dashboards. The Faros Reports collection houses all of the pre-built cards and dashboards. You will also see a collection with your tenant name followed by shared reports. This collection is used to collaborate and share cards and dashboards. Your personal collection is only visible to you. Use this for cards and dashboards only you are viewing and working on.

Creating Cards

Modify an Existing Card

We recommend starting here when building new cards. Leveraging an existing card is a great way to familiarize yourself with the data and format of cards (also called questions). To being, click on the name of a card from a dashboard view. This will bring up a details screen of the card.

Add or remove filters, change the visualization settings, or make more involved changes in the editor view. Your resulting card can be as similar or as different from the original as you like.

When you're happy with what you have, click the save button. When prompted select Save as new question and choose a name for your new card. The save pop-up will also tell you where to find your new card.

Create a New Card from Scratch

Once you feel comfortable modifying existing cards you can begin to build your own from scratch. Select the New Question menu item under the Create submenu. Before you begin, you should spend some time looking at the data table references found in View References. These will help familiarize you with the data so you'll know what to leverage for your new card.

Once you know what you would like to build, select your builder experience. In general, use the Custom question route. This allows you to easily add filters and groupings for your data.

If you have any trouble filling out the UI question builder, remember you can refer to this same builder view for existing questions to see how they are created. You also can click the play button next to any of the sections in the builder. This will give you a data preview. Use this to check your various filters, summaries and group by's.

Creating Dashboards

Similar to cards, it is possible to create a new dashboard from an existing one or to start from scratch.

Cloning Existing Dashboard

Say you only want to perform a small change such as removing or resizing a card on one of the existing dashboards. Faros pre-build dashboards cannot be edited, but all dashboards can be duplicated. Select the ... button in the top right corner of the dashboard you are interested in and select Duplicate. This will create a copy of the dashboard.

Customize your new dashboard however you want. Edit the dashboard by selecting the pencil icon in the top right. Now you can move and resize cards, delete or add new ones! You're also able to modify the filters or click behavior of any cards.

Creating a Dashboard from Scratch

Sometimes you may want to start with a completely empty dashboard. In those cases select the New Dashboard option under the create submenu of the left hand menu. Unlike cards which are saved by default into your personal collection, new dashboards are saved into your tenant's shared reports. You can always move them into your personal collection.

Interact with this new empty dashboard how you would with a duplicated dashboard. Click the pencil icon in the right to enter edit mode, then add a card by clicking the plus icon. You can add any Faros pre-built or custom card.


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