Adding and arranging dashboard widgets

In Explore, every filter, query, or other object you add to your dashboard is called a widget. Use this article to find out how to add and arrange widgets on your dashboard.

If you need help creating a dashboard, see Creating dashboards. For help customizing widgets, see Customizing dashboards.

Note: You can only add widgets to custom dashboards (see Creating dashboards) or cloned Zendesk pre-built dashboards (see Cloning Explore dashboards).

This article contains the following sections:

• Adding widgets
• Arranging widgets
• Copying widgets

Adding widgets

There are two types of widgets you can add, static and interactive.

• Static widgets will not affect query results or how users interact with your dashboard. Static widgets include images, text, shapes, queries, and tabs. For information about adding a query to a dashboard, see Adding queries to dashboards.

  

• Interactive widgets enable users to set what query results to view and how to view them. With interactive widgets, viewers can change a queries' metrics or attributes, filter results, and use what-if variables.

  For more information about adding and editing interactive widgets, see Adding dashboard interactions. For information about using interactive widgets, see Interacting with dashboards.

  

You can add both static and interactive widgets to the same dashboard, but interactive widgets might require additional configuration steps.

To add a widget

1. In Dashboard Builder, click the Dashboard menu on the top toolbar.
2. Click Add.

   

3. Select the widget you want from the drop-down list.

The widget is added to your dashboard. You can drag-and-drop the widget anywhere you want in the dashboard, and drag the corners of the widget to change its size.

Arranging widgets

If you add several widgets to your dashboard, Explore can help you align your widgets.

Below are the available features:

• Grid lines displays red lines to indicate where your widgets are located. These grid lines only appear if you add more than one widget. The feature will activate whenever you move a widget.

  

• Automatically reorganize widgets rearranges your widgets to fill the entire tab. Automatically reorganize widgets will replace any custom sizes or positions you entered. To use this feature click Automatically reorganize widgets () in Tab options at the top of the Dashboard Builder.

  Note: Before you use this option, set your tab dimension or select Tab options > Fit tab to screen ().

Copying widgets

In Dashboard Builder, you can copy and paste widgets to a different tab or dashboard.

Note: You can only paste a copied widget once. To paste the widget in multiple locations, you must copy it each time.

To copy and paste a widget

1. With the dashboard in edit mode, select the widget you want to copy.
2. Click the down arrow in the widget's upper right corner, then select Copy. You can also use your computer's keyboard shortcuts to copy the widget.

   

3. In the new widget location, use your computer's keyboard shortcuts to paste the widget.
   • For Apple Mac: Command+v
   • For Windows: CTRL+v

The widget is pasted in the new location.