Adding and arranging dashboard widgets

What's my plan?

After you create a dashboard, you can add reports, filters, text, and other objects to it. Anything you add to your dashboard is referred to as a widget. Widgets enable you to build unique dashboards and give your agents the flexibility to analyze data exactly how they need.

You can add widgets only to custom dashboards (see Creating dashboards) or cloned prebuilt dashboards (see Cloning Explore dashboards).

For help customizing widgets after you've added them, see Customizing dashboards.

This article contains the following topics:

• Adding widgets
• Arranging widgets
• Copying widgets

Adding widgets

There are three types of widgets you can add: static, interactive, and (if you have Explore Enterprise) live data.

• Static widgets don't affect report results or how users interact with your dashboard. Static widgets include reports, images, text, shapes, and tabs.

  For more information about adding a report to a dashboard, see Adding reports to dashboards.

• Interactive widgets let users specify which report results to view and how to view them. With interactive widgets, viewers can change a report's metrics or attributes, filter results, and use what-if variables.

  For more information about adding and editing interactive widgets, see Adding interactive dashboard widgets.

• Live data widgets (available with Explore Enterprise) enable you to add live data to your dashboards, which update in near real-time.

  For more information about adding live data and filters, see Adding live data and live filter widgets to dashboards.

You can add different types of widgets to the same dashboard, but interactive widgets might require additional configuration steps.

To add a widget

1. Create a new dashboard or open an existing one and click Edit.
2. In the dashboard builder, click Add in the top-left toolbar.

   

3. Select the widget you want from the drop-down list. The widget is added to the top-left corner of your dashboard.

Tip: If you add another widget without moving the first one, the widgets will overlap. Drag and drop the widgets to separate them.

Arranging widgets

You can arrange widgets simply by dragging and dropping them anywhere you want in the dashboard. You can also drag the corners of the widget to change its size.

If you add several widgets to your dashboard, the following features can help you align your widgets:

• Red grid lines indicate where your widgets are located. These grid lines appear only if you add more than one widget, and only when you're actively moving a widget.

  

• The Automatically reorganize widgets option () in the Tab options toolbar rearranges your widgets to fill the entire tab. This option replaces any custom widget positioning or sizing that you've made.

  Tip: Before you use this option, set the Tab height () or select 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.