Suite | Professional, Enterprise, or Enterprise Plus |
Support with | Explore Professional or Enterprise |
In Explore, the dashboard builder is where you create dashboards, customizable spaces for organizing and sharing information. There are two versions of the dashboard builder: the legacy version, and the new dashboard builder that is still evolving.
This article compares the features currently available in the two dashboard builders. With this information, you can decide which dashboard builder meets your needs in terms of currently available functionality.
This article will be updated as new features are released for the new dashboard builder.
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For more on creating dashboards with the new dashboard builder, see Creating dashboards.
This article contains the following topics:
- Most-used features
- Viewing and sharing
- Components
- Component options
- Filters
- Filter options
- Layout
- Dashboard options
- Permissions
- Auditing
Most-used features
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Sharing | ![]() |
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Exporting | ![]() |
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Scheduling | ![]() |
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Filtered views (Bookmark) | ![]() |
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Drill in | ![]() |
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Decompose | ![]() |
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Importer tool | ![]() |
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Viewing and sharing
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Dashboard restrictions (New) | ![]() |
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Embeddable dashboards (New) | ![]() |
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Sharing | ![]() |
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Cloning | ![]() |
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External sharing | ![]() |
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Exporting | ![]() |
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Scheduling | ![]() |
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Components
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Templates (New) | ![]() |
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Drill into live agent status (New) | ![]() |
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Tabs | ![]() |
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Clone tabs to a new dashboard | ![]() |
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Text | ![]() |
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Image | ![]() |
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Filtered views (Bookmark) | ![]() |
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Change metric | ![]() |
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Change attribute | ![]() |
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Top/Bottom | ![]() |
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What if | ![]() |
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Shape | ![]() |
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Drill into reporting data | ![]() |
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Importer tool | ![]() |
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Component options
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Edit report | ![]() |
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Exclude filters | ![]() |
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Background and visualization color | ![]() |
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Tooltip | ![]() |
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Legend | ![]() |
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Send to back | ![]() |
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Other report settings | ![]() |
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Filters
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Data filter | ![]() |
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Time filter | ![]() |
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Metric filter | ![]() |
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Filter options
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Hide filters | ![]() |
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Link filters | ![]() |
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Time filter - Rolling range options |
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Time filter - Custom date ranges |
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Data filter - Exclude and select all values |
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Global filters - Apply time and data filters to multiple tabs |
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Layout
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Single layer layout (New) | ![]() |
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Compaction type (New) | ![]() |
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Snap to grid (New) | ![]() |
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Height |
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Undo/redo | ![]() |
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Paint size | ![]() |
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Paint format | ![]() |
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Automatically reorganize components | ![]() |
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Font | ![]() |
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Tab fill color | ![]() |
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Fit to one screen | ![]() |
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Dashboard options
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Export options | ![]() |
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Export a single report | ![]() |
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Interaction options | ![]() |
Gathering interest Submit your comments and votes here. |
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Slide options | ![]() |
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Title options | ![]() |
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Permissions
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Role per dashboard (New) | ![]() |
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Auditing
Feature | Legacy dashboard builder | New dashboard builder | |
General availability | Post–general availability | ||
Dashboard activity (New) | ![]() |
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Version control (New) | ![]() |
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115 comments
Viachaslau
Hi 7012346227866 . We're having the same issue. Another workaround to make a dashboard update — to switch between different tabs and after that the “publish” button appears.
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Tyler Keene
When I make changes within a report in a dashboard, certain things do not update automatically. For example, if I change the name of a report or add a metric or attribute, the report does not update automatically within the dashboard. The only way I can make this happen is by removing the report from the dashboard and re-adding it to the dashboard. Do you know if I'm doing something wrong here?
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Tina Yates
Hi Walter,
I have to schedule out the dashboard for delivery, a function currently not available. I do not want to duplicate my work but no date has been provided. Is it this month, November or December. Since is it q4 already is there no better date range available?
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Walter Bellante
Hi Tina,
thanks for your interest in the new dashboard builder.
I recommend you create your dashboard using the new experience, as the GA is planned for Q4.
Regards,
Walter
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Tina Yates
Are you any closer to announcing a date for GA? I need to create some new dashboards for delivery and now need to do them through the old dashboard builder due to the functionality not being available as of yet. Which means I will need to replicate my work because the GA date is not available and not sure I can wait. Will it be happening within the next couple of months, maybe????? Why can't a release date be given?
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D.Fitz
Thanks Walter but that doesn't really address my point. We can apply a filter and set it as the default view, but what's to stop people changing those filters? This was possible with the old setup but this functionality doesn't exist in the new builder.
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Walter Bellante
HI 5409547997338 ,
thanks for sharing your feedback about the beta dashboard builder.
While filters can't be hidden, the beta dashboard builder allows you to exclude filters from reports and set some default filter values using filtered views.
Regards,
Walter
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D.Fitz
Dashboard Restrictions don't allow us to have reports with mixed attributes on the same dashboard. For instance, if we have one report based on Assignee Name and another based on Updater Name, both from the Update History dataset, the Data Restrictions would apply to both reports and therefore warp the data in both.
Filtering, excluding reports from filters and then hiding those filters was how we would get around this in the previous dashboard builder, but that doesn't seem possible.
What are the plans to recreate this functionality? Seems a big step back.
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Viachaslau
1263082374729 Sounds promising 🙌
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Walter Bellante
Hi 5935813700634 ,
thanks for sharing your feedback about duplicating tabs.
If you want to duplicate the tab and look at the same data with different time granularity, in the future it will be possible to do it by using the “Change Attribute” component.
As you can see in this article, the “Change attribute” is currently planned as a post-GA item.
Here you can find a community post where a customer demonstrates how to use it for a similar use case to yours.
Regards,
Walter
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