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      How to create a Databoard

      A Databoard is a dashboard that is made up of Datablocks. All Databoards are optimized for desktop and mobile use. 

      HOW TO

      How to create a new Databoard

      Navigate to the  Databoards page. Click the green + New Databoard button to create a new Databoard. 

      You'll have the option to select Use Wizard or Start Blank. The Wizard will take you through a simple process, similar to the signup flow, that prompts you to select a Data Source and Metrics to immediately populate on the Databoard. If you choose to Start Blank, you will be taken directly to the Designer to create your Databoard from scratch. 

      How to add a Datablock from the Metric Library to a Databoard

      The Metric Library consists of over 3,000 pre-built Datablocks which are combinations of Metrics and Visualizations Types based on the most popular use cases. 

       
      1. Click on the Metric Library icon on the left side of the Designer
      2. Select the Data Source that you want to add to your Databoard from the Metric Library drop-down list, you can also search for the Data Source. 
      3. View the list of pre-built Datablocks for the selected Data Source. You can search for specific Metrics using the Search bar at the top of the Datablock Library. You can view Basic, Custom, and Calculated Metrics by clicking on the corresponding tabs at the top of the Datablock Library. 
      4. Drag and drop the selected Datablock onto your Databoard. This will automatically re-populate with data from the selected Data Source
      5. Click on the Datablock on the Databoard. This will open the corresponding Datablock Editor on the right-hand side of the Designer. Using the Datablock Editor, you can further customize the Datablock as you see fit. 

      How to add a Datablock from the Visualization Library to a Databoard

      ADD VIDEO

      1. Click on the Visualization Types icon on the left-hand side of the Designer
      2. Choose the Visualization type you would like to customize. 
      3. Drag and drop the selected visualization to your Databoard. This will automatically produce a blank Datablock on your Databoard.
      4. Click on the Datablock on the Databoard. This will open the corresponding Datablock Editor on the right-hand side of the Designer. Using the Datablock Editor, you can further customize the Datablock as you see fit.
      5. In the Metrics drop-down, click  Data Source to select the appropriate Data Source. This will filter out metrics from the specific Data Source.
      6. In the main Metrics drop-down, select the metric you'd like to display on the Datablock, using the Search bar if needed. This will update the Datablock, and it will populate with the corresponding data.

      How to add a Datablock from My Metrics to a Databoard

      When you add Metrics to your Metrics screen, you'll see them listed in My Metrics. This helps align your team around the right Metrics and makes it easier than ever to use these Metrics on Databoards.

      1. Click the My Metrics icon on the left-hand side of the Designer.
      2. Click on the visualization icon to the left of the Metric you'd like to add to your Databoard. Select a visualization for your Metric.
      3. Click on the Datablock on the Databoard. This will open the corresponding Datablock Editor on the right-hand side of the Designer. From here, you can use Datablock Settings to customize the Datablock to meet your needs.
      4. To add another Datablock to the Databoard, navigate back to My Metrics and choose the next visualization that you want to add to your Databoard. 
        1. Each Datablock is completely unique from all other Datablocks on the Databoard.
      5. Drag and drop the selected Datablock to your Databoard. Customize the Datablock using the Datablock Settings panel.
      6. Repeat this process for the remaining Datablocks you want to add to your Databoard.

      How to add Metrics from the Metrics screen to a Databoard

      Learn how to add Metrics from the Metrics screen to a Databoard here.