Add an Explore Card chart to a dashboard
You can turn a column card into a dashboard tile. Open the card's More options menu and choose Add to dashboard…; the dialog is titled Add "column" to a dashboard, with the column's name. The item shows to people who can edit the View's pipeline, and is greyed out, with the tooltip "You can't create or edit dashboards in this project.", when your project role does not let you create or edit dashboards.
The Ask, Search and Compare cards can't be added: they filter rows and have no chart.
Choose the dashboard and page
Under Dashboard, pick Existing or New dashboard.
| Option | What it does |
|---|---|
| Existing | Lists the dashboards built on this View that you can edit, most recently edited first. Use Search dashboards to find one, and Open to look at it in a new tab. A note under the list says how many other dashboards are hidden because they use a different View or you can only view them |
| New dashboard | Creates a dashboard on this View. Title starts as the View name followed by "Explore". The name must be new in the project, or you see "A dashboard with this name already exists in this project." |
A dashboard reads from one View, so a card can only go on a dashboard built on the same View. If there is none you can edit, the dialog opens on New dashboard and explains why. If there is exactly one, it is picked for you.
For an existing dashboard, choose under Page:
- New page: adds a page, named From Explore unless you type another name. If the dashboard already has a page with that name, the dialog picks it under Existing page, so repeat adds collect on one page.
- Existing page: adds the tile to a page you pick from the list.
A new dashboard gets the tile on its first page. The line at the top confirms where the tile goes, for example "Adding to Sales board → page "From Explore" · as a draft". The button names the dashboard: Add to "dashboard" or Create "dashboard" and add.
How each card becomes a tile
The right side previews the tile, with its title (for example "Count by city") and "All of" the View name. Notes under the preview list what changes.
| Card | Tile |
|---|---|
| Text, list view | Horizontal bar chart of the top 10 values. If you sorted the card by name, the tile picks the top 10 by value and shows them by name |
| Text, donut view | Donut chart: top 7 values plus Other |
| Text, treemap view | Treemap: top 24 values plus Other |
| Date, columns or list view | Bar chart over time |
| Date, timeline view | Line chart |
| Number, any view | Bar chart of the card's ranges. The ranges are fixed when you add the tile: later values outside them land in the first or last bar |
Dashboards group dates by month, quarter or year. A card grouped by day, hour, minute or second becomes a month tile, and the note says so. The tile keeps the card's Show values by setting (count, distinct count, sum, average, min, max or std dev).
What does not carry over:
- Explore filters: the tile shows the whole View. The note reads, for example, "Your 2 explore filters aren't added to dashboards."
- Drilling in: a card you drilled into shows every value on the tile.
- Unrun steps and preview: dashboards show the View's last run. A banner warns you if the View has steps that haven't run, or if you are previewing an earlier step.
After you add the tile
The tile goes into the dashboard's draft, so viewers don't see it until you publish. A message confirms "Added to" the dashboard and page, with an Open link that opens the dashboard in a new tab with the tile highlighted. The data editor stays where it was.
If the add fails, the dialog says why, for example "Couldn't add the tile. The dashboard is being saved by someone else. Try again." If a new dashboard was created but the tile wasn't added, adding again puts the tile on that dashboard instead of creating a second one, and Open the empty dashboard opens it.
Related
- Explore Cards: add the card you turn into a tile.
- Text, number and date cards: set Show values by before you add the tile.
- Add and change charts: edit the tile once it is on a dashboard.
Something wrong? support@mammoth.io