Customizing a Dashboard

Zoho Advanced Analytics offers a wide range of options to customize the dashboard. With it's easy to use interface, you can customize/format the design and create a visually rich dashboard quickly. 

General Settings

Zoho Advanced Analytics provides a set of options to customize the interactions in Dashboards. You can customize the Dashboard settings by clicking the Settings icon on the top right of the dashboard.

The Settings dialog will open.

The following options will be available to customize the dashboard.

  • Allow Drill Down in charts - Enable or disable drill down option for all charts in the dashboard.
  • Allow View Underlying Data in reports - Enable or disable view underlying data option for all reports in the dashboard.
  • Enable Report to Act as Filter - Enable or disable filtering the dashboard using data from the reports.  
  • Show Sort Menu in grid views - Provide sort option for all grid views such as Table, Pivot etc., in the dashboard
  • Show/Hide Columns option in table/query table/tabular views - Enable or disable the Show/Hide Columns option for all tabular views such as Table, Pivot etc.
  • Show Contextual Options Menu, on Hover - Enable or disable the contextual options menu, when you hover over each report in the dashboard.
  • Smart Align Charts - Zoho Advanced Analytics will intelligently auto align the components of the Charts embedded in a Dashboard depending on the space available. This enhances readability by removing clutter and gives more space for main chart component.
  • Allow Export in report - Enable or disable export options for the embedded reports in the dashboard. You can also choose the export file formats to allow using theCustomize link. 
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Applying Themes

Zoho Advanced Analytics allows you to apply themes to improve the look and feel of your dashboard. Currently, Zoho Advanced Analytics provides a set of preset themes in both supports both light and dark. You can also customize the theme to suit your needs. 

Refer to the below presentation to apply theme customize it.

Show/Hide Report Title and Description

You can customize the reports in the dashboard to show or hide the report title and description. This option is available only in the Edit Mode.  

To Show/Hide Report Title and Description,

  1. Open the dashboard in Edit Mode
  2. Click the More icon that appears on mouse over and select Options.
  3. Check/Uncheck the Show Title option to show/hide the title.
  4. Check/Uncheck the Show Description option to show/hide the description.
  5. Click Apply.

Legend Positioning

Zoho Advanced Analytics allows you to customize the legend position of your chart using theSettings option available for individual charts in the dashboards. 

Note

  • You can also customize this from the Settings option available in your Chart toolbar. Click to learn more.
  • The legend settings that you choose for the chart here will override the already set legend settings that was set while creating the chart. Also, these changes are applicable only for this dashboard. 

To change the legend positioning,

  1. Open the dashboard in Edit Mode
  2. Click the More icon that appears on mousing over and select Options.
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  3. Select the desired position from the Legend Position drop-down.
  4. Click Apply.

Show Report Specific User Filters

The Show Report Specific User Filters option, allows you to show/hide the user filter created for that specific report. This option allows you to apply filters on a specific report without disturbing the other reports. By default, this option will be unchecked.

To enable this option,      

  1. Open the dashboard in Edit Mode
  2. Click the More icon that appears on mousing over and select Options.
  3. Select Show Report Specific User Filters option
  4. Click Apply.

Note: Please note that you can apply a user filter at a report level and a dashboard filter (user filter at a dashboard level) at the same time. In this case, both the criteria will be applied. 

Include/Exclude Dashboard Filters

Dashboard user filters will be applied over all reports in the Dashboard, by default. Sometimes, you want your reports to remain unchanged regardless of the filters applied in your dashboard. For example, if you have a report comparing current and previous year performance, filtering by year will make it lose its purpose.

In Zoho Advanced Analytics, you can easily include/exclude the Users Filters from being applied on a specific report using the Apply Dashboard Filters option.

You can also use this option to map the appropriate columns to be used for filtering, in case the user filter and the report are based on different tables.

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Allow Reports to Act as Filter

You can set reports to act as a filter in your Dashboard. With this, you can click on any data point and filter all other dependent views in the dashboard. Zoho Advanced Analytics allows you to specify whether a specific view can act as a filter or not.  

Follow the below steps to do this. 

  1. Open the dashboard in Edit Mode.
  2. Hover the mouse over the view which you do not want to act as a filter. Click the Moreicon that appears and select the Options.
  3. In the Options dialog, Select the Use As Filter checkbox to allow the report to act as a Filter. When you unselect the checkbox, you will not be able to filter using this report.  When you filter the dashboard using other reports, this will not be affected.
  4. Click Apply.