How to Explore a Dashboard
Learn about key dashboard components below, including their purpose, where they're located, and example videos on how to find, or interact with the dashboard components.
Prefer a printable version? Download the PDF How to Explore a Dashboard Guide.
- Dashboard Title and Description
- Dashboard Navigation
- Filter Bar
- Key Performance Indicators
- View Toggle
- Interactive Visualizations
- Informative Tooltips
- Legend and/or Keys
- Source and Note Information
- Download Dashboard View
Provides an overview of the information shown and explains the purpose of the dashboard.
Where it's located: Dashboard Title & Description is located at the top of every dashboard.
Use this menu to move between related dashboards.
Where it's located: Dashboard Navigation is located near the top of each dashboard, just below the Dashboard Title & Description. Note: Some dashboards are a single view and do not have a Dashboard Navigation.
A quick look at where to find the Dashboard Navigation and how to navigate to other dashboard views.
Refine the information displayed by selecting one or more filter options.
Where it's located: Filter Bar is located near the top of each dashboard, just below the Dashboard Navigation Menu.
A quick look at where to find the Filter Bar and how to apply filters.
Highlights important summary metrics that provide a quick snapshot of the data.
Where it's located: Key Performance Indicators are located towards the top of the dashboard (or in select cases within panes to the right or left of visualizations).
Quickly change the perspective, grouping, or category displayed within a visualization or entire dashboard view.
Where it's located: View Toggles are located within the center of the dashboard and near applicable visualizations.
A quick look at where to find the View Toggles and how they adjust a visualization or entire dashboard view.
Discover insights by interacting directly with the dashboard visualizations (e.g., bar charts, maps, and more).
Where it's located: Interactive Visualizations are located in the center of each dashboard.
A quick look at where to find Interactive Visualizations on each dashboard and how to explore them.
Provide additional information and/or informative context to a visualization or particular data point.
Where it's located: Informative Tooltips are located throughout visualizations, which are located in the center of each dashboard.
A quick look at how to access Informative Tooltips and a sample look.
Explains the colors, scales, and categories used throughout the dashboard.
Where it's located: Legends and/or Keys are located at the bottom of each visualization section, towards the bottom of each dashboard.
Lists the data source(s), applicable dataset(s), update information, and any important notes to help interpret the data.
Where it's located: Source and Note Information is located at the bottom of each dashboard.
Provides the option to download the current dashboard view as an image, crosstab (a tabular report of data shown on the dashboard), PDF, or PowerPoint.
Where it's located: Download Dashboard View is located at the bottom of each dashboard.
A quick look at where to find the Download Dashboard View options and a sample look of a download.
Resources
External Resources
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