This article is part of The Definitive Guide to Importing and Preparing Data.
Dashboards in Crunch are a visual representation of saved analyses which are shared with all who have access to a dataset. A dataset can have multiple dashboards attached to it. Currently, dashboards can be made by those with Editor access only.
Dashboards can be created and modified in the web app or through Crunch Automation interchangeably. When a dashboard is created in the web app by saving analyses to the tray, the underlying Crunch Automation script is also generated. The script and web app are connected, so changes made and saved to either of them will update the other.
Accessing the Crunch Automation script that defines a dashboard enables you to accomplish key tasks such as:
- Modify existing dashboard content that is not possible when editing a tile from the tray (e.g., applying a weight, applying/changing a filter, or selecting a different variable).
- Download the script for a dashboard to save offline for future reference.
- Copy a dashboard from one dataset to another.
- Use a script to set up a base 'template' for dashboards
- Generate a dashboard programmatically (e.g., using your own macro or other script/text generator)
See: Dashboard Workflows
In the web app
- See: How to Create a Dashboard
- See also: Dashboard Articles
Crunch Automation
- See: Getting Started with Dashboard Commands
- See also: Dashboard Commands
Using R
- runCrunchAutomation() in order to run a Crunch Automation dashboard script