Creating an instant dashboard from your Deck
Excel and PowerPoint are the traditional means of delivering results to clients, but dashboards allow you to deliver something that’s online, interactive, readily changeable, and, really cool.
In the past, dashboards have been either too expensive, or too cumbersome to make. Not anymore. With Crunch, you can do this yourself very quickly, very easily (and there’s no additional cost).
If someone has already made a dashboard in your dataset (if it’s a shared dataset), then you can jump to the dashboard by clicking on the View dashboard button in the top-right corner of the grey bar. But assuming one has not been made yet, let’s start by putting together a dashboard.
Dashboards are made from a Deck you saved. Just put all the analysis you want into a Deck and then you turn it into a dashboard. Don’t worry, you can always add, subtract and amend from a dashboard after you publish it.
In this example we have a deck aptly called Deck for Dashboard but this could be whatever deck you want. Here’s what it looks like in the Deck Slider (the + icon on the top-right of the screen). You can reorder and rename your tables and charts here, but you don’t need to, as it’s easy to move them in a moment in the dashboard too.
To make the deck into a dashboard
- Click on the dataset name in the top-left to open the drop-down
- Select Create Dashboard from the menu
You're then given a menu of options:
- Select Deck and pick the appropriate deck
- Check on “Make the dashboard the landing page…” if you want your clients to land on that if you were to share the link with them (otherwise leave unchecked)
- Give the dashboard an appropriate name at the top where it says Dashboard Name
- Click Save/View dashboard.
And then you’ll have an instant dashboard.
Each of the analyses you had gets its own tile. You can reposition and resize the tiles easily with drag and drop.
- In the upper right corner of the screen, click Edit
We can customize the look and feel for the dashboard, and there are 3 main things you’ll want to do
- Reshape the tiles - by clicking the triangles in the lower right corner of every tile, and dragging to reshape its rectangular size.
- Move the tiles around - by clicking and dragging.
- Edit the tiles - including the color scheme, the contents, and so forth.
When you go to Edit a tile, you can change several things, and the screen is fairly self-explanatory. But notable is the Colors tab where you can change the color scheme for a tile.
Adding filters to the dashboard (Groups)
We want to be able to filter a dashboard too - whether it’s us doing our own analysis with it, or perhaps we want to give a viewer (ie: a client) the ability to filter themselves. Filters for dashboards in Crunch are called Groups.
To do this,
- If you don’t have any Groups set up, click on the + icon and select Add groups
- If you do have any Groups set up (ie: you have a left-hand side panel already), then just click Edit groups at the bottom.
Other cool things with dashboards you need to know
Rich-text tiles allow you to insert formattable commentary and images.
- Click + icon in the top grey bar, and select Add rich-text tile
Tabs (in dashboard sense) let you have multiple tabs (like different pages) of the dashboards
- Click + icon in the top grey bar, and select Add tabs
KPI tiles allow you to call you a specific number from a table.
- Go to Edit a particular tile
Change the Chart Type to KPI
- Select the cell of the table you want to pull out that specific number