Crunch chooses sensible defaults for analyses on a dashboard but it’s common to want to customize the appearance of dashboards and dashboard tiles (available only to dataset editors). To help you do this, Crunch offers both an overall dashboard edit mode and individual edit panels for each tile.
Dataset editors working in a Crunch dashboard will see an “Edit” button in the top right of the header. Click this to enter Edit mode:
Once in edit mode, numerous options become available.
Moving and Resizing Tiles
When in edit mode, each tile can be dragged and dropped to place it somewhere else on a flexible 12-square grid. You’ll see that the other dashboard tiles simply move out of the way to accommodate the new position, making it really easy to get the layout you want.
Upon hover, the dashboard tiles also show a draggable corner (bottom right) that allows you to resize that tile:
Some visualizations naturally look better when larger, smaller, taller, wider, etc. so get creative and come up with some layouts that really make your data shine.
Changing a dashboard’s title
A dashboard is given a name when it is first created which then appears in the header of the dashboard, but this can be changed via the dashboard properties panel, accessed via this button in edit mode:
or, via the main dashboard menu:
Adding and working with tabs in a Crunch dashboard has its own help page [here].
Adding Rich-text tiles and Video tiles
Adding and working with rich-text tiles and video tiles in a Crunch dashboard has its own help page [here].
Adding External Resource tiles
Adding and working with external resource tiles (i.e. iframe tiles) in a Crunch dashboard has its own help page [here]. (page doesn’t exist yet)
Adding dashboard-level filters, known as “Groups”
Adding and working with Groups in a Crunch dashboard has its own help page [here].
When you enter edit mode, you'll find that each dashboard 'tile' shows its own edit button upon hover which you can click to make changes to the contents of that tile. When you click to edit a dashboard tile, a slide-in panel appears which allows for further editing possibilities. Note that this edit panel is also available via the dashboard tray by hovering over any saved analysis and clicking the “Edit” option that appears. However you arrive into it, the edit panel contains three tabs - Properties, Categories and Colors.
The Properties tab allows you to edit a variety of high-level aspects of your tile, including switching chart type, editing the tile title and the tile description (which displays as a subtitle). This allows you to give your dashboard tiles descriptive titles that draw attention to key points - a bit like the heading of a PowerPoint slide. You can change visualization type here too, though not all chart types will be available at once, depending on the type and number of dimensions in the current analysis. Other visualization types are planned for the future. If there's a particular kind you'd like to see, let us know at firstname.lastname@example.org. And finally, you’ll find other general properties here which vary depending on the analysis type, but commonly include choice of measure, decimal places and whether to show/hide the values on graphs.
The Categories tab lists all of the categories (and legend items in the case of a cross-tab) with checkboxes next to each. Simply uncheck any items you don't want to include in your dashboard chart, such as “Don’t know” and “None of these” options. The labels are editable which will enable you to avoid unsightly overlapping labels, and if you want to re-order them, simply drag them into the new order you want. Where appropriate, a sort-order button will appear, enabling you to cycle through descending, ascending and original order.
The Colors tab allows you to set colors of your choosing for each category (or legend item, as applicable) either from a set of suggested colors or by entering precise color codes (Hex, RGB or HSL). You can also choose from a range of color palettes for quicker color assignment. See [here] for full details on how to create and manage color palettes in Crunch.