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Living Dashboards


Living Dashboards allow you to go from any dashboard chart to exploring its underlying data — where you can change parameters and drill down to explore and understand what’s behind the summary. Often, Interana users who were expected to be just passive consumers of dashboards have become active explorers. They use dashboard charts as a jumping-off point and follow their curiosity. Living Dashboards also make it simple to collaborate and share information. You can publish dashboards to share with the team, share links to dashboards or specific queries, or set up periodically emailed reports. Lastly, you can interact with the data directly from the dashboard — adjust the query time ranges, filter the data across all charts, and get more detail directly in the charts. 

Look around

We'll get to all these capabilities, but let's start by just looking around. Scroll up and down the landing dashboard. It should look similar to the graphic on the right side of the page. Try interacting with the various dashboard charts. Hover over bars, data points, and pie segments. Scroll the table showing the most consistently active articles. 

Explore from a chart

Interana's Living Dashboards act as a base camp for exploration and collaboration. Our living functionality empowers you to Explore the full query on raw, unaggregated data with one click. You'll see exactly how the query was built and learn the visual interface by example.

Let's try that now. Find the compass icon in the bottom right corner of the top chart. Click on the icon to bring the query into the Explorer

Close-up of Explore link on a dashboard chart

You've now brought the selected query into the graphical explorer. It's that easy! Now let's get back to the dashboard. Since this is the landing dashboard (the one you see when you log in), you can jump back to it simply by clicking the Interana logo in the top left corner of the interface:

Click the Interana logo now to return to the dashboard.

Ways to Share

Ok, we're back. Let's talk about collaboration. The most important way to collaborate using dashboards is to publish them and allow colleagues to explore your work. That's what you're doing now, with the published Demo Landing dashboard. But that's not the only way. 

Navigate to the menu hidden behind the three line (burger) menu in the upper right. Those are the Dashboard Controls. From here, you can copy colleagues' published dashboards to your own dashboard space and customize them as you see fit. You can also share your dashboard via a link (Share Dashboard), or set up a regular report to send the dashboard to a group of people by email (Set Up Email Report). 

Opening the dashboard burger menu to see sharing options   

Lastly, what you won't see is the Publish or Unpublish Dashboard option:

That's because only users with the Publish privilege granted by the administrator are able to publish dashboards. This reduces visual clutter for most users and keeps published dashboard quality high.

Dashboard charts display live, raw event data. You can explore from any chart to see how the query was built, share charts or whole dashboards with colleagues, and collaborate on getting each query just right. Filtering the entire dashboard or refreshing it with the latest data is done in seconds, without leaving the page.

Filter right from the dashboard

One other powerful feature is the ability to dynamically adjust the scope of all the queries directly from the dashboard. The menu is hidden by default, so click the caret (under the burger menu) in the upper right corner of the screen. The menu will open, and you'll be able to adjust the start and end times and layer additional ad hoc filters.  

Dashboard filter panel allows adjusting date ranges and adding ad hoc filters

Let's try that now. Enter the start time as "2 weeks ago" and the end time as "now". Click into the Filter field and type "bot", select the comparison as "is one of", and then start typing "false" — it should auto-select the complete value. Click the green GO button, and wait a few seconds while the dashboard refreshes with the different values.

Now we're looking at two weeks instead of 28 days of data, and only for those events that weren't flagged as belonging to bots. To return to the unfiltered dashboard, simply clear the filter elements and click the GO button again. Or just reload the page in the browser

Next step 

Next, we'll bring a chart back into the Explorer and take a deeper look at the query builder. Come on! 

Keep in mind that you're using a shared demo system meant for learning by everybody. The dashboards and objects you create will stick around for a while, but we will periodically clean up the system and remove stale accounts.

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