Dashboard overview

  • Updated

A dashboard in Optimizely Analytics is a collection of visualizations organized in a grid view, typically used to monitor operational metrics. Analytics dashboards offer various visualizations, parameterization, and layout options. They are interactive, letting you select a point in the dashboard visualization to conduct further analysis.

opti-db-1.png

You can do the following with dashboards:

  • Organize your explorations in one location.
  • Get a 360-degree view of your critical data.
  • Run side-by-side data comparisons.
  • Conduct ad hoc analysis.
  • Present your data effectively.

Create a dashboard

  1. Click + > New Dashboard.
  2. Enter a name and description.
  3. Use the key elements to build the dashboard.
  4. Click Save.

Read the walkthrough guide to creating a dashboard in Optimizely Analytics. 

Key elements

The menu bar has different options for creating a dashboard, and they are as follows:

opti-db-2.png

  • Add tile – Add new tiles to the dashboard. See the list of supported tiles.
  • Configure dashboard layout – Adjust grid settings and determine dashboard visualization layouts in rows and columns. Use the default settings unless you need to change them. The following are the options in this section:
    • Grid Columns – Configure the layout and organization of dashboard elements by specifying the number of columns in the grid.
    • Compact Vertically – Reduce vertical spacing between dashboard elements, creating a more condensed and streamlined layout.

    • Eagerly Load Tiles – Load all dashboard tiles proactively, for immediate access to visualizations. By default, Optimizely Analytics only queries tiles as they scroll into view to conserve warehouse compute. This option changes that behavior, prioritizing loading speed for the entire dashboard.

      opti-db-gridoptions.png

  • Share – Share your dashboard with others in your organization.
  • Save – Save your dashboard.
  • Comments – View and add comments related to your dashboard.
  • Copy link – Copy the dashboard link.
  • More (⋮) – Duplicate or delete the dashboard.

Edit dashboards

You can further edit dashboards in Optimizely Analytics with segmentation, creating beelines, and adding dashboard tiles to other dashboards.

Segment dashboard tiles

  1. Right-click the dashboard tile you want to segment.

  2. Choose Segment by Cohort or Segment by Attribute.

    opti-db-13.png

  3. Select an option from the drop-down list to adjust the chart on the tile.

  4. Click Reset to revert the tile to its original state.

    opti-db-14.png

Create beelines within a dashboard

  1. Right-click the exploration from which you want to create a beeline.
  2. Choose a beeline from the following options:
    • Drill down on point
    • Drill down on series
    • Explore users
    • Create cohort from users
    • Lookup users

opti-db-15.png

Use undo or redo to reverse actions, or click Reset to revert to the original state.

opti-db-16.png

Add dashboard tiles to other dashboards

Within explorations

Create inline beelines directly within an exploration and add each one to a dashboard of your choice. Each beeline displays as a separate tile, helping you visualize and organize insights more effectively. 

  1. Create a beeline within any exploration.
  2. Click More (⋮) > Add to Dashboard.
  3. Choose Pick a Dashboard to add the beeline to an existing dashboard or New Dashboard to create a dashboard with the beeline as a tile.

opti-db-18.png

Within dashboards

Add existing tiles or new segmented explorations to multiple dashboards, reuse, and share insights.

  1. Click More (⋮) > Add to Dashboard.
  2. Choose Pick a Dashboard to add the tile to an existing dashboard or New Dashboard to create a dashboard with the tile.
  3. Click Apply.

opti-db-17.png