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Build Dashboards in Intelligence

LiveRamp Clean Room's integrated visualization tool, Intelligence, enables users to take the outputs of clean room questions and question runs and create reports and dashboards encompassing charts, tables, and other visualizations.

Here, we'll review how to create dashboards in Intelligence. Dashboards are a compilation of multiple reports with additional features to make your dashboards interactive. Dashboards can show different cuts of the same question or combine reports across multiple questions in a dashboard.

To access Intelligence, enter a clean room and select Intelligence from the navigation pane.

Overall Steps

  1. Create a Dashboard

  2. Add Reports

  3. Add a Text Box

  4. Add Filters

  5. Add Click Behaviors

Create a Dashboard

  1. From the collection where you want your report to live, select New → Dashboard.

  2. Give the dashboard a name and an optional description, and confirm it is saved in the correct collection.

  3. Click Create.

    image idm3897

    A dashboard canvas will display in edit mode. There are five main options on the right to add components to the dashboard:

    hi_new_dashboard.png

    • mceclip12__4_.png : Add questions, which are existing reports previously created.

    • mceclip13__4_.png: Add text boxes, used to author dashboard descriptions or to create navigation tiles.

    • mceclip16__1_.png: Add link card; used to create a clickable card on the dashboard that clicks to another dashboard or report.

    • mceclip15__3_.png: Add filters to enable users to filter down the data in the dashboard reports.

    • mceclip17__1_.png : Add click behaviors, used to add different types of clickable buttons to a dashboard with custom definitions.

You can save the dashboard at any time by clicking Save in the upper right of the canvas.

Add Reports

  1. Click the plus mceclip12__4_.png icon.

  2. Navigate to the collection which contains the reports that you want to add to the dashboard.

  3. Click on each report to add it to the dashboard canvas.

    hi_add_reports.png

  4. Drag the reports to place them on different areas of the canvas. Drag the lower-right corner of a report to resize it.

    hi_report_drag_drop.png

Add a Text Box

Click the text box mceclip13__4_.png icon. Select "Heading" to add header texts into your dashboard, or "Text" to add sentences or paragraphs. Text boxes use Markdown to format text, for example:

  • Hashtags: Add a hashtag "#" and a [Space] prior to your text copy to display the largest text size. Up to six hashtags can be used to make text smaller.

  • Double asterisks: Add double asterisks "**" on either end of the text to bold it.

  • Single asterisks: Add single asterisk "*" on either end of the text to italicize it.

  • Dash: Use to create a bullet for a bulleted list.

  • Emojis: Copy and paste emojis into a text box to add extra detail and imagery.

General Markdown guidelines can be used for additional formatting options.

hi_text_box.png

Text boxes also include the following options by hovering over the upper right of the text box:

  • mceclip32.png : Toggle between preview and edit mode for copy in a text box.

  • mceclip33.png: Visualization options to align text copy vertically and horizontally in a text box.

  • mceclip34.png :Delete a text box from the canvas.

In addition to authoring dashboard descriptions, text boxes can also be used to create clickable navigation tiles to navigate between dashboards or reports. When using Markdown:

  • Hashtags: Add a hashtag "#" and a [Space] prior to your text copy to display the largest text size. Up to six hashtags can be used to make text smaller.

  • Brackets: Enter your text copy in between brackets.

  • Parenthesis: Enter the URL the tile should click through to in between parenthesis. If you are linking to a dashboard or report, navigate to it and copy and paste the URL here.

image idm3962

The tile will now include a clickable link that will navigate to the destination URL.

image idm3967

Add Filters to a Dashboard

  1. Click the filter mceclip15__3_.png icon. Choose the category that defines the column you want to filter on. For example, if it is a date-based column, select "Time". If it is a location-based column such as city, select "Location".

    image idm3977

  2. Select the filter type.

    mceclip21.png

  3. Enter a filter name in the Label field. Then, apply the filter to each report you want filterable by that column by selecting it from the drop-down list.

  4. Select the Filter type from the drop-down list. Options include:

    • Time

    • Location

    • ID

    • Number

    • Text or Category

  5. Based on the filter type, you may have to define a Filter operator to specify the criteria. You can select one of the following options:

  6. Based on the filter type, you may have to define how users should filter on the value chosen. Options include:

    • Drop-down list

    • Search box

    • Input box

  7. To apply a default filter value, select from the Default value drop-down list.

  8. Lastly, define how users can select values within that filter. Options include:

    • Multiple values

    • Single value

  9. Click Done.

    hi_apply_filter.png

Add Click Behaviors

  1. You can apply click behaviors to reports to make them clickable to other reports. To add a click behavior, hover over a report in your dashboard and click the arrow mceclip17__1_.png icon.

    image idm3987

  2. In the configuration screen, the report selected will be highlighted. The available click behavior options are:

    • Open the Intelligence drill-through menu: This is the default setting. If a user clicks on a report within a dashboard, they will be navigated to an expanded version of that report.

    • Go to a custom destination:

      • Dashboard: Select an existing dashboard from a collection for the report to click through to.

      • Saved question: Select an existing report from a Collection for the report to click through to.

      • URL: Define filtered versions of dashboards or reports for the report to click through to.

    • Update a dashboard filter: Select a filter default for a particular report.

  3. Click Done.

    hi_click_behavior_options.png

  4. Click Save to save your dashboard.

    Note

    For information on click behaviors, see "Interactive Dashboards" in the Metabase help.

In this section: