Getting started with Alli Dashboards
Learn how to create or edit an embedded dashboard for your client within Alli.
Creating or Editing your Client’s Dashboard
In order to make any changes to the client’s dashboard, you should first click on the Edit tab near the left of the top menu, as shown in the image below. This will take you to the Dashboard Edit page.
If you have several dashboards in your top menu, the edit button may be hidden behind the ellipsis for the cut off menu items. Hover over the ellipsis to show those additional options.
The Dashboard Edit Page
The dashboard edit page is where you can add new sections for your dashboards, reorder those sections, and add visualizations to them as well.
Creating a new Section
Sections are used to organize your dashboard visualizations. You can group all the reports that are used by the same client contact into one section, or group all weekly reports in one section, or use the sections in any way you find best for your client.
The pinned section that appears in the page is used to highlight dashboard visualizations that already appear in other sections, but need additional visibility. The pinned section will alway appear at the top of your Dashboard.
To create a new section in your client, click on the Add Section button in the Edit page highlighted in the screenshot below and insert a Name and Description for your section in the popup that appears.
Dashboards and Sections cannot share a name with a Datasource. If the name matches an already existing Datasource, you will receive an error and have to create it again.
Section Editor Page
The Section Editor page is where you can add visualizations into your section or edit an already created section’s name and description. You get to it by clicking on the pencil icon to the right of any already created section, or you will be sent there automatically upon creating a new section.
To add a new visualization, click on the Add New Visualization button near the bottom of the page, shown in the screenshot below.
In the popup that appears, give your new visualization a name and a description and then click the next button to go to the Visualization Editor page.
Visualization Editor Page
This page is where you can edit the visualization’s name and description if you need to change it from what you put in the previous popup, and where you will configure the remaining settings required for displaying your report.
You can go directly to an already created visualization’s edit page by clicking the edit button next to the visualization in the section editor page.
The first step in creating your visualization is to select the type of visualization you want to add to your Dashboard by choosing it from the dropdown menu next to “Type”. A helpful setup guide with step-by-step instructions will appear to the right of the configuration inputs.