To view a dashboard, you must have:

Each dashboard contains a number of elements:

A navigation breadcrumb appears at the top left of the dashboard, indicating the enclosing folder for the dashboard. Click the breadcrumb to be taken to the enclosing folder.

The dashboard title and the heart-shaped favorite indicator appear at the top left of the dashboard.

The dashboard favorite indicator shows whether you have marked the dashboard as a favorite. If the dashboard is marked as a favorite, the heart icon is colored solid blue. You can also favorite or unfavorite directly in the dashboard by clicking on the heart.

The Add to boards icon appears to the right of the dashboard title and the heart-shaped favorite indicator.

Selecting the Add to boards icon opens the Add to Boards window, where you can add the dashboard to one or more boards. Any boards that you have selected appear in the right-hand pane of the Add to Boards window.

Dashboard filters appear below the dashboard title.

The filter bar, which contains the filters, may be set to collapsed or expanded by default. If the filter bar is collapsed, you will see a number next to the filters icon at the top of the dashboard:

You can click the icon to expand the filter bar and see the filters.

There are a variety of filter controls that you might see. They can be displayed as:

inline filters:

popover filters:

or behind a More button:

For popover filters and filters that are placed behind a More button, clicking on the filter value or the More button will reveal the full filter control.

This indicator appears at the top right of the dashboard and shows how recently the data on the dashboard has been queried from — in other words, "refreshed" from — the database. It appears when the data for all dashboard tiles has been refreshed at approximately the same time.

When dashboard tiles have been updated at different times, the last updated indicator no longer appears in this position; instead, each tile contains its own indicator in the tile three-dot menu. For more information, see the Updating data on dashboards section on this page.

Clicking the circular reload data icon updates the data on the dashboard.

This is often useful once filters have been changed, added, or removed. In those circumstances, the icon becomes an Update button.

If Run on load is disabled for the dashboard, when a dashboard is opened the icon becomes a Load button, which you must click to load the dashboard's data.

A dashboard's filter bar may be collapsed (filters hidden) or expanded (filters shown) by default. Clicking the filters icon lets you switch the state of the filter bar between collapsed and expanded. When the filter bar is collapsed, an indicator appears next to the filters icon that shows the number of filters on the dashboard.

The three-dot dashboard menu is revealed when you click the three-dot icon at the top right of the dashboard. The menu provides the following options (depending on your permissions):

You must have the Manage Access, Edit access level for the dashboard to see the options to edit the dashboard or move the dashboard to the trash. Filters must be present on the dashboard to see the Reset filters option.

The Dashboard Details panel appears to the right of the dashboard when the Show dashboard details option has been selected from the three-dot dashboard menu.

This panel displays several metadata items. These include:

To hide the Dashboard Details panel, click the close icon (X) in the upper right corner of the panel.

Each dashboard tile represents a query or Look that can be explored further.

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If your admin has given you permission, you can use the bell icon at the upper right of a tile to create or follow an alert on the tile. A numeric indicator will show how many alerts you are permitted to view on that tile.

With alerts, you can specify conditions in your data that, when met or exceeded, trigger a notification to be sent to specific recipients at a desired frequency.

Depending on the permissions that your admin has given you, each tile's three-dot Tile actions menu provides the following options:

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If a tile contains a Table chart, the tile menu will also show options to Autosize all columns and Reset all column widths.

Changes made to column widths using the Autosize all columns or Reset all column widths option are not saved after you close the dashboard. To save changes to settings, enter edit mode on the dashboard, click Edit in the tile's three-dot menu, and change the settings in the edit window that appears.

The three-dot menu may also show when the tile's data was last refreshed from the database, if the tiles on the dashboard have been refreshed at different times.

If the Full Screen Visualizations feature has enabled, you will see an additional menu item in each tile's three-dot Tile actions menu, View. Selecting View opens a submenu that reveals options for Expanded or Full Screen:

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Selecting Expanded from the submenu opens an overlay on top of the dashboard with an expanded view of the tile:

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Clicking the forward or back arrows on the overlay cycles the viewer through expanded views of the tiles and buttons that are present on the dashboard. Clicking the Close (X) icon at the top right of the overlay, or pressing the escape key, closes the overlay.

Selecting Full Screen from the View submenu opens a full-screen view of the tile's visualization. Clicking the X icon at the top right closes the full-screen view.

Data History Playback produces a time-based animation of the tile's query, displaying the changes in data for that query over time.

Data History Playback is available for tiles that contain data from an Explore that contains a time field, even if the time field is not present in the query the tile is based on. If a tile is based on an Explore that contain no time fields, Data History Playback is unavailable and disabled in the three-dot Tile actions menu. Data History Playback is also unavailable for merged results tiles.

If the feature is available for a tile, once you select Data History Playback from the tile's menu, a window appears that shows the tile visualisation for the data at the beginning of the data history timeframe. Viewers can pause, fast forward, or rewind the animation at any point. The window contains the following playback options:

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Using Data History Playback on tiles that visualise very large numbers of data points may impact instance performance.

If your admin has enabled User Specific Time Zones and your dashboard time zone is set to Each tile's timezone, you may see a globe icon in the upper right corner of a tile. This indicates that the tile has a different time zone than the default dashboard time zone and that the tile is not in your default time zone, which is set in your account settings. Hover over the globe icon to see the time zone that the tile is using.

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To see the default dashboard time zone, view the three-dot dashboard menu. The default dashboard time zone appears under the Each tile's time zone text.

You may be able to zoom in on dashboard tiles that contain Cartesian charts (column, bar, scatterplot, line, area, waterfall, or boxplot charts).

To zoom, click and drag to highlight an area within the visualisation that you want to zoom on. In the following tile, the shaded rectangle is the area that will be zoomed on:

After you highlight the area, the tile refreshes with the zoom area expanded to the full tile size. While zoomed in, you can pan the zoomed area horizontally by holding down the Shift key and dragging the visualisation right or left.

A Reset zoom button appears near the top right of the tile. Click the button to reset the tile to its original appearance.

Zoom areas cannot be saved on a dashboard and will be reset when the viewer closes or navigates away from the dashboard.

If a tile's visualisation has the Allow Zoom option on the Y menu disabled, you cannot zoom into smaller portions of the y-axis; you can zoom only into smaller portions of the x-axis. When you highlight an area to zoom, the entire y-axis will be included as shown in the following tile:

If a tile's visualisation has the Allow Zoom option on the X menu disabled, you cannot zoom in on the visualisation at all.

The time zone applied to your dashboard can affect the results shown, because of slight differences in the exact hours used for time-based data. If you are interested in the data as it applies to a different region, you might want to change the time zone of your dashboard to reflect that region.

User Specific Time Zones has been enabled, you can view the dashboard time zone in the three-dot dashboard menu. To temporarily change the time zone with which all tiles run their queries, click on the time zone in the menu to open a Dashboard time zone window where you can make adjustments.

You can choose one of the following options:

Once you select your time zone, click Update in the dashboard time zone window; the dashboard will update for the new time zone.

Once you navigate away from the dashboard, the dashboard will return to its default time zone setting.

If you have temporarily changed the filter values on a dashboard that you want to add to one or more boards, you can turn on the Include custom filter values toggle to add that dashboard with the custom filter values applied.

Liven Insights' dashboards can have one or more filters that affect one or more tiles. Filters appear at the top of the dashboard (if a More button appears at the top of your dashboard, click it to see all filters).

You can temporarily change dashboard filter values to see how the data changes by clicking on the different options or selections shown in the filter. You will not affect anyone else's filter results by changing the filter values temporarily using this method.

For example, many dashboards have a filter that specifies a timeframe to include. Consider a filter that specifies a Created Date of the Last 7 Days.

To change its timeframe, click on the filter to display a drop-down menu of preset range options.

Click More to see additional options.

Select the Custom tab to set any date range you want.

Once you have edited the filter as you like, click the Update button to see how the filter value changes will affect your data.

If you change a filter value and any tiles do not update, the filter may not currently apply to those tiles. To adjust which tiles a filter applies to, you must edit the filter.

When you enter a filter value for a text dimension, Liven Insights preserves any leading or trailing spaces. For example, a filter that contains the text " pants" would not match values that did not contain the leading space, such as "pants and leggings". However, the filter would match any values that contained the space before the word pants, such as "parachute pants".If you copy and paste a value into a text filter, however, leading and trailing spaces are trimmed as part of the copy and paste process.

Alternatively, you may want to make changes to filters that affect what other people see, such as:

In that case, you must select Edit dashboard from the three-dot dashboard menu, edit the dashboard filter itself, and then save the dashboard with your edits. Everyone who has access to the dashboard will see the updated version you saved.

To reset all filters to their default values, select Reset filters from the three-dot dashboard menu. Reset filters also clears any cross-filters that appear on the dashboard.

If a filter value is required, selecting Reset filters clears the data from any tiles linked to that filter. The data reappears when a value is selected for that filter.

Filters must be present on the dashboard for the Reset filters option to be visible.

If cross-filtering is turned on for a dashboard, you can create cross-filters on dashboards by clicking data points within the dashboard; the rest of the dashboard will then be filtered by those data points. To learn more about cross-filtering, see the Cross-filtering dashboards documentation page.

Liven Insights dashboards aren't static snapshots of data from a specific time. Dashboards pull data from your live database, and you can update the data on a dashboard at any point. Additionally, if you make edits to a dashboard's filters, you need to update the dashboard to apply those edits.

If the data for all tiles on the dashboard has been refreshed from the database at roughly the same time, the top right of your dashboard shows how recently the data was updated.

If data has been refreshed from the database at different times for different tiles, you can see when each tile was last refreshed in the tile's three-dot menu.

If you want to manually update the data on a dashboard, you have several options:

If you have Manage Access, Edit access to the folder in which a dashboard is located, you will see the Copy dashboard option in the dashboard's three-dot menu. Selecting this option lets you make a copy of the dashboard and place it into any other folder for which you have Manage Access, Edit access.

If the dashboard you are copying contains Look-linked tiles, the Looks those tiles are based on will also be copied and placed in the destination folder.

Selecting the Get link option from the dashboard's three-dot menu reveals a pop-up that contains a link to the dashboard, which can be copied and shared.
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By default, the Include current filter values in URL switch is enabled, and the link contains the URL parameters for the filter values as they currently appear on the dashboard. This means that if you have temporarily changed the filter values away from the default values, the link displays the dashboard with the changed filter values. If you have not temporarily changed any filter values, the link displays the dashboard with default filter values. The link also displays any cross-filters that are currently applied to the dashboard, if cross-filtering is enabled.
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If you disable the Include current filter values in URL switch, the pop-up contains a shorter link, which displays the dashboard with default filter values and no cross-filters applied.
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To view the dashboard, anyone with the link must have access to the Liven Insights instance on which the dashboard is saved, as well as access to the dashboard and models that the tiles are based on.

You can add dashboards to boards in several ways: