Sprinkle Docs
  • What is Sprinkle?
  • Quick Start
  • Analysing your data
    • 🔭Analytics Overview
    • 💠Data Models
      • *️Variables
      • 🌲Hierarchies
      • 🤿Column Mask
    • 🎉Switch to New Reports & Dashboards
    • 🆕Reports
      • Overview
      • Build Using Tables
        • Create a new Report
        • Layout and options
        • Build and Format - Overview
        • Apply Row Limits
        • Identify Date Columns
        • Filter your data
        • Visualizations
          • Table
          • Pivot
          • Line Chart
          • Bar Chart
          • Column Chart
          • Area Chart
          • Combo Chart
          • Scatter & Bubble Plot
          • Pie Chart
          • Funnel Chart
          • Stat Card
          • Point Map
          • Heat Map
          • Radial gauge chart
        • Advanced Features
          • Custom Analysis
          • Variables
          • Table & Quick Calculations
          • Drill - Hierarchical & Date
          • Break Out
          • RLS in Table reports
          • Scheduled Exports
          • Embedding Table Reports
      • Build Using Models
        • Create a new report
        • Layout and options
        • Visualizations
        • Advanced Features
      • Build SQL Reports
        • Create a new Report
        • Layout and options
        • Writing a SQL Code on Editor
        • Visualizations
        • Variables in SQL Reports
    • 🆕Dashboards
      • 🌀Filters
      • 👆Click Behaviour
      • ⏰Data Alerts
      • 🗓️Date Drill
      • 📤Scheduled Exports
      • 🔗Embed link
      • 🖥️Dashboard layout
      • 📱Mobile Dashboards
  • Transforming your data
    • 🔰SQL Transform
    • 📓Python Notebooks
  • Integrating your data
    • ☁️Destination Warehouses
      • AWS Athena
        • Manage storage of Flow tables
      • AWS Redshift
      • Azure Synapse
      • Databricks
      • Google BigQuery
      • MySQL
      • Postgres
      • Snowflake
      • SQL Server
      • K8 Setup
        • AWS EKS
        • Google GKE
        • Azure AKS
    • ⚙️Warehouse & Storage Setup
  • Ingesting your data
    • ☄️Data Imports
      • Databases
        • Azure Cosmos DB
        • Azure Table Storage
        • Google BigQuery
        • Mongo DB
        • MySQL DB
        • Oracle DB
        • Postgres DB
        • SQL Server DB
        • Features
          • Ingestion Modes
          • Add Multiple Datasets
          • CDC Setup
            • CDC setup in Mysql
            • CDC setup in Postgres
            • CDC setup in Mongo
            • CDC setup in SQL Server
          • Destination Create Table Clause
          • SSH Tunnel Setup
      • Files
        • AWS S3
        • AWS S3 External
        • Azure Blob
        • FTP
        • Google Cloud Storage
        • Google Sheet
        • SFTP
      • Applications
        • Apple Search Ads
        • Appsflyer
        • Branch
        • Clevertap
        • Facebook Ads
        • Freshdesk
        • Freshsales
        • Google Ads
        • Google Ads V2
        • Google Analytics
        • Google Analytics 4
        • Google Analytics MCF
        • Google Search Console
        • Hubspot
        • Impact Ads
        • Intercom
        • Klaviyo
        • Leadsquared
        • LinkedIn Ads
        • Magento
        • Mailchimp
        • Marketo
        • Mixpanel
        • MoEngage
        • Rocketlane
        • Salesforce
        • SAP S4
        • Shopify
        • Snapchat Marketing
        • TikTok Ads
        • WooCommerce
        • Zendesk Chat
        • Zendesk Support
        • Zoho Analytics
        • Zoho Books
        • Zoho CRM
        • Zoho Desk
        • Zoho Invoice
        • Zoho Subscription
      • Events
        • Apache Kafka
        • AWS Kinesis
        • Azure EventHub
    • 📤File Uploads
    • 🤖API Pulls
    • 🕸️Webhooks
  • Collaborating on data
    • 📤Sharing
    • 💬Comments
    • ⚡Activity
    • 🏷️Labels
  • Managing Schedules and Data Refreshes
    • ⏱️Schedules
    • 🔔Notifications
  • User Management
    • 🔑Access Management
    • 🧑‍🤝‍🧑Groups
    • 📂Folders
    • 🔄Syncing users, groups and RLS
    • 📧Azure AD Integration
  • Data Security & Privacy
    • 🔐Security at Sprinkle
    • 📄GDPR
    • 📄Privacy Policy
  • Release Notes
    • 📢Release Notes
      • 🗒️Release Notes - v12.1 (New)
      • 🗒️Release Notes - v12.0
      • 🗒️Release Notes - v11.0
      • 🗒️Release Notes - v10.8
      • 🗒️Release Notes - v10.7
      • 🗒️Release Notes - v10.6
      • 🗒️Release Notes - v10.5
      • 🗒️Release Notes - v10.4
      • 🗒️Release Notes - v10.3
      • 🗒️Release Notes - v10.2
      • 🗒️Release Notes - v10.1
      • 🗒️Release Notes - v10.0
      • 🗒️Release Notes - v9.31
      • 🗒️Release Notes - v9.30
      • 🗒️Release Notes - v9.29
      • 🗒️Release Notes - v9.28
      • 🗒️Release Notes - v9.27
      • 🗒️Release Notes - v9.25
      • 🗒️Release Notes - v9.24
      • 🗒️Release Notes - v9.23
      • 🗒️Release Notes - v9.22
      • 🗒️Release Notes - v9.21
      • 🗒️Release Notes - v9.20
      • 🗒️Release Notes - v9.19
      • 🗒️Release Notes - v9.18
      • 🗒️Release Notes - v9.17
      • 🗒️Release Notes - v9.16
      • 🗒️Release Notes - v9.14
      • 🗒️Release Notes - v9.13
      • 🗒️Release Notes - v9.12
      • 🗒️Release Notes -v9.8
      • 🗒️Release Notes - v9.7
      • 🗒️Release Notes - v9.6
      • 🗒️Release Notes - v9.5
      • 🗒️Release Notes - v9.4
      • 🗒️Release Notes - v9.3
      • 🗒️Release Notes - v9.2
      • 🗒️Release Notes - v9.1
      • 🗒️Release Notes - v9.0 (Major)
      • 🗒️Release Notes - v7.23
      • 🗒️Release Notes - v7.21
      • 🗒️Release Notes - v7.20
      • 🗒️Release Notes - v7.15
      • 🗒️Release Notes - v7.14
      • 🗒️Release Notes - v7.13
Powered by GitBook
On this page
  • Key Features
  • How to create a new Dashboard?
  • Understanding the layout
  • Top Bar:
  • Add Text Card to Dashboard
  • Pages in Dashboards
  • Import Dashboards as Pages
  • Enhanced Page Controls
  1. Analysing your data

Dashboards

A dashboard is a visual interface that aggregates, displays, and allows interaction with data through tiles, charts, filters, and KPIs (Key Performance Indicators). Dashboards enable users to monitor metrics, track performance, and derive insights from multiple data sources in real-time.

Key characteristics of a dashboard:

  • Visual, interactive representation of data.

  • Configurable layouts and themes.

  • Filters to personalize data views.

  • Ability to drill into details or link related insights.

Key Features

1. Simplified Report Addition

Creating dashboards is now more intuitive. The enhanced interface streamlines the process of adding reports: users can quickly add cards to their dashboards with just a few clicks, making dashboard building faster and more user-friendly.

2. Text Cards with Markdown Support

Dashboards now support Text Cards with Markdown formatting. Users can add textual content directly to their dashboards to:

  • Provide narrative explanations,

  • Offer important context,

  • Highlight key insights alongside visual reports.

Markdown capabilities allow for flexible text styling, improving readability and communication.

3. Streamlined Filter Management

Managing filters is easier than ever:

  • Add filters directly to the dashboard to refine displayed data.

  • Edit or remove existing filters with minimal effort.

This ensures dashboards remain dynamic and highly customizable for specific data exploration needs.

4. Distinct View and Edit Modes

Dashboards now offer separate view and edit modes:

  • Edit Mode: Allows users to modify layout, add or remove components, and adjust settings.

  • View Mode: Locks the dashboard layout for a clean, interactive experience without risk of accidental modifications during presentations or usage.

This separation improves both usability and presentation quality.

5. Saved Filters in View Mode

Users can now create and save their own filter configurations directly from view mode:

  • Each user can personalize their view of the dashboard.

  • Saved filters make recurring workflows faster and easier.

How to create a new Dashboard?

Let's get started with creating a new Dashboard.

  • Navigate to Dashboards from the left navigation.

  • On the right corner of the listing page, you will find the button "+Create Dashboard". Click on the button to create your dashboard.

  • Provide a name for your dashboard.

  • When done, you are taken to your dashboard with an empty canvas in edit mode, where you can add your cards.

  • Now click on "Add Report" to begin adding reports.

Understanding the layout

On Dashboards, we have separate modes for editing and viewing the Dashboard. Let's first understand the Edit mode, where you would be setting up your dashboards for your audience.

On top of the interface, there is the Top bar which has a breadcrumb for navigation, buttons, and more.

Top Bar:

  • Refresh: In order to run the dashboard and get the updated result, click on Refresh.

  • Mode Button: to switch to view mode from the Edit Mode and vice-versa.

  • Add: It's a dropdown button that enables you to add cards/widgets to the dashboard.

    • Add Report, enables you to add tabs from Reports you created.

    • Add Text, enables you to add a text card to your dashboard.

  • Below the Top bar, the area is used to display the filters. The "+Add Filter" lets you add filters to your dashboard.

  • The major part of the screen is the dashboard canvas, where your added cards appear.

  • Edit Layout: It lets you adjust the size of each of your cards and enables you to be in control of how you want your cards to appear on the grid.

  • Themes: You can apply themes on the dashboard and created beautiful dashboards.

Add Text Card to Dashboard

In Dashboards , we have the feature to add text cards to provide context to your dashboards. Communicate your insights effectively with the new text card feature.

You can now include text cards within your dashboard, supporting Markdown text formatting.

To add a text card,

  • Click on the Add Text option from the Add button on the top right.

  • Provide the title to your text card.

  • By default, the text editor is in view mode. You may include markdown formatting to your text and view it in the preview mode on the Add Text modal.

You can create multiple pages under a single dashboard to better organize information, reduce clutter, and streamline navigation.

Pages in Dashboards

  • Each dashboard can contain multiple Pages.

  • Each Page supports:

    • Independent layout.

    • Separate filters.

    • Unique theme.

    • Custom set of visualizations.

  • Horizontal tabs allow quick switching between pages.

Best practice:

  • Use Pages for broad segmentation (e.g., different departments, regions).

  • Use Tabs for detailed views within each Page.

Import Dashboards as Pages

  • Existing standalone dashboards can be imported as Pages.

  • This allows easy consolidation and centralization of insights.

Enhanced Page Controls

By clicking on the drop button next to Page name, users can manage Pages using the following controls:

  • Rename a page.

  • Clone a page.

  • Delete a page.

  • Reorder pages via:

    • Drag & Drop.

    • Arrow keys.

    • Horizontal scrolling.

PreviousVariables in SQL ReportsNextFilters

Last updated 1 month ago

🆕