Dashboards arrange charts of records and tasks. Define what a chart counts before choosing its appearance, then review sharing and publication separately.
Before you start
You need access to the data and permission to create or edit the dashboard. The creator and administrators control editing of existing dashboards.
Start a dashboard, then add charts with defined data and measures.
Create and publish a dashboard
Open Terrain and choose New dashboard.
Name the dashboard and choose Add chart.
Select the data, filters, measure, grouping and time fields relevant to the question.
Review the chart preview and contributing rows. Check units and whether missing values are included.
Arrange the charts and review whether the dashboard is private or shared with the workspace.
Publish the intended version and check it from the perspective of a member who should be able to open it.
Check the result
The published dashboard shows measures with clear definitions and the intended audience can access it. Unpublished edits are distinct from the version viewers see.
Make the measure auditable
Count and count distinct can produce different totals. Sum, average and other aggregations depend on the selected field. A requested date and a completion date describe different time series.
Use a description to explain the scope and unit. Open contributing data when a result looks unexpected.
Share the intended version
A dashboard can be private or shared with everyone in the workspace. Review the publication confirmation, especially when changing an existing shared dashboard. Recheck the viewer experience after publishing.
If something does not look right
What you see | What to check |
A chart cannot calculate | Review source fields, formula compatibility and required measure or time settings. |
A teammate sees older content | Check whether changes are unpublished and confirm the intended audience and dashboard version. |
Does deleting a dashboard delete its source records?
Does deleting a dashboard delete its source records?
The dashboard confirmation distinguishes its charts from records and tasks. Read it before deletion; published dashboard changes can affect everyone who can see it.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.