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How do I create a visuals dashboard in Videri?

Updated Oct 22, 2021

Dashboards display a curated selection of charts, making it easier to interpret data and find correlations among metrics. You may be able to create a dashboard from the Visuals page. When you create a dashboard, you can select the charts you want to display, arrange the chart layout, and customize individual charts. You can also give the dashboard a custom name. Saved dashboards display in the Created by You category in the Visuals menu Yours section of the Visuals page. You may also be able to publish your dashboard and invite others in your institution to access it.

Open Visuals

Open Visuals

In the Navigation Menu, click the Visuals link.

Create New Dashboard

Create New Dashboard

 On the Visuals page, click the Create new dashboard link.

Find Charts

Open Charts

To find charts to add to the dashboard, click the Tools Menu icon [1]. Then click the Manage charts link [2].  

Select Charts

Select Charts

The Manage Charts list displays all of your available charts [1]. The icon next to the chart name indicates the chart type, including individual charts [2] and charts that repeat by category [3].

To search for a specific chart, enter the chart name or part of the name in the Search field [4]. To add a chart to your dashboard, click the chart name link [5], then click the right arrow button [6]. Selected charts display to the right of the Manage Charts list [7].

Manage Selected Charts

Remove Charts or Change Chart Order

To remove a chart from the dashboard, select the chart [1]. Then click the left arrow icon [2].

To move a chart up or down in the list, select the chart [1]. Then click the up or down arrow icons [3].

To remove all charts, click the Remove All Items icon [4].

To add the selected charts, click the OK button [5].

View Dashboard Template

View Dashboard Template

The selected charts appear together on the dashboard template. Actual data displays after you save the dashboard.

Resize All Charts

Change Sizing of All Items

To change the size of all charts on the dashboard, click the arrow next to Size of dashboard items option [1]. Select one of the following options:

  • As set for each item [2]: Size each chart as needed.
  • Condensed [3]: Make all items smaller.
  • Standard [4]: Size all items as needed.
  • Expanded [5]: Expand all items to the width of the dashboard.

Resize Single Chart

Change Size of Single Item

To change the size of a single chart in a dashboard, select the chart [1]. In the Selected Chart section, click the Item size option [2]. Then select one of the following options:

  • Condensed [3]: Make the selected item smaller.
  • Standard (Recommended) [4]: Size the item to the default.
  • Expanded [5]: Expand the item to the width of the dashboard.

Save Dashboard

Save Dashboard

In the dashboard sidebar, click the Save link.

Enter Dashboard Name

Enter Dashboard Name

Enter a name for the dashboard in the Dashboard Name field [1] and click the Save button [2].

Leave Dashboard Editor

View Dashboard

To leave the dashboard template editing and view the dashboard with your data, click the Cancel editing link.

View Dashboard Data

View Dashboard Data

After you leave the Dashboard Editor, the charts populate with data.

To control the dashboard view, learn more about customizing a dashboard.

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