Dashboards in SnapApp
on 05-04-2024 12:00 AM by SnapApp by BlueVector AI
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SnapApp uses Google’s DataStudio and Looker tool for reports and dashboards. These dashboards serve as links to DataStudio-built dashboards, providing flexibility for integration with other analytics reporting tools like Tableau, Power BI, or Looker, which support embedded reports. Dashboards offer a consolidated visual representation of data and key performance indicators (KPIs), enabling users to monitor business or system health and performance efficiently. They typically feature charts, graphs, tables, and visual elements that offer quick insights into complex data trends and patterns.
Table of Contents
- How to add a dashboard to SnapApp?
- Configuration of a Dashboard
- Preview your Dashboard on SnapApp
- View the Dashboard Configuration
- Delete a Dashboard
How to add a dashboard to SnapApp?
-
In Looker, from the File menu → Embed Report in your dashboard Copy the Embed Report Link and navigate back to your Application on SnapApp
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Locate Dashboards in Application’s Navigation.
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Open Settings from the User menu of the top bar.
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Select Dashboard from the UX menu of the left navigation bar.
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Click + Add New in the top header of the Dashboards list view to add a new dashboard.
- Fill out the required fields and hit Save.
Configuration of a Dashboard
- Create a new Dashboard
-
Configure the settings
-
Name - Defines the name of the dashboard. This is the name used by the application to identify the Dashboard .
- Description - It allows users to provide a brief description of the embedded dashboard. This description helps users understand the context or purpose of the dashboard.
-
Type - Defines the list of supported data visualization tools. Choose the tool from which you have an embedded link. This feature supports a variety of data visualization tools, including:
- Google Data Studio
- Looker Studio
- Looker
- Other compatible data visualization tools
-
URL - Stores the embed link of the dashboard. The Embed link that user copied in any of the data visualisation tools will be pasted in the URL field.
- Slug - A slug is a textual identifier to create a user-friendly and readable URL. All of our dashoard have a unique id attached to them which is used in the URL. Creating a slug allows you to display the slug-name instead of the id.
- Header - It allows users to show or hide the header of the embedded dashboard. When checked (true), the header will be displayed; otherwise, it will be hidden.
- Hide Sidebar - It allows users to hide the sidebar when displaying the dashboard. Clicking the button toggles the visibility of the sidebar.
- Active - It will activate this field. Activating this will help the user to display the dashboard in the application. User can also deactivate it depends on user’s requirements.
Preview your Dashboard on SnapApp
You can preview your Dashboard in many ways
- If you have ‘Dashboard’ active/turned on the Application level, you can find your Dashboard in the Dashboard widget at the top right of your applications.
- You can also preview your dashboard and copy the URL path to set it as a Navigation item or Default Start Page. (/dashboard…)
View the Dashboard Configuration
- Open Settings from the User menu.
- Select Dashboard from the UX menu.
- Select the Dashboard in the list that you want to view.
- Click the Dashboard name or ID to be taken to the detail view.
Delete a Dashboard
- Open Settings from the User menu.
- Select Dashboard from the UX menu.
- Search for the Dashboard in the list that you want to delete.
- Click the
Delete
button. To see theDelete
button, you must haveDelete
options enabled in permission sets assigned to your user role.
Thank you for following these steps to configure your SnapApp components effectively If you have any questions or need further assistance, please don’t hesitate to reach out to our support team. We’re here to help you make the most out of your SnapApp experience.
For support, email us at snapapp@bluevector.ai