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The Research Dashboard System

This article provides an overview of the Decipher research dashboard system. It describes dashboard access, functionality, and viewing options.

Overview

The research dashboard system enables you to provide an engaging and visually appealing presentation of key survey metrics. With instant, real-time access to your data, you can transform crucial findings into business solutions and ensure that your data is working for you every day.

Key benefits of the programmable dashboard include:

  • Customizable tables and charts that can pull data from multiple sources
  • A variety of chart types (created with Highcharts)
  • Flexible layouts
  • The ability to add company branding
  • Public or restricted dashboard access

1: What is a Research Dashboard?

Research dashboards are programmable research hubs that you can use to analyze and share survey data as it comes through. Here is an example of a research dashboard displaying the data from a survey about times smartphone users awaken in the morning:

There are several elements within dashboards that allow you to better organize and illustrate your findings:

1.  Tabs:  User-defined tabs allow you to organize your dashboard into meaningful categories.

2.  Charts/tables:  Display the data in a variety of charts, tables or line graphs. Examples are shown below.

3.  Split by:  Split the displayed data by any of the user-defined banners. This option is available per table/chart in Compat levels 3+; lower Compat levels will apply all splits globally.

4.  Filter:  Filter the displayed data by any of the user-defined options.

5.  Export:  Export the dashboard into Excel, PDF, or PPT format. Tables and charts are, by default, displayed in both the dashboard's web view and output reports.

Note: The Excel workbook will have one sheet per dashboard page.

2: Accessing Dashboards

To access Dashboards for your project, click on the project controls on the project page and select “Dashboards” under the Report menu:

As an alternative, you can select "Dashboards" from the Report" menu of your opened survey project. The dashboard list view opens for your survey project.

3: The Dashboard Menu

As you work with dashboards, many management tasks can be performed from the dashboard menu. The system automatically organizes any created dashboards into a list, and this list view opens when you first access the dashboard menu:

1. Project Name:  Name and path of the project.

2. Name: Links to existing dashboards.

3. Author: Name of the user who created the dashboard.

4. Changelog: Count of the number of available versions of the dashboard with a link to change management for version control. Click here for more information.

5. Sharing: private or public. A private dashboard requires you to be logged-in to view or make edits.  A public dashboard allows anyone to view with a link. Click here for more information.

6. Publish/Unpublish: Click to toggle the published state. When you publish a dashboard, you receive a link to share the dashboard with others. Click here for more information.

7. New Dashboard: Opens the dashboard editor view for you to name and build a new dashboard.

8. Duplicate: Makes a copy of the dashboard and prefixes the existing name with "Copy." You can use the copy as the basis for a new dashboard. The dashboard copy is in an unpublished state.

9. Edit: Opens the editor view for you to edit an existing dashboard.  After clicking "Save & Preview", the dashboard display view opens with your edits and with buttons to return to the dashboard editor or open the dashboard in a new window.

10: Delete: Permanently deletes the dashboard.

11: Copy of Dashboard:  Created when "Duplicate" was clicked. The copy is in an unpublished state.

3.1:  Creating a New Dashboard

To create a new programmable dashboard, open the dashboards menu and click the + New Dashboard button at the top right of the screen.

The dashboard editor will open for you to name and build your dashboard. Click here to learn how to start building a dashboard.

3.2:  Viewing an Existing Dashboard

Click the name of the dashboard that you want to view from the menu list and the dashboard display will open:

3.3:  Editing an Existing Dashboard

If you need to edit an existing dashboard, you can access it in the dashboard editor by clicking on Edit from the list in the dashboard menu:

3.4:  Publishing a Dashboard

After you are satisfied with your dashboard and are ready to share the dashboard, click "Publish" from the dashboard list view.

As an alternative, you can also publish a dashboard from the dashboard display.

Click here for more details about publishing a dashboard.

4: Dashboard Viewing Options

There are a lot of different options for viewing and organizing your data within a dashboard. Whether you’re previewing a dashboard or you’ve already published it, you can use the following sections to guide you through making your dashboard work for you.

4.1: Exporting

Dashboards can be exported in the Excel XLSX, PDF and PowerPoint format. Export your dashboard by first viewing the dashboard you wish to export and then selecting Export in the top-right corner.

Note: When exporting a dashboard into PowerPoint, you can use a custom template that you have designed for the presentation style. Click here for detailed template configuration instructions.

Tables and charts are, by default, displayed in both the dashboard's web view and exported files.

Click here to learn more about dashboard display options.

4.2:  Creating a Saved View

You can save the view of a dashboard display and then quickly retrieve it. For example, you might have applied a set of filters to the dashboard and want to save the filter setup so you can view it at another time.

To create a saved view:

For Compat 1 dashboards: Click the "Save Current View" button:

For Compat 2+ dashboards: Click the "Save" icon at the end of the filter bar:

Next, enter an unique name for the view in the Saved Dashboard View window and click "Save":

The Saved View is added to the View dropdown. You can click on the "x" to delete your saved view, if desired:

For Compat 4 dashboards: Click the "Save" icon at the end of the filter bar:

Next, enter an unique name for the view in the Saved Dashboard View window and click "Save":

The Saved View is added to the Filter menu. You can click on the "x" to delete your saved view, if desired:

4.3:  Clearing Applied Filters

You can quickly clear any filters you have applied to the dashboard.

To clear an applied filter:

For Compat 1 dashboards: Click the "Clear Filters" link:

For Compat 2+ dashboards: Click on this "x" at the end of the filter bar:

For Compat 4 dashboards: Click on this "x"  at the end of the filter bar:

4.4: Leaving Comments on Tables & Charts

Private dashboards using the Compat 2 (faster) or higher engine provide you the ability to leave comments on all tables and charts:

When a comment is saved, the current dashboard configuration (e.g. splits, filters) is also taken into account. Comments will only be displayed when the dashboard's configuration is the same as when the comment was left.

Any comments not matching the dashboard's configuration will be displayed under a different section titled "Other Data Views" with a link to "Switch" to that dashboard configuration. A comment may be deleted by anyone who has the ability to edit the dashboard.

Note: Comments are automatically enabled for all dashboards that are private and have a compat level of at least 2 (faster).

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