Product Spotlight: Editable Dashboard Sections

July 12, 2024
Personalize Your End-User Dashboard Experience
Table of Contents

We’re thrilled to spotlight a highly versatile and user-friendly feature: Editable Dashboard Sections.

This feature allows your users to create their own dashboard with a library of charts that you’ve defined. Create a standard template to start, and your users can add/remove charts and reformat the dashboard to show the most relevant metrics for their own organization.

With Editable Dashboards, we’ve bridged the gap between our standard Dashboards and Report Builder, providing your users with the ability to create their own dashboard without needing to create their own charts from scratch.

Editable Dashboard Sections 101

Here are the key features and functionality you need to know about:

Versatile Placement

Editable Sections can be seamlessly integrated into an existing dashboard or used as a standalone dashboard. This versatility ensures that you can adapt it to fit perfectly within your current workflow or create a new, dedicated space for your custom data views.

Flexible Functionality

Enjoy the freedom to edit details and layouts according to your needs. Whether you’re fine-tuning specific elements or reimagining the entire layout, Editable Sections offer the flexibility to make it happen.

Customizable Charts

Choose from a variety of charts and visualizations to best represent your data. This feature allows you to tailor the presentation to suit different audiences and purposes, ensuring that your data is always communicated effectively.

User-Level Customization

Editable Sections support customization at both the end-user level and the tenant level. This means you can provide a personalized experience for individual users or implement consistent customization across your entire application.

Create Unique Experiences

The highly flexible nature of Editable Sections allows you to create a variety of unique experiences. Whether you need a detailed analytical dashboard or a simple overview, this feature can accommodate your requirements.

User-Friendly Design

Designed with non-technical users in mind, Editable Sections make it easy for everyone to create and customize dashboards. No specialized skills are required, empowering all users to take full advantage of this powerful feature.

Export data

Share data on the custom dashboard or export the entire dashboard. Explo support CSV, Excel, PDF, and image exports.

Why We Recommend Using Editable Sections

With Editable Sections, you have the power to offer a personalized end-user experience without overwhelming users with raw data.

Seamless Integration: Editable Sections fit effortlessly into your existing workflow, providing a streamlined experience without disruptions.

Personalized Experiences: Offer tailored experiences for individual users or consistent customization across your application, enhancing user satisfaction and engagement.

Versatility and Engagement: Adapt your dashboards to various use cases, making them more engaging and effective for your specific needs.

Empowerment for All Users: Enable all end-users to create and customize dashboards, regardless of their technical expertise, fostering a more inclusive and productive environment.

How to Use Editable Sections

Using Editable Sections is straightforward and designed to be user-friendly, even for non-technical users. Here’s a step-by-step guide to help you get started:

Step 1: Access the Feature

Navigate to the page or dashboard where you want to add an Editable Section. Look for the option to add or edit sections in your dashboard settings.

Step 2: Choose Placement

Decide whether you want to integrate the Editable Section into an existing page or create a new standalone dashboard. Select the appropriate option based on your needs.

Step 3: Customize Layout and Details

Use the intuitive drag-and-drop interface to arrange the layout of your section. You can add, remove, and resize various elements to fit your desired structure. Edit the details of each component, such as text, images, and data inputs, to ensure everything aligns with your requirements.

Step 4: Select Visualizations

Choose from a range of charts and visualizations to represent your data. Simply drag the desired chart type into your section and configure the data sources and display settings.

Step 5: User-Level Customization

Decide if you want the section to be customizable at the end-user level or the tenant level. Enable user-level customization to allow individual users to personalize their own dashboards, or apply settings universally for consistent branding and layout.

Step 6: Save and Share

Once you’re satisfied with your Editable Section, save your changes. You can then share the section as an image file or CSV, making it easy to distribute and collaborate with others.

Step 7: Continuous Improvement

Editable Sections are designed to be flexible, so you can continuously improve and update them as needed. Regularly review and refine your sections to keep them relevant and effective.

Tips for Maximizing the Use of Editable Sections

  • Experiment with Layouts: Try different layouts to find the most effective way to present your data.
  • Engage Users: Encourage users to personalize their sections to enhance engagement and satisfaction.
  • Stay Consistent: Maintain consistent branding across all sections to reinforce your brand identity.
  • Utilize Custom Visuals: Leverage the variety of available charts and visualizations to keep your data presentations dynamic and informative.

By following these steps, you can make the most of Editable Sections, creating powerful, customized dashboards that enhance your data presentation and user experience.

If your users are looking for a full self-service experience where they can dive into the data and create their own visualizations from scratch, check out our Report Builder Product.

Start exploring this feature today and unlock the full potential of your dashboards!

Gary Lin

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ABOUT EXPLO

Explo, the publishers of Graphs & Trends, is an embedded analytics company. With Explo’s Dashboard and Report Builder product, you can a premium analytics experience for your users with minimal engineering bandwidth.
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