The dashboard overview page gives you a glimpse into the features available under the Dashboard section. The dashboard allows you to create intuitive reports with visualizations and insights that support informed decision-making.

In the dashboard section, you can use  survey data from your existing surveys and visually present the data using widgets. With the Xebo.ai account, you get more than 10 widget types including Bar Graph, Pie Chart, Word Cloud, and much more. You can also customize the dashboard using filters, themes, and language options of your choice. You can share the dashboard with your team with the Share feature, and you can export the dashboard to access it on your device. 

2.1 Dashboard List Page

The dashboards list page allows you to view, search, and manage all dashboards in your workspace, as well as access recently deleted dashboards.

You may navigate between different pages of the dashboard list by clicking the page numbers at the bottom right of the list.

2.1.1 Dashboard List Information

The dashboard list is displayed in a tabular layout with the following columns:

• Favorites: The star icon represents the Favorites option. Click the Star icon to add a dashboard to the Favorites list. All favorite dashboards are displayed on the Home page and can be filtered on the Dashboard List page.

• Dashboard Details: Shows the dashboard name. Once clicked, the selected dashboard opens in a separate view.
• Pages: Shows how many pages the dashboard contains.
• Widgets: Shows how many widgets are configured across all pages of the dashboard.
• Owner: Displays the dashboard owner. When you hover over it, the full account name is displayed – useful for differentiating between owned and shared dashboards.
• Created: Shows the date on which the dashboard was created.
• Modified: Shows the most recent modification date for the dashboard.

• Actions: Provides access to dashboard-level actions for each row. On clicking the three dots, it shows the following options:

• Duplicate – Creates a duplicate of the dashboard containing the same source data, widgets, and pages.
• Delete – Deletes the dashboard from the list and moves it to the Deleted Dashboard section.
• Edit Dashboard – Opens the selected dashboard in edit mode.

• Restore – For a deleted dashboard, it allows the ability to restore the dashboard back to the list of dashboards.

2.1.2 Filter and Search

The search functionality allows you to quickly filter dashboards by their name. 

The Filter functionality allows you to select a time range between which the filtered results should show. 

The dashboard list can be sorted chronologically based on created or modified dates. 

Once filters and sorting are configured, click  Apply to view the filtered results

2.2. Creating a New Dashboard

The first step in creating an intuitive dashboard is to go to your Dashboard home page and adding a new Dashboard to your list. 

You can create a dashboard to present your survey response data in a visual manner. Rather than showing numbers, the dashboard allows you to showcase the same data with bars and graphs, and charts. You can further analyze your data for insights using the dashboard feature. 

The Dashboard allows you to analyze multiple surveys at once in the same tab. The steps to create a dashboard are as follows:

2.2.1 Dashboard Name and Category

Step 1: On the Dashboards module, click the Create Dashboard button to begin creating a dashboard.

Step 2: Enter the dashboard name and select a category from the available dashboard categories.

Step 3: Click Create to begin creating the dashboard.

2.2.2 Add Surveys as Source Data

Once you have created the dashboard, select the library and name; the next step is adding source data to the dashboard. The source data section allows you select the survey for which you want to create the dashboard. The steps to do so are as follows:

The source is the base data you collected from the survey to make your dashboard. You can use multiple sources from multiple surveys to create a dashboard. With Xebo.ai, you get the flexibility to manage source data and make changes to it.

Step 4: Select the survey for adding to source data. You can either import data from a file or a survey from your library.

Step 5: In the window, you will be shown all the available data. This includes all the questions and their answer choices. There is also metadata available. Select the questions and metadata you would want to add to your source. 

Step 6: Click Save after you have selected the data.

 After saving, you will be redirected to the Source Data Management page. On this page, you can add more variables and data sources. Variables represent your survey data. You can move them up or down in order and group them as needed.

Some of the functionalities available on this tab include:

Add Variable:  add more variables. Follow these steps to add a variable:

Step 1: Click the + icon to add the variable.

Step 2: A new variable appears at the bottom of the list. Enter the variable name.

Step 3: Click Select Variable to add a question or metadata as the source data for that variable.

Step 4: Here, you can assign a question, embedded data, metadata or derived variable as part of the dashboard variable. Once a source is selected, click Add to assign it to the dashboard variable.

NOTE: All functionalities are covered on the Source Data Management page in Section 3: Source Data Management

2.2.3 Planning Your Dashboard

Dashboards put data sources into charts, tables, and other visualizations called widgets. These widgets can be organized onto pages of the dashboard. 

Each dashboard can contain multiple pages. You can create unlimited dashboards and pages and add up to 24 widgets on a single dashboard page. However, it is recommended to avoid overcrowding pages with excessive widgets or creating unnecessary pages. Consider the following questions when planning your dashboard layout:

• Optimal number of dashboards per project
• Optimal number of pages per dashboard
• Risk of page overcrowding due to excessive widgets
• Evaluation of widget necessity and data organization strategy

Adding Pages to your Dashboard

You can add multiple pages to your individual Dashboard. This allows you to arrange your dashboard as per your need. Follow these steps to add a page to the dashboard:

Step 1: Click + icon on the top right of the screen to add a new page.

Step 2: Enter the name of the page you want to create.

Step 3: Click Save.

Renaming a Page on Dashboard

You can rename a page in your dashboard. Follow these steps to do that:

Step 1: Click the drop-down button on the page you want to rename and click Rename.

Step 2: Edit the name and click Save.

Deleting a Dashboard Page

You can delete the pages on your dashboard. Deleting the page would also remove all the dashboard widgets on it. Follow these steps for deleting a page in your dashboard:

Step 1: Click the drop-down button on the page and select Delete.

Step 2: Select Yes on the popup window.

Moving a Dashboard Page

With the dashboard pages, you also have the option to move them across to change the order of the page using the drag and drop technique. Drag the page you what to move and drop it in the desired position.

Comments on a Page

You can add comments to the individual pages of the dashboard using the comment functionality. Please refer to Section 4.1: Comments for more information.

2.2.4 Creating A Widget

You can add a widget in your Dashboard from Xebo.ai's collection of 19 widget types. The widgets allow you to present your survey data visually using different chart types. Available widget options include Bar Graph, Pie Chart, Word cloud and Data Trends. Each widget displays data according to the selected chart type. The steps to add a widget to the dashboard are as follows:

Step 1: Toggle  Edit Mode to begin modifying the dashboard.

Step 2: Click the New Widget icon from the right-hand side of the dashboard builder.

Step 3: Select a widget type from the list.

Step 4: Add Widget heading and description for the widget in the Dashboard.

Step 5: Select Values by clicking on Add Values. Values are the question or field on which the data is added in the widget.

Step 6: Select the function in the popup. The function contains the mathematical formula that is applied to the data. Click  See all Functions to view all available functions.

Step 7: Select the variable you want to include in the function. This will be used alongside your function to calculate a specific value.

Step 8: Once formula and variable are added, click Apply to add a new value to your widget.

Step 9: If you want to break your data based on individual answer choices, click Break By. Break By allows you to distribute your data into smaller data sets based on your selection.

Step 10: Select the question and the answer choice based on which the data would break

Step 11: Click Save

Step 12: Click Create Widget to add a widget to the dashboard.

2.2.5 Publish, Share and Export a Dashboard

Once you have customized the design, it is time to publish your Dashboard and share it with your team. To publish a dashboard:

Step 1: Click the Publish button to make your latest dashboard changes live.

Step 2: Click Yes on the confirmation popup.

Step 3: Once the dashboard is published, you will be prompted to share it with users. Click Share Dashboard to create a share link or share with users.

Step 4: You will be redirected to the share popup.

The share feature in the dashboard allows admin to share the dashboard with their users or groups. Sharing feature also includes data restriction, which limits the amount of data that is shown to the other users based on the criteria the admin has set.

The admin can also create a test link that remains active for 48 hours. This link allows the admin to share the dashboard in read-only mode by sharing the generated URL. Admin can also manage the setting of the test link.

Sharing Dashboard with Users

Sharing feature allows admin to create and share the dashboard with their users by assigning them access. The three available access options are Editor, Viewer, Commentor. You can also put restrictions that would limit the data that is shown to the user. 

The steps to sharing the dashboard are as follows:

Step 1: Select the user you wish to share the dashboard by searching using the Add Users and Groups. In case if you don’t have a user added to your account, you can add them by clicking on Manage Users.

Step 2: Once you have selected the user, click Save to add them. You can click Save and Notify if you want to notify your users after you have added them.

Step 3: Once the users are added, select the access you want to provide to your user. The available options are — Viewer, Editor, and Commentor. 

The viewer would only be able to view the dashboard while the editor is able to edit the widgets and data. Commentor can only comment on the dashboard and widgets.

Sharing Dashboard with a Public Test Link

The admin can also create a read-only test link that remains active for 48 hours. Every time the admin publishes the dashboard, the link gets refreshed. Admin can also customize the settings of the public test link by clicking on the setting button.

Step 1: Click Link Settings.

Step 2: Modify the public test link settings as per your accordance.

Managing Settings of Public Test Link

• Filters menu open by default: Automatically opens the filter menu.
• Adaptive Filters: Adaptive filters are useful when applying multiple filters. For example, if you want data for users aged 25-45 who are female, applying the first filter for ages 25-45 will update the available options. If there are no female users in that age group, the Female option will not appear when applying the second filter.
• Low Base Indicator: With a low base indicator, you can set a number that indicates the threshold for the low base. Any widget with data being less than the low base would have an indicator when the low base indicator is enabled. You can also set the message that is displayed as the indicator.

Once you have managed the settings, click Save to save the settings. Copy the URL from the bottom and share it with the users.

Exporting the Dashboard

You can export the dashboard in one of three available formats — Excel, PDF, and PPT. This allows you to share your Dashboard views with your team members. The option is available on the bottom right of the screen. The steps to exporting file are as follows:

Step 1: Click the Export button at the bottom of the screen.

Step 2: Select the file type you wish to download, and the download begins automatically. 

NOTE: Please remember, to export a file, you need to have your dashboard in View mode and not in Edit mode.