Create, modify a board

Create a board

To create a board, open the Library or Data Query, then click on the "+" button at the bottom right of the interface.
Select "New board".

Add content

A board is made up of tiles, each one displaying data from reports or funnels created in Data Query.

To select the reports or funnels to be added to your board, click on the "+" button in the lower right corner of the Library.

A side panel lists all the reports and funnels you have access to (private and public). If you want to create a new report to add to your board, click on the "+" button on top of the panel (1). A new window will open on Data Query, where you can create your new report. When you return to your board, you will be able to instantly access the newly created reports.

You can do a search to refine the list of available reports and funnels (2), but also filter their list depending on their ownership: all reports and funnels, only yours, or only those shared with you (3). Finally, you can also edit reports and funnels in Data Query (4).

To add reports or funnels in the board,

• Double-click on the names of the reports/funnels you want to add,
• Tick the checkboxes corresponding to the reports/funnels you want to add while hovering their name, and validate by clicking on the "Add x reports" button.

The selected resources will be added to your boards, in the form of tiles.

Change the layout of the tiles

You can change the layout of the tiles by dragging and dropping them to specific locations:

• Click on a tile and move it to the desired location
• Separators appear showing where you can move the tile
• To place a tile, move it over the desired separator, wait until it turns blue and then release the click

The board will automatically adjust the size of the tiles according to the location you choose.

Customize the default behavior of a tile

Each tile represents the data and configuration of a Report as it was created in Data Query: content, name, description, graphical representation, options, and so on.

In some cases, it can be useful to modify the default behavior of a tile by overriding some of the elements of the Report. For example, you can display a title and graphical representation that are more suitable for the content of the Board you are currently creating.

To customize your tiles, you must first switch to edit mode. Then, hover over the tile you want to edit and click on the pencil icon to open the configuration panel.

With this panel, you can:

• Override the title and name of the Report
• Override the graphical representation of the Report
• Select the metric/property to display by default
• Create / select filters to apply by default
• Override the number of items to display by default in the tile
• Override the configuration of the chart options
• It is also possible to change the Report displayed in the tile.
• If you are unsure about your changes, you can restore the tile to its initial configuration
• Select the property on which to perform / delete a breakdown if the report contains several properties

Delete a tile

To delete a tile, hover over it and click on the trash icon.

Add pages

It is possible to distribute the content of your boards over several pages. To create a page, enter the edition mode, and click the “New Page” button below the Board's name and description.

To rename or delete a page, hover over its name, then click on the "..." that appears.

• You can add up to 5 pages to a Board.
• The name of a page must contain at least 4 characters, and not more than 50.
• If you choose to delete a page, all its tiles will be deleted

Name and save the board

Click on the pencil to the right of the board title to give it a name and a description. The description is optional:

• You can use it to describe the board, but also to present its contents, give reading instructions, etc.
• If you don't want to display the description in the board, deactivate it
• The description will still be used to describe the board in the Library

Be careful, at this stage you have still not saved your board! Remember to close the title & description editing window, then click on the "Save" button.

The board is now listed in the Library, by default as a private resource. After each save, the board switches to "view" mode (see below).

Select a default perimeter

You can select the site(s) and time period you wish to use as the default when you open your Board. To do this, click on the pencil next to the title of your Board to open its configuration panel, then unfold the "default context" section.

Modify a board

Editing is available in several places:

• On the board in view mode, click on the "Edit" button or on the "+" button at the bottom of the screen
• On the Library by clicking on the edit pencil.
• Use the quick edition of the Library by using the quick edition mode if you only want to make a few changes to the title, the description or the visibility (public/private) of the board