Edit Dashboard
The Edit Dashboard page allows you to group saved insights into a single view. It is a great way to organize your insights into groups.
Use Cases​
Here are a couple of example use cases for grouping your insights:
- Business problem-based grouping: examples include a Product Activation dashboard, a User Retention dashboard, and so on.
- Function-based grouping: examples include an Engineering dashboard, a Sales dashboard, and so on.
All Features​
Renaming the Dashboard​
You can rename your dashboard on the top left side of the page.
Adding a Saved Insight​
There are multiple ways to add insights to a dashboard:
- From the Explore page while saving an insight.
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With the Add Insight or Add Existing Insight button on the Edit Dashboards page.
If you choose to add an existing insight, you can select it from the list of saved insights. Clicking on the insight will take you to the Explore page, where you can add it to your dashboard.
If you choose to add a new insight, you will be taken to the Explore page to create a new insight and add it to your dashboard.
Refreshing the Dashboard​
To refresh the entire dashboard, use the Refresh button. This will trigger a parallel refresh of all saved insights in the dashboard, executing up to 5 SQL queries in your data warehouse simultaneously. You can cancel the refresh at any time.
Global annotations​
The + Global annotations option allows you to include any global annotations you've added. When this option is enabled, viewers of the dashboard will see the additional context or notes provided through global annotations. This setting is persistent.
Scheduling​
You can enable scheduling to refresh the dashboard every time the dashboard page is opened. You can also set the auto-refresh frequency. The dashboard will only refresh if the specified period has passed since the last refresh.
A button will appear in the top right corner of the dashboard page showing the auto-refresh frequency. You can change the frequency by clicking this button.
Duplicating the Dashboard​
You can create a copy of the dashboard by clicking the Duplicate button in the top right corner of the menu bar on the dashboard page.
Duplicating the Dashboard Only​
If you choose to duplicate the dashboard only, a new dashboard will be created containing the same insights as the original. Changes made to insights in the new dashboard will also affect the insights in the original dashboard, and vice versa.
Duplicating the Dashboard with Insights​
If you choose to duplicate the dashboard along with the insights, copies of the insights will be created in the new dashboard. Changes made to the insights in the new dashboard will not affect the original dashboard.
Creating a Snapshot​
You can take a snapshot of the dashboard by clicking the Snapshot button in the top right corner of the menu bar on the dashboard page.
The difference between creating a snapshot and duplicating the dashboard is that a snapshot locks the date for all the insights. This ensures that when you return to the snapshot dashboard, you see the exact same data. Snapshots are useful for static reports, such as those in Notion.
Managing the layout​
You can move insights inside a dashboard by clicking and dragging the "grab area" at the top of each insight.
You can grab an insight and move it around, which will reorder the other insights on the dashboard as well.
Resizing charts is also easy. Click the side menu in the top right part of the chart, then select Toggle Size. This will toggle the chart between full width and default width. Full-width charts will display at default width on mobile platforms.
Dashboard time filter​
The insights shown in the dashboard use the default time window they had when they were saved. Mitzu offers an option to override this. You can choose a different time horizon for all the insights in the dashboard by selecting an option from the time window chooser at the top.
You need to click the Refresh button to update the charts, or enable Scheduling to update them automatically after a certain time interval when the dashboard is opened.
Removing insights​
You can find the Remove button in the same menu as the Toggle Size button (in the top right part of each chart). This removes the saved insight from the dashboard but does not delete the saved insight itself.
