Manage Data Discovery Dashboards

This applies to: Visual Data Discovery

After you have successfully connected to your data stores and configured your data sources in Symphony, you can immediately start exploring and interacting with the data using dashboards that contain visuals, rich text snippets, and filter snippets.

You have the flexibility to create a data discovery dashboard with a single visual or rich text snippet, and expand as needed. Quickly build, edit, and filter dashboards. Adjust the responsive layout to suit the varied needs of your users, and share dashboards directly with others or integrate within your web application.

Users who access your environment using a tablet or mobile device are presented with a responsive design and layout that resizes and adjusts to the available screen size. Touch actions provide intuitive access to dashboard functions: a short touch brings up the context menu, while a long touch surfaces tooltips and dashboard layout options. Task-based work areas, including menus and dashboard report scheduling, are sized appropriately for ease of use.

A data discovery dashboard is a collection of visuals from one or more data sources. You can add as many data discovery dashboards as you need. Increasing the number of visuals within a dashboard may impact its performance. Add rich text snippets and filter snippets to further present and refine the data you share with your users.

Before you begin, make sure that the data sources you want to use have been added and you have privileges to save visuals and dashboards.

• Use the Symphony  Data Discovery Dashboard Library
• Create Data Discovery Dashboards
• Edit a Data Discovery Dashboard
• Save a Dashboard
• List Dashboards
• Copy a Dashboard
• Rename a Data Discovery Dashboard
• Filter Data
• Link a Data Discovery Dashboard
• Dashboard Layouts
• Move, Swap, and Resize Visuals and Widgets in a Dashboard
• Lock and Unlock Widget Positions
• Using the Responsive Dashboard Layout
• Use Dashboard View Mode
• Share a Data Discovery Dashboard with Users Inside Your Account
• About Scheduled Data Discovery Dashboard Reports
• About Dashboard Permissions
• Export a Data Discovery Dashboard
• Import a Data Discovery Dashboard
• Delete a Data Discovery Dashboard

You can force Symphony to bypass the visualization cache and query the underlying data source by selecting Refresh All from a dashboard menu.