Once you have your Insight Templates built, you can organize the data and add descriptive content to present your analysis. In addition to creating a dashboard from a blank page, Innovu experts published a collection of core analytics available to all Lens users in Innovu Dashboards. Innovu Dashboards are Global Dashboards you can clone to customize the content and save as your own dashboard.
To start from a blank Dashboard page go to Insight Organizer. Access Insight Organizer at the navigation bar > Insight > Insight Organizer.
Creating a New Dashboard
Dashboard Page Navigation
Your dashboard title is visible at the top-left portion of the page and in the drop-down box at the top-right portion of the page.
In this example, the dashboard is titled Demo and the drop down box reads Demo [My Dashboard]. The term "My Dashboard" refers to a dashboard that you have created and own.
Delete the Page.
Add a page to the dashboard.
If you have multiple pages, move them usingand .
You can return to Insight Organizer by selecting, .
Dashboard Page Options.
Click the Add Widget button. The Create New Dashboard Widget window will appear. There are several widget types and visualization options.
Allows you to customize a title for the widget.
Lists the Insight Models to create a new Insight. Choosing the Insight Model will also filter the Source Insight list to display existing templates sourced by the selected Insight Model.
Lists the existing Insight templates available to you in the order they were created with the most recent appearing at the top of the list.
Allows you to save the visualization type displayed in the dashboard widget. Options include:
Allows you to display or hide the widget title.
The gear icon in the upper right corner of the Widget block offers widget-level options listed below. Options vary by Widget Type.
Allows you to edit the widget text, source model, source Insight, display and default visualization type.
Available on Insight Template and New Insight Widget Types, you can modify the filter parameters applied to the Insight widget data directly within the Dashboard page.
Available on all Widget Types, you are prompted to re-title the cloned widget. It will appear directly on the dashboard.
Re-directs you to the Insight Template page to explore the data sourcing the Insight widget.
Download the Insight Data Results in a CSV file directly to your browser.
Permanently delete the widget.
Tip: For Widgets that Display as a Visualization Type, the widget visualization options can be changed directly on the Dashboard page.
Dashboard Page Options
The gear iconnext to the Dashboard List drop down menu allows you to access Options.
Introduces a Sidebar panel to reorganize widgets within the Dashboard. In the edit mode, widgets can be re-sized using the double arrow icon.
Click the Cancel button to discard changes or the Save button to preserve changes and exit the edit layout mode.
Note: If you attempt to Save the Dashboard while a widget resides on the Sidebar, an error message will appear advising the Dashboard layout cannot be saved with widgets still in the sidebar.
Toggles the page between the Web view and the Page Layout view.
Export Dashboard allows you to:
Enables you to edit the name and description of the Dashboard.
Shares this Dashboard with other InnovuLens users.
You can search by username or send to all users within an organization by searching for an organization.
Note: The Insight Widget visualizations will only render if you have access to the underlying Insight Models.
This option deletes the Insight Dashboard. You will be prompted with a message to confirm your intent to delete.
Allows you to create an exact copy of your entire existing Dashboard with a new name. You can choose to clone the Dashboard With or Without Filters associated with the Insight Templates.
Following the initial step in Creating a New Dashboard, we've titled our dashboard Example Enrollment Overview.
Adding a Text Block Widget
We will begin by adding a text block to add descriptive detail about our Dashboard.
Click Add Widget > Select Widget Type as Text Block.
Add a title in the Widget Title space. Dashboard Description is the title in our example.
Click the buttonto expand the text formatting options. Click the hide help button again to collapse these options .
After you finish writing your text, click the Save button.
If you do not want your Widget Title to appear in the Text Block the uncheck the Display Header Option.
Now you have your 1st Widget!
You will see your widget appear in the upper-left corner of the Dashboard. The double arrow in the bottom right corner of the widget allows you to resize the text block. The Sidebar is available to move widgets off the dashboard to re-order widgets within and between pages.
Adding an existing Insight Template Widget
Click Add Widget > Select Widget Type as Insight Template.
Add a title in the Widget Title space. # Members Enrolled is the title in our example.
In this example, our Source Model is Enrollment. This will filter your options below to existing Source Insights that were created using the Enrollment Insight Model.
From the Source Insight List, we chose the Insight Template entitled Number of Unique Members Enrolled.
Our Display Type is Visualization and the Visualization Type is Single.
After you Click the Save button, the widget will appear again in the top left corner of the dashboard. This widget may appear on top of the existing dashboard widget, so you will need to move the dashboard and use the double arrow to re-size.
Our dashboard now contains two widgets.
Adding a New Insight Widget
Before adding a new widget, be sure to save your Dashboard by clicking the Save button at the top of the Dashboard page. This is important because the following widget will re-directs you to the Insight Template Page.
Click Add Widget > Select Widget Type as New Insight.
Add a title in the Widget Title space. Our widget is titled Distribution of Employees and Members by Age.
Our widget is configured as follows:
If you attempt to the Widget without 1st clickingto the overall Dashboard, you will receive this message.
Once you save both the dashboard and the new Insight widget, the platform will re-direct you to the Insight Template page to Build the Insight Template.
Once you save your template, the visualization will appear on the Dashboard which you can move and expand.
Adding a Button Block Widget
Click Add Widget > Select Widget Type as Button Block.
Add a text in the Button Text space. We added EMPLOYEE BENEFITS IN THE UNITED STATES – MARCH 2017.
Add the URL in the Button Link box. We added https://www.bls.gov/news.release/pdf/ebs2.pdf.
You can choose your Button Color and select if you want the Button Link to Open in a New Tab when you click on the button.
Here is a look at our Completed Dashboard.