If your business needs require more than the three default dashboards and charts, customising is the way to go. You can create a completely new, personalised dashboard or a unique chart.
In this article, we’ll show you how to create, but also edit custom dashboards.
Creating a custom dashboard
To create a custom dashboard, click on the Reports button on the top of the screen. In the window that pops up, you’ll see the three default dashboards, as well as a Create a custom dashboard option. Click on the plus sign to create the dashboard.
A new window will open up:
There are three steps you need to take in this window.
Naming your dashboard. If you are creating a custom dashboard, you already know what you need it for – let the dashboard name reflect that. For the purpose of this tutorial, we’ll name it New Dashboard.
To start a new dashboard, click on Custom Dashboard.
Choose your source. Click on the drop-down menu Choose query or folder, and choose either a query or folder from which you want to pull data for your dashboard. You can choose multiple folders or queries.
Click on the green Create button to create your custom dashboard.
Once you’ve clicked Create, a new window will open:
That is your new dashboard.
Creating a custom chart
The next step is adding charts to your dashboard. To do this, click on the plus sign: Add new chart.
In this window that pops up, you can choose from the list of predefined charts, or you can create a custom chart. To create a custom chart, click on the Custom chart option or type “custom chart” into the search box at the top of this window:
After you click Save, a new window will open again.
To finish creating your custom chart, you’ll have to go through eight steps (all in that new window).
1) Choose a topic to analyse
Even though you’ve already chosen a folder (or folders) for your custom dashboard – you can still edit that choice for each chart.
In the drop-down menu, click on a query or folder whose data you want to be displayed on the chart (HINT: to display queries within a folder, simply click on the little arrow on the left of the folder name, and then click on the query (or queries) you want).
2) Choose a chart type
There are 17 chart types. To choose one, simply click on the chart type you want to use.
3) Chart time
In this step, you can set up the time period for your chart. You can choose between an hour or day as a time step (click on one or the other in the Time step drop-down menu).
If you choose Hour, you can adjust between which hours of the day you want to analyze mentions.
For setting the date, hover over the date box with your cursor. When you do this, a drop-down menu will appear. In this menu, you can click on the time frame you want to apply to your chart:
If you want to compare data with a different period, click on Compare periods. In this case, you can only use the calendar option to set the time period (by clicking on the date boxes).
4) Main dimension
This step includes choosing the main dimension you want to analyze.
There are 11 different dimensions:
In the main dimension drop-down menu, just click on the dimension you want to analyze and you’re ready for the next step.
In this step, you can choose between sorting by key or value. Then, you can choose if it will be in a descending or ascending order.
To choose either ascending or descending, click on the arrow on the right of the drop-down menu. The picture above shows the descending option (circled in red).
If you are sorting by key, that means the data will be sorted chronologically (for instance, if your chosen dimension is Tag, your data will be sorted by the time the tags were created).
On the other hand, if you are sorting by value, that means your data will be sorted, for instance, from the biggest to smallest value (or vice versa, depending on whether you chose the ascending or descending order).
Picture 1. Descending order (sentiment sorted by value); chart type: Numbers
Picture 2. Ascending order (sentiment sorted by value)
If you want to limit your results – for instance, only include Top 10 Influencers and not all of them – you use the Trim option.
There are five trim conditions. To choose either one, just click on them.
Top N: limit the number of results on the chart (e.g. the above mentioned Top 10 Influencers):
Non zero: this option excludes data if the result is 0:
Allowed: includes only parameters entered (just type parameters you want included in the box; press Enter after each parameter you type out):
Rejected: excludes entered parameters (type parameters in the box and press enter after each parameter):
Merge other: you can define the rank (after which the data will no longer appear) or percentage (below which the data will no longer appear):
For instance, if you choose a sentiment as your main dimension, you can trim the results by using the trim condition Rejected (this way, you can exclude sentiment that is undefined simply by typing that word in the Rejected box and pressing Enter):
The same would go for an instance in which you maybe want to exclude some sources from a particular chart. Say you don’t want your custom chart to include web mentions. You can achieve this by typing “web” into the rejected trim option. However, keep in mind you can only do this if your dimension is the source (main or sub-dimension).
Tips & tricks:
Adding trim conditions: If you want to use more than one trim condition, click on Add new trim condition, after defining the first one.
Deleting trim conditions: If you change your mind, you can always delete the trim condition by clicking on the trash bin icon on the right of every trim condition.
Removing parameters: Additionally, you can remove the Rejected or Allowed parameters by clicking on the X on the right of each parameter.
7) Sub dimension
In addition to your Main dimension, you can also choose a Sub dimension you want to be analyzed. You activate it by clicking on the little box on the left of the Sub dimension title.
For the sub dimension, you can sort and trim the data in the same way as the Main dimension.
Additionally, you can switch the sub dimension with the main dimension by clicking on the arrows icon on the right of the sub dimension title:
What happens here is that the sub dimension becomes the main dimension, and the main dimension becomes the sub dimension.
8) Chart value
The chart value option allows you to choose between five value options:
In the drop-down menu, just click on the one you want:
There is also a Merge operator option that allows you to choose if your data will be shown as a sum, minimum, maximum, or average:
To finish creating your custom chart, click on the green Save button.
Editing and deleting custom charts
Let’s say this is your custom made chart:
Pay attention to underlined features. This is what every custom chart has.
So, you can always:
Rename your custom chart by clicking on this icon:
Once you click on it, just type in the new name for your chart in the green highlighted area:
Click on the X or press Enter to change the name.
Clone your chart to get the exact same chart you already made by clicking on this icon:
Edit your custom chart by clicking on the pencil icon in the top right corner of the chart on your dashboard:
Delete your chart by clicking on the trash bin icon in the top right corner of the chart:
Download your chart by clicking on this icon:
Refresh your chart by clicking on this icon:
Adjust chart width by clicking on this icon:
This will open a drop-down menu of all available chart widths:
Renaming, customizing & deleting a custom dashboard
To rename your custom dashboard, click on the pen icon on the right of the dashboard’s current name (circled red):
When you click on it, an Edit dashboard window will open (as shown in the picture above). In this window, you can change the name of your dashboard, as well as your dashboard’s description.
To customize your custom dashboard, click on the Customize dashboard option on the upper right of the screen, next to the blue Download button. When you click on it, a new window will pop up warning you that all charts will change if you edit any of the filters.
If that is not a problem for you, click Yes.
Once you click Yes, a new window will appear:
In it, you can change the topic you want to be analyzed and the time period. Click Apply to finish editing.
To delete your custom dashboard, click on the trash bin icon found to the right of the dashboard name:
A window will pop up asking you if you are sure you want to delete your dashboard. If you are, simply click Yes and your dashboard will be deleted.
To download your custom dashboard, click on the blue Download button on the top right of the dashboard.
Check this video to see more information about creating custom reports/dashboards…
…and see this video for additional information on creating custom charts: