Dashboards Basics

How to use Dashboards to visualise and test your Model

Overview

Example Dashboard

Dashboards provide an easy way for you to visualise your Model and understand the impact of Assumptions, Scenarios and Sensitivities.

Dashboards are created using a simple drag and drop interface giving you the power to quickly generate a new view of your Model.

Metrics and Charts will show the currently active Case by default. Charts can be configured to always show a specific Case (see Dashboard Charts for more details).

Editing Dashboards

Dashboard Items can be created and moved through a drag and drop interface, as demonstrated in the gif below.

Creating, moving, editing and deleting Dashboard items

Creating an Item

To create an Item, drag an icon from the control bar to the desired position in the Dashboard. A dialog will be opened allowing you to configure the item before it is added to the layout.

Moving an Item

To move an Item, simply drag and drop it to a different position.

Editing and Deleting Items

To edit or delete items, you must first enable editing, using the Editing on/off toggle on the control bar. When editing is enabled, hovering over an item will show Edit and Delete buttons.

You can only edit or delete Panels when the Show panels toggle is set to On.

Dashboards in Excel

You can add a Dashboard to a Sheet in your Layout, and a representation of the Dashboard will be generated for you in Excel. There are limitations to what can be produced in Excel relative to Models - these are covered in the Excel Dashboards page.