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Dashboards

PurposeThe Dashboards App enables users to organize and visualize multiple Insight Panes in a single view, providing a comprehensive overview of data for monitoring, trend analysis, and team collaboration.
Last UpdatedMarch 26, 2025

What are Dashboards?​

Dashboards in Raven provide a powerful way to organize and visualize multiple Insight Panes and other dashboard components within a single integrated view. They enable you to group related panes, offering a comprehensive overview of your data. Dashboards are ideal for monitoring key metrics, identifying trends, and facilitating collaborative analysis across teams. Additionally, dashboards support interactive filtering: clicking on pane fields or filters introduces slicers, allowing you to explore your data from various perspectives. All dashboards can be exported in paginated pdf files.

Accessing Dashboards​

You can find the Dashboards app under Insights > Dashboards in Raven. When you navigate to the Dashboards app, you’ll see an overview of all dashboards created by you and your team members. This centralized view allows you to:

  • View existing dashboards created by you and your team members
  • Create new dashboards
  • Delete dashboards

Tip: You can switch between tile or row display modes for the dashboards using the option in the top-right corner of the Dashboards page.

Dashboard Components​

Dashboards in Raven offer several components that allow you to create visually engaging and highly contextualized dashboards. These components are designed to help you present data effectively, whether for team collaboration or decision-making purposes.

All components can be easily dragged and dropped onto your dashboard. You can position and resize them as needed. By clicking on a component while modifying a dashboard, you can access options such as resizing, locking its position and size, or deleting it. Double-clicking on a component opens a configuration pop-up with advanced settings specific to that component.

Below is an overview of the available dashboard components:

  • Add titles or section headers to your dashboard for better organization and context.
  • Headers help viewers quickly understand the purpose of different sections within your dashboard.

Image​

  • Use the Image component to display visuals by pasting a web URL.

  • To add an image:

    1. Search for an image online.
    2. Open the image in a new tab and copy its URL.
    3. Drag and drop the Image component onto your dashboard.
    4. Double-click on the empty image component and paste the URL into the configuration field.

  • This feature is ideal for adding visual context, such as logos, diagrams, or other relevant graphics.

Pane​

  • Panes are the core building blocks of dashboards, allowing you to visualize data queries effectively.

  • To add a Pane:

    1. Drag and drop the Pane component onto your dashboard.
    2. Double-click on the empty Pane to open its configuration pop-up.
    3. Select one of your available panes from the list.
    4. Customize settings such as title, background color, and border styles.

  • Panes provide a dynamic way to represent data insights at a glance.

Markdown Text​

  • Add text blocks using Markdown syntax to provide additional context or explanations for viewers.
  • This feature is perfect for including instructions, notes, or any other textual information directly within your dashboard.

Divider​

  • Insert horizontal lines to divide sections within your dashboard.
  • Dividers improve readability and help organize content visually.
  • Position and resize dividers to your liking for section separation.

Filter​

  • Add filter buttons to dynamically filter the queries behind your panes based on specific criteria.
  • Filters allow viewers to interact with data and focus on subsets of information.
  • Currently, filters require JSON configuration. Use the following example as a guide

{ "field": "severity", "eq": "CRITICAL" }

  • In this example:

    • field refers to the column in your query (e.g., "severity").
    • eq specifies the value you want to filter (e.g., "CRITICAL").

How to Create a Dashboard​

Dashboards in Raven allow you to organize multiple Insight Panes and other components into a single, cohesive view. Follow these steps to create and customize your dashboard:

Step 1: Navigate to the Dashboard App​

  • Go to Insights > Dashboard App from the sidebar menu.
  • This will open the Dashboard tab, where you can see all existing dashboards created by you or your team.

Step 2: Click "Create Dashboard"​

  • In the Dashboard tab, click the “CREATE DASHBOARD” button located in the top-right corner.
  • A blank canvas will appear, ready for you to start structuring your dashboard.

Step 3: Add Dashboard Components​

  • Use the “+ New Dashboard” button at the top right to begin adding components.

  • At the bottom of the page, you’ll find all available dashboard components (e.g., Insight Panes, Headers, Images, Dividers).

  • To add components:

    • Drag and drop them onto your dashboard canvas.
    • Arrange and resize them as needed.
    • Double-click on any component to edit its content or configuration.

Step 4: Add Insight Panes​

  • Click on the “ADD Insight Pane” button.
  • Select panes from the list of previously created Insight Panes by your team.
  • Drag and drop panes onto your canvas to arrange them as needed.

Step 5: Customize Layout with Dashboard Components​

  • Use dashboard components such as Headers, Images, Markdown Text, Dividers, and Filters to enhance your layout.
  • Drag and drop components onto your canvas and position them according to your preferences.
  • Double-click on each component to edit its content or adjust settings.

Step 6: Configure Dashboard Settings​

  • Adjust settings for infinite or finite view:

    • Infinite View: Ideal for storytelling with dashboards that scroll continuously.
    • Finite View: Perfect for dashboards intended for PDF exports or formatted presentations.

  • Enable or disable snapping to grid for precise alignment of components.

Step 7: Save Your Dashboard​

  • Once you’ve structured and customized your dashboard:

    • Click the “SAVE” button located at the top-right corner of the page.
    • Your dashboard will be saved and accessible for team collaboration.

By following these steps, you can create professional dashboards tailored to your data visualization needs. Whether for presentations or collaborative analysis, Raven’s dashboard tools empower you to deliver impactful insights efficiently.

Tips for Creating Effective Dashboards​

  • Use Descriptive Titles: Ensure each pane has a clear title so viewers can easily understand the data being presented.
  • Organize with Headers and Dividers: Use headers and dividers to separate sections of your dashboard for better readability and structure.
  • Enable Click-Through Filtering: Panes support dynamic filtering. If your underlying queries contain fields with matching names and values, clicking on one pane will automatically filter all other panes in the dashboard.
  • Group Related Panes Logically: Arrange panes that share a common theme or dataset together to provide better insights and improve usability.

FAQs​

Can I edit an Insight Pane within a dashboard?
→ While dashboards allow you to configure settings like titles and background colors, more elaborate changes to panes must be done via the Panes App.

Can I export dashboards?
→ Yes, dashboards can be exported in PDF format. To ensure all components appear correctly, toggle off infinite view in the dashboard settings before exporting.

How do I share dashboards with my team?
→ All saved dashboards are automatically accessible to team members with appropriate permissions, enabling seamless collaboration.