User Manual Dashboard
THIS GUIDE WILL ENABLE YOU TO:
1. Create New Workspace
2. Add Widget
3. Drill down
INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
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Workspaces: A way to categorize all your
widgets based on your personal criteria. Click
on the little gear icon to edit the workspace
name or delete it.
Create new workspace: A button to create
new workspaces
Add widget: Click here to add a new widget
based on exiting saved searches
Widgets: Simply put, widgets are a means to
analyzing saved searches
Widget settings: Click on the little ‘gear’ icon
to edit, download, or delete the widget
Timeline: Click here to choose from standard
date ranges or define a custom time line
7 Explore: Click on a bar or trend line to see the
information behind that saved search. Doing
so will open a new tab with the news feed for
this information
INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
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Click on the ‘+’ icon to create a new workspace. A lightbox will appear.
Give you workspace a name by typing into the field below ‘Workspace Name’
Click on the ‘Create’ button once you are done
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INTRODUCTION
CREATE NEW WORKSPACE
ADD WIDGET
DRILL DOWN
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This is the new workspace that you have created
The workspace is empty at this moment
Click on the ‘+ Create Widget’ to add your first widget
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A menu drops down when you click on
‘Create Widget’
These are your saved searches. You can select
one or a combination of more to create the widget
This where you type in to name your widget
This is the widget library. See the subsequent
slides to understand what each widget does
This option allows you to select the number
of items you want to see in a widget
Hit the create button when you are done
INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
NEWS FEED
TOTAL COUNT
TRENDS
REGION COVERAGE
FILTER CATEGORIES
INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
NEWS FEED
TOTAL COUNT
TRENDS
REGION COVERAGE
FILTER CATEGORIES
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To create a newsfeed widget, select any one
of the saved searches. We’ve selected ‘ AU –
Leadership Changes’
We’re going to call this widget ‘Leadership Change
Updates’
Select ‘News Feed’ from the widget library
We’d like to see ‘7’ updates in the news feed
widget.
Hit the create button when you are done
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INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
NEWS FEED
TOTAL COUNT
TRENDS
REGION COVERAGE
FILTER CATEGORIES
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The Total Count widget gives you the total
volume of information for a particular saved
search. To create this widget, you can even
select multiple saved searches
In this case, we’ve chosen 5 saved searches
We’re going to call this widget ‘Reports /
Surveys Australia’
Hit the create button when you’re done.
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INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
NEWS FEED
TOTAL COUNT
TRENDS
REGION COVERAGE
FILTER CATEGORIES
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The Trend widget, as the name suggests,
gives you trends on you saved searches over
a period of time. You can select multiple
saved searches to create this widget
In this case, we’ve chosen 5 saved searches
We’re going to call this widget ‘E&R Topic
Trends’
Hit the create button when you’re done.
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INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
NEWS FEED
TOTAL COUNT
TRENDS
REGION COVERAGE
FILTER CATEGORIES
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The Region Coverage widget visualizes your
saved searches on a map. This is useful for
quickly accessing location related information
and deciding whether to dig deeper
For this widget we’ve selected ‘AU – Job Postings’
We’re going to call this widget ‘Job Postings’
Hit the create button when you’re done.
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INTRODUCTION
CREATE NEW WORKSPACE
CREATE WIDGET
DRILL DOWN
NEWS FEED
TOTAL COUNT
TRENDS
REGION COVERAGE
FILTER CATEGORIES
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The Filter Category widget is used to analyze
saved search(es) against a particular variable
like competitors, industries, location, type of
stories, sources, etc.
When you select Filter Categories as a widget type,
you notice a new field which allows you to select a
filter category. For this widget we’ve selected
‘Competitors’
We’ve selected a combination of saved
searches to create this widget
We’ve named this widget as ‘My Widget.
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5 We’d like to see 5 competitor groups in this
widget
6 Hit the create button when you’re done
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The ‘Drill Down’ functionality is only
applicable to ‘Filter Category’ widgets. Using
this functionality, you can explore the data
behind the saved search in that widget. ‘Drill
Down’ can be activated by clicking on a bar
that you want to get into. On clicking, you see
two options: Drill Down and News Feed.
Clicking on drill down results in the second
widget that you see above
Here we have applied ‘Drill Down’ to the widget
that was created in the last tutorial. We’ve clicked
in the bar which represent Big 4.
On doing so, you’re existing widget will
change to show how many Reports / Survey
have been published by individual Big 4
companies
Click ‘Go back’ to revert your widget to its
original state
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INTRODUCTION
CREATE NEW WORKSPACE
ADD WIDGET
DRILL DOWN