Add Analytics widgets to your DataServ Dashboard to keep important charts, tables, and metrics visible alongside your saved-search tiles. Your Dashboard layout is personal to you, and changes to your tiles do not change the original reports in Analytics.
Before you begin
You need P2P Analytics Viewer or P2P Analytics Designer access and permission to view the Analytics content you want to add. You can only select dashboards and widgets you are already authorized to access.
For more information on Analytics Security click here
What is an Analytics widget
A widget is an individual chart, table, or visualization within an Analytics dashboard. Adding a widget displays existing Analytics content; it does not create a new report.
For more info on Analytics Widgets click here
Add an Analytics widget
- On your DataServ Dashboard.
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Select Add Tile
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Choose the Analytics Widget.
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Under Select a Dashboard, choose the Analytics dashboard containing the widget you want to display.
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Next Select a Widget, choose the chart, table, or visualization to add.
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You can enter in a Short Name or leave it the same as the widget name.
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Use Choose a Size to select the tile size, 1 X 1, 2 X 2, or 2 X 3
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Select Save.
The widget appears at the bottom of your Dashboard.
You can have no more than 6 Analytics widgets at a time. The add window shows your Analytics widget allowance and how many spaces remain. If you reach the limit, remove an Analytics widget before adding another. Analytics widgets have a separate allowance from saved-search tiles.
Manage your widgets
Move a widget
Just like any other tile you can move your widget to your preferred position
Drag the widget by its header to a new position on your Dashboard. Your arrangement is saved for future visits.
Rename or resize a widget
- Open the widget’s settings (cog) menu.
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Select Edit.
- Change the Short Name or choose a different size.
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Select Update.
Remove a widget
Open the widget’s settings (cog) menu, select the delete option, and confirm.
Removing a widget deletes only your Dashboard tile. The original widget remains available on its report in the Analytics tab.
Understand data updates
Analytics data follows its scheduled refresh and is not real-time. When available, the Last updated footer shows when the widget’s underlying data was last refreshed. Hover over it to see the exact date and time.
Select Refresh All on the Dashboard to reload your widgets. This displays the available Analytics data; it does not start a new Analytics data refresh.
If a widget does not show a Last updated footer, a refresh timestamp is unavailable. The missing footer alone does not mean the data is out of date.
Troubleshooting
| What you see | What to do |
|---|---|
| The Analytics Widget option is missing | Ask your administrator or DataServ Support to confirm your Analytics access. If your access was recently updated, sign out and sign back in. |
| An expected dashboard or widget is missing | Check whether you can open it in the Analytics tab. Ask your administrator to confirm it has been shared with you. Newly granted access can take up to five minutes to appear. |
| A widget is unavailable for selection because it is already on your Dashboard | Use the existing tile. The same widget cannot be added twice. |
| A message says a tile with that name already exists | Enter a different Short Name. |
| You have reached your widget limit | Remove an Analytics widget you no longer need, then add the new one. |
| You don’t have access to this board | Ask your administrator to confirm your access to the underlying Analytics dashboard, or remove the tile. |
| This widget is temporarily unavailable. Please try again shortly. | Try again shortly. If the message continues, contact DataServ Support. |
For additional help, contact your Client Success Account Manager or DataServ Support at clientsupport@dataserv.com or 314.775.2850.
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