Customizing a Dashboard | Zoho Analytics On-Premise

Customizing a Dashboard


Zoho Analytics offers a wide range of options to customize the dashboard. With it's easy to use interface, you can customize/format the design and create a visually rich dashboard quickly. 

General Settings

Zoho Analytics provides a set of options to customize the interactions in Dashboards. You can customize the Dashboard settings by clicking the settings icon on the top right of the dashboard.

The Settings page will appear, with the following interactions:

​​

  • Allow Drill Down in charts: This option allows you to enable or disable the drill down functionality for all charts in the dashboard.

  • Allow View Underlying Data in reports: This option allows you to enable or disable the view underlying data functionality across all reports in the dashboard.

  • Apply User Filters immediately on selection: This option lets you choose how user filters behave on the dashboard. Selecting this option lets you apply user filters individually. When unchecked, users have to click the Apply button to apply the selected user filter criteria across the dashboard.

  • Enable Report to act as filters: This option allows you to enable or disable the report as filter functionality, which filters the dashboard using the reports' data. Click here to learn more about this functionality.

  • Show Sort Menu in views: Selecting this checkbox allows you to display a sort icon across every view on the dashboard.

  • Show/Hide Columns option in table/query table/tabular views: This option allows you to enable or disable the show/hide columns option across all tabular views in the dashboard

  • Show Contextual Options Menu, on Hover: This option allows you to display various contextual menu options on mouse over the dashboard's reports.

  • Smart Align Charts: Selecting this option allows Zoho Analytics to automatically align the various views in a dashboard based on the available space.

  • Allow Export in report: This option allows you to enable or disable the various export options available for the reports in the dashboard. You can customize the exported file's formats using the Customize link.

  • Enable Insight option in reports: This option allows you to leverage Zia Insights for each report in the dashboard and gain descriptive and detailed insights within seconds. Click here to learn more about Zia Insights.

Applying Themes

Zoho Analytics allows you to apply themes to improve the look and feel of your dashboard. Currently, Zoho Analytics provides a set of preset themes in both supports both light and dark. You can also customize the theme to suit your needs. 

Refer to the below presentation to apply theme customize it.

Show/Hide Report Title and Description

You can customize the reports in the dashboard to show or hide the report title and description. This option is available only in the Edit Mode.  

To Show/Hide Report Title and Description,

  • Open the dashboard in Edit Mode
  • Click the More icon that appears on mouse over and select Options.

  • Check/Uncheck the Show Title option to show/hide the title  
  • Check/Uncheck the Show Description option to show/hide the description

  • Click Apply.

Legend Positioning

Zoho Analytics allows you to customize the legend position of your chart using the Settings option available for individual charts in the dashboards. 

Note:

  • You can also customize this from the Settings option available in your Chart toolbar. Click to learn more.
  • The legend settings that you choose for the chart here will override the already set legend settings that was set while creating the chart. Also, these changes are applicable only for this dashboard. 

To change the legend positioning,

  • Open the dashboard in Edit Mode
  • Click the More icon that appears on mousing over and select Options.

  • Select the desired position from the Legend Position drop down.

  • Click Apply.

Show Report Specific User Filters

The Show Report Specific User Filters option, allows you to show/hide the user filter created for that specific report. This option allows you to apply filters on a specific report without disturbing the other reports. By default, this option will be unchecked.

To enable this option,      

  • Open the dashboard in Edit Mode
  • Click the More icon that appears on mouse over and select Options.

  • Select Show Report Specific User Filters option

  • Click Apply.

Note

  • Please note that you can apply a user filter at a report level and a dashboard filter (user filter at a dashboard level) at the same time. In this case, both the criteria will be applied. 

Include/Exclude Dashboard Filters

Dashboard user filters will be applied over all reports in the Dashboard, by default. Sometimes, you want your reports to remain unchanged regardless of the filters applied in your dashboard. For example, if you have a report comparing current and previous year performance, filtering by year will make it lose its purpose.

In Zoho Analytics, you can easily include/exclude the Users Filters from being applied on a specific report using the Apply Dashboard Filters option.

You can also use this option to map the appropriate columns to be used for filtering, in case the user filter and the report are based on different tables.

You can use this option as shown below.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Creating a Dashboard

                                                                                                                          Dashboard allows you to combine multiple reports in a single page for a quick overview. Zoho Analytics provides a flexible m x n layout that allows you to organize the dashboard in any way as required. With this, you can easily create a visually rich ...
                                                                                                                        • Exporting a Dashboard

                                                                                                                          Zoho Analytics offers exporting and emailing capabilities, which enable you to view the dashboard when you have to work offline and email them. You can export a dashboard as a HTML zip file or  as a PDF.  1. What are the formats I can export my ...
                                                                                                                        • Customizing summary views

                                                                                                                          When designing a Summary View, Zoho Analytics offers a wide range of options to customize the view to suit your needs. In this section we will discuss about various options provided by Zoho Analytics to customize a Summary View that you create. ...
                                                                                                                        • Customizing a chart

                                                                                                                          When designing a chart, Zoho Analytics offers wide range of options to customize the chart and improve the overall appearance in different ways. In this section we will discuss about various options provided by Zoho Analytics to customize the chart ...
                                                                                                                        • Customizing a pivot table

                                                                                                                          When designing a pivot table, Zoho Analytics offers a wide range of options to customize it and improve the overall appearance in different ways. In this section we will discuss about various options provided by Zoho Analytics to customize a pivot ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources