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Go to https://help.zoola.io for up-to-date documentation, videos, walkthroughs, and case studies.




Adding Chart, Crosstab, and Table Dashlets

To add a new chart, crosstab, or table to your dashboard, complete the following steps:
 

  1. In the New Content section of the Available Content panel, click and drag the type of element you want to add to your Dashboard (ChartCrosstab, or Table) onto the Dashboard Canvas. The designer's Ad Hoc Editor opens, and the Select Data dialog appears.

  2. Browse to or search for the data source you want to use:

    • Click the View as Tree button  for a tree view of the files.

    • Click View as List button  for a list view of the files.

    • Click in the text entry box to search for a specific data source.

  3. Depending on your selected data source, the remaining steps may vary. Follow the on-screen instructions to navigate through the Data Chooser. You can also refer to the earlier guide on using the Data Chooser.

  4. When you complete the data source selection process, click the OK button. The Data Chooser window closes and the on-board Ad Hoc Editor becomes available. The on-board Ad Hoc Editor works just like the standard editor.

  5. When you finish creating your view, click the Save button  to save.

  6. In the Save to Dashboard dialog, enter a dashlet name and click Save. The dashlet is added to your dashboard.

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