User permissions required: ‘View Sources’ AND ‘View Labels’


Introduction

 

The Dashboard page is where users can create a customisable dashboard containing all of the charts and visuals in the platform that are most useful or relevant to them. A user’s dashboard is unique to them.

 

This page is particularly useful when you have a live integration set up for the source(s) in your dataset, and you can periodically check in to see how things have changed over time.

 

As a default, the Dashboard page has a few example visuals already added, however, users have complete control over what gets shown on this page. You can customise your own dashboard by adding (or removing) charts with your choice of filters applied from the Reports page, or specific data related visuals from the Dataset settings page.



Creating your dashboard

 

Adding charts

 

As a default, the Dashboard page contains the default visuals shown below. These can all easily be removed if user’s prefer – see the next section of this article for how. 

 



Default Dashboard page



When you add a chart to your dashboard, the platform will intuitively try to fit it in the most obvious space available. If there is space to accommodate the default chart size, the platform will add the chart as close to the top of the page as it can.

 

To add a chart from Reports to your dashboard:

 

  • Navigate to the Reports page via the left-hand dataset navigation bar or where it says ‘Reports’ on the empty Dashboard page (as shown above)
  • Apply the relevant filters to find the chart that you want (see here)
  • Click the       icon that appears in the bottom or top right-hand corner of the chart when you hover over it with your mouse
  • This will add the chart to your dashboard with the filters and chart type selected at that point in time
  • Repeat this process from the Reports page until you’ve added all of the chart views that you want in your dashboard

 

When you add a chart from Reports with filters applied, you will see the icon (as shown below). You can click it to reveal which filters are applied. The icon will change to look like this: (as shown below).




 

Filtered report from Dashboard page with and without filters showing



 

To add one of the dashboard cards from the individual Dataset settings page:

 

  • Navigate to the Dataset settings page using the A picture containing wheel

Description automatically generated icon at the top of the page or by clicking where it says ‘Dataset settings’ (as shown above)
  • Click thebutton and then select the dashboard card you want to add to your dashboard from the dropdown list


 

Individual Dataset settings page

 


The cards you can add from the individual Dataset settings page are:

  • An example recent verbatim (which can be filtered to show 5 recent verbatims)
  • Accuracy of the latest model (precision vs. recall)
  • Most interesting unlabelled verbatim
  • A taxonomy health indicator (which shows how many labels require more training examples)

 

The ‘Recent verbatim’ card also has some additional options available in the dashboard. 

 

By clicking the X icon in the top right-hand corner of this card, users are then able to:

  • Show the predicted labels for the recent verbatim
  • Hide the user properties (i.e. metadata) of the recent verbatim
  • Show multiple verbatims (this will increase the number shown from 1 to 5)
  • Filter recent verbatims (based on their metadata fields)
  • Remove chart from the dashboard (this is a standard option for all charts)

 

 

Recent verbatim dashboard card options



For any chart that you’ve added to your dashboard from the Reports page, you can click the  icon in the corner of the chart to be taken to a view of that chart (with its applied filters) in the Reports page. From there you can download an image of the chart or the underlying data, or you can click through to the underlying verbatims in Explore.



Next: Remove charts