{"id":63900,"date":"2024-12-03T13:03:22","date_gmt":"2024-12-03T13:03:22","guid":{"rendered":"https:\/\/www.sogolytics.com\/help\/?page_id=63900"},"modified":"2025-04-16T17:33:05","modified_gmt":"2025-04-16T17:33:05","slug":"dashboard-options","status":"publish","type":"page","link":"https:\/\/www.sogolytics.com\/help\/dashboard-options\/","title":{"rendered":"Dashboard Options"},"content":{"rendered":"<p>Want more from your Custom Dashboard? Thought you&#8217;d never ask! Dashboard Options enable you to modify and manage your Dashboards quickly and easily to keep the insights incoming.<\/p>\n<ul class=\"sogo-help-sub-list\">\r\n\t<li><a href=\"#section-1\">Add Multiple Widgets<\/a><\/li>\r\n\t<li><a href=\"#section-2\">Duplicate<\/a><\/li>\r\n\t<li><a href=\"#section-3\">Widget Settings<\/a><\/li>\r\n\t<li><a href=\"#section-4\">Layout Settings<\/a><\/li>\r\n\t<li><a href=\"#section-5\">Share<\/a><\/li>\r\n\t<li><a href=\"#section-6\">Delete<\/a><\/li>\r\n<\/ul>\n<h2 id=\"section-1\"><strong>Add Multiple Widgets<\/strong><\/h2>\n<p>Want to add several widgets at once? No problem! This feature makes it easy to populate your Dashboard with a widget for each question in your survey or for selected questions or metadata.<\/p>\n<p>To add multiple widgets, follow the steps below:<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ol>\n<li>Create a new Dashboard.<\/li>\n<li>Once the Dashboard is created, click the three-dot menu in the top right and select Add Multiple Widgets.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/AMW1.png\" \/><\/li>\n<li>Select the column layout for your widgets. Choose <strong>1 Column<\/strong> to stack widgets vertically, or <strong>2 Columns<\/strong> to place them side by side. The number of rows will be adjusted based on the number of widgets added. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/AMW2.png\" \/><\/li>\n<li>Choose the relevant project as your data source.<\/li>\n<li>Based on the selected project, you will have the option to choose questions and metadata from the <strong>Question\/Metadata<\/strong> dropdown. Drill Down, Ranking, Signature, Numeric Allocation, and Attachment question types cannot be selected through this option <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/AMW3.png\" \/><\/li>\n<li>Select the format in which the widgets should display data: <strong>Graph<\/strong>, <strong>Table<\/strong> or both. All the selected questions and metadata will be shown according to the chosen format. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/AMW4.png\" \/><\/li>\n<li>If you already have widgets on the Dashboard, use the <strong>Position<\/strong> option to decide where to place the new widgets\u2014either at the top of the Dashboard before existing widgets or at the bottom.<\/li>\n<li>Next, go to <strong>Advanced Settings<\/strong> to define additional specifications for your widgets. Within <strong>Overall<\/strong>, you can customize based on the following options. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2025\/04\/Add-Multi-Widget-Advanced.png\" \/>\n<ol style=\"list-style: lower-alpha;\">\n<li><strong>Sort By<\/strong>: Sort your answer options based on the following criteria:\n<ul>\n<li>In order of appearance of the question<\/li>\n<li>In alphabetical order (A to Z)<\/li>\n<li>In reverse alphabetical order (Z to A)<\/li>\n<li>From highest to lowest value<\/li>\n<li>From lowest to highest value<\/li>\n<\/ul>\n<\/li>\n<li>Display answers with 0 responses<\/li>\n<li>Include &#8216;Did Not Answer\u2019<\/li>\n<li>Include &#8216;Incomplete Responses&#8217;<\/li>\n<li>Split \u2018Grid Questions\u2019<\/li>\n<li>Show &#8216;Total Responses&#8217;<\/li>\n<li>Show \u2018Overall Metric\u2019<\/li>\n<\/ol>\n<\/li>\n<li>Also under Advanced Settings, <strong>Graph Settings<\/strong> let you specify the graph types for single-select and grid questions. You can also select default graph color palettes here. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/AMW6.png\" \/><\/li>\n<li>Once you have customized all the settings, click <strong>Done<\/strong>. All selected questions will be added as widgets to the Custom Dashboard.<\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2 id=\"section-2\"><strong>Duplicate<\/strong><\/h2>\n<p>Love your Dashboard but need to make a few changes for a different audience or purpose? Save time by starting from a copy!<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/Duplicate.png\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2 id=\"section-3\"><strong>Widget Settings<\/strong><\/h2>\n<p>This option will allow you to change the settings for all the widgets in the Dashboard at once. Just follow these steps:<\/p>\n<ol>\n<li>Click on the three-dot menu located at the top right corner of the Dashboard.<\/li>\n<li>From the Dashboard options, select <strong>Widget Settings<\/strong>.<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/WS1.png\" \/><\/li>\n<li>This will open the Widget Settings dialog box. Here, you can modify the <strong>Overall<\/strong> and the <strong>Graph Settings<\/strong>.<\/li>\n<li>In the Overall Settings, you can customize the following aspects of a widget:<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2025\/04\/Custom-Dashboard-Widget-Settings.png\" \/><\/li>\n<li>\n<ol style=\"list-style: lower-alpha;\">\n<li><strong>Sort By<\/strong>\n<ul>\n<li>In order of appearance of the question<\/li>\n<li>In alphabetical order (A to Z)<\/li>\n<li>In reverse alphabetical order (Z to A)<\/li>\n<li>From highest to lowest value<\/li>\n<li>From lowest to highest value<\/li>\n<\/ul>\n<\/li>\n<li>Display answers with &#8216;0&#8217; responses<\/li>\n<li>Include &#8216;Did Not Answer&#8217;<\/li>\n<li>Include &#8216;Incomplete Responses&#8217;<\/li>\n<li>Show &#8216;Total Responses&#8217;<\/li>\n<li>Show &#8216;Overall&#8217; metric<\/li>\n<\/ol>\n<\/li>\n<li>The <strong>Graph Settings<\/strong> option allows you to select the default graph type for all Single Select and Grid questions that will be added in the future. Additionally, this option enables you to choose the <strong>Default Color Palette<\/strong> for the graphs to be added.<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/WS3.png\" \/><\/li>\n<\/ol>\n<p>&nbsp;<\/p>\n<h2 id=\"section-4\"><strong>Layout Settings<\/strong><\/h2>\n<p>The Layout settings allow you to define the structure of your Dashboard. You can set the number of columns, ranging from 1 to 4. Additionally, you can use the following options to adjust the positioning of widgets:<br \/>\n<img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/LS1.png\" \/><\/p>\n<ul>\n<li><strong>Widget Push<\/strong>: Automatically adjusts the position of widgets as you move them.<\/li>\n<li><strong>Widget Swap<\/strong>: Enables swapping the positions of widgets.<\/li>\n<li><strong>Compact &#8211; Left &amp; Up<\/strong>: Displays a compact Dashboard view by aligning widgets to the left and moving them up.<\/li>\n<\/ul>\n<div class=\"sogo-help-info-box\"><i class=\"fal fa-info-circle\"><\/i><\/p>\n<p class=\"sogo-info-text\">Swap and Push options are not compatible; only one can be enabled at a time.<\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<h2 id=\"section-6\"><strong>Share<\/strong><\/h2>\n<p>This option allows you to share your dashboard via a link or email. You can also view the versions of the dashboard you have already shared. To learn more about Share, <a href=\"\/help\/dashboard-options-share\/\">click here<\/a>. <\/p>\n<h2 id=\"section-6\"><strong>Delete<\/strong><\/h2>\n<p>This option allows you to delete the Dashboard. Once you click on <strong>Delete<\/strong>, the platform will prompt you to confirm the action. If you click on <strong>Yes, Delete!<\/strong> the Dashboard will be permanently deleted. <img decoding=\"async\" src=\"\/help\/wp-content\/uploads\/2024\/12\/S17.png\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Want more from your Custom Dashboard? Thought you&#8217;d never ask! Dashboard Options enable you to modify and manage your Dashboards quickly and easily to keep the insights incoming. Add Multiple Widgets Want to add several widgets at once? No problem! This feature makes it easy to populate your Dashboard with a widget for each question in your survey or for selected questions or metadata. To add multiple widgets, follow the steps below: Create a new Dashboard. Once the Dashboard is created, click the three-dot menu in the top right and select Add Multiple Widgets. Select the column layout for your widgets. Choose 1 Column to stack widgets vertically, or 2 Columns to place them side by side. The number of rows will be adjusted based on the number of widgets added. Choose the relevant project as your data source. Based on the selected project, you will have the option to choose questions and metadata from the Question\/Metadata dropdown. Drill Down, Ranking, Signature, Numeric Allocation, and Attachment question types cannot be selected through this option Select the format in which the widgets should display data: Graph, Table or both. All the selected questions and metadata will be shown according to the chosen format. If you already have widgets on the Dashboard, use the Position option to decide where to place the new widgets\u2014either at the top of the Dashboard before existing widgets or at the bottom. Next, go to Advanced Settings to define additional specifications for your widgets. Within Overall, you [&hellip;]<\/p>\n","protected":false},"author":30,"featured_media":0,"parent":0,"menu_order":58,"comment_status":"closed","ping_status":"closed","template":"sogo_new_design.php","meta":{"footnotes":""},"categories":[449],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v19.7.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Custom Dashboard Setup Guide - Sogolytics<\/title>\n<meta name=\"description\" content=\"Design a tailored dashboard for seamless analytics. Explore intuitive tools for a functional interface. Build yours now!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.sogolytics.com\/help\/dashboard-options\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Custom Dashboard Setup Guide - Sogolytics\" \/>\n<meta property=\"og:description\" content=\"Design a tailored dashboard for seamless analytics. Explore intuitive tools for a functional interface. 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