• Save a chart as a PDF, PPT, Excel or CSV file
• Add and view comments
• Maximise or minimise a chart
• Interacting with dashboard elements
• Configuring dashboard URLs
• Searching within filters 
• Viewing on ‘Mobile’

This guide introduces the Dashboard, the module that allows you to view the dashboard you have created in the Dashboard Editor. Here, you can explore your data, add comments, export your charts, and more

To access the Dashboard, click the Dashboard button on the DigDash Enterprise home page and enter your login details

Your dashboard will be displayed. To view a role’s dashboard, click on the tab bearing that role’s name. For example, user AB, who has Sales and Telecom data within their organisation, can view the Comparison dashboard page by selecting the corresponding tab.

A drop-down menu accessible via the user’s name offers several advanced options.

From the dashboard, you can perform a number of actions described in the following sections.

Save a chart as a PDF, PPT, Excel or CSV file

To save a dashboard element in PDF, PPT or Excel format (you must have the ‘Save as PDF’, ‘Save as PPT’, ‘Save as Excel’ or ‘Save as CSV’ permissions and have enabled the options in the editor): click on the Edit icon in the top right-hand corner of the desired element, then select ‘Save as PDF’, ‘Save as PPT ’, ‘Save as Excel Standard’, ‘Save as Excel Fast’ or ‘Save as CSV’.

Add and view comments

See the dedicated page Add and view comments.

Maximise or minimise a chart

Click the Maximiseor Minimise  icon in the top right-hand corner of the element.

Where this option is available for nested objects (for example, a line and the chart to the right of that line), a single button allows you to choose which element to maximise.

Interacting with dashboard elements

See the dedicated page Interacting with dashboard elements for further details.

Configuring dashboard URLs

You can configure the dashboard URLs:

• the user’s name and password,
• the name of the page to display,
• a list of filters,
• variable values,
• whether or not to display the banner and the filter bar, etc.

See the documentation Integrating a dashboard into a web page for details on these settings and on integrating DigDash into websites.

Searching within filters 

Certain filters (such as Vertical/Horizontal List, Drop-down List and Checkboxes), as well as the additional ‘Search’ content element in the interface, feature a search field.

Search functionality within these filters is based on a relevance system using the words entered by the user.
When you type a phrase into the search field, several steps are followed to find the most relevant results.

• Phrase segmentation:
  The phrase entered is automatically split into words. The separation occurs whenever there is:
  • a space (“ ”)
  • a slash (“/”)
  • a hyphen ("-")

For example, if you enter "women-entrepreneurs network", the resulting words are "network", "women" and "entrepreneurs".

• Calculating the relevance score:
  The words entered are compared with the available members.
  Several criteria are taken into account:
  • Number of matching words
    The more search terms a member contains, the higher the score.
    A member containing all 3 search terms will have a higher score than one containing 2. For example, the member “Women entrepreneurs in the French-speaking network” will have a higher score than “Women entrepreneurs in France”.
  • Word order
    The moreclosely theword order ismatched, the higher the score.
    A member containing the two search terms in the correct order will have a higher score than a member containing the two terms in a different order.
    For example, the member “Network of Women Leaders” will have a higher score than “Women and Professional Network”.
  • The number of words in the terms
    The fewer words the term containing the search terms has, the higher the score.
    A member containing 2 of the 5 search terms will have a higher score than a member containing the same terms amongst 8 words.
    For example, the member “Support network for women entrepreneurs” will have a higher score than “National support network for young women entrepreneurs”.
  • Position of the search terms
    The closer the search terms are to the start of the term, the higher the score.
    For example, the term “Women and rights” will have a higher score than “Women’s rights”.
• Sorting results
  The results are then sorted in descending order of score (most relevant at the top).

Viewing on ‘Mobile’

Visit the dedicated page Mobile dashboards for detailed information on mobile display (small screen).