Navigation pane

The navigation pane provides access to dashboard graphs, filter controls, pages, and data options. The pane is on the left side of the dashboard and includes access to the Navigator, Data, and Assets sections.

In This Topic

Navigator
Data
Assets
Filters

Navigator

Use pages to organize your dashboard content. For example, a single dashboard can have 3 pages that reproduce the same summary graphs for 3 different regions from the same data view. Use the Navigator panel to add and manage pages on the dashboard.

Data

To include graphs that reflect updates to data, you associate a dashboard with a data view. The Data panel lists the data views available to the dashboard. Each view displays basic information from the data view. You must add a data view to create graphs and control charts.

Select the add button to associate your dashboard with its first saved data view. Select the Folder and Table that contain the saved data view. Then select the data view that contains the data. For more information on how create a data view, go to Example of creating a data view.

You can add multiple data views to a dashboard. After you add a data view, you can select the expander

to view all the fields in the data view. To open the data view, select Open in a new tab

. To delete the data view, select Remove

Note

You cannot add more than 100 data views.

Assets

An asset is an item that you can place onto the dashboard canvas to convey important information to other people. Assets include graphs, tables, forms, slicer controls, and static elements such as text and images.

For more information about a type of asset, select one of the following links.

After you add an asset to the dashboard, select Open to re-open the dialog. Select More and then select Properties to edit properties, such as the title, of the asset.

If the asset is a control chart, you can also add a reference line and set alarms. For more information, go to Process Quality for control charts and select "Add reference lines and alerts".

You can download the data used for an asset as a Minitab worksheet (.mwx). After you create the worksheet, select the Download icon in the top right corner of the asset. The worksheet includes all columns of the data view, not just the ones used for the asset.

Note

If you apply a filter to the asset, the worksheet includes only the rows that meet the filter conditions.

Filters

Use the Filters pane to display a summary of all the active Slicer Controls and Applied Filters on the current page of the dashboard. You can view the condition and the variables and dataset for which the condition applies. The Filters icon displays a number badge that shows the total number of active Applied Filters plus any slicers whose current values differ from their preset values.

Slicer Controls

Slicers define the baseline view of the data. To add a slicer, go to the Assets pane. Under Controls, select the slicer that you want to add. In the Filters pane, select a slicer title to put focus on that slicer on the dashboard.

Select Restore Presets to reset all slicers to their preset values.
Select Restore Preset Settings to reset a single slicer.

By default, the preset values are the entire range of numeric values, all dates and times, and all categories. To change the preset values, use Presets on the slicer options pane.

For more information on slicers, go to Controls.

Applied Filters

Applied Filters use selections from dashboard assets to include or exclude data. Applied filters affect the data used by all assets on the current page of the dashboard, not just the asset where you make the selection.

Note

You can create an applied filter on bar charts, pie charts, and Pareto charts.

To add an applied filter, select data on the graph, right-click the selection, and choose Keep Only This Selection or Exclude This Selection. Select Clear All to remove all filters, or select Clear to remove a single filter.

For more information on Applied Filters, go to Create Applied Filters.