Dashboard menu

The Dashboard menu provides access to graphs, slicer options, navigation among any different pages of the dashboard, and data options. The pane is on the left side of the dashboard and includes access to the Minitab AI, Open, Navigator, Data, and Assets sections. You can also select Home to go back to the Minitab Solution Center home page. When you are in Present mode, only the Navigator is available on the menu.

Minitab AI

Minitab Dashboards provides artificial intelligence that creates visualizations and places them on the dashboard. This can give you a good starting point to create an informative dashboard. For more information, go to Using Minitab AI to create dashboard visualizations.

Open

Select Open

to open an existing dashboard or a data source. If you open a data source from an online file, you can select Refresh Data

from Data to update the data in the dashboard. If you imported a data file, you can select Refresh Data to browse to the file location and import the most recent version. You can add up to 20 datasets to a dashboard.

Note

If you reorder or delete worksheets in an online Excel file, re-import the Excel file and establish a new connection to ensure that the connection has no errors.

Each time you open a new data file, you have the option for Minitab AI to create data visualizations. If you do not want to see this option each time you open a new data file, select Do not show again.

For more information on how to add a data connection from the Minitab Data Center, go to Minitab Data Center overview.

Navigator

Use the Navigator to manage pages to the dashboard. You can copy, rename, reorder, and delete existing pages. You can use multiple 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 dataset.

Data

Use Data

to refresh your data, view information about the type of data, and send the data to Minitab. You can also add data prep steps to data directly in the dashboard. From the Data Connections pane, select Edit to add data prep steps.

Note

These edits only affect dashboard data and do not change Minitab Data Center data. Data Center updates also do not affect the dashboard.

If your original data source changes, select the Refresh Data icon to update the data in the dashboard to match the source. For example, this could be additional data added to an Excel spreadsheet saved in your Microsoft OneDrive folder.

Assets

Assets are items that you can place onto the dashboard canvas to convey important information to other people. Assets include graphs, control charts, 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 select properties to edit properties, such as the title, of the asset.