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.

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.

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.