Saving Dashboards and Looks

Before you build your data stories, think of how you want to manage and share the data. Determining this upfront will help you build and save visualizations that will make it easier for you to manage down the line.

You can save visualizations as either Dashboards or Looks.

1. A Dashboard is a collection of visualizations. When developed properly, this Dashboard can consist of multiple visualizations with varying perspectives of like data (such as Site Audit data, weekly facilities monitoring data, or quarterly operations reporting data).
   1. The visualizations on a Dashboard can be either Tiles (visualizations that only live on that Dashboard) or Looks (visualizations that stand alone and can be linked to a Dashboard).
   2. You can build for your eyes only or share it with others within your organization.
2. A Look is stand-alone data visualization (a saved graph/table).
   1. You can send reports from a Look, link Looks to multiple Dashboards, update Looks in one place and it changes all linked Dashboards.

Saving to a Dashboard

Navigate to the Look or Explore, click Save to Dashboard:

To save the Look or Explore to a New Dashboard:

1. Navigate to a folder where you’d like the dashboard to be located
2. Clicking the New button at the top right of the folder
3. Clicking Dashboard
4. Entering a name for your new dashboard
5. Clicking Create Dashboard

Saving as a Look

To save a Look from an Explore:

1. In the upper right of the Explore, click the gear menu
2. Choose Save as a Look
3. In Title, enter a new title (If you will be saving over an existing Look, leave this blank)
4. In Description, you can enter a description of the Look (If you will be saving over an existing Look, leave this blank)
5. In Folder, check whether the current folder is the desired destination.
6. If you want to save to a different folder, navigate to the folder where you want to save your Look. You can:
   • In Folder, click any parent folders to navigate there
   • On the left side, click the name of a top-level folder to navigate to it
   • On the right side, click the name of a subfolder you would like to use or navigate to one of its subfolders
   • If there are many subfolders, you can type the subfolder name into Filter by title to have the list filtered to just that subfolder
     
     The Folder field shows the name and location of the selected folder and the right side displays the contents of the selected folder. If you choose a folder in which you are not allowed to save the Look, an alert is shown in the pop-up box footer
7. If you want to save over an existing Look, scroll down or use the Filter by title field to find and click the desired Look
   
   The Look’s title and description (if any) appear in the Title and Description fields
8. Save your Look.
   • To save and return to the Explore page, click Save
   • To save and view your Look, click Save & View Look