Creating widgets and a dashboard

A widget represents your data, usually as a table or a chart. These types of widgets are also called visualizations. Widgets can also be images, videos and text. Add widgets to a dashboard, which is a collection of one or more widgets displayed on a page.

A dashboard gives you the most up-to-date information about your marketing campaigns. You can share, embed, and export the dashboard, and you can collaborate on a dashboard with others.

This topic explains how to visualize your data when you transfer your data to Explore & Present, Adverity’s marketing reporting solution. If you transfer data to an external destination, see the vendor documentation for more information on storing and visualizing your data.

Creating widgets

To create your widgets, follow these steps:

In the platform navigation menu, click Explore.
Select the workspace you work with in Explore & Present.
Next to the View tabs at the top of the page, click Create new view.
In the Dimensions panel, click Datasource to see the options for this field. Click Remove.
In the left navigation panel, click Wikipedia.
In the Wikipedia section in the left navigation panel, click Page name and Views to add these fields to your widget.
In the Metrics panel, click Views to see the options for this field. Click Sort descending.

Above the table that you have created, click Limit rows.
In the pop-up window, select Use limit and write 10 in the text field. Click Apply.

In the table that you have created, click on one of the values in the Views column to see visualization options. Click All page names.

Adding the widgets to a dashboard

To add the widgets that you have created to a dashboard, follow these steps:

In the top right of the page, click Add to a dashboard.
Click Add as a table.
In the pop-up window, select Add to new draft dashboard. Name your new dashboard and click Add.
At the top of the page, go back to the View tab that contains the widgets you have created.
In the top right of the page, click Add to a dashboard.
Click Add as a visualization.
In the pop-up window, select Add to existing dashboard. From the drop-down menu, select the dashboard that you have created.
Select Add to existing page. From the drop-down menu, select the first dashboard page.
Click Add.

Viewing the dashboard

To view the dashboard, follow these steps:

In the platform navigation menu, click Present.
Select the workspace you work with in Explore & Present.
Click the dashboard that you have created.

Publishing the dashboard

To publish the dashboard, follow these steps:

In the platform navigation menu, click Present.
Select the workspace you work with in Explore & Present.

Click the dashboard.
Click Dashboard sharing.

In the Publish section, enable the toggle.

What’s next?

By completing this guide, you are now familiar with the simple Adverity workflow, and you have achieved the following:

You have collected data from a data source.
You have transferred the data to a destination.
You have analyzed and visualized the data.

To learn more about using Adverity, check out the following pages:

To choose your own path through our documentation according to your needs, see Your journey.
For more information on collecting data from a data source and transferring the collected data to a destination, see the Tutorials.
To collect data from different sources, see Introduction to collecting data.
To learn more about harmonizing data and Data Mapping, see Introduction to harmonizing data.
To transfer data to different destinations, see Introduction to transferring data.
To get started creating widgets and dashboards, see Creating simple widgets and Creating a simple dashboard.