Dashboards and Widgets

Overview

A dashboard is a centralized view that visually presents key data points, enabling users to monitor activity, analyze trends, and make informed decisions. In the DvSum application, dashboards help track data across multiple modules through configurable widgets and visualizations.

Default Dashboards

DvSum provides the following default dashboards:

CADDI Dashboard
Catalog Dashboard
DQ Dashboard
Platform Dashboard

Note: Default dashboards are automatically available to all users and cannot be manually shared or deleted.

Dashboard Lists

Dashboards are organized into the following sections:

Created by Me
Displays all dashboards created by the logged-in user.
Shared with Me
Displays dashboards that have been shared with the user by others.

Creating a Dashboard

Click Create Dashboard.
Enter a Name and Description.
Click Create.

An empty dashboard is created and displayed.

To begin adding content, click Add Widget and choose one of the following options:

Pick from Gallery
Create Your Own

Adding Widgets

Pick from Gallery

The widget gallery includes predefined widgets from all modules within the DvSum application.

When a widget is selected:

The widget detail page opens
The widget title, module, preferred chart type, slicers (Y-axis), and metrics (X-axis) are automatically populated
Data can be sorted for chart display
Data labels (legends) can be enabled if needed

This option is recommended when you want to quickly reuse an existing widget configuration.

Create Your Own

Use this option to build a widget from scratch.

You can:

Select the target module
Define custom filter criteria
Choose slicers, metrics, and chart type

This option provides full control over widget configuration.

Choosing the Chart Type

Different chart types support different combinations of metrics and slicers.

Chart Type	Metrics Supported	Slicers Supported	Description
Bar Chart	1	1	Equivalent to Column Chart
Column Chart	1	2	Equivalent to Bar Chart
Stacked Bar Chart	1	2	Required when using two slicers
Stacked Column Chart	1	2	Same capability as stacked bar
Line Chart	1–2	1–2 (series-based)	Useful for trend comparison
KPI	1	0	High-level summary only
Pivot Table	1	Rows (required), Columns (optional)	Displays aggregated data in a matrix format using Rows, Columns, and a Metric
Donut Chart	1	1	Displays proportional distribution across categories

Module Filter Criteria

Module filter criteria allow users to narrow down data within a module using predefined conditions. Filters help focus widgets on relevant data and maintain consistency across dashboards.

Adding New Filter Criteria

New filter criteria can be created as needed

Once created, the filter appears under Selected Filters

Filters can be reused across multiple widgets

After saving the widget, it becomes available on the dashboard.

Data Labels

Enabling Data Labels

Data labels can be enabled from the Create/Edit Widget form.

When enabled, labels are displayed directly on the chart, making values easier to interpret.

Disabling Data Labels

When disabled, the chart displays without labels, providing a cleaner visual when exact values are not required.

For practical examples of adding dashboards and widgets, please refer to the article Dashboard and Widgets: Practical Examples

Managing Widgets on a Dashboard

Click Add Widget to add additional widgets to the dashboard

Use the Expand icon to view a widget in full-screen mode

Widget Options Menu

Click the three-dot menu on a widget to access the following options:

Add to Home

Adds the selected widget to the Home page for quick access.

Download Widget

Downloads the widget data as a CSV file.

Sharing a Dashboard

Dashboards can be kept private or shared with other users.

When sharing a dashboard, you can assign one of the following access levels:

Viewer Access

Viewers can:

Expand and view widgets in full screen
Download widget data
Add the dashboard to their Home page

Editor Access

Editors can:

Modify the dashboard
Add, remove, or edit widgets
Manage dashboard configuration

Deleting a Dashboard

When deleting a dashboard:

A confirmation prompt displays the number of users the dashboard is shared with
You must confirm before the dashboard is permanently deleted

Cloning a Dashboard

Default dashboards can be cloned but cannot be deleted
User-created dashboards can be both cloned and deleted

Cloning allows you to reuse an existing dashboard structure and customize it without affecting the original.

Drill-Down Functionality

DvSum dashboards support drill-down functionality within widgets. Users can click on chart elements (such as bars, slices, or segments) to navigate to more detailed data views.

This enables deeper analysis directly from the dashboard without needing to manually navigate to underlying modules.

Core Widget Components

Asset Type

The asset type defines the kind of data the widget is built on, such as rules, datasets, glossary terms, or issues. Selecting the correct asset type ensures the widget reflects the correct workflow and attributes.

Metrics

Metrics define what is being measured, such as counts, trends, or status-based values. Some widgets support multiple metrics, while others are intentionally limited to keep the visualization simple.

Filters

Filters limit the data included in a widget. Common use cases include filtering by domain, environment, status, or category. Reusing the same filters across widgets helps maintain consistency across a dashboard.

Slicers

Slicers group or segment data by attributes such as owner, status, or domain. The number of slicers selected has a direct impact on which chart types are available.

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