Creating a Dashboard

This guide assumes you are familiar with Dashboards already. If not, please review our high-level docs on API Dashboards

Moesif does not have any limits on the number of dashboards you can create. Each dashboard can contain an unlimited number of workspaces within it.

Definitions

A Workspace is a single chart or “tile” on a dashboard and represents a specific metric. A Dashboard is a collection of workspaces and can also hold other dashboards like a file directory.

Creating a dashboard

Creating a dashboard can be done in 2 different ways.

Firstly, it can be done through the Create New + button. Once the Create New + is clicked, in the modal that is displayed click on the Dashboard item.

Creating a dashoard through the create new button

Another way to create a new dashboard is to click the Add New Dashboard button beside the Saved Dashboards menu item in the left nav.

Creating a new dashboard

Saving a workspace to a dashboard

You can save almost every chart you see in Moesif to a dashboard. This includes live event logs, time series, bar chart, heatmap, and funnels. To get started, navigate to the Events, Users, or Companies screens to start a new analysis. Within the chart view, set up the filters, group by, and time range as you would like for your chart.

Once you have created a new analysis or chart and are ready to add it to a dashboard, click the orange Save button in the top right of the screen.

Creating a new dashboard

A modal will then appear, allowing you to save the workspace. You’ll be prompted to name the workspace and can also select to add it to an existing dashboard or create a new one for it.

Creating a new dashboard

Existing dashboard options where you can add the worskpace to will display when you click the input under Add to Dashboard

Creating a new dashboard

You’ll also can set your workspace type here as well. More on that setting can be found below under Types of workspaces

If the date range is relative, such as Last 7 Days, then the chart will always be up to date for latest data. However, if you select an absolute time range, like May 1, 2021 to May 31, 2021, then the chart data will not be refreshed (unless the date range is in the future).

Types of workspaces

When you click Save, you’ll be presented with four sharing types: Private, Team, Public Link, and Embed Template.

Custom Product Dashboard

Private workspaces

Private workspaces can only be viewed by the person who creates them. Other team members with access to Moesif will not be able toview this chart. This is true even if they have access to the dashboard that you’ve added the chart to. These workspaces are effectively hidden from discovery.

Team workspaces

Team workspaces are discoverable by anyone that has access to your Moesif organization. With team level sharing, it’s easy to collaborate on KPIs and reports and share with other internal stakeholders.

Members of your Moesif organizations can be seen under the Apps and Team screen, which is accessible through the settings menu.

Public workspaces

Anyone with the public link can access the chart. Unlike Private or Team sharing, a person can view a public workspace even if they haven’t signed up for Moesif. These are also saved to a Dashboard, but most customers leverage public links to share a single chart with a customer or partner.

Public links can also be used to embed the chart in markup directly via an iFrame element. You will be given both options after clicking Save.

Custom Product Dashboard

Restricting data access

Because public links are intended to be shared with external parties, the data will be sandboxed by your chosen filters. For example, if you filter by a specific user id, then anyone with the public link can only access API data made by that specific user id. Keep in mind not all filters support data sandboxing, but Moesif will show you which filters will be used before saving the link.

By default, public links include a small header containing filter dropdowns and chart name. If you want to hide all elements besides the chart itself, set this to true. Because the filters are hidden, you’ll need to ensure any filters are added when you initially create the template.

To accomplish this, add the following code to the generated URL after &embed=true:

&hide_headers=true

Embedded Templates

Embedded templates are a special type of sharing that enables you to build powerful charts and embed them in customer-facing portals. Dynamic fields don’t need to be set until the chart is actually rendered.

Unlike public links which are static, Embedded templates enable the filter criteria to be set dynamically. For example, you may want to dynamically set the user id to the customer who logged into your web app.

Generally, you will want to use an embedded template to show data to an authenticated user. The data displayed can then be tailored to that users based on, for example, the users ID.

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