DataLaVista™¶
Preview a dashboard¶
This page explains what to look for on the Preview Dashboard tab, which shows the dashboard the way people who receive a link will see it. It is for anyone about to share a dashboard. Preview every dashboard before you publish it.
The preview¶
The Preview Dashboard tab hides the designer and renders the dashboard on its own. Use it to check that:
- each filter changes every widget it should,
- the numbers and chart values match what you saw in the results preview on the Query tab,
- hover text and clicks behave the way you expect,
- the layout holds up at the screen sizes your readers use.
Compare a few key numbers with a source you trust, such as a SharePoint list view or an Excel export. A few minutes here save a correction after the dashboard is shared.
Download the data behind the dashboard¶
From the preview you can download the data the dashboard uses as a CSV file. This is the quickest way to confirm what a chart is plotting, to send a small extract for review, or to answer the question of where a number came from.
Conclusion¶
You can now confirm that filters, numbers, and layout are right before anyone else sees them. Next, save and share the dashboard in Publish and share a dashboard.