Saving a Dashboard

Saving a Dashboard

You can save a dashboard to access and view it later. There are two modes in which you can save a dashboard. These are,

  1. Save (to save a dashboard with its current credentials) - To save a dashboard, open the dashboard in
    Edit Mode and click the save icon () in the function pane.
  2. Save As (to save a dashboard with a new name and description)

Using Save As option

To save a dashboard using the Save As option, follow the steps given below.

  1. Open the Workspace that includes your dashboard. Refer to Changing Workspace.

  2. On the home page, click Dashboards. Recent Dashboards for the selected workspace are displayed.

     Note: 

    You can sort the dashboards by Recent or Alphabetical.



  3. Hover over the dashboard you want to save as a new dashboard, click the vertical ellipsis (), and then click Edit.


  4. In the dashboard, add a Calculated Column. Refer to Adding Calculated Column to Dataset.

    The dashboard opens in a new tab. You can view all the charts, graphs, and tables created in the dashboard. The figure below shows the Credit Card Balance Analysis Dashboard with a Column Chart plotted on it. A calculated column Cal_Col and Annual_Income is created in it.

  5. In the function pane, click the horizontal ellipsis () and click Save As from the dropdown. 
    A     Save As Dashboard window is displayed.

  6. Enter a different Name and Description for the dashboard and click Save. The dashboard is saved with the new name and description, along with the widget(s), dataset, Calculated Column.


Notes:

  • The new dashboard is also separately displayed on the Home Page.

  • When you save a dashboard using the Save As option, the newly added parameters and calculated columns are also saved with it.

  • You can use these added parameters and calculated columns in the new dashboard for further analysis and visualization.

  • You can save dashboards in the same workspace either in
    • same project
    • different project
    • a newly created project
  • While saving dashboards, you can save them
    • In the same project with a different name
    • In a different project with the same/different name
    • In a new project (you can create a new project while using the save as option) while saving them
  • All properties/characteristics/data in the dashboards are also saved in the new entity.
  • In the case of a dashboard, all the pages in the dashboard and comments added to the dashboard (if any) are also carried forward in the newly saved location.

Download/Export Algorithm Results

When you explore the results of functionality or an algorithm, you see Data, Results, and Chart tabs. For all functionalities and algorithms that generate the Result page, you can download the Result page as pdf.
For this, click the Download icon () near the top right corner of the Result page. The Result page can be downloaded to your machine/system in a folder of your choice.

Notes:

  • The Download as PDF option is not available for those functionalities that do not generate the Results page.

  • If Train Test split is applied to the data, or there are variables in the Event of Interest drop-down, the Download as PDF option downloads the data for the actual selection at the time of downloading.

  • If you change the selections, a new PDF file will be created and downloaded.


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