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What is a dashboard?

Dashboards let you arrange charts, text, images, and KPIs into shareable pages. Use them to tell a story, publish findings, and keep stakeholders aligned.


Key concepts

  • Dashboard: A collection of pages you edit in the dashboard editor.
  • Page: A canvas of items; tabs can be reordered by dragging.
  • Item types: Text, Section, Call Out, Image, Video, and Charts (added from analysis or My Collection).
  • Manage Publishing: Opens the Publishing & Sharing modal to publish/unpublish, copy public link, and set a password.
  • Explorable data: Optional setting in the same modal; select columns viewers can explore.

Typical workflow

  1. Create a dashboard (via Save/Add to Dashboard flow or duplicate an existing one)
  2. Add items: Text, Section, Call Out, Image, Video; add Charts via analysis screens or My Collection
  3. Arrange items by dragging/resizing on the grid; send to top/bottom when needed
  4. Add pages and reorder tabs by dragging; move items to another page via the item menu
  5. Style items with the Style Editor (palette icon)
  6. Manage Publishing to publish, copy link, and optionally set a password
  7. Enable Explorable data and select columns if you want viewers to explore

See the rest of the Dashboard docs for detailed steps: Create, Add items, Edit items, Arrange items, Pages, Publish, Password, Explorable, Copy & paste, and Styles.