As the responses to your survey arrive, you will want to make sure that you see the latest available data. You can do this by refreshing the data.

Dashboard data status

You can see when the data you are viewing was loaded on the panel at the top of the dashboard editor. This shows the status of the data:

• whether it is up-to-date or not up-to-date
• how long ago the data was downloaded or the date and time that the data was downloaded

Refresh the data

To update the dashboard data, click the Refresh data button on the dashboard editor panel. This refreshes the data and changes the status to up-to-date.

When you add a new table or chart that contains data, you need to refresh the data before you see the display.

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The layout of the dashboard is customisable, allowing you to display grid lines, change the number of grid columns and widget padding.

Display grid lines

Grid lines help you to align the widgets that make up the dashboard. These can be turned on or off in the Edit view. They are not shown in the preview or live dashboards.

1. Open the survey and click on the Dashboard link in the Summary tab.
2. Click on the dashboard that you want to edit.
3. Click on the Dashboard properties menu.

4. Select Grid lines to display the grid layout for the selected number of grid columns.

Number of grid columns

When you add a widget, such as a table or chart, the layout snaps to a grid. This lets you easily align the items in the dashboard.

The number of grid columns range from 1 to 12. This determines the maximum number of items you can have in one row. The default is the maximum number, 12.

When the number of grid columns is set to 1, each item added will be the full width of the survey page.

With a higher number of columns, there are more choices of size and quantity of items across the page. For example, if the number of gird columns is 12, you may have 3 charts that are 4 columns wide or 2 charts that are 6 columns wide, etc.

Set the number of grid columns

1. Open the survey and click on the Dashboard link in the Summary tab.
2. Click on the dashboard that you want to edit.
3. Click on the Dashboard properties menu.

4. In Grid columns, enter the number of grid columns required, between 1 and 12.

Widget padding

The widget padding sets the margins between the edge of the widget and the display area of the item. The padding applies to tables, charts, tab headings and text.

The padding range is between 0 and 20 and applies to all items in the dashboard. The default padding widget is 10.

Set the Widget padding

1. Open the survey and click on the Dashboard link in the Summary tab.
2. Click on the dashboard that you want to edit.
3. Click on the Dashboard properties menu.

4. In Widget padding, enter the padding required, between 0 and 20.

The post Setting the dashboard layout appeared first on SnapSurveys.

You can save the changes you have made to a dashboard, at any time. This is available in both the Edit and Preview views.

• Click Save on the dashboard toolbar.

You will see a message that the dashboard saved and the Save option on the dashboard toolbar will be cleared.

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The preview view displays the dashboard as your viewers will see it, which lets you check that the dashboard appears correctly.

1. Open the survey and click on the Dashboard link in the Summary tab.
2. Click on the dashboard that you want to preview. This opens in Preview view, by default.
3. Alternatively, If you have the dashboard open in the Edit view, click Preview on the dashboard toolbar to switch to the Preview view.

If you have the dashboard open in Preview view, click Edit on the dashboard toolbar to switch back to edit the dashboard. In Preview, you can also right-click on any widget, then click the Edit menu to edit the dashboard.

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Each survey can have multiple dashboards. First you need to create a dashboard, before adding the content.

Create new dashboard

1. Open the Dashboard section of the survey.

2. Click Create New to create a new dashboard.

3. Enter a name for the dashboard, then click Create.

The new dashboard opens in the Edit view ready for you to add content, such as charts, tables and text.

Before adding content, it’s helpful to set the dashboard layout, but you can change the layout at any time.

Check the live dashboard looks the way you want using the Preview view.

Save any changes as you create your dashboard.

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