Dashboards

Dashboards are the primary components of your workspaces. They are composed of the tiles which visualize your data, display images or text, and embed content from other dashboards or web pages.

And SquaredUp dashboards aren't just a pretty face. They sit on top of powerful technology, forming part of a structured map with the power to share their data and signals with other dashboards around them (which enables features such as status roll-ups).

The data on your dashboards refreshes once a minute and can be manually refreshed by clicking Force refresh

This one minute video shows you how to add a data source and a data tile with a line graph visualization to a new dashboard using the dashboard designer:

Creating new dashboards

Navigate to the workspace where you want the dashboard. Or create a new workspace by clicking + Add workspace from the dropdown next to the current workspace name on the left-hand menu.
Click the + next to Dashboards on the left-hand menu to create a new dashboard.
Rename the dashboard by overwriting the New Dashboard title.

Configuring tiles

There are three types of tile that you can configure:

Data: Visualize data on your dashboard, see Data tiles
Image: Add an image to your dashboard, see Image tiles
Text: Add text to your dashboard, see Text tiles
Embed: Display other web pages, such as dashboards from other tools or internal portals, see Embed tiles.

Editing dashboards

SquaredUp comes with some sample dashboards and sample data to allow you to see the visualizations available. You can edit these dashboards and tiles, as you can with the sample dashboards installed with any data source.

To edit a dashboard click the Edit
at the top of the screen.
Then to edit a tile click the Edit
button at the top of a tile.
You can also Clone, copy and Delete tiles, see Tile editing options.

Dashboard settings

Use the settings on the page to configure various options for your dashboards and their tiles, such as the dashboard timeframe. See Dashboard settings.

Dashboard sharing allows you to share access to read-only versions of your dashboards.

Shared dashboards:

Do not consume a user license.
Refresh as normal, every minute.
Are not interactive, so there is no option to change the timeframe.
Don't display the left-hand menu.
Have a different dashboard URL to the normal dashboard URL.
Give users an option to login if they click to drilldown on the shared dashboard.

To share a dashboard, click the Share

button a the top of the dashboard page to open the Share window, where you can configure user access to the dashboard and copy a shared dashboard link.

The options that are enabled in this window are determined at the following levels:

At organization level via the Settings > Sharing page.
At workspace level via the Access control tab of the Workspace settings window.
At dashboard level, users with Editor permissions to a workspace can change the Link sharing permissions for dashboards in that workspace.

User access

This feature is available with a Pro or Enterprise plan

The Workspace users section of the Share window lets workspace admins control which users can access the dashboard's workspace and their permission level, by clicking Manage workspace access to open the Manage workspace access window.

From here, you can specify users and groups in the search box and then select their workspace permission level from the dropdown.

You can also invite new users to the tenant by specifying their email address and clicking the Add button. An email is then sent to the email address with a link to the dashboard. If the recipient does not already have a SquaredUp account, they're presented with a link to sign up.

Users with viewer permissions to the workspace can copy the sharing link when viewing a dashboard.

You can choose to share the dashboard in Dark mode

or Light mode

by selecting the option from the URL bar before clicking Copy link.

Anyone with the link	Anyone who clicks on the link can see the dashboards with no restrictions.	No login is needed. This is a public URL.
Anyone in my organization (restricted by email domain)	Only users with the specified email domains can view. The specified email domains are set by an administrator at the organization level in Settings > Sharing.	Authentication is needed.
Off	Sharing to unlimited users is disabled. This also disables the Copy link button.	Only licensed users can view. This is the default option, and is always available.

Users with Full Control access to the workspace can see and click the Settings link which navigates you to the Settings > Sharing page.

The Settings link is only available to administrators and takes you to Settings > Sharing.

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