Strategy One

Main Dashboard Screen

Use the Main Dashboard screen to access all of the features and functionality for creating dashboards.

  • To view and hide panels, click the corresponding icon in the left toolbar or select the panel from the View menu.

  • To display the Filter or Format panel, click the Editor Panel icon in the left toolbar or select Editor from the View menu. All three panels display, stacked together.

    • Change the display order by dragging the titles.

    • Unstack the panels by dragging a panel to a different area of the screen.

    • Starting in Strategy One (November 2025), you can place the Editor, Filter, and Format panels above and below each other as though in a column. To do this, drag one panel to the bottom of another. You can then adjust the relative height of the panels by hovering your cursor over the line dividing the panels and dragging the resizing icon up or down.

Access

To access the main Dashboard screen, edit an existing dashboard or create a new one. To edit an existing dashboard:

  • In Web, click the dashboard.

Fields

Visualization Area: Displays the data that has been added to the dashboard, including interactive visualizations, text fields, and other objects. Also referred to as the Layout Area. See Introduction to Visualizations for more information.

Toolbar: Provides the most commonly used tools, including Undo and Redo .

Contents Panel: View the structure of chapters and pages within your dashboard, as well as navigate between them.

  • Click a page to open it.

  • Click a chapter to open the first page of that chapter.

Datasets Panel: Lists the dashboard's datasets, and the attributes and metrics in each dataset. You can drag and drop objects from the Datasets panel to add them to a visualization, filter a visualization based on an attribute or metric, display them in a text field, and so on.

Editor Panel: Displays the objects that have been added to the currently-selected visualization. Drag and drop objects from the Datasets panel to the Editor panel to add them to the current visualization.

Filter Panel: Displays the filtering options for the current chapter. To filter the chapter to refine the data displayed in all of its pages, select and change the filtering options. See Filter Data for information about creating filters.

Format Panel: Displays the formatting options for the selected object (for example, visualizations, text, images, etc.). You can select formatting options to specify the type of graph elements to display in a graph visualization, banding options for a grid visualization, whether to allow rectangles to be deleted in a heat map visualization, format the title of a filter, size an image, and so on.

Layers Panel: Lists the content that has been added to the visualization area. You can rename layers, rearrange layers, multi-select layers to group and ungroup them, or select layers to modify them on the Editor, Filter, and Format panels.