Navigation

The powerful navigation feature allows you to create multiple tabs within the same dashboard - enabling report users to get a multi-dimensional perspective of the data.

1. Creating tabbed dashboards

Let's take a deep dive into the steps involved in creating a dashboard with navigation controls.

STEP 1: Creating dashboard elements

Create the charts, cards, tables, and other elements that will be used in the dashboard. We've created a large number of elements for demonstration purposes. All the elements need not be created at the onset. You can add elements as you build the dashboard.

STEP 2: Creating groups

Create groups based on the elements to be placed in each report tab. For instance, the charts, cards, tables, and other elements in the Revenue Breakdown tab should be clubbed together under a single group.

STEP 3: Add navigation

Click Insert > Navigators > Tab Controller to create a tab element in your dashboard. Notice how a tab is created for each group.

STEP 4: Re-ordering groups

The Header group needs to be available on all the tabs. Let's drag it into the Revenue Breakdown group first. Right-click the Header group and select Duplicate from the context menu. Then, drag the new duplicated group into the Overall Sales Report group.

We've created a dashboard with 3 tabs:

STEP 5: Tab customization

You can set a background color and set the orientation of the tabs. Learn more about Customizing tabs.

2. Customizing tabs