4/6/24, 10:40 a.m.

Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps Create a custom dashboard with a basic table visualization

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Practice creating, duplicating, and editing a

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table visualization
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12 In this section, you will practice creating a table. You will also duplicate a table,
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For help finding the fields in this section, refer to the steps in the
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previous section. Furthermore, this section assumes you
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Please perform the following steps.

Step 1.1: Select Edit to edit your dashboard. Then create a new visualization tile
and add it to your existing dashboard.

Step 1.2: Use the table below to complete this visualization.

Field or setting Parameter

Data Model Use the Event in the Event Store

Name Activity Types + Activity

Dimensions Vendor, Product

Filter (field-based Approx Log Time (set the filter to a three month time
only) range)

Activity Type: List of Unique Values, Activity: List of

Measures
Unique Values

Chart Table

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps

1 Don’t forget to add and then save your dashboard! Below is an

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example of what your new table visualization may look like. A
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table like this can be useful in helping you discover the fields and
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Step 1.3: After adding the table to your dashboard, feel free to rearrange the
visualization tiles to suit your needs and review the results. Save your
changes.

In the next steps, you will create a word cloud table by

duplicating the visualization you just created and converting the
chart type. You may get an error. Don’t worry! We’ll fix it!

Step 1.4: Select Edit for your dashboard. You won’t be able to edit individual
visualizations unless your dashboard is in Edit mode.

Step 1.5: Use the Duplicate Tile option to duplicate the table you created in the
previous step (Activity Types + Activity).

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps

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You locate this option in the ellipsis button (pictured below) on
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the visualization itself. If not available, you may need to select
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20 Edit on the dashboard first.

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Remember, you may get an error during this exercise. Don’t

worry! We’ll fix it!

Step 1.6: Select Chart tab (if not already in focus), then select Word Cloud from
among the list of chart types.

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps Step 1.7: Scroll if necessary, and review the error message and the list of
dimensions and measures in the visualization builder area.
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Step 1.8: Remove all of the measures by selecting the button next to them.
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Step 1.9: Remove the Vendor dimension by selecting the button next to it;
only the Product dimension and the filter for Approx Log Time should
remain.

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps Step 1.10: Select Edit in the Measures section.

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Step 1.11: In the search field, type count to reveal the matching measures.
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Alternatively, you can expand each category to locate Count from the list
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manually.
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Step 1.12: Expand the Event category and select the Count measure by clicking on
the name.

Step 1.13: Select the button to refresh the chart.

Step 1.14: Rename the chart to Word Cloud Example, then save the changes to this
visualization.
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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps
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6 Step 1.15: Save your dashboard, once again!

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Step 1.16: Return to the main page by selecting the button.
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Step 1.17: Locate your dashboard in the list and mark it as a favorite by using the
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icon.
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Step 1.18: Select Favorites from the navigation panel on the left-hand side of the
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screen; use the image as reference.
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Step 1.19: Hover over the different information icons on a specific dashboard to
display detailed information.

In the next steps you will create a custom folder and move your
dashboard into that folder. Custom folders allow you to create

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps and name your own folders where you can group dashboards or
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the menu next to a custom folder (the ellipsis button), you can
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choose from Rename, Copy link, or Delete.
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9 Step 1.20: Create a custom folder and name it with your first name and last initial.
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Step 1.21: Add your dashboard to your custom folder.

Step 1.22: Verify your dashboard has been added to your custom folder.

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4/6/24, 10:40 a.m. Mod1_Ex3_Practice creating, duplicating, and editing a table visualization

Steps

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(OPTIONAL: Click the button below to print your
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completed lab.)
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11 Print Completed Lab

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You have completed this exercise. Click the 'Next'
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button in the bottom right corner to continue when
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you are ready.
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