This article provides a comprehensive guide on using Dashboard neo, a powerful tool for creating and sharing ad-hoc dashboards for your surveys. It covers the process of creating a dashboard, configuring filters, changing languages, and sharing the dashboard via a link.

Creating a Dashboard

To create a dashboard using Dashboard neo, follow these steps:

1. Access the Tivian Dashboards neo module from your survey project menu.
2. Navigate to the Configuration neo menu.
3. Select the questions you want to include in the dashboard.
4. Choose a theme color scheme (Tivian, Neutral, or Red-green diverging).
5. Click on “Create dashboard”.

Your dashboard will be immediately created and displayed in the Dashboard neo menu.

Configuring Filters

After creating a dashboard, you can configure filters to refine the data displayed:

Setting Up Filters

1. Go to the Configuration neo menu.
2. Select the Filter tab.
3. Choose variables to use as filters from Survey variables or Participant variables.
4. Click Save.

Adding Filters to the Dashboard

1. Switch to the Dashboard neo menu.
2. Click on “Add filter”.
3. Select the variable and filter criterion from the drop-down menus.
4. Click Apply.

As soon as a filter has been applied, it is displayed above the Add filter option. If you want to remove it again, simply click on the purple X symbol.

Changing the Language

To change the language of your dashboard:

1. Go to the Dashboard neo menu.
2. Select the desired language from the language drop-down menu.
3. The language will be updated immediately.

Creating a Link

To share your dashboard with stakeholders:

1. Navigate to the Dashboard neo menu.
2. Click on “Create link”.
3. Set the validity period (in hours or days).
4. Optionally, set a password for access.
5. Click “Create link”.

Displaying Links

To view an overview of created links:

1. Click the “Show links” button in the Dashboard neo menu.
2. Review the list of links, including creation date, expiry date, creator, password status, uses left, and the link itself.

FAQ

What question types are supported by Dashboard neo?

Question types that Dashboard neo does not support are displayed in the question list, but cannot be selected. Dashboard neo supports the following question types: Single response (111,112,113, 131, 132), Multiple response (121, 122), Matrix (311, 312, 341), Checkbox matrix (362), Linked slider (143), Ranking (411), Text field (single row) (141), Text area (142), Multi text field (143, 144).

What types of filters can I use in Dashboard neo?

You can use both survey variables and participant variables (for personalized surveys) as filters in Dashboard neo. This allows you to filter by various criteria, including specific answers to questions or participant demographics like gender.

How can I share my dashboard with others?

You can easily share your dashboard by creating a link with a specified validity period and optional password protection. This link can then be shared via email or other communication channels with your stakeholders.