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Using a Dashboard Template in Hurree
This guide will walk you through the steps to use a dashboard template in Hurree, whether you are creating a new dashboard or adding a template to an existing one.
Step 1: Access the Dashboard Template Library
Navigate to the Dashboard Template Library in the left-hand side panel of your Hurree account.
Browse through the available templates.
Use the filter by industry option at the top of the page to find relevant templates.
Step 2: Select a Template
Click on the template card to view more details.
You will see:
A close-up view of what’s included.
An option to see a snapshot of the template.
A list of connectors used in the template.
You do not need all connectors to use the template, but at least one must be connected.
Step 3: Choose How to Use the Template
Decide whether to:
Add it to a new dashboard.
Merge it with an existing dashboard in your Dashboard Library.
Step 4: Connect Required Tools (Optional)
If any required connectors are not yet connected, you will have the option to connect them now.
This step is optional, and you can proceed without connecting new tools.
You can also rename the dashboard template before moving to the next step.
Step 5: Configure Data Points
Follow the same process as adding a widget.
Select the specific entities for the data points included.
Depending on the number of connectors in the template, the entity selection process may take longer.
Step 6: Finalize and Build Your Dashboard
Once you complete the setup, you will see an animation indicating that your dashboard is building.
When the dashboard template has been added, you can:
Edit widgets.
Customize dashboards as usual.
By following these steps, you can easily use a dashboard template to streamline your data visualization in Hurree.