This guide explains how to create dashboards from Adverity predefined templates or your custom templates.

Introduction

Use dashboard templates to create dashboards that effectively showcase your data. Adverity templates provide visual dashboards with established best-practice visualizations for common use cases, such as Google Ads performance reporting.

Scope

After completing this guide, you will achieve the following:

• Create a dashboard from an Adverity template.
• Create and configure a custom template.
• Create and configure a custom template based on an Adverity dashboard template.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

• Make sure that you have a Datastream in Connect that satisfies all of the following conditions:
• An Adverity dashboard template is defined for the Datastream Type. For more information on which Datastream Types can be used for a particular dashboard template, see Adverity templates overview section.
• You transfer data from this Datastream to Explore & Present.
  
• Use the Adverity default schema mapping for this Datastream Type.

Creating dashboard from Adverity template

To create a dashboard based on an Adverity, follow these steps:

1. Click the Present element.
2. Click Select Workspace.
3. From the list, select the Workspace you have chosen to work with in Explore & Present.
4. Click Create dashboard from template.
5. In the From Adverity tab, click a template.

For more information on configuring the dashboard, see Configuring dashboard. 

Note: In the Create dashboard from template tab, you see values in yellow under the dashboard thumbnails. These values represent metrics and dimensions which are not in your Data Extract. As a consequence, they are not displayed in your dashboard. To include these dimensions and metrics in the Data Extract or to switch to different parameters, see Troubleshooting: missing dimensions and metrics.

Adverity templates overview

The table below shows which Datastreams you need to use for each Adverity dashboard template. Calculated Key Performance Indicator (KPI) formulae are included in () brackets. For more information on creating calculated KPIs, see Calculated KPIs.

Note: Do you need more Adverity dashboard templates? Feel free to contact your Adverity account manager with a suggestion for a new template.

Creating custom template

To create a custom template, follow these steps:

1. Click the Present element.
2. Click Select Workspace.
3. From the list, select the Workspace you have chosen to work with in Explore & Present.
4. Click one of your dashboards.
5. Click Dashboard status.
6. Click Publish dashboard.
7. Click Template.
8. Click Create template from.

Creating dashboard from custom template

To create a dashboard from a custom template, follow these steps:

1. Click the Present element.
2. Click Select Workspace.
3. From the list, select the Workspace you have chosen to work with in Explore & Present.
4. Click Create dashboard from template.
5. In the Custom tab, click a template.
6. (Optional) Define a dashboard segment to filter data.
7. Click Next.
8. (Optional) Set the date ranges for all your widgets.
9. Click Next.
10. (Optional) Any dimensions and metrics highlighted in yellow are not transferred from the Datastream. Yellow dimensions and metrics are not displayed in the dashboard. Click the value in the Switch to column and select a different metric or dimension.
11. Click Finish.

Creating custom templates based on Adverity templates

To create a custom template based on an Adverity template, follow these steps:

1. Click the Present element.
2. Click Select Workspace.
3. From the list, select the Workspace you have chosen to work with in Explore & Present.
4. Click Create dashboard from template.
5. In the From Adverity tab, click a template.
6. (Optional) Configure the dashboard. For more information, see Configuring dashboard.
7. Click Dashboard status.
8. Click Publish dashboard.
9. Click Template.
10. Click Create template from.

Configuring dashboard

To configure a dashboard, follow these steps:

1. Click the Present element.
2. Click Select Workspace.
3. From the list, select the Workspace you have chosen to work with in Explore & Present.
4. Click a dashboard.
5. Click Edit Dashboard to access the following options:
• Change dates for all widgets.
• Change dimension filter for all explore widgets.
• Refresh all widgets.
• Map dimensions and metrics. For more information, see Troubleshooting: missing dimensions and metrics.
• In Segment, define a dashboard segment to filter data.
• Change the visual appearance of your widgets under the Theme tab.

Reference

Troubleshooting: missing dimensions and metrics

If some dimensions and metrics are defined in a template but are not transferred from the Datastream, they are not visible in your dashboard. To resolve this issue, perform one of the following actions:

• Make sure that the missing dimensions or metrics are fetched and mapped in your Datastream in the Connect element.
• Switch to another dimension or metric and display it instead.

To switch to another dimension or metric in a dashboard created from a template, follow these steps:

1. Click the Present element.
2. Click Select Workspace.
3. From the list, select the Workspace you have chosen to work with in Explore & Present.
4. Click the dashboard.
5. Click Edit Dashboard.
6. Click Map dimensions and metrics.
7. Any dimensions and metrics highlighted in yellow are not transferred from the Datastream. Yellow dimensions and metrics are not displayed in the dashboard. Click the value in the Switch to column and select a different metric or dimension.

Troubleshooting: Adverity templates not editable

You cannot edit Adverity templates. You can only edit the individual dashboards that you create from Adverity templates. Dashboards created from Adverity templates are not connected to these templates. Templates are defined by Adverity, while your custom templates are defined and editable by you.

To create dashboards from a template that is based on an Adverity template, follow these steps:

1. Create a custom template based on an Adverity template
2. Create a dashboard based on custom template