API Dashboard help
Build dashboards, charts, KPIs, filters, and repeatable reporting layouts from refreshed API data.
Help topics
Clear product guidance for setup, syncs, schedules, dashboards, exports, usage, and support.
Build dashboards without rebuilding reports each time
Datplan dashboards are designed for repeatable reporting. Users can add KPIs, charts, filters, headings, notes, and reporting controls to create dashboards that can be refreshed after new source data is pulled.
- Create or open a dashboard.
- Add a title, KPI, chart, text box, or filter.
- Choose fields, grouping, measures, and filters.
- Save the dashboard and refresh it after source data changes.
Chart guide
- KPI — one headline number.
- Bar — category comparison.
- Grouped Bar — side-by-side comparison.
- Stacked Bar — parts of a total.
- Horizontal Bar — rankings and long labels.
- Line — trend over time.
- Area — trend with volume.
- Pie or Doughnut — share of a small total.
- Scatter or Bubble — relationship between values.
- Heatmap — intensity across a grid.
- Gauge — progress against a target.
- Map — geographic reporting.
- Combo Bar Line — bars plus trend line.
Frequently asked questions
What is a dashboard filter?
A dashboard filter is a control placed on the dashboard that lets users narrow results. For example, a Year filter can allow the user to view the dashboard for a selected year.
What is a chart-level filter?
A chart-level filter applies only to one chart. Use it when a chart needs to show a specific subset of the data.
What is the difference between dashboard filters and chart filters?
Dashboard filters are visible on the dashboard and can affect multiple charts. Chart filters are set inside a chart’s settings and affect only that chart. Use dashboard filters for user-controlled reporting. Use chart filters for fixed reporting rules.
Can I lock a dashboard?
Yes. Locking a dashboard prevents accidental layout changes. Unlock the dashboard when you want to move, resize, add, or delete dashboard items.
Can I save multiple dashboard versions?
Yes. Use Save as to create a separate copy of a dashboard. Use this when you want to keep the original layout but create a new version for a different purpose.
Which chart should I use?
Use KPI for one headline number, bar for category comparison, line for trends over time, pie or doughnut for share of a small total, gauge for progress against a target, and filters for user-controlled narrowing of results.