Add Rich Text Snippets to a Dashboard

When you create a dashboard or edit an existing dashboard, you can add rich text snippets to provide context to the visuals for your users.

You can fully author your own rich text snippet or have Damstra Insights generate visual description and add it to your dashboard in a rich text snippet.

When you create a rich text snippet, it is linked to the dashboard you've added it to. If you delete a dashboard, the snippet is deleted as well.

To create a new rich text snippet:

1. Create or edit a dashboard.
   • To add a snippet to an existing dashboard, log in as a user with READ and WRITE permissions for the dashboard.
   • If you are creating a new dashboard, log in as a user with Creator access.
2. Select  on the dashboard icon bar. A new rich text snippet is added in a widget on the dashboard, ready to edit.
3. Add text or other information in the snippet, using the snippet format tools to adjust the look and layout of your text, or add images and links.

As you add and update your text, use the undo, and redo icons or keyboard shortcuts to undo and redo text changes. 

4. When you've added the information you need, select the edit pencil () to hide the format tools and put the snippet in view mode.

5. Save the dashboard.

Generate and insert a rich text snippet with a visual description

1. Create or edit a dashboard with one or more visuals.
   • To add a snippet to an existing dashboard, ensure you have Creator permissions.
   • If you are creating a new dashboard, ensure you have Creator permissions.
2. Select the visual drop-down menu, and choose Describe Visual > Create Snippet and Insert. A new rich text snippet is added in a widget on the dashboard with the text of the visual description, ready to edit.
3. Note: You can optionally select Describe Visual > Copy Visual Summary. This copies the summary to your clipboard. You can add it to an existing rich text snippet, or use it outside of the Damstra Insights environment as needed.
4. Add more text or other information in the snippet, using the snippet format tools to adjust the look and layout of your text, or add images and links.
5. As you add and update your text, use the undo and redo icons or keyboard shortcuts to undo and redo text changes.
6. When you've added the information you need, select the edit icon () to hide the format tools and put the snippet in view mode.
7. Save the dashboard.

Connect Visuals to a Filter Snippet

Build and use filter snippets to filter and highlight data on your dashboard. To apply filters to visuals, connect a filter snippet to one or more visuals using a corresponding field from the visual's underlying source. You can also filter a snippet by another snippet.

To connect visuals:

1. Select the snippet on the dashboard. A blue border appears around the snippet widget.
2. Select Connect Widgets () from the menu (). The Connect Widgets work area open
   
3. Select Add Widget. Select a Widget Name and an available Field. Repeat to add as many visuals as desired.
4. Select Apply to connect the visuals.

When you create a filter snippet, it is linked to the dashboard you've added it to. If you delete a dashboard, the snippet is deleted as well.

To link filter snippets for further data refinement, see Link Filter Snippets.