Add a visual board to a dashboard—IVE

An Interactive Visual Explorer (IVE) visual board can be added to a dashboard, just like other components and reports. Adding a visual board to a dashboard ensures that the most current results appear every time you access the dashboard.

Narrate a visual board story

You can add any visual board to a dashboard. For more information about creating visual boards, see Add a visual board in IVE.

You might choose to create a visual board story to captures fully the data insights, then add the visual story to a dashboard. You create a visual story using the Narrate feature.

Narrate a visual story

1. Go to a visual board and select Narrate.
2. In the Narrate workspace, drag and drop one or more canvases to the Slides area.
3. While still in Narrate mode, select Save As and rename this new version of the visual board to convey its presentation format. For example, "Expense Presentation."
   Save the visual board to the slide that you want to appear when a user opens the dashboard.

For more information on building and sharing stories in IVE, see the Narrate overview—IVE

Add the visual board as a dashboard component

1. Go to the dashboard.
2. In the upper right corner of the dashboard window, select Add.
3. In the Component properties window, for Component type, select Report.
4. Select Interactive Visual Explorer as the Report source.
5. Optionally, limit the list of reports by selecting a report type or a report audience.
6. From the Component dropdown menu, select the visual board that you saved in Create a visual board story.
7. Optionally, set other options as needed.
8. Select Save.

Dashboard filters and IVE

Dashboard filters do not apply to IVE visual boards.

To filter the data in a visual board, set the filters directly in the visual board.