Home Page

After logging into Zoomdata, the Home page is displayed. From the Home screen, you can jump into exploring and interacting with your charts and dashboards in a variety of ways. This topic covers the different options and features available to you.

The availability of elements on the Home page depends on the access rights that were granted to the user.

Viewing Your Home Page

There are two ways you can view the dashboards in your Home Page: Tile view or List view.

Tile View (click ) allows you to view the dashboards within your account as thumbnail tiles. List View (click ) displays the dashboards in your account in a table format, with a Preview pane on the right-hand side. You can easily switch between views in the Home page at any time.

If you have not been given access to any data sources, or have not been given the ability to add a data source, the following screen is displayed. Reach out to the Administrator of your Zoomdata environment for access to data sources. You need to do this before you can create any charts or dashboards.

Menu Icons

The primary menu options are broken out across the top black bar. The three icons on the left are the following:

  • - Main menu (hamburger) icon. If you click this icon, a window is displayed containing two tabs: Dashboards and Data Sources.

    • Under the Dashboards tab, your saved dashboards (and other shared dashboards) are listed. Click the dashboard in the list to navigate to it.

    • Under the Data Sources tab, all the data sources, that you were granted access to, are listed. You can create a new chart based on the selected data source.

  • - Home icon. Click this icon to return to the Home screen.

  • - Settings icon (only available for users with editing rights to data sources, custom charts, users and groups, or the console). Click this icon and select Sources. The Sources page is displayed. On this page, you can manage your data source configurations.

Side menu

The Side Menu bar allows easy access to saved charts, as well as other charts created by other users in your Zoomdata environment. From the Side Menu, you can also add data sources, create a new dashboard, or import a dashboard configuration.

The following filters are available:

  1. View All - This filter displays all dashboards within your Zoomdata environment.
  2. Favorites - Displays all the dashboards that you have favorited.
  3. My Items - Displays dashboards that you created and saved.
  4. Shared With Me - Displays all dashboards that other users shared with you.

You are now able to add data sources and create new dashboards directly from the Home Page.

For example, to add a new dashboard, click the New icon and then select Charts and Dashboards from the drop-down menu.

Select Import Dashboard to import a dashboard you previously exported.

Working Area

The working area of the Home page contains all available dashboards.

The Home page shows the dashboards to which you have access. The thumbnails displayed are overviews of each dashboard. For more information about a particular dashboard, hover over the tile. From the overview, you can favorite the dashboard, delete the dashboard (if privileges allow), and open the dashboard.

To see a true thumbnail of a dashboard, your Administrator needs to enable the screenshot feature, which lets Zoomdata take periodic snapshots of your saved dashboards and data sources. If the screenshot feature or certain chart styles (for a data set) are not enabled, generic icons are shown.

Getting Help

You can select the Help icon to access documentation and topics available in the Zoomdata Documentation Portal (Internet connection needed to link to this external website). If you have any questions or require assistance from our technical support team, then select the Contact Us option.

If you need to submit a ticket, be sure to specify the Zoomdata version that you are using. To get this info, click the icon.