Adding Data Canvas Tiles and Text

After you have created a dashboard from one of the templates, add additional tiles directly from your dashboard. You can also add text tiles to create descriptions and heading sections, or to add custom logos and icons.

As you add tiles to a dashboard, they are automatically sized and placed at the bottom of the dashboard, but you can move and resize tiles however you like.

If you find it's taking a long time for your tile query to finish updating, try shortening the date period using the Data Delivered On filter to reduce wait times.

Adding a Tile from Within a Dashboard

Add new tiles from inside the dashboard.

To add a tile:

  1. Go to Main Menu [] > Data Canvas, and select your client.

  2. Select the dashboard from the dashboard list.

  3. Select Edit dashboard from the dashboard's Options [].

  4. Click Add from the from the upper left of the dashboard pane, then select Visualization.

    Add dropdown with Visualization selected
  5. Select Basis Data from the Choose an Explore window.

    Explore modal with Basis Data selected
  6. The Basis Data Explore modal opens.

    In the Basis Data Explore modal:

    • Type in the Untitled text to enter a name for your tile.

    • Select fields and filters from the field picker.

    • Select a visualization and configure the settings.

      You must have at least one field selected before you can select a visualization.

  7. After you have finished setting up your tile, click Run.

  8. Click Save to save the tile on your dashboard.

Duplicate a Tile

To duplicate a tile:

  1. Go the dashboard's edit mode.

  2. Click Duplicate tile from the tile's Options [].

  3. A duplicate tile with the same query and visualization settings is created, and the new tile is moved to the bottom of the dashboard.

  4. Edit the tile's size, title, fields, and adjust the visualization.

Adding Text to Dashboard

Add text tiles to define visual sections on a dashboard and add descriptions.

To add a text tile:

  1. Go to the dashboard's edit mode.

  2. Click Add from the upper left of the dashboard, then select one of the following:

    • Text: This option opens the WYSIWYG text editor, and includes font and style options that lets you to see the final display of the text tile as you edit.

    • Markdown: This option uses plain text, and you can use some HTML to style and customize your text tile.

    Add dropdown with Text and Markdown highlighted
  3. If using the Text option, add and customize your text, then click Save at the top of the edit bar. Use the Options [] at the top-right corner of the tile to edit, duplicate, move, or delete the tile.

    You can also copy and paste an image into the tile. If you want to write a caption for your image, a prompt appears under the image.

    Editing text mode with Edit options and Save highlighted

    If using the Markdown option, add a title, subtitle, and body in the Add Text modal, then click Save.

    Add Text Markdown option form
  4. Your text tile is automatically placed at the bottom of the dashboard. It can then be moved and resized.

Customizing Markdown Text Tiles

If using the Markdown text tile option, further customize text tiles by creating heading levels or formatting the text in the Body section of the Add Text modal. If using the WYSIWYG option, you can use the tools in the text editor to customize your text.

To create text on a new line or format text below a header, make sure to include a space (press Enter twice) between the lines.
Text body with space between two lines of text

Creating Heading Levels

To create heading levels, enter the following before the heading text in the Body section:

  • For Header Level l: #

  • For Header Level 2: ##

  • For Header Level 3: ###

  • For Header Level 4: #### 

  • For Header Level 5: #####

  • For Header Level 6: ######

Examples: 

  • #ENTER HEADER LEVEL 1

  • ##ENTER HEADER LEVEL 2

  • ###ENTER HEADER LEVEL 3

  • ####ENTER HEADER LEVEL 4

  • #####ENTER HEADER LEVEL 5

  • ######ENTER HEADER LEVEL 6

Markdown text body with different heading format options

Text Tile Headings Example

Markdown text heading format examples

Formatting Text

For emphasis (italics) add a single asterisk or single underscore to each side of the word or phrase.

  • Examples:

    •  *ENTER EMPHASIZED TEXT HERE*

    • _ENTER EMPHASIZED TEXT HERE_

    • AN EMPHASIZED *WORD*

    • AN EMPHASIZED _WORD_

Markdown text with emphasis examples

Text Tile

Text tile example with emphasized text

For strong (bold) text, add double asterisks or double underscores (two underscores with no space) to the word or phrase.

Examples: 

  • **ENTER STRONG TEXT HERE**

  • __ENTER STRONG TEXT HERE__

  • A STRONG **WORD**

  • A STRONG __WORD__

Markdown text body with text formatting examples

Text Tile

Text tile example with different formatting options

Combining Custom Text Options

To use strong emphasis (bolded and italicized), combine double asterisks and single underscores, or use double underscores and single asterisks.

  • Examples:

    • **_ENTER EMPHASIZED AND STRONG TEXT HERE_**

    • __*ENTER EMPHASIZED AND STRONG TEXT HERE*__

    • AN EMPHASIZED AND STRONG __*WORD*__

    • AN EMPHASIZED AND STRONG **_WORD_**

Markdown text body with combination formatting examples

Text Tile

Text tile example with combination formattings

To combine heading and formatting options, include asterisks or underscores with the heading level.

Examples:

  • #*ENTER EMPHASIZED LEVEL 1 HEADING HERE*

  • ##**ENTER STRONG LEVEL 2 HEADING HERE**

  • ###**_ENTER STRONG EMPHASIZED LEVEL 3 HEADING HERE_**

Markdown body with Heading and Formatting combination examples

Text Tile

Text Tile example with heading and formatting combination examples

Adding Custom Images and Logos

To customize your dashboard for specific clients, add logos, icons, and screenshots of ads using text tiles.

You can use text tiles to add images you may otherwise not be able to, such as a line to create a page break.

To add an image:

  1. Go to the dashboard's edit mode.

  2. Click Add from the upper left of the dashboard, then select Markdown.

  3. Add the following to the Body section of the Add Text modal: <img src="INSERT DIRECT LINK OF IMAGE" width="100%" height="25%" border="0" />

    • Replace INSERT DIRECT LINK OF IMAGE with the URL of your image, keeping the quotation marks.

      The image URL should be stored publicly.

      Markdown body text with image link example
  4. Click Save.

  5. You can then move and resize the tile in the dashboard.

    Logo Example

    Text tile with embedded logo example

    Advertisement Example

    Text tile with embedded advertisement example