Dashboard Management Best Practices


As the number of your users and dashboards grow in Chartio, there are best practices that will help with the management of your Chartio account; both from a user and from a dashboard perspective. This is a brief overview of good practices for dashboard management.

  1. Naming Conventions - Clear dashboard titles can relieve a lot of debate as to what each dashboard is presenting as well as whether one is a test dashboard or ready to be presented.
    i.e. [EXECUTIVE] Sales Metrics vs Sales Metrics Draft

  2. Author Identification - Consider a naming convention that includes a way to identify the author of the dashboard, such as initial so that team members know where to direct questions.

  3. Stage dashboards - Dashboards under development should be created in a subfolder until they are ready for team consumption. Folders such as ‘To Be Reviewed - SUBCATEGORYX’. Then you can rely on your data governors to review the dashboards stored here for accuracy and necessity briefly before being stored in another folder. If not, comments can be left on the dashboard themselves via the Comments tab to indicate this dashboard is incorrect or needs to be deleted.

  4. Dashboard Categories and Subcategories - The more dashboards you have, the easier it is to lose sight of what dashboard is the real source of truth, i.e. similar names, clones of clones etc. Being very specific with your dashboard categories and subcategories will help alleviate this. The more dashboards that fall within the uncategorized folder the harder this will be to maintain as you will not be able to track which dashboards relate to what department/project/team. The less dashboards you have uncategorized the better. And finally, be clear about these folder names as well. The best analogy I give is that each category is similar to folders in a filing cabinet. You would not have loose papers in a filing cabinet (not stored in a folder) just as you should not have dashboards not stored in a category (folder).

  5. Dashboard Archiving - Archiving dashboards (utilizing our Dashboard Cleanup feature - https://support.chartio.com/docs/dashboards/#dashboard-cleanup) that have not been viewed in X months will significantly help clean up your dashboard list. Sometimes orgs end up with the same title for multiple dashboards where one is heavily used and the other is not. Archiving unused dashboards will help clean up your workspace, prevent unwanted queries from hitting your database, and clarify which dashboard should be viewed.