Dashboard Guide: Dynamic Text
Dynamic text can make your dashboards more engaging, interactive, and responsive to user input. By the end of this tutorial, you’ll be able to add dynamic titles and other text elements to your dashboards using any dashboarding tool. Let’s get started!
Step 1: Identify the Dynamic Text Elements
First, you’ll want to determine which text elements on your dashboard should be dynamic. These could include:
- Titles: Updating titles based on user selections or applied filters.
- Subtitles: Providing additional context or description based on user interactions.
- Annotations: Displaying additional information when hovering over a data point or chart.
Step 2: Set up Data Connections and User Inputs
To make your text elements dynamic, you’ll need to link them to the appropriate data sources and user inputs. This will typically involve:
- Connecting your dashboard to the relevant data sources, such as databases, APIs, or spreadsheets.
- Adding user input elements to your dashboard, like dropdown menus, sliders, or checkboxes. These will allow users to interact with the dashboard and change the displayed information.
Step 3: Define the Logic for Dynamic Text
Next, you’ll want to set up the logic that controls how your text elements update based on user interactions. This might involve:
- Creating calculated fields or expressions to derive the dynamic text based on the user inputs and data sources. For example, if you want a title to change based on a user-selected date range, you might create a calculated field that concatenates the start and end dates.
- Setting conditional statements to control when the text should update. For instance, you might only want the text to change if a specific user input value is selected.
Step 4: Implement the Dynamic Text Elements
With the logic in place, you can now add your dynamic text elements to the dashboard:
- Insert a text element in your dashboard, such as a title, subtitle, or annotation.
- Bind the text element to the calculated field or expression you created earlier. This will ensure the text updates based on the defined logic.
- Format the text element as desired, including font size, color, and alignment.
Helpful Tips and Tricks
- Keep the dynamic text concise and clear to ensure users can quickly understand the information being presented.
- Test your dynamic text thoroughly to ensure it updates as expected and doesn’t create confusion or misinterpretation.
- Use color, bold or italic formatting, or other visual cues to draw attention to the dynamic portions of the text.
- If necessary, provide a legend or instructions to help users understand the purpose of the dynamic text and how to interact with it.