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How to Create Plotly Dashboards

Create dashboards using the Plotly data visualization tool

Step 1

Introduction

Plotly dashboards are a stunning way to display and share your graphs. Your charts are fully interactive with publication-quality graphics, and there's nothing to download or install — it's 100% web-based.

Our dashboards are used by companies such as Netflix, Tesla, and Google for their customization options and features. If you too want to present your plots in a cool way, keep reading.

For this tutorial we've taken screenshots from our dashboard, which can be found here.

Step 2

Create a Dashboard

Go to https://plot.ly/dashboard/create/. You can also get there from your Organize page and clicking on the blue '+ New' button, then selecting 'Dashboard'.

Dashboard from organize

The image below is what an empty dashboard looks like. As you can see, you have a few options of what to add, including a plot, text or a webpage.

Dashboard main

Step 3

Add a Plot

To add a chart to your dashboard click on 'Plot'.

Add plot

Another window will be displayed, and you'll have the option of adding it by entering the URL of the plot, or uploading it from your list of files.

Add plot window

If you choose 'URL', it's the Shareable Link that's provided when you share your plot.

Add URL

Clicking on 'Your Files' will open a popup that will display your saved plots. These are plots that are in your Organize.

Your files

After adding your first plot, you can continue to add more plots or start styling the dashboard.

Plot added

Step 4

Add Additional Plots

To add a second plot, we'll click on the 'Plot' button as the bottom left side of the page.

Add second plot

It'll open another 'Add a Plot' window below your first chart, so you may have to scroll down to view it. Note that we've zoomed out for the purpose of this tutorial.

Add plot

The second plot appears below the first. We'll also go ahead and add a third and forth plot.

Additional plots

If you need to replace the plot for another, you can hit the 'Edit' button and you'll be shown the same 'Add a Plot' modal window as when we first started. You can also remove a plot you've decided you no longer need.

Edit dashboard

Step 5

Size and Arrange the Plots

The plots in your dashboard can be resized and re-arranged, and now it's easier than ever to do this.

In the image below, we move our second plot by dragging it over so it's next to the first.

Drag second plot

You can also resize your plots by hovering over the edges and clicking on the arrow as you hold and drag.

Reposition plots

Step 6

Style Your Dashboard

We'll start styling our dashboard by adding titles. You can add a title above each of the plots. This is easily done by typing directly on the 'Enter a title…' space on top.

Titles

You can also add a title for the entire dashboard by clicking on 'Settings'. It's important to note that the URL of your dashboard reflects this dashboard title upon the first save. If you want your URL to have the same name as your header, save your dashboard only after you've added this title.

Settings

This will open a panel to the right, which is also the general area where we'll style our dashboard.

Settings panel

Type your title directly in the field under 'Title'. As you type, you'll notice it being added to the dashboard header bar.

Dashboard title

You can add a logo by adding the URL of a hosted image and it'll appear next to your dashboard title.

Add logo

There's also an option of adding a subtitle and a URL linked to it. Once the dashboard is shared, the viewer can click on the subtitle and they'll be redirected to the URL.

Add subtitle and url

The Settings panel is where you can change the color of your dashboard, including the header bar and box borders.

Dashboard colours

Step 7

Add Text

Clicking the 'Text' button at the bottom left-hand side will open a text box at the bottom of your dashboard.

Adding text

Step 8

Add a Webpage

The 'Webpage' button will open a small window where you can embed a URL to your dashboard.

Add webpage

Step 9

Save and Share a Dashboard

Your dashboard is now ready! Click SAVE on the right-hand side.

Save main

A small modal window will appear. Give your dashboard a filename and select the privacy setting. Click here to learn more about dashboard privacy. For more information on how sharing works, including the difference between private, public, and secret sharing, visit this page.

Save main

When you want to locate your dashboard, just visit your Organize or Profile page, and it's there with your other saved plots and grids!

It's not possible to embed dashboards at the moment, but that feature is coming soon.

Step 10

Tips and Tricks

We mentioned selecting the privacy setting for your dashboard, but don't forget to check the privacy settings for the individual plots in your dashboard as well. You may need to change the setting of each plot in order for others to view your entire dashboard.

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