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Using the Charts and Dashboard Sidebar

Using the Charts and Dashboard Sidebar

There are many features in the sidebar menu that can be applied to the entire dashboard or individual charts. If the feature is an option, it will be bold. If the feature is not an option for the dashboard or chart you have selected, it is grey out.

To select a chart, simply click on it. A border is drawn around it. To deselect the chart, click it again.

Features of the sidebar menu:


The ACTIONS section provides tools to explore, save, and share the chart or dashboard.

View: It opens the selected chart to a full-size view.

Dashboard: This option only appears when a chart is opened from within a dashboard. It is used to return to the dashboard view.

Explore: Allows you to launch the Data Explorer using the current chart configuration as a starting point for the exploration.

Send To - Displays a sub-menu with various options as follows:

  • Printer: Allows the user to print the dashboard. The user is presented with the Print dialogue box to select the printer.
  • Email: Allows the user to email the dashboard. This invokes a dialogue box that asks the user to enter one or more eMail addresses, a subject line and a message. Upon clicking Submit, the eMail is sent with the dashboard as a jpg attachment.
  • Save as image: Allows the user to save the dashboard as a jpg image to any drive attached to the user’s local device. The image can later be inserted in documents as needed for internal or external district/school communications.
  • Save as PDF: Allows the user to save the dashboard as a PDF document. The user is presented with the Save as dialogue box where the user can select the name of the desired PDF file as well as the drive and folder where to save the PDF file.
  • Save to Excel: Allows the user to export the data for each chart displayed on the dashboard. The data for each chart is saved as a separate tab within the same Excel file; each tab is labeled with the corresponding chart name. When the user selects Save to Excel, an Excel file is created with a generic name and is downloaded to the local device’s Downloads folder. You can navigate to the file and open it or use the browser to view it.

Explain: Provides a description of the current chart, statistical values for each measure reported in the chart, and the chart configuration.


The MODIFY section provides filters and tools for changing the view of the data on a chart or dashboard.

Filters - Videri dashboards present information at the highest aggregation level possible for the role of the logged-in user. Filters allow you to narrow the scope of the data presented in a specific dashboard by excluding certain subsets of information.

Each functional area includes a specific set of filters that can be applied to the dashboard and charts. If a chart is not selected, any filter selected will be applied to the entire dashboard. If a chart is selected, then the filters apply only to the chart.

Multiple filters can be used at once to narrow the scope of a chart. For example, you can select Elementary for School Types, Hispanic and White for Race/Ethnicity, and Gifted and Talented for Program Types.

For more information, please see Apply Chart Filters or Apply Dashboard Filters.

TIP: To undo all filter changes at once, click Reset all at the top right of the sidebar.

Sort by - allows you to change the order of the values in a chart. Changing the sort order changes the legend if applicable.

  • Default: This is the initial setting, which displays the items in the chart in the order specified by the chart creator.
  • Value: Organizes the chart items in ascending order of their values.
  • Category: Organizes the chart items alphabetically according to the category names.

Chart Labels - You have the option to turn on or off the chart labels on each chart.

Data View - If you want the numbers behind the chart, you can change the view and see the underlying data of the chart in a tabular form.

Dashboard or Chart

The DASHBOARD or CHART section provides ways to more easily access dashboards or charts.

Add to Favorites

Charts are located throughout Videri folders, sub-folders, and/or dashboards of functional areas. To have quick and easy access to one or more charts, users may add specific charts to their Favorites area. To do this, find a desired chart, view the chart, and then click Add to favorites. The selected chart is now available in the Favorites area as an individual item chart. If you want to save the whole dashboard as a favorite, just click Add to favorites.

Remove from Favorites

To remove a chart or dashboard from favorites, select the item you want to be removed from Favorites then click Remove from favorites.


Most charts provide a color-coded legend within the chart that describes each chart component. However, when there are space constraints displaying the chart, Videri automatically hides the legend. Even when the legend is not displayed within the chart area, it is always available in the sidebar.

Additionally, the legend section of the sidebar provides some additional features that can be applied to each legend item. These features are hidden by default, but can be expanded into view by clicking the down arrow on the right side of the legend text:

  • Items can be hidden from the chart by changing the visibility toggle switch under a legend item.
  • The color of a chart item can be changed, as shown below. Custom colors are automatically persisted for the current user only. The original color can be reset by clicking Reset to default.

NOTE: Similar options are available in the Data Explorer and explained in Using the Data Explorer Sidebar.

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