Dashboard overview

Dashboards allow you to present a comprehensive analysis of your data. You can combine Charts from any Query, customize your Charts directly on the dashboard, and add text elements.

With one or more Charts saved, you can start building a Dashboard.

Adding Charts and Objects

In your Workspace, create a new Dashboard tab and start adding elements by clicking Edit in the top right. This will open the Edit Board menu where you can choose to add Objects or Charts.

Objects are non-Query powered elements such as the Text Object. The Text Object includes formatting for text size, style, and color.

Charts are organized as a mirror of your Workspace’s folder tree. You’ll find each Query you have access to and its associated Charts.

To add an Object or Chart to your Dashboard, click the desired element and it will be automatically added to your Dashboard in the first available position.

Editing a Dashboard

To move a Dashboard element, hover over the element and click, hold, and drag the move icon in the top left. To resize a Dashboard element, hover over the element and click, hold, and drag the resize icon in the lower right.

All the other elements on the Dashboard will move around to accommodate the changes you make.

You’ll also notice when you hover over a Dashboard element, there are multiple options in the top left. You can,

• Navigate to the underlying Query
• Reload the data
• Edit the chart styling
• Export the data to CSV or Parquet
• Delete the element

If you make any changes to the Charts or Objects in your Dashboard, remember to save.

Managing Dashboard access

You can set the permissions on each Dashboard either directly in the Dashboard tab or in the Workspace folder tree. In the Dashboard tab, click the Share icon to the left of the Edit button. In the Workspace folder tree, click the ellipses next to the Dashboard and select Share.

In the Dashboard’s share settings, you can set the access level for your entire Org and individuals Users.

The permission levels available are:

Private — Only applicable to your Org’s permission — Ensures no one in your Org can see or use the Dashboard without being granted individual User access.

Viewer — Enables viewing and running the Dashboard.

Editor — All the permissions of Viewer with the ability to edit the Dashboard.

Admin — Grants full access to the item. All permissions in Editor plus the ability to control permissions and delete.