How to Create Dashboards

Dashboards let you assemble visualizations, text, headings, and dynamic filters into a unified view that your whole team can access.

Prerequisites

Visualizations must be created within datasets before building dashboards. See the How to Create Visualizations article first.

Step 1: Create a New Dashboard

1. Navigate to Dashboards in the left sidebar
   2. Click Create Dashboard
   3. Name your dashboard

Step 2: Add Visualization Widgets

1. In the editor view, click to add a widget
   2. Select Visualization
   3. Choose from your existing dataset visualizations
   4. The chart appears on the canvas

Step 3: Add Supporting Widgets

1. Text block: Add explanatory text using the rich text editor
   2. Heading: Add section titles to organize the dashboard
   3. Dynamic filters: Add interactive elements for viewers to filter data in real time
      • Available types: Dropdown, Text, Number, Boolean, Date, DateTime, Date Range, DateTime Range
      • Configure each filter with a label and link it to specific columns
   4. Image upload: Add logos or diagrams (JPG, PNG, SVG, max 375KB)

Step 4: Arrange the Layout

1. Drag widgets to reposition them on the canvas
   2. Resize widgets by dragging the bottom-right corner
   3. Group related metrics together using headings
   4. Place KPI cards at the top for executive summaries, then detail charts below

Step 5: Configure Dashboard Settings

1. Adjust the grid columns count for your layout
   2. Set the gap size between widgets

Step 6: Save and Publish

1. Review your layout (changes are saved as a draft until you publish)
   2. Click Save to publish
   3. The dashboard becomes visible to all workspace users based on their role

Tips

• Start with KPI cards at the top, then supporting charts below
• Use dynamic filters to make dashboards interactive for viewers
• Add text blocks to explain methodology or data sources
• Use headings to create clear sections