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Creating Dashboards

This guide covers creating dashboards, configuring settings, and managing the dashboard lifecycle.

Creating a new dashboard

Section titled “Creating a new dashboard”

From the dashboard list

Section titled “From the dashboard list”
  1. Go to Dashboards in the sidebar
  2. Click New Dashboard
  3. A new dashboard called “Untitled Dash” is created and opens in edit mode
  4. Click the title in the header to rename it
  5. Use the info icon next to the title to add a description

Since the dashboard has no widgets yet, you start in edit mode with the settings sidebar open.

From a template (quick start)

Section titled “From a template (quick start)”
  1. Go to Dashboards → Templates
  2. Browse templates and open one
  3. Click Apply (or Update if it is already in use)
  4. Select the integration connection(s)
  5. Review dependency update options
  6. Complete apply

From sample dashboards

Section titled “From sample dashboards”
  1. Go to Dashboards and click Sample Dashboards
  2. Browse the gallery of pre-built dashboards
  3. Click Add to My Dashboards on the one you want
  4. The dashboard is copied to your account and opens automatically

Sample dashboards include widgets already connected to sample data tables, so you can explore the layout and settings immediately. You can replace the sample data streams with your own datasets later by editing each widget.

For details on how sample tables work and who can manage the gallery, see Sample Dashboards.

Dashboard settings

Section titled “Dashboard settings”

Click the Edit button (pencil icon) in the dashboard header to enter edit mode. On desktop, click the Settings button in the toolbar to open the settings dialog. On mobile, settings appear in a sidebar.

Basic settings

Section titled “Basic settings”
SettingDescription
TitleEditable inline in the header
DescriptionClick the info icon next to the title

Layout settings

Section titled “Layout settings”
SettingDescription
Auto-CompactWidgets automatically move up to fill gaps

Visibility settings

Section titled “Visibility settings”
SettingDescription
Dashboard GroupsControl which user groups can access this dashboard

Working with the grid

Section titled “Working with the grid”

Adding widgets

Section titled “Adding widgets”
  1. Enter edit mode by clicking the Edit button (pencil icon)
  2. Click + Widget in the header
  3. Configure the widget in the editor
  4. Click Save & Close
  5. Widget appears on the grid

Positioning widgets

Section titled “Positioning widgets”
  • Drag widgets to move them
  • Resize by dragging corners or edges
  • Widgets snap to grid automatically
  • Widgets can’t overlap; they push others out of the way

Removing widgets

Section titled “Removing widgets”
  1. Hover over the widget and click the menu icon (three dots)
  2. Select Delete
  3. Confirm deletion

Dashboard actions

Section titled “Dashboard actions”

Edit mode

Section titled “Edit mode”
  • Click the Edit button (pencil icon) in the header
  • Make your changes (add widgets, reposition, adjust settings)
  • Click Save to save changes and exit edit mode
  • Click Discard to abandon layout and settings changes; widget and filter view changes are still saved
Section titled “Print mode”
  1. Click the Print button
  2. Dashboard renders in print-friendly format
  3. Use your browser’s print dialog

Data lineage

Section titled “Data lineage”
  1. Click the lineage icon in the header
  2. See all datasets and widgets in a dependency graph
  3. Trace data from source to visualization

Dashboard lifecycle

Section titled “Dashboard lifecycle”

Duplicating a dashboard

Section titled “Duplicating a dashboard”
  1. In the dashboard list, hover over a dashboard row
  2. Click the copy icon (duplicate)
  3. A copy is created with “(Copy)” appended

Moving to a folder

Section titled “Moving to a folder”
  1. In the dashboard list, hover over a dashboard row
  2. Click the folder icon
  3. Choose destination folder
  4. Click Save

Deleting a dashboard

Section titled “Deleting a dashboard”
  1. In the dashboard list, hover over a dashboard row
  2. Click the trash icon
  3. Confirm deletion

Best practices

Section titled “Best practices”

Naming conventions

Section titled “Naming conventions”

Use clear names that indicate:

  • Purpose or audience
  • Data source or topic
  • Time period (if applicable)

Examples:

  • “Sales Performance - Monthly”
  • “Support Ticket Queue”
  • “Client X Project Status”

Organizing with folders

Section titled “Organizing with folders”

Create folders for:

  • Different departments
  • Project types
  • Client groupings
  • Dashboard categories (operational, executive, archived)

Performance optimization

Section titled “Performance optimization”

For faster loading:

  • Keep to 10-15 widgets per dashboard
  • Use Modified Datasets to pre-aggregate data
  • Split large dashboards into focused ones
  • Use date filters to limit data ranges

Troubleshooting

Section titled “Troubleshooting”

Dashboard loads slowly

Section titled “Dashboard loads slowly”
  • Reduce widget count
  • Check if widgets query large datasets
  • Add date range filters

Widgets not displaying

Section titled “Widgets not displaying”
  • Verify dataset is syncing correctly
  • Check filter variables aren’t filtering all data
  • Review widget configuration for errors

Layout issues

Section titled “Layout issues”
  • Try disabling Auto-Compact
  • Manually reposition widgets
  • Refresh the page

Frequently asked questions

Section titled “Frequently asked questions”

Can I undo changes to a dashboard?

Section titled “Can I undo changes to a dashboard?”

Yes. Click Discard in edit mode to abandon unsaved changes. However, once you click Save, changes are permanent. There’s no version history.

What’s the widget limit per dashboard?

Section titled “What’s the widget limit per dashboard?”

There’s no hard limit per dashboard, but performance degrades beyond 15-20 widgets. The account-wide widget limit depends on your tier (10 for Free Forever, unlimited for Starship).

Can I duplicate a dashboard?

Section titled “Can I duplicate a dashboard?”

Yes. In the dashboard list, hover over the row and click the copy icon. A duplicate is created with “(Copy)” appended to the name.

Do dashboards auto-save?

Section titled “Do dashboards auto-save?”

No. You must click Save to persist changes. If you navigate away without saving, unsaved layout changes are lost. Widget edits save independently when you click Save & Close in the widget editor.

Can I revert a deleted dashboard?

Section titled “Can I revert a deleted dashboard?”

No. Deletion is permanent. Consider duplicating important dashboards before making major changes.

Section titled “Related topics”