Skip to main content

​
Overview

Dashboards are interactive, visual canvases where you combine charts, metrics, tables, and text to tell data stories. Drag-and-drop Figs (Charts), connect them to your data sources, and arrange them in responsive grid layouts. Key Capabilities:
  • Drag-and-drop builder with 12-column responsive grid
  • 15+ chart types (bar, line, pie, metric, table, etc.)
  • Connect to workflows, Virtual Tables, or connectors
  • Dashboard-level filters cascade to all figs
  • Mobile-responsive layouts
  • Share, publish, or embed dashboards
  • Auto-refresh and real-time updates
[SCREENSHOT: Dashboard canvas with multiple figs]
Dashboards vs Workflows: Workflows transform data. Dashboards visualize data. Connect workflow outputs to dashboard figs for complete analytics.

​
Creating Your First Dashboard

1

Create dashboard

Navigate to Dashboards → + New DashboardName it descriptively (e.g., “Sales Performance Dashboard”)[SCREENSHOT: Create dashboard dialog]
2

Add your first Fig

From the Palette (top), drag a Fig tile onto the canvas.[SCREENSHOT: Dragging metric fig]
3

Query the data

In the Fig Modal:
  • Data Source: Select an input table from any data source
  • Dimension Column: Select column to group values by (e.g., product_name)
  • Value Column: Select column to display (e.g., total_sales)
  • Aggregation: SUM, AVG, COUNT, etc
  • Filter and Limit: Filter data by specific conditions and/or limit output to a certain number of rows
[SCREENSHOT: Data source configuration]
4

Configure Fig settings

  • Chart type: Line, Column, Table, etc
  • Chart-specific settings: See guide to create figs for chart-specific instructions
[SCREENSHOT: Styling options]
5

Position and resize

  • Drag fig header to reposition
  • Resize by dragging corners (snaps to grid)
  • Typical sizes: 2-3 columns for metrics, 6-12 for charts
[SCREENSHOT: Resizing fig with grid]
6

Add more figs

Build complete dashboard with complementary visualizations:
  • Row 1: Key metrics (3-4 metrics across)
  • Row 2: Trend charts (line/bar charts)
  • Row 3: Breakdown charts (pie/map)
  • Row 4: Detail tables (full-width)
[SCREENSHOT: Multi-fig dashboard layout]

​
Dashboard Canvas

The canvas is a 12-column responsive grid that adapts to screen sizes: Canvas Elements: Top Bar:
  • Dashboard name, Save button, View/Edit toggle
  • Share, Settings, More menu
Palette (top, Edit mode):
  • Figs: Bar, Line, Pie, Metric, Table, etc
  • Text blocks
  • Media: Images and embeddings
Fig Modal (opens up when a tile is edited):
  • Data source configuration
  • Chart settings and styling
  • Filters and parameters
[SCREENSHOT: Canvas interface labeled]

​
Common Dashboard Patterns

​
Executive Dashboard

Layout:
  • Row 1: 4 key metrics (3 cols each)
  • Row 2: Trend line chart (12 cols)
  • Row 3: Bar chart (6 cols) + Table (6 cols)
Design: Large fonts, green/red indicators, period comparisons [SCREENSHOT: Executive dashboard example]

​
Operational Dashboard

Layout:
  • Multiple status metrics with alerts
  • Time-series charts for monitoring
  • Auto-refresh every 30-60 seconds
Design: Dark mode, alert colors (red/yellow/green) [SCREENSHOT: Operational dashboard]

​
Analytical Dashboard

Layout:
  • Multiple filters for data slicing
  • Mix of chart types
  • Full-width detail tables
  • Text explanations
Design: Dense layout, drill-down enabled [SCREENSHOT: Analytical dashboard]

​
Best Practices

Start Simple: Begin with 3-5 key metrics, add detail later. Avoid 20+ figs.
Visual Hierarchy: Most important metrics at top, supporting details below.
Tell a Story: Arrange figs logically - headline metrics, then details, then data tables.
Consistent Colors: Establish color meanings (green=good, red=bad) across all figs.
Optimize Queries: Use workflow outputs instead of real-time queries for faster load.
Mobile-First: Test on phone/tablet. Stack figs vertically, increase font sizes.
Add Context: Use text figs to explain metrics and provide instructions.
Name Clearly: “Sales Performance - Q1 2025” not “Dashboard 1”.