Overview
Dashboards are interactive, visual canvases where you combine charts, metrics, tables, and text to tell data stories. Drag-and-drop dashboard tiles, connect them to your data sources, and arrange them in responsive grid layouts. Key Capabilities:- Drag-and-drop builder on a 24-column responsive grid that expands as you add tiles
- 14+ chart types (bar, line, pie, metric, table, gauge, area, scatter, funnel, radar, heatmap, gantt, map)
- Content widgets for text, images, and embedded media
- Connect to flows, Virtual Tables, or connectors
- Mobile-responsive layouts
- Share with users, publish to teams, or embed dashboards
- Export to PDF or PNG with full table data rendering
- Archive unused dashboards
Dashboards vs Flows: Flows transform data. Dashboards visualize data. Connect flow outputs to dashboard tiles for complete analytics.
Creating Your First Dashboard
1
Create dashboard
Navigate to Dashboards → + New DashboardName it descriptively (e.g., “Sales Performance Dashboard”)
2
Add your first dashboard tile
From the toolbar at the top, drag one of three widget types onto the canvas:
- Text - Add text notes and labels
- Figure - Add charts and visualizations
- Content - Add images or embedded media
3
Query the data
In the tile configuration modal:
- Data Source: Select an input table from any data source
- Dimension Field: Select field to group values by (e.g.,
product_name) - Value Field: Select field 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
4
Configure tile settings
- Chart type: Line, Column, Table, etc
- Chart-specific settings: See Charts guide for chart-specific instructions
5
Position and resize
- Drag widget to reposition it on the canvas
- Resize by dragging corner or edge handles (snaps to grid)
- Typical sizes: 4-6 columns for metrics, 12-24 for charts
6
Add more dashboard tiles
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)
Dashboard Canvas
The canvas is a 24-column responsive grid that adapts to screen sizes. The grid provides precise control over widget placement and sizing with consistent spacing.
- 24 columns (horizontal)
- Starts at 12 rows and expands automatically as you add tiles
- Infinitely expandable - drag widgets beyond the current grid to add more rows
- Dashboard summaries automatically collapse - AI-generated summaries show 3 lines by default with a “See more” button to expand, keeping dashboards clean and scannable
- Dashboard name and breadcrumb navigation
- View/Edit mode toggle
- Share, Settings, and More menu
- Text - Create text widgets for notes and labels
- Figure - Create chart widgets (bar, line, pie, metric, etc.)
- Content - Create media widgets (images, embedded URLs)
- Select Table: Choose your data source
- Configure PivotTable: Set dimensions, metrics, and filters
- Build Chart: Choose chart type and customize visualization (preview updates as you type)
“Filter not applied” badge: If a widget shows this badge, a dashboard control (such as a date picker or dropdown) is targeting a field that no longer exists in the widget’s data source, typically after the connected table’s schema changed. To fix it, edit the control and re-select the correct target field.
Dashboard Management
Performance Optimizations
Dashboards automatically cache data to load faster:- Smart caching - Chart data is cached for 5 minutes after you make changes
- Preview caching - When building charts, your preview results are saved so switching between tabs is instant
- Shared access - Dashboard sharing loads instantly after granting access, with optimized permission checks
Undo & Redo
All dashboard changes (adding, deleting, moving, and resizing tiles) are tracked and can be reversed:- Undo: Press Ctrl+Z (or Cmd+Z on Mac) to reverse the last action
- Redo: Press Ctrl+Shift+Z (or Cmd+Shift+Z on Mac) to restore an undone action
Archiving Dashboards
Archive unused or outdated dashboards to keep your workspace organized. Archived dashboards are hidden from main dashboard lists but can be restored anytime with all data, widgets, and configuration intact. When to Archive:- Dashboards for completed projects or campaigns
- Outdated reports replaced by newer versions
- Testing or prototype dashboards no longer needed
1
Open Dashboard Settings
Click the More menu (three dots) in the dashboard top bar and select Settings.
2
Archive Dashboard
In the settings modal, click the Archive Dashboard button at the bottom.
3
Confirm Archive
Confirm the action. The dashboard is immediately hidden from your dashboard lists but remains accessible in archived view.
Data Freshness
Every dashboard shows a “Data as of [timestamp]” indicator so you always know how current your data is. Click it to expand a panel listing every data source the dashboard uses, including the table name, how many charts reference it, and when it last synced.
- Hover a source in the list to highlight the charts on the canvas that use it.
- Sync any source directly from the panel to refresh just that data without leaving the dashboard.
- If a source has a connection error, a Fix link opens the connector settings so you can resolve it on the spot.
DataStack live connections display “Live data” instead of a timestamp; their data is always current and does not need a manual sync.