How to Create Dashboards

Learn how to build dashboards by combining visualizations, text blocks, headings, and dynamic filters into interactive, shareable views for your team.

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.

Create a New Dashboard

Navigate to Dashboards in the left sidebar
Click Create Dashboard
Name your dashboard

Add Visualization Widgets

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

Add Supporting Widgets

Text block: Add explanatory text using the rich text editor
Heading: Add section titles to organize the dashboard
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
Image upload: Add logos or diagrams (JPG, PNG, SVG, max 375KB)

Arrange the Layout

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

Configure Dashboard Settings

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

Save and Publish

Review your layout (changes are saved as a draft until you publish)
Click Save to publish
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

Updated 4 days ago