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Creating a Dashboard

Workbooks can be presented as dashboards, displaying many queries at once with interactive filters. To build a dashboard, select 'dashboard' in the upper right of the workbook:

Each workbook query will be tiled onto a unified piece of content. Tiles can be rearranged or excluded from the final presentation.

Editing a Dashboard

To edit the dashboard, toggle view mode to edit mode. Note that changes are saved automatically in edit mode. Dashboards can be renamed from the file menu.

To edit individual charts, navigate into workbook mode and adjust queries and visualizations.

Mobile Layout

Omni auto creates a stacked-layout when the screen size shrinks horizontally (often most obvious on mobile devices). This layout can be edited/re-arranged independently from the standard tiled layout, and won't impact the standard unstacked layout. To do so, shrink the window of the dashboard on the web until you see the stacked layout, and make layout edits in the order you'd like.


Adding Filters

To add a filter to the dashboard, go into edit mode and select Add Filter. Choose the field you want to filter on. If you want to set a default value for the filter, you need to configure the values in the left pane during edit mode (note that filters done in the page in edit mode will not change the default filter expereince). This value will be pre-loaded anytime the Dashboard is opened. Filters can be disconnected from specific dashboard tiles by clicking the blue filter button in the top right corner of a tile.

Note: filters will not apply to custom-written SQL queries

Hiding Filters

Users can hide filters on a dashboard. The value will still be applied in the background to whichever tiles the filter is applied to. The value of the filter can also be manipulated via the dashboard's URL, but ultimately the control is hidden from the user.


Hiding dashboard filters may seem like a quick fix for restricting user access to sensitive data, but it's not a foolproof security measure. Instead, we strongly advise implementing access filters as a more robust solution. These filters provide a structured approach to control data access, preventing users from altering filters to access unauthorized information.

Mapping Filters to Different Fields Per Dashboard Tile

Filters can optionally be mapped to different fields on each tile. A common example is when you have a dashboard date filter, but want it to update a different date field on each tile (e.g. the users tile uses user_created_at and the orders tile uses orders_created_at). To configure, select the 'customize the field for update each connected tile' option in the edit panel. Then on the top right of each tile, select the field you want to map the filter to.

Text Tiles

To add text to the dashboard, go into edit mode and select Add Text. Text tiles support markdown so you can add styling, images, links, and more. See a markdown syntax reference here.

Excluding Workbook Tabs

You may have queries in the workbook that aren't intended for dashboard consumption (intermiedtae query-views or debug queries, for example). To exclude queries from the dashboard, simple uncheck the corresponding workbook tab from edit mode on the dashboard:


Dashboard Auto-refresh

Discover the customizable settings of your dashboard by clicking on 'Edit' within the dashboard menu, then selecting 'Settings'. Here, users have the power to fine-tune the auto-refresh frequency to suit their needs. This functionality proves invaluable for dynamic data environments, such as medical or financial sectors, where real-time updates are essential. Conversely, for more static data, users can extend the auto-refresh timeframe, opting to rely on cached data rather than reloading from the database as refrequently, thus optimizing resource utilization.