> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omni.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Present Omni workbook queries as interactive dashboards with filters, charts, and tiles arranged on a unified visual canvas.

A dashboard is the presentation layer for a workbook. You arrange queries, text, filters, and controls onto a shared canvas, group them into layout containers, and optionally split the dashboard across multiple pages. Viewers interact with the result through filters and controls — no editing required.

<Note>
  This page covers dashboards built with the new dashboard editor. Dashboards created before May 27, 2026 may still be on the classic editor — see [Upgrade a classic dashboard](/visualize-present/dashboards/create#classic-dashboards) for the conversion flow.
</Note>

New to dashboards? Start by [creating one](/visualize-present/dashboards/create) or check out the [Dashboard best practices guide](/guides/dashboards/dashboarding-best-practices).

## Layout

How you structure the canvas — containers, pages, and navigation between them.

<Columns cols={2}>
  <Card title="Layout containers and items" icon="table-cells" color="#FF5FA2" href="/visualize-present/dashboards/containers-items">
    Organize charts, text, filters, and controls inside grid or stack containers for precise positioning.
  </Card>

  <Card title="Placeholders" icon="square-dashed" color="#FF5FA2" href="/visualize-present/dashboards/placeholders">
    Visualize structure and spacing during the design phase.
  </Card>

  <Card title="Pages" icon="copy" color="#FF5FA2" href="/visualize-present/dashboards/pages">
    Build multi-page dashboards where each page has its own layout, items, and filters.
  </Card>

  <Card title="Page navigation" icon="arrow-right-arrow-left" color="#FF5FA2" href="/visualize-present/dashboards/page-navigation">
    Customize the inline switcher viewers use to move between pages, including custom tabs and dynamic labels.
  </Card>
</Columns>

## Content items

What you place on the canvas.

<Columns cols={2}>
  <Card title="Charts" icon="chart-area" color="#FF5FA2" href="/visualize-present/dashboards/charts">
    Add workbook query visualizations as chart tiles.
  </Card>

  <Card title="Text and Markdown" icon="a" color="#FF5FA2" href="/visualize-present/dashboards/text-markdown">
    Add text, images, tables, and other Markdown content.
  </Card>

  <Card title="Filters" icon="filter" color="#FF5FA2" href="/visualize-present/dashboards/filters">
    Let viewers narrow data across the dashboard without editing it.
  </Card>

  <Card title="Controls" icon="wrench" color="#FF5FA2" href="/visualize-present/dashboards/controls">
    Let viewers dynamically swap the fields shown in chart tiles.
  </Card>
</Columns>

## Interactivity and polish

Fine-tune how viewers experience the dashboard.

<Columns cols={2}>
  <Card title="Filter display options" icon="sliders" color="#FF5FA2" href="/visualize-present/dashboards/filter-display-options">
    Show filters as button toggles, dropdowns, single-day pickers, or timeframe controls.
  </Card>

  <Card title="Filter interactivity" icon="arrow-pointer" color="#FF5FA2" href="/visualize-present/dashboards/filter-interactivity">
    Enable click-to-filter on charts and link filters so one narrows the options of another.
  </Card>

  <Card title="Dynamic filter controls" icon="arrow-right-arrow-left" color="#FF5FA2" href="/visualize-present/dashboards/dynamic-filter-controls">
    Allow dashboard viewers to add their own filters.
  </Card>

  <Card title="Themes" icon="palette" color="#FF5FA2" href="/visualize-present/dashboards/theming">
    Customize colors, fonts, and other visual styling.
  </Card>
</Columns>

## Test and share

<Columns cols={2}>
  <Card title="Preview mode" icon="eye" color="#FF5FA2" href="/visualize-present/dashboards/preview-mode">
    See what viewers see without leaving edit mode.
  </Card>

  <Card title="View as" icon="user" color="#FF5FA2" href="/visualize-present/dashboards/view-as">
    Test user attributes and permissions by viewing the dashboard as another user.
  </Card>
</Columns>