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Every dashboard starts from a workbook — the queries you’ve built there become the chart tiles on the dashboard. This page covers creating a new dashboard and upgrading an existing classic dashboard to the new dashboard editor. For design topics like layout, content items, and themes, see the Dashboards overview.

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Requirements

Creating and upgrading dashboards requires Editor, Manager, or Owner permissions on the document.

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Create a new dashboard

1
In a draft workbook, click the + Dashboard button in the top right corner of the document.
2
Give the document a title. You can also add a description.
3
Select where you want the document to be saved.
4
Click Save. Omni redirects you to the dashboard.
To edit an existing dashboard, open it and click Edit in the top right corner of the document. If you’re in the underlying workbook, click Dashboard > Edit instead.

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Edit the title or description

To update the title or description of an existing dashboard:
1
Open the dashboard and click Edit in the top right corner to enter a draft.
2
Click Edit > Rename from the top menu bar.
3
Update the title and/or description, then save your changes.

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Upgrade a classic dashboard

On May 27, 2026, Omni released a new version of the dashboard editor. Dashboards created with the classic editor need to be upgraded before you can use layout components like containers and pages.
Upgrading a classic dashboard is permanent and cannot be reverted. Test on a duplicate first by clicking File > Duplicate.
1

Open the dashboard in draft mode

Navigate to the dashboard you want to upgrade and click Edit.
2

Enable advanced layout

Click File > Upgrade layout. A confirmation dialog appears.
3

Confirm the upgrade

Click Yes, Upgrade. Your existing items are preserved and placed into an initial container.

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Next steps

Once your dashboard is created, head to the Dashboards overview for design topics — layout, content items, interactivity, and themes.