Designing dashboards with advanced layout

Advanced layout is a flexible dashboard design system that gives you precise control over how tiles, filters, and controls are arranged. With advanced layout, you can:

• Visually group items inside containers to organize related charts, filters, and controls together
• Place filters and controls anywhere on the dashboard, not just the top bar
• Create multi-page dashboards with tabs so viewers can navigate between different views

​

Enabling advanced layout

Advanced layout is enabled per dashboard. To upgrade an existing dashboard:

​

Limitations

Advanced layout is in beta and has the following limitations:

• Scheduled deliveries are not supported during the beta period. Schedules attached to dashboards with advanced layout will not deliver. We expect this to be available by mid-March.
• Maximum 15 pages per dashboard.
• Upgrading is permanent. Once a dashboard is upgraded to advanced layout, it cannot be reverted to the classic layout.

​

Containers

Containers are the building blocks of advanced layout. A container is a region on your dashboard that holds items and controls how they are arranged, including:

• Chart tiles (query visualizations)
• Text and markdown tiles
• Filters
• Controls (field switchers, time frame switchers, etc.)
• Other containers (for nested layouts)

​

Naming containers

Each container can have a name to help you identify it while editing. To rename a container, select it and edit the Name field in the properties panel on the right side of the screen.

​

Layout types

When you add a container to your dashboard, you choose between two layout types:

​

Adding items to your dashboard

Use the Add button in the toolbar to add tiles and layout items to your dashboard:

• Charts - Add visualizations from your workbook queries
• Text - Add formatted text using Markdown
• Filter - Add interactive filters to control chart data
• Control - Add field controls to dynamically switch chart fields
• Layout submenu - Organize dashboard content with layout containers:
  • Grid container - Create a container with grid layout for flexible positioning
  • Stack container - Create a container with stack layout for linear arrangement
  • Page navigation - Add navigation between multiple dashboard pages (available only when your dashboard has multiple pages)
• Page - Add a new page to your dashboard (available only from the toolbar Add button)

When adding elements from the properties panel using the Add child button, the Page option will not be available since pages are top-level elements.

​

Browsing items in the catalog

The catalog is a browsable library of all available items on your dashboard. Click the Catalog button in the toolbar to open it. The catalog displays items in three groups:

• Controls & filters - All dashboard filters and controls, sorted alphabetically
• Queries - Chart tiles and query visualizations
• Text - Text and markdown tiles

Use the search field at the top of the catalog to filter items by name. To place an item, click it in the catalog and then select the target container from the menu that appears. The catalog is useful for finding items that haven’t been placed yet or for quickly moving items into a specific container without selecting them on the canvas first.

​

Adding items to containers

There are several ways to place items into a container:

​

From the catalog

1. Click the Catalog button in the toolbar
2. Find the item you want to place (use search to filter by name)
3. Click the item
4. Select the target container from the placement menu

​

Using the properties panel

1. Select the item you want to place on the canvas (a chart tile, filter, or control)
2. In the properties panel on the right, click Place (for unplaced items) or Move (for items already in a container)
3. A menu will appear showing all available containers
4. Click the target container to move the item there

​

Drag and drop

You can drag items to reposition them within a container or move them between containers. This works for both grid and stack containers.

• Within a grid container - Drag items to any position and resize by dragging their edges
• Within a stack container - Drag items up or down (in column direction) or left and right (in row direction) to reorder them within the stack
• Between containers - Drag items from one container to another, regardless of whether they are grid or stack containers. This lets you quickly reorganize your dashboard layout without using the catalog or properties panel.

While dragging, Omni provides visual cues to help you place items:

• Containers that can accept the item show a colored outline when you hover over them
• Stack containers show a drop indicator line at the insertion point where the item will be placed
• The container you’re dragging from shows an outline to indicate the active drag operation

​

Unplaced items

Items that haven’t been assigned to a container will appear outside of the layout. Use the catalog or properties panel to place them into a container.

​

Pages

Advanced layout dashboards can have multiple pages, creating a tabbed experience for viewers.

​

Adding pages

To add a new page, click Add > Page. Each new page starts with an empty layout where you can add containers and items. Dashboards can have up to 15 pages.

​

Duplicating pages

Duplicate existing pages in a dashboard to quickly create new pages with the same layout, containers, and content.

1. Click the Edit button on the dashboard to enter draft mode.
2. Select the page you want to duplicate.
3. In the container properties panel, click Duplicate page.

The new page will appear immediately after the original page in the dashboard navigation. Omni automatically generates a unique name for the duplicated page by appending Copy to the original page name. For example, Dashboard Copy or Dashboard Copy 2.

​

Switching between pages

While editing, use the page selector in the toolbar to switch between pages. Click the dropdown to see all pages and select the one you want to work on.

​

Reordering pages

1. Open the page selector dropdown
2. Click Re-order
3. Drag pages into the desired order
4. Save your changes

​

Page navigation for viewers

To let viewers switch between pages without edit access, add a page navigation widget to your dashboard. This renders an inline page switcher that viewers can interact with. To add page navigation, click Add > Page navigation. Place it in a container where you want the page tabs to appear, such as at the top of each page.

​

Filters

Advanced layout filters support additional display options beyond the standard dashboard filters.

​

Displaying single select options as buttons

Single selection string filters can be displayed as a row of buttons that users can click to select. This provides a more visual, accessible way to switch between options. Single selection button options can be displayed in two ways: Filters must be in a container to use button options. When a filter option is clicked, the queries connected to the filter will update. By default, up to the first 50 values for the filter column are used as options. You can customize which values are included using the Values setting described below. Button options work best with a small number of choices, typically between two and seven. To configure a string filter for single selection:

​

Limitations

Advanced layout is in beta and has the following limitations:

• Scheduled deliveries are not supported during the beta period. Schedules attached to dashboards with advanced layout will not deliver. We expect this to be available by mid-March.
• Maximum 15 pages per dashboard.
• Upgrading is permanent. Once a dashboard is upgraded to advanced layout, it cannot be reverted to the classic layout.