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Editing charts

To view the options for editing a tile’s content or appearance, hover over a tile and click the (three dots icon) in the top right corner. If you have dashboard filters, keep in mind that when you are viewing a specific workbook tab in edit mode the dashboard filters aren’t applied so the results may look different.

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Hiding charts

Choose Hide Chart to hide the tile from the dashboard. Perhaps the underlying data is important to the workbook, but you don’t want to have end users be able to interact with the data on a dashboard level. Other queries on the dashboard will still be able to access hidden tiles (via XLOOKUP), if you need to filter a hidden tile you can map the filter before hiding the tile and it will update with the filter selection. Note: charts that are excluded from the dashboard will not run on the dashboard unless they are invoked by another query (i.e. XLOOKUP, alert, or used in a filter).

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Editing chart settings

To edit the visualization in a tile, click the (three dots icon) in the right corner of the tile. Then, click Edit chart to edit the chart on the dashboard or Edit in workbook to edit the chart in the workbook.

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Adding chart subtitles and descriptions

Editing a chart on the dashboard allows you to add an optional subtitle and description to the chart. To have Omni’s AI write the subtitle or description, click the (star icon) and toggle Let AI write the subtitle/description to on. You can also provide additional context to the AI to guide the results.

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Removing backgrounds

Choose Remove Background to make the background of a tile be transparent. The tile menu includes a Copy submenu with options for copying charts and links:
  • To another dashboard or workbook: Copy the tile to a different dashboard or workbook. This works similarly to copying a workbook tab to an existing workbook.
  • Link to workbook tab: Copy a direct link to the tile’s underlying workbook tab to your clipboard
To access these options, click the (three dots icon) in the top right corner of a tile, then select Copy.

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Inspecting chart queries

You can quickly access SQL debugging information for a chart by using the Inspect option. This opens the underlying workbook with the Inspector panel pre-opened, allowing you to view query SQL, cache status, and execution details. To inspect a chart, click the (three dots icon) in the right corner of the tile, then click Inspect. This feature requires the necessary permissions to analyze data and query SQL. For more information about viewing generated SQL, see Inspecting query SQL.