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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 & 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.