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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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Creating dashboards

The Omni Agent can build dashboards. There are a few ways to get started:
  • Ask the agent directly to build a dashboard — describe the dashboard you want in the chat and the agent plans the layout, generates queries, and publishes a complete dashboard:
    “Create a dashboard showing sales performance by region with monthly trends and a top customers table” After the dashboard is created, you can ask the agent to iterate on it in the same session — rearranging tiles, editing charts, or adding new ones.
    The dashboard saves to your My documents folder if your organization’s Allow personal content setting is enabled for you. If the setting isn’t enabled, the agent saves the dashboard to your organization’s shared Hub or your embed entity’s shared folder (embed users only), as long as you have permission to save there. If none of these destinations is available, the agent reports that it can’t save the dashboard and names who can grant you access.
  • From an existing chat — you’ve been exploring data and created a few visualizations in a chat session, ask the agent to pull them into a dashboard
  • Upload an image — drop in an image of a dashboard you’d like to replicate. The agent parses what it sees and uses it as a starting point
AI dashboard creation runs on the same LLM as the rest of the chat: the LLM you picked or your organization’s default LLM.
Users with the required permissions can add the create_dashboard_from_chat tool to a model’s ai_settings.disabled_tools to disable dashboard creation from chat. This setting is per-model, not organization-wide - you will need to set it on every model to disable dashboard creation from chat entirely.

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Editing titles and descriptions

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 File > Rename from the top menu bar.
  3. Update the title and/or description, then save your changes.

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Upgrading 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. Navigate to the dashboard you want to upgrade and click Edit.
  2. Click File > Upgrade layout. A confirmation dialog appears.
  3. 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.