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Creating new dashboards

In a draft workbook, click the + Dashboard button in the top right corner of the document. If you haven’t already saved and titled the document, you’ll first be prompted to do so. Once saved, Omni will redirect you to your new dashboard.

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Editing dashboards

How you edit an existing dashboard depends on where you are in the document:
  • In the dashboard - Click the Edit button in the top right corner of the document
  • In the workbook - Click the Dashboard button in the top right corner of the document, then Edit

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Designing your dashboard

While in draft mode, you can add, modify, resize, and remove elements in the dashboard. Your changes will automatically saved while you work.
  • Grid for spacing
  • Resizing tiles

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Mobile layout

Omni dashboards support separate mobile and desktop layouts. To toggle between layouts, use the Mobile and Desktop toggles near the top right corner of the page while in a draft dashboard. When you switch to the mobile layout, you can rearrange and resize tiles to optimize the viewing experience on smaller screens. Changes made to one layout do not affect the other, allowing you to create a tailored experience for each device type.

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Dashboard tiles

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Charts

Add your query visualizations to your dashboard as charts.
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Text / Markdown

Use Markdown tiles to add text, images, tables, and other types of content to your. dashboard.
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Filters

Make your dashboard interactive by adding filters to your charts.
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Controls

Dynamically display the fields that display in chart tiles with field controls.

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Custom themes

Along with using design elements, you can further customize the look and feel of your dashboards with themes.

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Viewing dashboards as specific users

While you’re working, you may want to preview how your dashboard will behave for specific users. This can help you proactively address permission issues before sharing the content. In a dashboard, click File > View as and select a user. Unlike impersonating a user, this feature does not log you in as the selected user and does not change the user’s permissions, roles, or connection access. Instead, View as temporarily applies the selected user’s user attribute values to your current session for the purpose of evaluating filters, row-level security, and other attribute-driven logic. Because only attributes are swapped, you may still see content or fields that the actual user cannot access. If you’re an Organization Admin, you should use Impersonation when you need to fully test permission behavior.