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.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
Designing your dashboard
While in draft mode, you can add, modify, resize, and remove elements in the dashboard. Your changes will be automatically saved while you work.Adding elements to your dashboard
Use the Add button in the toolbar to add tiles and layout elements 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
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.Dashboard tiles
Charts
Add your query visualizations to your dashboard as charts.
Text / Markdown
Use Markdown tiles to add text, images, tables, and other types of content to your dashboard.
Filters
Make your dashboard interactive by adding filters to your charts.
Controls
Dynamically display the fields that display in chart tiles with field controls.