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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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Create a new dashboard

To create a new workbook and dashboard:
  1. Click the New button in the sidebar.
  2. Select Dashboard.
  3. Select the model to use for the document. If your organization has more than 10 models, use the search bar to locate the model you want to use.
  4. After you select a model, a blank dashboard will display. You’ll be prompted to build a query and add a chart to the dashboard.

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Edit the title or description

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

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Upgrade 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

Open the dashboard in draft mode

Navigate to the dashboard you want to upgrade and click Edit.
2

Enable advanced layout

Click File > Upgrade layout. A confirmation dialog appears.
3

Confirm the upgrade

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.