> ## Documentation Index
> Fetch the complete documentation index at: https://docs.omni.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a dashboard

> Create a new dashboard from a workbook, or upgrade an existing classic dashboard to advanced layout.

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](/visualize-present/dashboards).

## Requirements

Creating and upgrading dashboards requires **Editor**, **Manager**, or **Owner** permissions on the document.

## Create a new dashboard

<Tabs>
  <Tab title="New workbook" icon="plus">
    To create a new workbook and dashboard:

    1. Click the **New** button in the sidebar.
    2. Select **Dashboard**.
    3. Select the [model](/modeling) 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.
  </Tab>

  <Tab title="Existing workbook" icon="pen">
    To add a dashboard to an existing workbook:

    1. In a **draft workbook**, click the **+ Dashboard** button in the top right corner of the document.
    2. Give the document a title. You can also add a description.
    3. Select where you want the document to be saved.
    4. Click **Save**. Omni redirects you to the dashboard.

    To edit an existing dashboard, open it and click **Edit** in the top right corner of the document. If you're in the underlying workbook, click **Dashboard > Edit** instead.
  </Tab>
</Tabs>

## Edit the title or description

To update the title or description of an existing dashboard:

<Steps>
  <Step noAnchor>
    Open the dashboard and click **Edit** in the top right corner to enter a draft.
  </Step>

  <Step noAnchor>
    Click **Edit > Rename** from the top menu bar.
  </Step>

  <Step noAnchor>
    Update the title and/or description, then save your changes.
  </Step>
</Steps>

<h2 id="classic-dashboards">
  Upgrade a classic dashboard
</h2>

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.

<Warning>
  Upgrading a classic dashboard is permanent and cannot be reverted. Test on a duplicate first by clicking **File > Duplicate**.
</Warning>

<Steps>
  <Step title="Open the dashboard in draft mode">
    Navigate to the dashboard you want to upgrade and click **Edit**.
  </Step>

  <Step title="Enable advanced layout">
    Click **File > Upgrade layout**. A confirmation dialog appears.
  </Step>

  <Step title="Confirm the upgrade">
    Click **Yes, Upgrade**. Your existing items are preserved and placed into an initial container.
  </Step>
</Steps>

## Next steps

Once your dashboard is created, head to the [Dashboards overview](/visualize-present/dashboards) for design topics — layout, content items, interactivity, and themes.


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