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Editor, Manager, or Owner content permissions are required to access and modify dashboard settings.
Dashboard settings allow you to configure behaviors that apply across the entire dashboard, such as automatic data refreshing, filter interactions, and custom state messages.

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Accessing dashboard settings

In a draft dashboard, click Edit > Dashboard settings. This will open a panel on the right side of the page that contains the various settings for the dashboard.

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Updating settings

You can update one or multiple settings at a time. When finished, click Update settings to apply the changes.

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Available settings

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Auto-refresh

When enabled, every dashboard tile will be automatically updated with the latest query results. Auto-refresh is designed for situations where a dashboard needs to stay up-to-date on its own, such as when it’s displayed on an office TV. It automatically reruns your queries at a set interval so the dashboard always shows the latest available results. Use the Refresh every dropdown to select a time interval. The selected interval determines when the dashboard refreshes from the time it is opened to when it’s closed in the browser. For example, if set to refresh every 60 minutes and the dashboard is opened at 9:36AM, the queries will automatically run again at 10:36AM if the dashboard is kept open.

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Understanding potential performance impacts

Auto-refreshed queries do not return from the cache. To avoid affecting the performance of your database, consider the following when using auto-refresh:
  • How often this feature is used, specifically the number of dashboards and frequency of refresh, and
  • How performant the dashboard is, including the number of queries and runtime of each query
For example, you have a sales dashboard with 15 charts set to auto-refresh every 5 minutes. If this dashboard displays on a screen in four office locations, this would result in 60 queries (15 charts × 4 locations) running on your database every five minutes. Though auto-refresh itself does not use cache, the results from an auto-refresh triggered query can be used as cache for valid queries run manually elsewhere in Omni.

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Facet filters

When enabled, this setting automatically links filters so that one filter will limit the results of another. For instance a state filter will reduce the city options to only cities that are in that state. Faceted filters also work in combination with access filters. Faceted filters are disabled by default.

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Crossfiltering

This feature is currently in beta. Reach out to Omni support if you’re interested in trying it out.
When enabled, you can interactively filter an entire dashboard by clicking on chart elements. When you click on a data point, bar, or other chart element, you’ll have the option to create a filter that applies across all compatible tiles on the dashboard. See Cross-filtering for more information.

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On load, run queries for

This setting is only applicable to Advanced dashboard layouts.
Controls whether queries run for all pages or only the visible page when the dashboard loads. By default, Omni only runs queries for the currently visible page when a dashboard loads, deferring queries for other pages until you navigate to them.
  • Current page (default) - Only queries for the visible page run when the dashboard loads. When you navigate to another page, queries for that page run automatically. This improves initial load time for dashboards with multiple pages. For example, if you have a dashboard with 5 pages and each page has 3 charts:
    • With Current page, only 3 queries run on initial load
    • With All pages, all 15 queries run on initial load
    Note: Subsequent visits to the same page during the session use cached results, if available.
  • All pages - All queries across all pages run when the dashboard loads, regardless of which page is visible. This is useful when:
    • You need all data available immediately
    • You need to quickly switch between pages without waiting for queries to run
When deciding which option to use, consider the total number of queries and their runtime.

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Collapsible filters

When enabled, filters that don’t fit in a single row will be hidden. Otherwise, all filters will be shown.

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Display all filters initially

Only available when Collapsible filters is enabled. When enabled, all filters will initially be displayed even if they don’t fit on a single row.

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Custom messages

Allows you to customize the messages displayed on tiles for various states, such as Error and No results. See Custom messages for more information.

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Remove dashboard from document

Removing the dashboard from a document will also remove any schedules attached to the dashboard.
Along with the connection permissions to access the document, you’ll need Editor or Manager content permissions.
  1. In the Dashboard Settings, click the Remove button.
  2. When prompted, click Remove dashboard to confirm the removal.
  3. Publish the document to apply the changes.