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A dashboard is a collection of visualizations arranged on a shared canvas. You can mix chart types, apply global filters, and share the result with your team or embed it in an external site — all without writing a line of code.

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Creating a dashboard

1

Open the Dashboards section

In the left sidebar, click Dashboards, then click New Dashboard.
2

Name your dashboard

Enter a name and, optionally, a description. The description appears in the dashboard list and helps teammates understand what the dashboard covers.
3

Choose a layout

Select a starting layout: Freeform (place tiles anywhere) or Grid (snap tiles to a fixed column grid). You can switch layouts later from Dashboard Settings.
4

Save and start building

Click Create. Your new dashboard opens in edit mode, ready for you to add visualizations.
Free plan workspaces are limited to 100 dashboards. To create more, upgrade to a paid plan from Settings → Billing.

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Adding and arranging visualizations

In edit mode, click Add Visualization to browse your saved charts or create a new one inline. Each visualization appears as a resizable tile on the canvas. To rearrange tiles, drag them by their title bar and drop them in the new position. Resize a tile by dragging its bottom-right corner. Changes are saved automatically as you work.
Use keyboard shortcuts to move faster: press E to enter edit mode, G to toggle the grid, and Ctrl+Z / Cmd+Z to undo the last layout change.

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Filters and date range controls

Dashboard filters apply to every visualization on the canvas at once. To add a filter:
  1. Click Add Filter in the dashboard toolbar.
  2. Choose a field from any connected dataset.
  3. Set a default value (optional) and click Apply.
The Date Range control is a special built-in filter. Any chart that contains a date or timestamp field responds to it automatically. Set the default range in Dashboard Settings → Default Date Range. Viewers can change filter values when viewing the dashboard without affecting the saved defaults.

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Auto-refresh settings

To keep a dashboard current without manual reloads:
  1. Open Dashboard Settings (the gear icon in the top-right).
  2. Under Auto-Refresh, toggle the setting on.
  3. Choose a refresh interval: 30 seconds, 1 minute, 5 minutes, 15 minutes, or 1 hour.
Auto-refresh runs only while the dashboard is open in a browser tab. It pauses when the tab is in the background to reduce database load.

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Publishing and sharing

When your dashboard is ready to share, click Publish in the top-right corner.
OptionDescription
Share with teammatesInvite specific users or share with everyone in your workspace. Set view or edit permissions.
Public linkGenerate a shareable URL that anyone can open without logging in.
EmbedCopy an iframe snippet to embed the dashboard in any webpage or internal tool.
To revoke access, return to Dashboard Settings → Sharing and disable the public link or remove specific users.

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Managing dashboards

From the dashboard list, hover over any dashboard to reveal its action menu:
  • Duplicate — creates a copy with the same layout and visualizations, ready to modify independently.
  • Archive — removes the dashboard from the active list without deleting it. Find archived dashboards under Dashboards → Archived.
  • Delete — permanently removes the dashboard. This action cannot be undone.
You can also manage these options from inside a dashboard using Dashboard Settings.