Workbooks can be presented as dashboards, displaying many queries at once with interactive filters. To build a dashboard, select the + Dashboard button in the upper right corner of the workbook page. Each workbook query will be tiled onto a unified piece of content:

The vertical three-dot menu in the top right corner of a tile when you hover over the tile is how you can edit the content or the appearance of a tile.

To add text to the dashboard, go into edit mode and select Add Text. Text tiles support markdown so you can add styling, images, links, and more. See a markdown syntax reference here.

You may have queries in the workbook that aren't intended for dashboard consumption (intermediate query-views or debug queries, for example). To exclude queries from the dashboard, simple uncheck the corresponding workbook tab from edit mode on the dashboard:

Add a filter to the dashboard, go into edit mode and select Add Filter. Choose the field you want to filter on. If you want to set a default value for the filter, you need to configure the values in the left pane during edit mode (note that filters done in the page in edit mode will not change the default filter experience). This value will be pre-loaded anytime the Dashboard is opened. Filters can be disconnected from specific dashboard tiles by clicking the blue filter button in the top right corner of a tile.

If a tile is hidden, but still needs to have the filter applied, first un-hide the tile, then add the filter, and then re-hide the tile.

Insights has two filter control types:

When creating or editing a filter the options are available in the filter panel.

Users can hide filters on a dashboard. The value will still be applied in the background to whichever tiles the filter is applied to. The value of the filter can also be manipulated via the dashboard's URL, but ultimately the control is hidden from the user.

Filters can optionally be mapped to different fields on each tile. A common example is when you have a dashboard date filter, but want it to update a different date field on each tile (e.g. the users tile uses user_created_at and the orders tile uses orders_created_at). To configure, select the 'customize the field for update each connected tile' option in the edit panel. Then on the top right of each tile, select the field you want to map the filter to.

To add a control to the dashboard, go into edit mode and select Add Control. Controls allow you to swap out one field for another within a tile on a dashboard. To use a control, simply add it to the dashboard and select which tiles you want it to apply to by selecting the top right corner to enable or disable a control for that tile. At least one of the underlying fields being controlled must be a part of that tile to have a swapping impact (e.g. adding a metric swapper between order volume and total sales to a tile that is showing user count will have no impact). There are four main types of controls:

These controls will allow you to swap the time frame within the underlying query. This provides an easy UI based mechanism to swap from daily to weekly to monthly and back again, all without any underlying work needing to be done to facilitate it from an administrative perspective. From the control edit menu, you can also choose what time frame parts are offered within the filter.

These controls will allow you to swap dimensions or measures within the underlying query. This will let you swap from things like country to state to city. From the control edit menu, you can select what dimensions are available within the swapper. Formatting and other metadata for a given dimension will carry over when selected by the control as well.

These controls will allow you to coordinate the toggling of multiple controls at once from a single point and click UI. A common example here is for a dashboard that has uses a Timeframe Drill.

Currently, timeframe parameter swappers are limited to just one timestamp field per control. So in this case, we would need three separate time controls to be able to adjust the timeframe in these visualizations. However, a parent control lets us have a single control that can update all of these simultaneously, making it much easier for an end user to interact with. We can then hide the child controls for each individual time field to reduce confusion.

There are two Dashboard settings available under the Edit menu: Auto-refresh and Faceted filters.

Auto-refresh functionality proves invaluable for dynamic data environments, such as medical or financial sectors, where real-time updates are essential. Conversely, for more static data, users can extend the auto-refresh timeframe, opting to rely on cached data rather than reloading from the database as refrequently, thus optimizing resource utilization.

When toggled on, this dashboard 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.

The feature is turned off by default, in order to enable it, go to Edit and then Dashboard Settings and turn on the toggle.

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