Dashboards

Dashboard overview

Dashboards are persistent analytical pages for recurring reporting. They query governed Semantic Models live, so they always show the latest refreshed data. You can build them with the Agent, from chart cards, or by hand.

The Dashboards page

Go to Dashboards. Dashboards are grouped into:

• Published: shared dashboards your role can see.
• My Dashboards: private dashboards you own, including drafts the Agent built for you and forks you are editing.
• Shared with me: private dashboards someone shared with you.

Search by title or description with Search dashboards. Badges show whether a dashboard is Published, Private, a Fork, or Shared with N people.

Dashboard building blocks

Dashboards can also have tabs, date range filters, and dimension filters, such as channel, location, or product.

Create a dashboard

• With the Agent: ask for the dashboard you need. The Agent builds a private draft in the artifact workspace. See Building Dashboards.
• From a chart card: click Copy to a new dashboard on a chart card artifact.
• By hand: click New Dashboard and add widgets and filters with the builder, or paste a specification on the Advanced (JSON) tab.

Creating and editing dashboards requires core/dashboards:write.

Edit a dashboard

On a private dashboard you own:

• Click the pencil to edit the dashboard specification, or edit the title inline.
• Use a widget's ⋯ > Edit widget to change its title, type, measures, dimensions, time dimension and granularity, row limit, number format, currency, decimals, axis labels, legend, data labels, and comparison (Compare to prior period or prior year).
• In the Agent's artifact workspace, click Edit layout to drag widgets into a new order and resize them, then click Done. KPI cards are limited to two rows high; tables can be 3 to 28 rows high.

Tabs, filter scopes and defaults, thresholds, and sparklines are set through the Agent or the Advanced (JSON) editor.

Filters

• Date range filters offer All time, presets (Last 7, 30, or 90 days; This month, quarter, or year; Year to date), and Custom range. A date filter replaces the saved range on every widget it applies to.
• Dimension filters let you search values, pick Only one value, or include and exclude values, such as "All except Email".
• Each filter shows its scope, either one widget group or N scopes; hover it to see which widgets it applies to. Filters that do not affect the current tab are hidden.
• Click a chart category to filter the dashboard by that value, or to drill through to a linked dashboard.
• Clear all removes your selections and Reset to defaults restores the dashboard's defaults. Stackless remembers your last filters for each dashboard, and filters are kept in the URL so you can share a filtered view.

Freshness

The freshness indicator under the title shows when the data behind the dashboard last refreshed, such as "Updated 5m ago", "Data may be stale", "Refresh failed", or "Never refreshed". Click it to see Sources powering this dashboard and whether each model is fresh, stale, failed, or never run. To refresh data, rerun the underlying models in Operations or ask the Agent.

Metric definitions

Click ? on any widget to open Metric definitions. For each measure it explains What it means, How it's computed, and Where it comes from, back to the source tables. This is the fastest way to settle a metric-definition question.

Share and publish

Share privately

On a private dashboard you own, use Share privately to give specific people view access. They see it under Shared with me and cannot edit, publish, delete, fork, or copy it.

Publish

Click Publish on a private dashboard, or the rocket icon in the Agent's artifact workspace. The publish dialog checks what the dashboard depends on:

• If it uses only published models, it says nothing else changes.
• If it uses your private Transformation or Semantic Model drafts, it lists them and publishes them together with the dashboard. Publishing those models requires core/dbt:write or core/models:write.
• If a model change would affect live dashboards, it asks you to confirm a second time before publishing.

Publishing continues in the background if you close the dialog. Private sharing ends when a dashboard is published.

Who can see a published dashboard

Published dashboards are visible by role. When a non-administrator publishes, the dashboard is granted to their own role. When an administrator publishes, no role is granted, so only administrators see it until they assign it under Settings > Users & Roles > Edit Role > Dashboard Access. A published dashboard assigned to no role is hidden from everyone except administrators. See Administration.

Edit a published dashboard

Published dashboards are never edited in place. Click Fork to edit (or the pencil on the dashboard) to create a Replacement draft. A banner shows which published version you are replacing and offers:

• Publish replacement to replace the live dashboard, keeping its role access.
• Discard replacement to throw the fork away.
• Keep draft, abandon fork link to keep your copy as a separate private dashboard.

If someone published the original while you were editing, the publish dialog reports a Publish conflict and offers Refresh from latest source.

Version history

Owners and administrators can open Version History on a published dashboard. Each version shows who changed it and when. Restore republishes an earlier version as a new version; nothing is lost.

Export

Anyone who can view a dashboard can export it:

• The dashboard Export menu offers Snapshot (.png), Report (.pdf), Slide deck (.pdf), Excel (.xlsx), and CSV (.csv).
• A widget's ⋯ menu exports that widget as a snapshot, Excel, or CSV, and tables also offer the raw rows.

Scheduled exports

Choose Export > Scheduled exports... and click New schedule to email a dashboard on a schedule. Scheduling requires core/dashboards:schedule_exports and works on published dashboards and private dashboards you own.

A schedule has:

• Name and Recipients: up to 50 people who already have access to the dashboard.
• Format: Excel (XLSX) or PDF document. Scheduled PDF may need to be enabled for your workspace.
• Frequency: daily, weekly, or monthly, with the time, day, and timezone.
• Email content: a subject (it can include {dashboard_title} and {date}) and a message.
• Data scope: the filters applied to the export, which you can Update from current dashboard.

Each schedule shows whether it is active, paused, or suspended, and its next and last run. Use its menu to Edit, Pause or Resume, Send test now, View run history, or Delete it. Only the schedule's creator or an administrator can change it. The Agent can also create and manage schedules for you.

Delete or rename

You can rename and delete your own private dashboards. Published dashboards cannot be unpublished; the owner or an administrator can delete one by typing its name to confirm.

Permissions

Legacy dashboards

Workspaces that used Stackless before native dashboards may also see legacy dashboards marked Read-only and an Explore card. These can be viewed and explained by the Agent but not edited. New reporting should use native dashboards.