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What is a Dashboard?

A dashboard is a collection of metrics (charts, tables, KPIs) organized into a cohesive view. Dashboards provide a comprehensive overview of your data, allowing you to monitor KPIs, track trends, and gain insights at a glance.

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Key Features

Drag & Drop Builder

Easily arrange metrics with an intuitive visual interface

Interactive Filters

Add global filters that apply across all dashboard metrics

Real-time Data

Automatic refresh and live data updates

Responsive Layout

Dashboards adapt to different screen sizes

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Dashboard Components

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Metrics

Individual visualizations like charts, tables, and single-value cards that display your data.

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Filters

Global controls that allow users to slice and dice dashboard data dynamically.

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Layout

Customizable grid system for arranging metrics. Resize and reposition elements to create the perfect layout.

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Text & Media

Add headers, descriptions, images, and other content to provide context.

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Dashboard Filters

Dashboard filters are powerful controls that apply across all metrics on a dashboard simultaneously.

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Filter Types

Filter data by date periods with presets or custom ranges
Free-text search across dimension values
Filter numeric values using min/max ranges

Dashboard Filters Guide

Learn how to create and configure dashboard filters

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Layout & Customization

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Grid System

Dashboards use a responsive grid system. Metrics can be:
  • Resized by dragging corners
  • Moved by dragging the header
  • Arranged in rows and columns
  • Stacked or placed side-by-side

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Customize Layout

Access layout customization to:
  • Set dashboard width (full-width or fixed)
  • Adjust metric spacing
  • Configure responsive breakpoints
  • Set background colors

Customize Dashboard Layout

Detailed guide on dashboard customization

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Dashboard Settings

Configure dashboard behavior through settings:

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General Settings

  • Dashboard name and description
  • Default date range
  • Auto-refresh intervals
  • Timezone settings

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Access Control

  • Public or private visibility
  • Share links with expiration
  • Embed permissions

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Performance

  • Query caching
  • Lazy loading
  • Concurrent query limits

Dashboard Settings

Complete dashboard settings reference

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Sharing & Collaboration

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Share Dashboard

Share dashboards with team members or external users:
  • Generate shareable links
  • Set expiration dates
  • Control view/edit permissions
  • Password protection

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Export Options

  • PDF reports
  • Scheduled email delivery
  • Image snapshots
  • CSV data export

Share Dashboard

Learn about sharing options

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Embedding Dashboards

Embed dashboards directly into your application using the DataBrain NPM package. 
<dbn-dashboard 
  token="your-guest-token" 
  dashboard-id="your-dashboard-id" 
/>

Embed Dashboards

Complete embedding guide for developers

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Dashboard Actions

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Chart Actions

Configure what happens when users interact with charts:
  • Drill down into detailed data
  • Navigate to other dashboards
  • Filter other metrics
  • Open custom URLs

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Interactive Elements

  • Click events on charts
  • Hover tooltips
  • Cross-filtering between metrics

Chart Actions

Configure chart interactions

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Best Practices

Each dashboard should serve a specific purpose. Don’t try to show everything on one dashboard.
Add dashboard filters to enable self-service analytics. But don’t overwhelm users with too many options.
Place the most important metrics at the top. Use size to indicate importance.
Include text descriptions, tooltips, and footnotes to help users understand the data.
Use caching and limit concurrent queries. Consider creating summary metrics for better performance.

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Common Use Cases

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Executive Dashboard

High-level KPIs and trends for leadership. Focus on key metrics and period-over-period comparisons.

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Operational Dashboard

Real-time metrics for day-to-day operations. Include drill-downs and detailed filters.

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Analytics Dashboard

Comprehensive analysis with multiple dimensions. Support ad-hoc exploration.

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Customer Dashboard

Embed in your product to give customers insights into their data. Use row-level security for multi-tenancy.

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Report Scheduling

Schedule dashboards to be delivered via email on a recurring basis:
  • Daily, weekly, or monthly cadence
  • Custom recipient lists
  • PDF or image format
  • Include filter selections

Report Scheduler

Set up scheduled dashboard reports

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Next Steps

Create a Dashboard

Build your first dashboard

Add Metrics

Learn about metrics and visualizations

Import/Export Dashboards

Share dashboards across workspaces

Dashboard Boards

Organize dashboards into collections