> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usedatabrain.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Dashboards

> Create interactive analytics dashboards to visualize your data

## 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.

## Key Features

<CardGroup cols={2}>
  <Card title="Drag & Drop Builder" icon="hand">
    Easily arrange metrics with an intuitive visual interface
  </Card>

  <Card title="Interactive Filters" icon="filter">
    Add global filters that apply across all dashboard metrics
  </Card>

  <Card title="Real-time Data" icon="rotate">
    Automatic refresh and live data updates
  </Card>

  <Card title="Responsive Layout" icon="mobile">
    Dashboards adapt to different screen sizes
  </Card>
</CardGroup>

## Dashboard Components

### Metrics

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

### Dashboard Elements

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

## Dashboard Filters

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

### Filter Types

<AccordionGroup>
  <Accordion title="Dropdown Filter" icon="chevron-down">
    Select single or multiple values from a list
  </Accordion>

  <Accordion title="Date Range Filter" icon="calendar">
    Filter data by date periods with presets or custom ranges
  </Accordion>

  <Accordion title="Search Filter" icon="magnifying-glass">
    Free-text search across dimension values
  </Accordion>

  <Accordion title="Range Filter" icon="sliders">
    Filter numeric values using min/max ranges
  </Accordion>
</AccordionGroup>

<Card title="Dashboard Filters Guide" icon="filter" href="/guides/dashboards/create-modify-dashboard-filter">
  Learn how to create and configure dashboard filters
</Card>

## Layout & Customization

### 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

### Customize Layout

Access layout customization to:

* Set dashboard width (full-width or fixed)
* Adjust metric spacing
* Configure responsive breakpoints
* Set background colors

<Card title="Customize Dashboard Layout" icon="paintbrush" href="/guides/dashboards/customize-layout">
  Detailed guide on dashboard customization
</Card>

## Dashboard Settings

Access dashboard settings from the **Settings** icon in the top right corner of any dashboard. The settings dropdown provides access to various dashboard management tools:

### Dashboard Settings Menu

* **Embed Dashboard**: Get embeddable code or the DataBrain app dashboard UI plugin (React and Vue)
* **Customize Layout**: Organize and arrange dashboard metrics
* **Manage Metrics**: Show or hide metrics on the dashboard
* **Export As PDF**: Export the dashboard as a PDF document
* **Report Scheduler**: Create and manage automated dashboard reports
* **Rules Builder**: Hide or unhide metrics based on selected charts
* **Download Metrics**: Download underlying data for all metrics
* **Enable Board**: Create multiple views of a dashboard based on applied filters

### Global Dashboard Settings

Configure account-wide dashboard settings at `/settings/embed/dashboardSettings`:

* **Dashboard Auto Refresh**: Enable automatic refresh of dashboard data
* **Refresh Rate**: Set the refresh interval in seconds (minimum 5 seconds)

<Card title="Dashboard Settings" icon="gear" href="/guides/dashboards/dashboard-settings">
  Complete dashboard settings reference
</Card>

## Sharing & Collaboration

### Share Dashboard

Share dashboards with team members or external users:

* Generate shareable links
* Set expiration dates
* Control view/edit permissions
* Password protection

### Export Options

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

<Card title="Share Dashboard" icon="share-nodes" href="/guides/dashboards/share-dashboard">
  Learn about sharing options
</Card>

## Embedding Dashboards

Embed dashboards directly into your application using the DataBrain NPM package.

```html theme={"dark"}
<dbn-dashboard 
  token="your-guest-token" 
  dashboard-id="your-dashboard-id" 
/>
```

<Card title="Embed Dashboards" icon="code" href="/developer-docs">
  Complete embedding guide for developers
</Card>

## Dashboard Actions

### 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

### Interactive Elements

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

<Card title="Chart Actions" icon="hand-pointer" href="/guides/visualizations-actions-and-appearance/chart-actions">
  Configure chart interactions
</Card>

## Best Practices

<AccordionGroup>
  <Accordion title="Keep It Focused" icon="bullseye">
    Each dashboard should serve a specific purpose. Don't try to show everything on one dashboard.
  </Accordion>

  <Accordion title="Use Filters Wisely" icon="filter">
    Add dashboard filters to enable self-service analytics. But don't overwhelm users with too many options.
  </Accordion>

  <Accordion title="Arrange Strategically" icon="grip">
    Place the most important metrics at the top. Use size to indicate importance.
  </Accordion>

  <Accordion title="Add Context" icon="info-circle">
    Include text descriptions, tooltips, and footnotes to help users understand the data.
  </Accordion>

  <Accordion title="Optimize Performance" icon="gauge-high">
    Use caching and limit concurrent queries. Consider creating summary metrics for better performance.
  </Accordion>
</AccordionGroup>

## Common Use Cases

### Executive Dashboard

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

### Operational Dashboard

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

### Analytics Dashboard

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

### Customer Dashboard

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

## 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

<Card title="Report Scheduler" icon="calendar-clock" href="/guides/dashboards/report-scheduler">
  Set up scheduled dashboard reports
</Card>

## Next Steps

<CardGroup cols={2}>
  <Card title="Create a Dashboard" icon="plus" href="/guides/onboarding-and-configuration/create-a-dashboard">
    Build your first dashboard
  </Card>

  <Card title="Add Metrics" icon="chart-bar" href="/getting-started/core-concepts/metrics">
    Learn about metrics and visualizations
  </Card>

  <Card title="Import/Export Dashboards" icon="arrow-right-arrow-left" href="/guides/dashboards/import-export-dashboard">
    Share dashboards across workspaces
  </Card>

  <Card title="Dashboard Boards" icon="layer-group" href="/guides/dashboards/boards">
    Organize dashboards into collections
  </Card>
</CardGroup>