Skip to content
Documentation

Dashboard Configuration

Configure your dashboard layout and keep your data current with refresh settings.

Layout Customization

Section titled “Layout Customization”

Dashboards use a flexible grid system for arranging widgets.

Arranging Widgets

Section titled “Arranging Widgets”

When editing your dashboard:

  • Drag widgets: Click and drag to move widgets to any position
  • Resize widgets: Drag the corners or edges to adjust size
  • Grid alignment: Widgets snap to the grid for a clean layout

Layout Tips

Section titled “Layout Tips”

Start with key metrics: Place your most important visualizations prominently.

Group related widgets: Keep related charts and tables near each other.

Leave breathing room: Avoid cramming too many widgets into a small space.

Consider the reading order: Most viewers scan top-to-bottom, left-to-right.

Connecting Widgets to Data

Section titled “Connecting Widgets to Data”

Widgets display data from your project analysis steps.

Selecting a Data Source

Section titled “Selecting a Data Source”

When adding or editing a widget:

  1. Click on the widget to select it
  2. Choose the source project
  3. Select the step that produces the visualization or table you want

The widget displays exactly what that project step produces.

Keeping Data Current

Section titled “Keeping Data Current”

Widget data stays in sync with its source project step. When the dashboard refreshes, it runs the underlying project steps to get the latest data.

Refresh Settings

Section titled “Refresh Settings”

Keep your dashboard data up to date using the Data Flow view.

Manual Refresh

Section titled “Manual Refresh”

Click Run Now in the Data Flow view to refresh all widgets immediately. Use this when you need the latest data right away.

Scheduled Refresh

Section titled “Scheduled Refresh”

Click Schedule to set up automatic refreshes:

  • Choose from hourly, daily, or weekly intervals
  • Use cron expressions for custom schedules
  • The dashboard refreshes automatically at the specified times

When to Refresh

Section titled “When to Refresh”

Consider how often your source data changes:

  • Real-time data: More frequent refreshes
  • Daily reports: Daily refresh is usually sufficient
  • Static analysis: Manual refresh when needed

Avoid refreshing more often than your data actually updates.

Viewing Dashboard Status

Section titled “Viewing Dashboard Status”

In the Data Flow view, you can see:

  • Status indicator: Shows if the last run succeeded
  • Last run time: When the dashboard was last refreshed
  • Schedule info: When the next automatic refresh will occur

Best Practices

Section titled “Best Practices”

Before Sharing

Section titled “Before Sharing”

Verify your dashboard:

  • All widgets display data correctly
  • Layout looks organized and readable
  • Refresh schedule matches your data update frequency
  • Widget titles clearly describe what’s shown

Maintaining Dashboards

Section titled “Maintaining Dashboards”
  • Check scheduled dashboards periodically to ensure they’re running successfully
  • Update widgets if source project steps change
  • Remove widgets that are no longer relevant

Next Steps

Section titled “Next Steps”