How do I create PowerMetrics dashboards?

PowerMetrics dashboards display collections of metric visualizations on a single page, making it easy to monitor related KPIs and share data with your team. Fully customizable, they empower you to create unique displays tailored to your specific needs and audience. Dashboards can include up to 15 metrics, can be built from scratch or from pre-built templates, and offer two modes: View mode for personal display settings and Edit mode for shared changes visible to everyone. 

Note: PowerMetrics Contributor is a built-in role designed for users who work almost exclusively with dashboards. When assigned to this role you can view and share metrics and view, create, edit, share, and delete metric dashboards. Learn more about roles and permissions.

The article includes the following:

• How do I add and delete dashboards
• How do I view and edit dashboards
  • What can I do in view mode?
  • What can I do in edit mode?

How do I add and delete dashboards?

When you add a dashboard, you can either add a new, empty dashboard and then add metrics to it or add a dashboard template, which comes already populated with essential metrics for popular services. Both dashboard versions are fully customizable. Learn more about dashboard templates here.

Note: You can also work with the AI Assistant to iteratively build dashboards and add them to your account. Learn more about chat-generated dashboards here.

To add a dashboard:

1. In the left navigation sidebar, click Dashboards to open your list of dashboards.
2. Click + New Dashboard.
3. Select New blank dashboard or Browse dashboard templates.
4. If desired, click the default dashboard name (above the toolbar) and enter a new name.
5. Click Save dashboard.

To delete a dashboard:

1. In the left navigation sidebar, under Dashboards, click the dashboard you want to delete.
2. Click the 3-dot menu in the upper-right corner of the dashboard and click Delete.

Note: You can also delete a dashboard from your list of dashboards, accessed by clicking Dashboards in the left navigation sidebar. From here you can delete individual dashboards or select multiple dashboards to delete them all at once. Learn more about the Dashboards page here.

How do I view and edit dashboards?

When interacting with a dashboard, available options depend on whether you are in View mode or Edit mode.

What can I do in view mode?

View mode lets you set personal display options for a dashboard. These changes persist locally and are visible only to you. To make permanent changes that are visible to everyone, switch to Edit mode.

In View mode you can: change the date range and filters, enter edit mode, share and download the dashboard, add tags, star, duplicate, revert, and delete the dashboard, and access per-metric options such as opening in Explorer and downloading as CSV.

Dashboard-level options

• Change the dashboard date range. Click the current date range and select a new one from the drop-down list. Custom date range and time zone settings are at the bottom of the list.
• Filter all metrics by dimension. Click a filter's drop-down arrow to include or exclude members.
  • By default, the first time you add a filter you'll see member filtering. To switch to condition filtering, click the "Condition filters" link. You can apply up to 10 filter conditions per dimension.
  • Hover over a filter to see a tooltip listing its applied filters.
  • If your browser window is too narrow to show all filters, click the Filters applied button to view all active filters or clear them all.
  • To see and optionally remove all applied filters, click the Includes: x filters link below the date range.
    Note: In Edit mode, you can hide the date range and choose which filters to display.
• Enter Edit mode. Only available if you created the dashboard or have been granted Edit access.
• Share the dashboard. Learn more about sharing. Learn more about sharing a published view.
• Download the dashboard as a PDF. Learn more.
• Star the dashboard. Starred dashboards are added to your Starred list and display in the left navigation sidebar under Dashboards.
• Enter fullscreen mode to preview how the dashboard will appear in presentations. Also available in Edit mode.
• Add tags to categorize the dashboard for specific audiences or related themes. Learn more about tags.
• Duplicate the dashboard. A copy opens at the top of your dashboards list named "Copy of [original name]". Only available if you created the dashboard or have been granted Edit access.
• Revert to clear all personal modifications and reset the dashboard to the last saved version.
• Delete the dashboard. Only available if you created the dashboard or have been granted Edit access.

Metric-level options

Click the 3-dot menu for any metric on the dashboard to access the following options:

• Expand (and collapse). Expands a single metric visualization to fill the screen. While expanded, you can cycle through all visualizations on the dashboard.
• Open in Explorer. Opens the metric in Explorer for deeper analysis. You can also click the button that appears when you hover over the 3-dot menu.
• Metric name > Open or About. Click Open to go to the metric's overview page. Click About to see its description, owner, last edited and refreshed dates, and how much data history is being stored. The details shown depend on the metric type (instant data feed, instant calculated, data feed, calculated, data warehouse, Cube semantic layer, or dbt™ Semantic Layer). If the visualization includes more than one metric, select the name of the metric you're interested in. Note: If a metric is in an error state (indicated by a red dot or an error overlay on the metric name) open it to investigate.
• Add to dashboard. Add the metric to an existing or new dashboard.
• Sort. Sorting options depend on the chart type. For example: stacked area charts let you sort the x-axis and legend; pivot tables let you sort rows and columns. List and pivot tables also support dynamic sorting by clicking column headers directly in the visualization. To return to the original sort order, re-select the previous sort options. Clicking Revert for the dashboard also restores the original order but removes all personal modifications. Note: Sorting is not available for summary, scatter, or bubble charts, or tree maps. Ranked tables have built-in sorting.
• Download as CSV. Download a CSV file of the metric visualization. Learn more.
• View queries. View dbt and SQL queries for dbt Semantic Layer metric visualizations. Learn more.
• Edit. Puts the metric(s) on the dashboard into Edit mode.

What can I do in edit mode?

Edit mode lets you author and edit dashboards for you and your team. These changes set the default display everyone will see when viewing the dashboard and its metrics.

Edit mode options range from simple modifications, like adding metrics, images, and text boxes to a dashboard and modifying the dashboard layout and chart colours, to more integral edits, such as adding multiple metrics to individual visualizations, selecting an alternate date range, choosing a different visualization type, and viewing cumulative data and trend lines.

Notes:

• You can only edit dashboards that you created or for which you have Edit access.
• Your edits only take effect after you click “Save dashboard”. If you previously made personal modifications to the dashboard, those with shared access to it must choose the "Revert" option (accessed from the dashboard’s 3-dot menu) to see the new saved version.

All procedures in the following section require Edit mode: In an open dashboard, click theEdit button in the upper-right corner.

This section includes:

• How do I add and remove dashboard metrics?
• How do I add and edit dashboard images?
• How do I add and edit dashboard text boxes?
• How do I add multiple views of a dashboard metric?
• How do I add dashboard filters?
• How do I name a dashboard?
• How do I modify the dashboard layout?
• Where can I find customization settings for dashboards, widgets, fullscreen display mode, and chart colours?
• How do I choose the dashboard date range and filters?
• How do I edit metrics on a dashboard?

How do I add and remove dashboard metrics?

Each dashboard can display up to 15 metrics.

The following procedures describe how to add an existing metric to a dashboard. To create and add a new metric, select Create a new metric instead.

Note:

• When adding metrics to a shared dashboard, you'll be prompted to share the new metrics (if they aren't already) with the dashboard's users.
• If a metric visualization includes segments, PowerMetrics applies a default metric name that includes a reference to the visualization's segmentation and over properties.
  Example: If a metric named “Hits” includes a date column and the segments “Channel”, “Media”, and “User Type”, when it's added to a dashboard its name will auto-update to include the segment that’s currently being displayed, for example, “Hits by Channel Over Time (Weekly)”. If you edit the visualization and select different segmentation or over properties, the title dynamically updates to match the new settings. If you edit the metric and change its name, the name will no longer be dynamically updated.

To add a metric to a dashboard:

1. In the dashboard toolbar, click Insert > Metrics.
   Note: You can also add a metric to a dashboard from an open metric by clicking the 3-dot menu in the upper-right corner of the window and then clicking Add to dashboard.
2. To filter the list of metrics: enter the metric name in the Search field, or click the drop-down at Service and select a service, or the drop-down at Display and choose a category of metrics.
   
3. Click thebutton beside the metric(s) to add to the dashboard.
4. Click Done.
   If any of the added metrics aren't shared with the dashboard's users, you'll be prompted to share them before saving.
5. Click Save dashboard.

To remove a metric from a dashboard:

1. Click the 3-dot menu for the metric and select Delete.
   Or, select the metric you want to remove and click the Delete key on your keyboard or the Remove button in the dashboard toolbar.
2. Click Save dashboard.

How do I add and edit dashboard images?

Images add colour, context, and vitality to your dashboards.

Note:

• PowerMetrics supports PNG, JPEG, and SVG file types. (10 MB maximum file size)
• Images don’t count toward the 15 metric limit per dashboard.

To add an image to a dashboard:

1. In the dashboard toolbar, click Insert > Image.
2. Select an image to insert.
   The image is added to the first available space on the dashboard and can be resized by clicking and dragging its bottom-right corner.
3. Click Save dashboard.

To duplicate or remove an image:

• Click the image, then click the Duplicate button or the Remove button in the dashboard toolbar.

To edit an image:

1. Click the image to open the right-side properties panel.
2. Under Description, enter a description for the image.
3. Under Image:
   • Replace the image: click the image field to browse and select a different image.
   • Adjust display:
     Set the image’s opacity, blur, and size. Control how the image is tiled/repeated within the widget by selecting No repeat, Repeat, Repeat X, or Repeat Y.
     
     Select the desired alignment option.
     
4. Under Widget style, click the colour cube beside Background or Border to apply colours.
   Choose a preset colour, or enter a hexadecimal colour code, or R G B A values, or use the eyedropper, or sliding colour selector scale.
   To go back to original settings, click Reset to default colour.
   Note: If you don't see the "Widget Style" option, click Dashboard settings in the dashboard toolbar and enable the Customize dashboard style toggle.
5. Click Save dashboard.

How do I add and edit dashboard text boxes?

Add titles, labels, and descriptions to your dashboard with text boxes. Text boxes support custom fonts, colours, hyperlinks, text alignment, and standard keyboard shortcuts like copy/paste and undo/redo.

To add a text box to a dashboard:

1. In the dashboard toolbar, click Insert >Text.
   The text box is added to the first available space on the dashboard and can be resized clicking and dragging its bottom-right corner.
2. Click Save dashboard.

To duplicate or remove a text box:

• Click the text box, then click the Duplicate button or the Remove button in the dashboard toolbar.

To edit a text box:

1. Click a text box to open the right-side properties panel.
2. Under Characters:
   • Select a font type and size.
   • Apply bold, italic, or underline formats or add a hyperlink.
   • At font and highlight, click the relevant colour cube to apply colours. Choose a preset colour, or enter a hexadecimal colour code, or set of R G B A values, or use the eyedropper, or sliding colour selector scale. To go back to original settings, click Reset to default colour.
3. Under Paragraph:
   • Select left, center, right, or justified text alignment.
   • Select top, middle, or bottom vertical alignment.
   • Select a line height.
4. Under Widget style, click the colour cube beside Background or Border to apply colours.
   Choose a preset colour, or enter a hexadecimal colour code, or R G B A values, or use the eyedropper, or sliding colour selector scale.
   To go back to original settings, click Reset to default colour.
   Note: If you don't see the "Widget Style" option, click Dashboard settings in the dashboard toolbar and enable the Customize dashboard style toggle.
5. Click Save dashboard.

How do I add multiple views of a dashboard metric?

To save time and view your data from multiple perspectives, you can add duplicate metrics to a dashboard and apply unique filters or segmentations to each copy.

To duplicate a metric:

1. Click the 3-dot menu for the metric you want to copy and select Duplicate.
   Or, select the metric you want to copy and click the Duplicate button in the dashboard toolbar.
2. Click Save dashboard.

How do I add dashboard filters?

Adding dashboard-wide filters enables you to display related metrics in context and more easily compare and showcase your data.

To add dashboard filters:

1. In the dashboard toolbar, click theAdd and remove filters button to open the Filters panel.
2. To automatically display all available filters for all metrics, turn on the Display all filters option.
   Note: This option is turned off by default for new dashboards.
3. To manually display a selection of filters, turn off the Display all filters option and select the filters to display.
   Note: When the "Display all filters" option is turned off and new metrics are added to the dashboard or existing metrics are edited, you need to manually select filters to display them on the dashboard — they’re not automatically added.
4. Click Save dashboard.
   You'll learn how to choose dashboard date range and filter settings here.

How do I name a dashboard?

To name a dashboard:

1. In the right-side properties panel, under Name, type a new name for the dashboard. (You can also do this by clicking the dashboard name above the toolbar.)
2. Click Save dashboard.

How do I modify the dashboard layout?

You can modify your dashboard layout by resizing individual metrics and reordering their position on the dashboard.

To resize and reorder metrics:

1. Click and drag the bottom-right corner of a metric to resize it.
2. Click and drag a metric to change its position on the dashboard.
3. Click Save dashboard.

Where can I find customization settings for dashboards, widgets, fullscreen display mode, and chart colours?

There are many ways to customize the appearance of dashboards, widgets, and charts. You can also modify the way headers and footers display in fullscreen mode and published views. See this article for detailed customization instructions.

To find dashboard customization settings:

1. In the dashboard toolbar, click Dashboard style and Chart style settings to open the right-side properties panel.
2. To see all options, you may need to enable the Customize dashboard style toggle.

How do I choose the dashboard date range and filters?

You choose date range and filter settings at the dashboard level. Your choices will apply by default to all metrics on the dashboard, however, colleagues who view the dashboard can optionally make personal changes to these settings.

Notes:

• You can set the dashboard date range and modify its filters in either View or Edit mode.
• If you modify the filters and want to return to the dashboard’s original settings, click the 3-dot menu for the dashboard and select Revert.
• The default first day of the week is Monday, however, this setting can be modified by your Account Administrator if needed.

To choose the dashboard date range:

• Click the current date range at the top of the dashboard. To modify it, click the drop-down list and select a different option. Choose from pre-set options (e.g., “Auto”, “Maximum date range”, "Today", "Yesterday", "Month to date", "This year", and "Year to date") or click Custom and apply a unique date range. Learn more about the difference between “Auto” and “Maximum” date range filters. Time zone settings are also accessed here.
  Tip: When you select “Since” as a custom date range setting, you choose a start date. The end date is based on the last day in your source data or the last day that’s available to display based on your plan limit - whichever comes first.
  

To hide the dashboard date range:

1. In the dashboard toolbar, click theAdd and remove filters button to open the Filters panel.
2. Deselect the Show date picker toggle.
3. Click Save dashboard.

After adding filters (dimensions) to your dashboard, you can further define the information you want to display by choosing members to display for each dimension.

To choose members for a filter:

1. On your dashboard, click the dimension filter(s) for which you want to include or exclude members.
   
   If your browser window is too narrow to list all of the filters, click the Filters applied button to open the Applied filters dialog. Here you can click the drop-down to display all filters or only the ones that are active. You can also clear all filters.
   To see the applied filters and which members they’re applied to, click the “Includes: x filters” link, as shown below. You can also, optionally, remove filters here.
   
2. You can apply filters by member or by condition.
   • For member filtering, select members as desired, click Include or Exclude, and click Filter.
   • For condition filtering, select an operator, enter a value, and click Filter.
     By default, the first time you apply filters, you’ll see the UI for member filtering. To filter by condition, click the “Condition filters” link, as shown below. Note: You can apply up to 10 filter conditions/dimension.
     
     Tip: If there are a lot of members in your metric, use the Search feature to find them.

How do I edit metrics on a dashboard?

Visualization options are located in the properties panel (right side of the dashboard window). The metric visualization updates dynamically with each change you make. Available options depend on the metric data and chosen chart type.

To edit metrics on a dashboard:

• With the dashboard in Edit mode, click the metric.
• With the dashboard in View mode, click the 3-dot menu for the metric and select Edit.

Note about total values: Total values always reflect the metric without segmentation. Depending on the aggregation and metric type, the total may not equal the sum of all visible chart values. For example, in calculated metrics, the total is the formula result applied to unsegmented operands. Total values display as orange in charts. When the "total" displays in the chart legend, you can override its colour by customizing the dashboard. See this article for detailed customization instructions.

Quick reference for all options:

• Title: The name of the metric.
• Chart type and style: Bar, line, pie, table, scatter, and more
• Segment by: Break down data by a dimension (region, product, rep, etc.)
• Over: Time periodicity grouping (daily, weekly, monthly, quarterly)
• Goals: Display goal targets on compatible chart types
• Comparison: Compare to a previous or custom period
• Analyses: Linear trend, moving average, normal range, or forecast
• Sort: Sort axes, slices, rows, and columns
• Widget style: Apply colours to widget header, background, and border
• Filters: Interact with metric-level filters or dashboard-level filters
• Aggregation: How values are summarized (sum, average, count, etc.)
• Date range: Dashboard or custom per-metric date range
• Table-specific: Columns, rows, wrap text, display top/bottom
• Chart-specific: Break lines for blank values, show values as labels, abbreviate long values, legend position, axis settings, range, series settings, cumulative view, colours and bubbles, breakdown by, configure multi-metric charts, configure scatter, bubble, and combination charts

IN THE DISPLAY TAB:

Title

Enter a new name for the metric.

Chart Type and Style

Choose a chart type and style combination to display your data meaningfully. For example: Bar / Column type + Stacked Column style.

Available chart types: bar and column, line and area, pie and donut, tree map, radar plot, waterfall, heat map, summary, and table. Available styles depend on the chosen chart type. Learn more about chart types and styles.

Wrap text

For all table styles: wrap text in columns. For pivot tables: define the number of wrapped rows (2–5) to maintain consistent row height.

Display Top or Bottom

For ranked tables: choose whether to display the Top or Bottom rows and select the Number of rows to show.

Columns

For list and pivot tables: select columns to display. If the metric view is segmented by date/time, also select a time periodicity (for example, weekly, monthly, quarterly).

Rename column headings in a list table by selecting a heading and typing new text. The original name displays as a tooltip.

Enable Show total(s) to display summary values. (See the totals note above for how totals are calculated.) Pivot tables also show sub-totals when multiple dimensions (columns) are selected. The option is disabled if no dimensions (columns) are selected. In the table, you can select the "Total" heading and change its name.

Hide blank periods is available when the metric view is segmented by date/time.

For list tables: drag and drop column names to reorder them. Click "x" to remove a column.

Rows

For pivot tables: select rows to display. Drag and drop to reorder, or click "x" to remove. If segmented by date/time, select a time periodicity.

Enable Show total(s) to display summary values and sub-totals (when multiple dimensions (rows) are selected). You can also select the "Total" heading and change its name. (See the totals note above for how totals are calculated.)

Hide blank periods is available when the view is segmented by date/time.

Break lines for blank values

For line charts and radar plots: choose whether to break chart lines at data gaps (default) or draw a continuous line between known data points.

Show values as labels

Display data values as labels directly in the chart. Not available for tables, summary charts, or scatter/bubble charts.

Abbreviate long values

When enabled, abbreviates long values in the visualization. For example, "43,213" displays as "43.2K".

Legend position

For charts with a legend: position it at the bottom, right, left, or top. Select None to remove the legend.

Colours and Bubbles

For tree maps with a packed bubble style: under Colours, choose the dimensions to segment by. Under Bubbles, choose how to group the data.

Breakdown by

For tree maps: choose the dimension(s) by which to break down the data.

Segment by

Choose the dimension(s) by which to segment the data to see it from different perspectives. For example, segment sales by region, sales rep, or product type.

For donut charts, line and smooth line charts, and bar and column charts (excluding stacked and colour-by-category styles): enable Show total(s) to display summary values. (See the totals note above for how totals are calculated.)

Over

Choose how to group your data by time periodicity. PowerMetrics sets this automatically based on the selected date range, for example, "Last 7 days" > Auto (Daily); "Last 8 weeks" > Auto (Weekly). Override the auto-selection by choosing an alternate options from the drop-down. By default, the x axis displays time but bar charts enable you to select either a time dimension to group by or a non-time-related dimension.

Note: Quarterly periods are: Q1 starts Jan 1, Q2 starts Apr 1, Q3 starts Jul 1, Q4 starts Oct 1.

For bar and column charts: enable Show total(s) to display summary values. (See the totals note above for how totals are calculated.)

Series

Available for line/area charts and combination charts. Use the Series dropdown to apply settings to all members/metrics or to a specific member/metric.

• Show points - show or hide data points in line and combination charts.
  
• Line thickness - choose thickness. For area charts, also includes a None option.
  
• Line style - solid, dashed, dotted, etc.
  
• Fill area - gradient or solid fill for area charts. Only available when All members or All metrics is selected under Series.
  

Vertical axis or Horizontal axis

Available for bar/column, line/area, and combination charts.

Vertical axis settings are available for bar/column charts with a vertical axis, line/area charts, and combination charts.

Horizontal axis settings are available for bar/column charts with a horizontal axis.

• Show values — show or hide axis values
• Show axis line — show or hide the axis line
• Show gridlines — show or hide gridlines (available when "All axes" is selected)
• Axis label — select None (remove label), Auto (uses metric name), or Custom (enter your own label, where available by chart type).
  

For charts with more than one metric:

• Bar and stacked bar charts that include more than one metric: click the Horizontal axis dropdown to apply settings to All axes, Top axis, or Bottom axis. For Top or Bottom, assign specific metrics to the axis.
  
• Line charts and combination charts that include more than one metric: click the Vertical axis dropdown to apply settings to All axes, Right axis, or Left axis. For Right or Left, assign specific metrics to the axis.
  

Range

Choose a range for the selected axis:

• Include zero - makes it easier to read overall values in context
• Adaptive - collapses the axis to a floor above zero; better for seeing changes in large numbers

Note: Not applicable to 100% stacked column and area charts.

Goals

Display goal targets on your visualization. Learn more about adding goals to metrics.

• Auto-show compatible goals enabled: Compatible goals display automatically when visualization settings match.
  
• Auto-show compatible goals disabled: Check the box beside each goal you want to display.
  
• If a goal doesn't display: Hover over the Info button to see why.
  
• Goal does not align with visualization settings: Click to open the dialog, then click Update visualization settings to show goal. Note: If you want to return to the previous visualization settings, you'll need to do so manually; settings won't auto-revert if you stop displaying the goal.
  
• Summary charts - maximum one goal at a time: If a summary chart has more than one goal, to display a different goal, click , then click Reorder goals to show this goal. You can also drag and drop goals to reorder them.
  

Goal options

Available for threshold or recurring target goals in bar/column charts:

• Highlight delta - visually emphasizes the difference between current values and goal targets
• Bullet chart style - displays the goal target as a solid line or continuous dashed line superimposed on each bar/column

Comparison

Compare your data to another time period: previous period, same period last year, or a custom offset period.

How comparisons display by chart type:

• Line and area charts: comparative period shown as a lighter-coloured dashed line
• Bar and column charts: comparative period shown as lighter-coloured bars/columns
• Tables and summary charts: choose to display percentage change, value change (delta), or a comparison value. green = positive trend, red = negative trend
• For tables, comparative data displays in a fixed column beside the value it's being compared to
• For list and pivot tables, you can also show comparisons for goal values and percentage of row or column total
  
• Summary charts: comparative data displays below the current value
  

Comparison rules and limitations:

• Comparisons are made between equivalent time period types (e.g., "Today" compares to "Yesterday")
• Not available when the date range is set to Auto or Maximum date range
• Not applicable to segmented line charts or stacked bar/column charts. To see comparisons, set segmentation to "None" and ensure dates display on the x-axis
• When comparing a partial period, the comparison covers the equivalent partial portion of the previous period. For example, if you're halfway through a month and compare to the previous month, your metric is compared to the same period of the previous month. An asterisk (*) after a value indicates the comparison period is incomplete.
• The visualization shows "--" when there's no difference in values, no comparable data, or the date range doesn't support comparison
• If a legend is shown, the comparative period displays as the last item and can be toggled to show/hide by clicking its name

Analyses

Overlay analytical models on your data to identify trends, outliers, and forecasts.

• No analysis - shows current data with no overlay
• Linear trend - adds a straight trend line showing the general data direction
• Moving average - smooths fluctuating data
• Normal range - highlights outliers (values outside expected range). Outliers display as red (below normal) and green (above normal), based on the metric's favourable trend setting. Learn more about normal range analysis.
• Forecast - predicts future metric performance. The forecast data is added to the horizontal axis title and a shaded cone-shaped area and dotted line are added to the chart. Learn more about forecast analysis.

Note: Normal range and forecast are advanced features — availability depends on your pricing plan.

Analysis compatibility:

• Linear trend and Moving average: Applicable to bar, column, and line/area charts (not stacked variations). Metrics that don't have multiple time values will default to bar charts. Dates must be on the x-axis (or y-axis for horizontal bar charts).
• Normal range: Applicable to unsegmented, non-cumulative bar and line charts with time on the x-axis (or y-axis for horizontal bar charts). Not available with "Show as cumulative".
• Forecast: Applicable to unsegmented, non-cumulative line charts with time on the x-axis. Not available with "Show as cumulative".
  

Sort

Sort options vary by chart type, for example:

• Stacked area charts: sort x-axis and legend items
• Pie charts: sort slice order
• Pivot tables: sort rows and columns
• List and pivot tables: sort dynamically by clicking column headers in the visualization

To restore the original data order after sorting, re-select your previously chosen sort options.

Note: Sorting is not available for summary, scatter, or bubble charts, or tree maps. Ranked tables have built-in sorting.

Widget style

To apply colours to the header, background, and border of a widget (metric visualization), click the relevant colour cube, as shown below. Then, choose a preset colour, or enter a hexadecimal colour code or set of R G B A values, or use the eyedropper or sliding colour selector scale. To go back to the original setting, click Reset to default colour. Note: Individual widget colour settings override those set at the dashboard or application theme levels.

Note: If you don't see the "Widget Style" option, click Dashboard settings in the dashboard toolbar and enable the Customize dashboard style toggle.

IN THE DATA TAB:

Configuring multi-metrics

You can add up to 4 metrics to a visualization, for a total of 5 metrics. When you click the button (as shown below), the Select metrics window opens. Click the + button beside each metric you want to add to your chart. Learn more about multiple metrics. When you’re finished adding metrics, click Done.

Note: Some chart types don’t support multiple metrics. If you add multiple metrics to a visualization that supports them and then change the chart type to one that doesn’t support them, data for the first metric listed in the Data tab will display.

Configuring scatter, bubble, and combination charts

For scatter charts, select the metric you want to display for the X-Axis and the Y-Axis by clicking the button. Learn more about multiple metrics.

For bubble charts, select the metric you want to display for the X-Axis, the Y-Axis, and the bubble Size by clicking the button. Learn more about multiple metrics.

For combination charts, select the metric you want to display as Columns and the one you want to display as a Line by clicking the button. Learn more about multiple metrics.

Show as cumulative

For line charts: display data as a cumulative sequence to illustrate growth over the selected date range.

• Available for custom metrics with "override aggregation" enabled
• Not available for instant metrics, dbt™ Semantic Layer metrics, or metrics with aggregation set to average, count rows, max, or min
• Cannot be combined with Normal range or Forecast analysis

Filters

Apply metric-level filters by clicking the +Add filter button, selecting the Filter tab, and applying member filters or condition filters for each dimension.

By default, the first time you apply filters, you’ll see the UI for member filtering. To filter by condition, click the “Condition filters” link, as shown below. Note: You can apply up to 10 filter conditions/dimension.

Aggregation

Aggregating data is a process wherein many values are returned as a single value, for example, as a sum, average, count of rows, max, or min. Available aggregation methods depend on the metric's data type.

Note: Metrics are automatically set to the most appropriate aggregation type when created. We don't recommend changing the aggregation type as this also changes the meaning of the data shown.

To view/change the aggregation type for custom metrics with override aggregation enabled: click the aggregation type badge in the metric tile, or use the 3-dot menu > Aggregation.

IN THE FILTER TAB:

Date range

Select a date range. The Use dashboard date range option is selected by default and applies the date range as set at the dashboard level. You can optionally select Custom to set a unique date range for a metric.

If you chose Custom and you have applied unique filters to the metric, you can access date range setting details by clicking "x" filter. See below:

Filters

Search to find filters or click the drop-down arrows to select the members to include for each dimension.

By default, the first time you apply filters, you’ll see the UI for member filtering. To filter by condition, click the “Condition filters” link. Note: You can apply up to 10 filter conditions/dimension.

Note: Dimensional member filtering is done at the dashboard level but you can choose to apply unique filters at the individual metric level. Your individual metric settings override those that are set at the dashboard level. For example, if the dimensional members “Display” and "Email" are selected at the dashboard level and you select to only show “Email” at the individual metric level, the individual metric will display data for “Email” only. When you apply unique filtering, you can access filter details by clicking "x" filters in the metric tile.

Note: To optimize clarity in your visualization, we recommend visualizing your metric using fewer than 20 members. If your metric includes > 20 members, all members above the first 20 will be grouped together under “Other” in your visualization.

Note: For multi-metrics, if there are filters that only apply to some of the metrics in the visualization, you can see those details by clicking the filter information area, as shown below.

Learn more

• Getting started with dashboard templates
• Customizing your dashboard display
• Managing your dashboards
• Sharing metric dashboards
• Sharing dashboards with published views
• Download and print as PDF for metric dashboards
• Adding multiple metrics to a single visualization
• Automatically cycling through and displaying your metric dashboards on a TV