Create and Customize a Dashboard

Learn how to create a dashboard and use the available tools, properties, and filters to customize it to your needs.

When you enter edit mode, several key tools become available to help you design and organize your dashboard. Access the filtering panel to control which data is displayed across views, use the grid system to precisely position and resize each element, and open the edit panel to adjust view settings, layout options, and general dashboard properties. You can also insert text elements like titles or section headers, and apply filters manually or dynamically based on how you want users to interact with the dashboard.

In this section:

Section	Description
Create Dashboard	Set up and configure a dashboard from scratch.
Add Views	Add an existing view or create a new view on your dashboard.
Modify Layout	Change the arrangement, size, or position of views to create a layout that fits your needs.
Text Panel	Add and format text elements to provide titles, section headers, or descriptions on your dashboard.
Dashboard Properties	Change general and advanced dashboard settings, such as layout, sharing, and appearance options.
Dashboard Filtering	Apply filters to control the data shown in your dashboard. Use the filtering panel or the dockable filter control to apply filters manually or dynamically. Filter between views to create connected interactions, apply advanced filters for complex conditions, or use a selection page.