A dashboard is a screen that can aggregate and display data from one or more datasets at once. Unlike datasets, dashboards do not store data directly—they simply present it in a convenient way through representations.
This is useful, for example, to have a shared calendar that combines tasks, meetings, and deadlines from different datasets. Or to see summary reports across all projects at once. Or to gather in one place everything assigned to a particular team member.
All dashboards are displayed in the catalog in the sidebar. To manage them, activate configuration mode by clicking the corresponding toggle at the bottom of the sidebar.
Please note: if the configuration mode toggle is not available, it means you do not have access to system settings. In this case, contact your workspace administrator or owner.
To add a dashboard, activate configuration mode and click the button with the “+” icon below the catalog in the sidebar.
In the window that opens, specify the name of the dashboard and click the “Save” button. Once created, the dashboard will open immediately—you can start adding representations right away.
Representations are managed directly in the main area. Open a dashboard, activate configuration mode, and go to the representation selector at the top of the main area—there you can switch between existing representations and add new ones.
To rename a dashboard, activate configuration mode and select “Rename” from the context menu next to the dashboard name in the sidebar catalog or next to its name in the main area.
To delete a dashboard, activate configuration mode and select “Delete” from the context menu next to the dashboard name in the sidebar catalog or next to its name in the main area.
Please note: this action is completely safe and does not affect the data in any way.