How to Create Dashboards

Dashboards let you put multiple queries on one page so you can see your key metrics at a glance. The queries on a dashboard can be table results, or charts. This feature is only available for Premium Team users.

Creating a dashboard

Look for the Dashboards tab in the top left of your screen and click New Dashboard. Your teammates will appreciate if you give your dashboard a name and description. 😊

Adding a query to a dashboard

When looking at a query, click Add to Dashboard. A modal will appear with a list of dashboards. You can also create a new dashboard from here.

When looking at a dashboard, look for the Search for a query... input and type the name of your query.

Removing a query from a dashboard

When looking at a dashboard, click on the dropdown menu on a query, and click Remove.

Using query variables with a dashboard

If any of the queries on your dashboard have variables, you'll see a list of variables and their values underneath the dashboard name. These values will be shared among every query that uses that respective variable.

If you want a specific query to use its own value for a variable, click Edit Variables.

Adding charts to a dashboard

If your query is chartable, click the dropdown near the top right of your widget, and hit View as chart.

Adding text to a dashboard

You can add a text widget to the dashboard by clicking the Add Text button. These are great for explaining your analysis or creating sections within your dashboard. Text widgets use markdown formatting.

Sharing a dashboard

When you first create a dashboard, it starts off private. When you're ready to share the dashboard with your team, click the Share button in the top right to make it viewable/editable by your team, or make it public to anyone with the link.

Using the presentation link, people can refresh the dashboard right from their browser, and they can change query variables like date ranges or customer IDs. Note that this requires a cloud connection.

On our enterprise plan, you can create granular permissions and specify exactly which people/teams can view or edit your dashboard.

Refreshing a dashboard

To refresh a dashboard, click the Refresh button near the top right:

You can also refresh individual queries by clicking the dropdown on a query, and clicking Refresh Query.

Scheduling a dashboard to auto refresh

You can schedule a dashboard to auto refresh by clicking the Schedule Refresh button near the top right. Optionally, you can configure PopSQL to send a Slack message or an email whenever the dashboard refreshes. Note you must have a cloud connection to use this feature.

Deleting a dashboard

All good things must come to an end. When you're ready to delete your dashboard, use the left sidebar, right click on your dashboard, and hit Delete.