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
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
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
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
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