Author dashboards

This page covers the fundamental operations for working with dashboards, including creating, viewing, organizing, and deleting dashboards. You can also create a dashboard using the Dashboard Authoring Agent, see Use Assistant for dashboard authoring.

For a tutorial on creating a dashboard, see Create a dashboard.

View and organize dashboards

You can access dashboards from the workspace browser along with other Databricks objects.

• Click Workspace in the sidebar to view dashboards from the workspace browser. Dashboards are stored in the /Workspace/Users/<username> directory by default. Users can organize dashboards into folders in the workspace browser along with other Databricks objects. See Workspace browser.

• To view the dashboard listing page, click Dashboards in the sidebar.

  By default, the dashboard listing page shows the dashboards you have access to, sorted in reverse-chronological order. You can filter the list by entering text into the search bar, filtering by last modified within a time period, or filtering by owner.

  You can search across dashboard names, page names, widget titles and descriptions, and dataset names. When using the workspace search bar, you can also search within dataset queries.

• Click a dashboard title to open it. If the dashboard has been published before, the published version opens. Otherwise, the draft dashboard opens.

Create a new dashboard

To create a new dashboard from the dashboard listing page, click Create near the upper-right corner of the page.

AI/BI dashboards have the following components:

• Data: The Data tab allows users to define datasets for use in the dashboard. Datasets are bundled with dashboards when sharing, importing, or exporting them using the UI or API. See Create and manage dashboard datasets
• Canvas: The Canvas tab can be organized into multi-page reports. Dashboard editors can build and configure their dashboards by adding widgets such as visualizations, filters, text, and images.

Draft and collaborate on a dashboard

New dashboards open as drafts. Changes to a draft dashboard are saved automatically, but they do not automatically sync with the published version if it exists. For details about publishing dashboards, see Publish a dashboard.

To discard edits and restore the draft to the most recently published version, click the kebab menu in the upper-right corner of the dashboard, and click Discard changes.

You can collaborate on a draft by sharing it with users in your workspace. Users with access interact with the dashboard using their own credentials. You cannot share draft dashboards with users outside the workspace. For more information about permission levels, see Dashboard ACLs.

Create multi-page reports

New dashboards start with a single page named Untitled page. To edit the name of a page, double-click the title and enter the new name into the text field. Naming conflicts resolve automatically by appending a number to the title. For information about page limits, see Dashboard limits.

To view the content on a page, click the title to select it.

Add and remove pages

To add a new page:

• Click plus icon to the right of the current page title on the canvas. By default, your new page is named Untitled page.
• (Optional) Double-click the page title and enter a new name to rename the page.

To remove a page:

• Click the kebab menu to the right of the page title.
• Click Delete to delete the page.

note

Deleting a page also deletes all of the widgets on that page. If you delete all pages, click Create a page to start building your dashboard again.

Clone a page

To clone a page:

1. Click the page title to select it.
2. Click the in the title tile, then click Clone.

The new page is an exact copy of the original, including all widgets. The underlying datasets remain unchanged.

Copy pages across dashboards

You can copy a page from one dashboard and paste it into another dashboard.

To copy a page across dashboards:

1. In the source dashboard, click the page name in the page tab bar to select it.
2. Press Command-C (Mac) or Ctrl-C (Windows/Linux) to copy the page.
3. Navigate to the target dashboard and ensure it's in draft mode.
4. Press Command-V (Mac) or Ctrl-V (Windows/Linux) to paste the page.

The pasted page includes all widgets from the original page. All datasets used by the page are created as new datasets in the target dashboard, ensuring the page functions independently.

Keyboard shortcuts

You can use the following keyboard shortcuts when editing dashboards:

Shortcut	Action
Command-Z (Mac) or Ctrl-Z (Windows/Linux)	Undo an action on the canvas
Command-Shift-Z (Mac) or Ctrl-Shift-Z (Windows/Linux)	Redo an action on the canvas
Command-C (Mac) or Ctrl-C (Windows/Linux)	Copy a selected widget or page
Command-V (Mac) or Ctrl-V (Windows/Linux)	Paste a widget or page into the current dashboard or a different dashboard
Delete key	Delete a selected widget

Copy and remove widgets

You can copy and paste widgets within a dashboard or between dashboards. After you create a new widget, you can edit it as you would any other widget.

To clone a widget on your draft dashboard canvas:

1. Right-click on a widget.
2. Click Clone.

A clone of your widget appears below the original.

To remove a widget, select the widget and press the delete key on your keyboard. Or, right-click on the widget and click Delete.

Download results

You can download datasets as CSV, TSV, or Excel files. You can download visualizations on the canvas as PNG files.

• To open download options from the Canvas tab, click the kebab menu in the upper-right corner of the widget.
• To open download options from a Data tab, click the kebab menu to the right of the dataset.

You can download up to approximately 1GB of results data in CSV and TSV format and up to 100,000 rows to an Excel file. The final file download size might be slightly more or less than 1GB, as the 1GB limit is applied to an earlier step than the final file download.

Delete a dashboard

To delete a dashboard:

1. Open the draft dashboard.
2. Click the kebab menu in the upper-right corner of the dashboard.
3. Click File actions > Move to trash.

Contents of the Trash folder are automatically deleted permanently after 30 days. To restore an object from the trash, see Restore an object.

You can also organize and delete dashboards from their location in the workspace folder. See Delete an object.