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Dashboard settings

This page explains how to customize dashboard settings and themes to match your organization's branding, improve readability, and ensure consistent data presentation across different regions and languages.

Overview​

Dashboard-level settings provide global control over the following aspects of your dashboard:

  • Theme customization: Control the visual appearance, including colors, fonts, widget styling, and layout preferences
  • General settings: Add tags (Public Preview), set a locale to control formatting standards, and control the availability of the associated Genie space.

These settings apply to all widgets and visualizations within a dashboard, ensuring a consistent user experience. When you modify dashboard settings, changes are automatically applied to existing widgets and are used as defaults for any new widgets you add.

note

Dashboard settings are only accessible from draft dashboards.

Access dashboard settings​

To open dashboard settings:

  1. Open your draft dashboard.
  2. In the right panel, click Settings. This option appears when no widgets are selected.

The settings button is displayed on the right side of a blank draft dashboard.

Theme settings​

You can customize the theme by selecting a preset from the drop-down menu or by adjusting individual settings to create a custom color palette and appearance.

Choose a preset theme​

To choose a dashboard theme:

  1. Access dashboard settings.
  2. Use the Theme drop-down menu to choose a preset theme.

You can preview how your theme will appear in light and dark modes by clicking Light mode or Dark mode under the Theme section.

Customize colors​

To adjust individual color settings for the font, canvas background, widget colors, and the visualization palette:

  1. Click the color swatch to the right of each setting.
  2. Use the color picker or type a HEX or RGB value.

To add or remove colors from the visualization palette, click the Plus icon. plus icon or Dash icon. dash icon in the Visualization palette section.

Set title alignment​

To change the default title alignment for widgets on the dashboard:

  1. Click the icon to the right of Title alignment.
  2. Click Left, Center, or Right to adjust the alignment.

General settings​

Set a locale​

You can customize number and date formatting by locale for all visualizations from the canvas of a draft dashboard.

To set a locale:

  1. Access dashboard settings.
  2. Click General.
  3. Use the drop-down menu to select your locale.

Configure filter application behavior​

You can control when filters are applied to dashboard visualizations. By default, filters apply immediately when a viewer selects a value. You can configure filters to apply only when the viewer clicks an Apply button.

To configure filter application:

  1. Access dashboard settings.
  2. Click General.
  3. Under Apply filters, select one of the following options:
    • Instantly: Filters apply as soon as a viewer selects a value from a dropdown.
    • With Apply Button: Filters apply only when the viewer clicks the Apply button after making selections.

When With Apply Button is selected, viewers can choose multiple filter values before updating the dashboard. This reduces the number of query executions and improves performance for dashboards with multiple filters or large datasets. For more information about filters, see Use dashboard filters.

Manage dashboard tags​

Preview

This feature is in Public Preview.

Use tags to organize and categorize dashboards for easier management. Tags can be used for automation. For example, you can tag a dashboard as “Work in progress,” and an overnight process can automatically retrieve all dashboards with that tag using the API and assign them to the temporary warehouse until they’re tagged as “Certified.” Search is not supported using dashboard tags. For more information about tags, see Apply tags to Unity Catalog securable objects.

View tags​

To view tags on a dashboard:

  1. Click the kebab menu Kebab menu icon. near the upper-right corner of the dashboard.
  2. Click Info.

Add tags​

You must have at least CAN EDIT permissions on a dashboard to add a tag. To add a governed tag, you must also have the ASSIGN permission on the governed tag.

To add tags:

  1. Open your draft dashboard.

  2. In the right panel, click Settings.

  3. Click General.

  4. Under Tags, add or update a tag:

    • If there are no tags, click the Add tags button.
    • If there are tags, click the Edit icon Add/Edit tags icon.

  5. Select an existing tag Key and Value or enter a name of a new tag.

    • Tags that are governed are in the Governed section header and have a lock iconLock icon..
    • Tag keys are required. Whether a tag value is required depends on the tag key.