Dashboard tasks

Preview

This feature is in Public Preview. Contact your Databricks representative to request access.

Create a dashboard

  1. Do one of the following:

    • Click the Create Icon icon in the sidebar and select Dashboard.
    • Click the Dashboards Icon icon in the sidebar and click the + New Dashboard button.
  2. Enter a name for the dashboard.

  3. Add content to the dashboard:

    • Click Add Textbox to add commentary.

      Enter text. You can style the text boxes using Markdown. To include static images within text boxes on your dashboards, use Markdown image syntax:![alt-text](<image-url>).

    • Click Add Widget to add a query visualization.

      1. Select a query. Search existing queries or pick a recent one from the pre-populated list.

      2. In the Choose Visualization drop-down, select the visualization type.

        Add to dashboard
  4. Click Add to Dashboard.

    Add widget to dashboard
  5. Drag and drop content blocks on the dashboard.

  6. Click Done Editing.

    Complete dashboard

Remove content from a dashboard

  1. Click the vertical ellipsis Vertical Ellipsis at the top-right of the widget and select Remove from Dashboard.
  2. Click Delete.

Edit a dashboard

To open the dashboard for editing, open the vertical ellipsis Vertical Ellipsis at the top-right of the dashboard and select Edit.

Edit dashboard

While editing you can add and remove content and apply filters.

Add content to a dashboard

  1. Open the dashboard for editing.
  2. Click Add Textbox or Add Widget.
  3. Click Add to Dashboard.
  4. Click Done Editing.

You can also add a visualization to a dashboard in the query editor.

Remove content from a dashboard

  1. Click the SQL Delete Icon or hover over the object, click the vertical ellipsis Vertical Ellipsis at the top-right of the widget and select Remove from Dashboard.
  2. Click Delete.

Dashboard filters

When queries have filters you must also apply filters at the dashboard level. Select the Use Dashboard Level Filters checkbox to apply the filter to all queries.

Refresh a dashboard

Dashboards should load quickly because they fetch their data from a cache that renews whenever a query runs. But if you haven’t run the queries recently, your dashboard might be stale. It could even mix old data with new if some queries ran more recently than others.

Manually refresh a dashboard

To force a refresh, click the Refresh button on the top right of the dashboard. This runs all the dashboard queries and updates its visualizations.

Automatically refresh a dashboard

To automatically refresh a dashboard:

  1. Click the Schedule button at the top right of the dashboard.
  2. In the Refresh Every drop-down, select a period.
  3. In the SQL Endpoint drop-down, optionally select a SQL endpoint to use for all the queries. If you don’t select an endpoint, the queries execute on the last used SQL endpoint.

Move a dashboard to Trash

To move a dashboard to Trash, click the vertical ellipsis Vertical Ellipsis at the top-right of the dashboard and select Move to Trash. Confirm by clicking Move to Trash.

Restore a dashboard from Trash

  1. In the All Dashboards list, click Trash Button.
  2. Click a dashboard.
  3. Click the vertical ellipsis Vertical Ellipsis at the top-right of the dashboard and select Restore.

Permanently delete a dashboard

  1. In the All Dashboards list, click Trash Button.
  2. Click a dashboard.
  3. Click the vertical ellipsis Vertical Ellipsis at the top-right of the dashboard and select Delete.

Open a query

To open the query displayed in a widget in the query editor, click the vertical ellipsis Vertical Ellipsis at the top-right of the widget and select View Query.

Configure dashboard permissions

To configure who can manage and run dashboards, see Dashboard access control.