Adding a widget — the two-step dialog
Step 1 — pick a visualisation. The “Add Widget” button opens a gallery of 26 visualisation tiles grouped into families (Cartesian, Distribution, Hierarchy, Matrix, Indicator, Table, and Content). Picking a tile selects that look and advances you to step 2. Step 2 — configure the widget. The configuration is organised into a strip of numbered steps you can move through with Back/Next or jump to directly: Data, Visualization, Field Mapping, and Filters.| Control / Button | What it does |
|---|---|
| Add Widget | Opens the visualisation gallery (step 1). |
| Visualisation tile (in gallery) | Picks the chart/table/number type and moves you to configuration. |
| Title (Data step) | Sets the heading shown across the top of the widget. |
| Data source (Data step) | Chooses which connected source the widget queries (only sources attached to this dashboard are listed). |
| Advanced mode toggle (Data step) | Off (default) = pick tables and columns; On = write the query by hand. |
| Column picker (simple mode) | Pick one or more tables and columns, optional aggregation, grouping, joins, and a row limit. |
| Query editor + Query type (advanced mode) | Write the data query directly, with a selectable query type (SQL, Table, or Metric). |
| Preview (Data step) | Runs the query (with no filter values applied) and shows a sample of the first rows. |
| Visualization step | Shows the gallery again so you can switch type; incompatible types are greyed out. |
| Field Mapping step | Maps your result columns to the parts of the chosen chart (X axis, value, series split, size). |
| Filters step | Connects the dashboard’s shared filters to this widget. |
| Back / Next | Move between configuration steps. |
| Save | Creates the widget (or saves your edits) and places it on the dashboard. |
| Cancel | Closes the dialog without saving. |
On-widget actions (the widget menu)
Every widget on the board has its own chrome: a title bar with a drag handle on the left and a menu button (the three-dot icon) on the right.| Control / Button | What it does |
|---|---|
| Drag handle | Click and drag the widget’s title bar to reposition it. |
| ⋮ menu → Edit | Reopens the full configuration dialog. |
| ⋮ menu → Reload | Re-runs the widget’s query immediately. |
| ⋮ menu → Change Visualization | Jumps to the visualisation gallery to swap the widget type. |
| ⋮ menu → Delete | Removes the widget from the dashboard. |
Who can use it
- Owner and Editor (of the dashboard): can add, configure, change type, reposition, reload, edit, and delete widgets.
- Viewer: sees all widgets with live data and can reload them, but cannot add, edit, restyle, move, or delete widgets.
- Org Admins and Dept Admins inherit edit rights on dashboards within their scope per the platform’s role hierarchy.