Interact with Canvas Dashboard

Applying Controls

After altering the values of your controls, click Apply to apply the filters, cross-filters, period comparison, or date drill on your dashboard.

You can view all applied controls on the dashboard footer.

Export Dashboard

You can download your dashboard as a static PNG/PDF snapshot or set a schedule to deliver the snapshot regularly to you. Please refer to the Data Export for more details.

Share Dashboard

You can give users in your organization access to a dashboard, or share it with external viewers with a shareable link. For more details, please refer to the Permission System and Shareable Links.

Dashboard Metadata

You can find useful information about your dashboard by hovering on the 🛈 icon next to the dashboard title. The information includes:

• Owner & Created time
• Last edited time & person
• Frequent viewers - Top 5 users who view the dashboard most frequently in the last 30 days (excluding public users)
• Favorites - The number of users who have added the dashboard to their favorites
• Views - The number of dashboard views in the last 30 days
• Dashboard description

Admins can hide the metadata in case of security risks. Find the Enable Dashboard Metadata option in Organization Settings > General Settings.

Dashboard Settings & Options

• Settings: View general settings of the dashboard, Cache Settings, and Timezone Settings. They can only be edited in Modeling.

Click on the ... symbol to view more options:

• Embedded Analytics: Embed the Holistics dashboard in your application and make it available to your customers. For more information, please refer to the Embedded Analytics documentation page.
• Pin to Org Homepage: Pin the dashboard to the organization homepage. For more information, please refer to the Pin Dashboards to Homepage.
• Move to: Move your dashboard to another folder. Note that Canvas Dashboard can only be moved within the public workspace.

Disable dashboard autoruns

Holistics Dashboards, by default, automatically run its widgets when a user visits the Dashboard. Sometimes this is not a desirable behavior, since auto-run dashboards will:

• cost the user unnecessary wait time
• yield unnecessary load on your Data Warehouse
• spawn unnecessary jobs that occupy your Job Workers

To disable this behavior:

1. Go to Dashboard Preferences -> General
2. Change the Dashboard Auto-run mode to Off and Save Changes.
3. Refresh the dashboard for the change to take effect.

Video timestamps:

• 0:00 - 0:10: How to disable Dashboard Auto-run in the Dashboard Preferences
• 0:10 - 0:25: How a Dashboard with Disabled Auto-run works

With Disabled Auto-run, the Dashboard will not run any widget until the user makes an explicit run action such as:

• Click the Run Dashboard button at the bottom
• Submit Filters
• Click the Refresh button on the right side of the Dashboard Title

caution

Note that this setting will NOT be applied in

• Shareable Links
• Embed Links
• or when the Dashboard URL has pre-applied filters.

Pin Dashboards to Homepage

Pinning dashboards to the homepage allows admins to prominently display crucial dashboards for all users. This ensures broader visibility and easier access to key insights throughout your organization.

How to Pin a Dashboard to Homepage

1. Navigate to the desired dashboard you want to pin.
2. Locate the ellipsis button (...) on the dashboard view.
3. Select the option "Pin Dashboard to Org Homepage."

Once pinned, the dashboard will be displayed on the Homepage for all users within your Organization who have the necessary permissions to view it.

For example, a pinned dashboard might only be shared with a user group in the Singapore region. Users from other regions who don't have access to that specific dashboard won't see it displayed on their Homepage.

Permissions and Visibility

1. Pinning Permissions: Currently, only users with the "Admin" role can pin and unpin dashboards to the Homepage.
2. Workspace Restrictions: Only dashboards located in Public Workspace can be pinned. If you want to pin Shared or Private dashboards, please move them to the Public Workspace.
3. User Access: As we shared above, not all users are allowed to see the pinned dashboards — it depends on their access permission. If a pinned dashboard isn't shared with all users, the system will prompt you with the "Edit User Access" modal. This allows you to adjust user permissions if necessary.

4. Pinned Dashboard Display Order: Recently pinned dashboards will show up first on the left side of the Homepage.