Canvas Dashboard Settings

This doc covers settings for Canvas dashboards in two categories:

• Layout Settings help you design and arrange components while building your dashboard. These settings are unique to canvas-based dashboards.
• General Dashboard Settings control how your dashboard runs and displays for end users.

Layout Settings

Grid Settings

Enable Snap to grid to automatically align blocks to an invisible grid as you position them. This helps you create neat, consistently-spaced layouts.

When snap to grid is on, you can set the Grid size to control how fine or coarse the alignment points are. Smaller grid sizes give you more precision, while larger sizes enforce more spacing between elements.

Layout Assist

This setting includes smart features that make it faster and easier to arrange dashboard components:

• Prioritize non-overlap: Blocks automatically avoid overlapping as you drag them around. To manually layer blocks, press and hold one for 2 seconds.
• Smart trimming: Detects excess whitespace in your dashboard and removes it with one click.
• Smart shifting: Move multiple blocks together at once instead of repositioning them individually.
• Auto-expand canvas: The canvas grows automatically when you add blocks near the edge, so you never run out of space.

Zoom Settings

Adjust your canvas dashboard view while editing with flexible zoom controls:

• Zoom in/out: Adjust your dashboard view incrementally
• Zoom to 100%: Return to actual size of the dashboard
• Fit to width: Scale dashboard to match your screen width
• Fit to page: Fit the entire dashboard in your viewport

You can also enter a custom zoom percentage directly in the zoom field.

Set a default zoom level

To make a canvas dashboard always open at a specific zoom level:

1. In edit mode, adjust zoom to your preferred view
2. Click Make current zoom default and save your changes

General Dashboard Settings

info

These settings are only available in Reporting environment: User Access, Data Schedules, Shareable Links, Embedded Analytics.

Disable Dashboard Auto-run

By default, dashboards auto-run all widgets upon opening, but you can turn this feature off.

When auto-run is disabled, the dashboard will remain blank until you manually trigger it:

• Click Run Dashboard to load all widgets
• Apply filters to run specific widgets
• Click Refresh to reload the dashboard

Benefits of disabling auto-run

• Give users control over when to load data, reducing the initial wait time
• Minimize unnecessary queries to your data warehouse
• Free up Job Workers for higher-priority tasks

How to disable auto-run:

1. Go to Dashboard Preferences > General
2. Turn off the dashboard auto-run and save your change
3. Apply the change:
   • If editing in Development: Publish your changes to Production
   • If editing in Reporting: Reload the page

caution

This setting is NOT applicable for Shareable links, Embed links, and dashboard URLs with pre-applied filters.

Cache Settings

Control how long dashboard query results are stored before refreshing. Caching speeds up load times and reduces data warehouse load by reusing recent results. This is useful when your data updates infrequently or when many users access the same dashboard.

Learn more: Data Caching

Timezone Settings

Set the timezone for how dates and times display in your dashboard. This ensures all users see data in the correct time context, which is especially important for time-sensitive metrics or teams across different regions.

Learn more: Dashboard Timezone

User Access

Control who can view and edit your dashboard. Learn more: Dashboard-level Permissions

Data Schedules

Set up automated email deliveries of your dashboard on a recurring schedule. Learn more: Data Schedules

Shareable Links

Create public or password-protected links to share your dashboard with people outside your workspace. Shareable links let you distribute dashboards without requiring recipients to have a Holistics account, making it easy to share insights with clients, partners, or stakeholders.

Learn more: Shareable Links

Embedded Analytics

Configure settings for embedding your dashboard in external applications, websites, or internal tools. This allows you to integrate Holistics dashboards seamlessly into your product or portal while maintaining security and branding.

Learn more: Embedded Analytics