Interact with 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.

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 the Development workspace.

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 Auto-run

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.