Analytics & BI

Dashboard Builder

Create and share interactive dashboards with filters, parameters, and drill-down capabilities.

7 min read · Updated May 2025

Create and share interactive dashboards with filters, parameters, and drill-down capabilities.

Creating a Dashboard

  • 1. Navigate to Analytics → Dashboards → New Dashboard.
  • 2. Give your dashboard a name, select the target catalog/schema for data access, and set visibility (Private, Team, or Public).
  • 3. Click Add Widget and choose a chart type (Bar, Line, Pie, Table, Metric, Map, Heatmap, etc.).
  • 4. In the Widget Editor, write a SQL query that returns the data for your chart. Click Run to preview results.
  • 5. Configure chart aesthetics: title, axis labels, colors, tooltips, and legend.
  • 6. Add Dashboard Filters (top panel) to create cross-widget filter controls (date pickers, dropdowns, etc.).
  • 7. Click Publish to make the dashboard available to your team.

Available Chart Types

  • Bar Chart, Stacked Bar, Grouped Bar
  • Line Chart, Area Chart, Stacked Area
  • Pie Chart, Donut Chart
  • Scatter Plot, Bubble Chart
  • Heatmap, Treemap, Sunburst
  • Geographic Map (Choropleth, Point Map)
  • Funnel Chart, Waterfall Chart
  • Big Number (KPI tile with trend indicator)
  • Data Table (with sorting, pagination, sparklines)
  • Pivot Table

Dashboard Parameters

Enable Auto-Refresh (Dashboard Settings → Auto Refresh) to set your dashboard to refresh every 5, 10, 30, or 60 minutes — ideal for operational monitoring dashboards.

SQL
-- Using dashboard parameters in widget queries
-- Parameters are referenced with {{ param_name }}

SELECT 
  product_category,
  SUM(revenue) as total_revenue,
  COUNT(order_id) as total_orders
FROM catalog.gold.sales
WHERE 
  sale_date BETWEEN {{ date_start }} AND {{ date_end }}
  AND region IN ({{ selected_regions }})
  AND channel = {{ sales_channel }}
GROUP BY 1
ORDER BY 2 DESC
LIMIT 20;

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