Visualizing Data With Dashboards

This topic describes how to use Dashboards to curate collections of visualized data in Snowsight.

Dashboards are flexible collections of charts arranged as tiles. The charts are generated by query results and can be customized.

You can create dashboard tiles from charts in worksheets. For more details, see Visualizing Worksheet Data.

Using the Dashboards Page

This section gives a brief overview of how to navigate and use the Dashboards page. The Dashboards page provides a table of your dashboards.

This section includes examples and descriptions of the following interface elements:

Interface

Description
The dashboards page tab list.

Dashboards page tabs

The Dashboards page includes the following tabs:

  • Recent

  • Shared with me

  • My Dashboards

Use Search, located in the upper-right corner of the page, to search the names and content of your Snowsight documents, such as worksheets and dashboards.
For assistive technology, the options button.

Options menu

The options menu, located in the upper-right corner of the page, lets you manage your filters.

To learn more about filters, see Using Filters.
For assistive technology, the dashboard button.

Create dashboard

Use Dashboard, located in the upper-right corner of the page, to create a dashboard.

The dashboards table includes the following columns:

  • Title

  • Viewed

  • Updated

  • Role

To open a dashboard, select a dashboard in the table.

Creating an Empty Dashboard

To create an empty dashboard:

  1. In the upper-right corner of the Dashboards page, select Dashboard.

  2. Enter a name for the dashboard, and then select Create Dashboard.

    The empty dashboard opens.

Creating a Dashboard from Existing Worksheets

You can use an existing worksheet to create a dashboard.

When you use a worksheet to create a dashboard, the worksheet itself is removed from the Worksheets page. The worksheet query is stored in the dashboard and can be modified in that context.

To create a dashboard using an existing worksheet:

  1. Open a worksheet.

  2. In the worksheet menu, select Move to.

  3. Select New dashboard.

  4. Enter a name for the dashboard, and then select Create Dashboard.

    The dashboard opens, displaying a tile based on the worksheet you used.

Note

If the worksheet is shared with other users, those users lose access to the worksheet when you create a dashboard because the worksheet is removed when the dashboard is created. Permissions on the worksheet are revoked and links to the worksheet no longer function. For more details about sharing dashboards, see Sharing Dashboards.

Using Dashboards

This section gives a brief overview of how to navigate and use dashboards. The Dashboards page provides a table of your dashboards.

This section includes examples and descriptions of the following interface elements:

Interface

Description
For assistive technology, the dashboard menu is a button labeled with the name of the current dashboard.

Dashboard menu

The dashboard menu, located in the upper-left corner of the page, lets you:

  • Dashboard name

    Rename your dashboard.

  • Duplicate

    Duplicate your dashboard.

  • Delete Dashboard

    Delete your dashboard.
For assistive technology, the add tile button.

Add tile

Use Add Tile (For assistive technology, the add tile button.), located in the upper-right corner of the page, to add a tile to your dashboard.

Snowsight provides chart and table tiles for your dashboard queries. To add tiles, drag them to the dashboard. You can also use a worksheet to generate new tiles.
For assistive technology, the filter button is labeled show and hide filters.

Show and hide filters

The filter button, located in the upper-left corner of the page, lets you show, hide, and manage your custom filters.

To learn more, see Using Filters.
For assistive technology, the context selector button is usually labeled with the currently-selected role and warehouse.

Context selector

The context selector, located in the upper-right corner of the page, lets you set roles and warehouses for your dashboard query sessions.
Use the share button to share dashboards with other users.

Share dashboard

Use Share, located in the upper-right corner of the page, to share a dashboard with other Snowflake users. To run the shared dashboard, a user must be granted the role used for the dashboard session context.
For assistive technology, use the button labeled run-button to run your query.

Run dashboard queries

The run button, located in the upper-right corner of the page, lets you run the queries that drive your dashboard tiles. When you run the queries, the tile data is refreshed.
Because of the way tiles are rendered, tiles might not be usable by some assistive technology.

Tile

Tiles visualize data on your dashboards as charts and tables. Hover over charts to view details about each data point.
For assistive technology, the tile actions button.

Tile menu

The tile menu, located in the upper-right corner of each tile, lets you:

  • View chart

    Opens the chart in a worksheet window. You can make changes to the chart.

  • Edit query

    Opens the query editor in a worksheet window. You can make changes to the query.

  • Duplicate Tile

    Adds a copy of the tile to the bottom of the dashboard.

  • Unplace Tile

    Removes the tile from the dashboard. The query remains associated with the dashboard and the tile can be added again later.

  • Delete

    Deletes the tile from the dashboard. The query that drives the tile is also deleted and cannot be recovered.

Managing Dashboards

This section describes how to manage your dashboards.

Opening a Dashboard

To open a dashboard, go to one of the following Dashboards page tabs and select a dashboard:

  • Recent

    Displays the most recent dashboards you have opened.

  • Shared With Me

    Displays dashboards that your colleagues have shared with you.

  • My dashboards

    Displays dashboards that you created and own.

Adding a New Tile to a Dashboard

To add a new tile to a dashboard:

  1. Open a dashboard.

  2. In the upper-left corner of the dashboard, select Add Tile (For assistive technology, the add tile button.)

  3. Select New Tile from Worksheet.

    A window opens with a blank worksheet.

  4. Use the worksheet to build your query.

    To learn more about queries and worksheets, see Querying Data Using Worksheets.

Adding an Existing Worksheet to a Dashboard

To add an existing worksheet as a tile:

  1. Open a worksheet.

  2. In the worksheet menu, select Move to.

  3. Select an existing dashboard.

    The worksheet is added to the dashboard and removed from the Worksheets page. A tile showing the chart for the worksheet is displayed on the dashboard.

Rearranging the Order of Tiles

By default, tiles are added to the bottom of the dashboard.

To rearrange the tiles on a dashboard, drag a tile to a new position. As you drag the tile, a preview of the new position appears.

Editing Charts

To edit a chart that appears in a tile:

  1. On the tile menu (For assistive technology, the tile actions button.), select View chart.

    The chart opens in a worksheet window.

  2. Make changes to the chart.

    To learn more about charts, see Visualizing Worksheet Data.

  3. When you are finished editing the chart, in the upper-left corner of worksheet, return to the dashboard.

Editing Queries

To edit the query that drives a tile:

  1. On the tile menu (For assistive technology, the tile actions button.), select Edit query.

    The query opens in a worksheet window.

  2. Use the query editor to make changes to the query.

    To learn more about editing queries in worksheets, see Querying Data Using Worksheets.

  3. When you are finished editing the query, in the upper-left corner of worksheet, return to the dashboard.

Changing a Tile from Chart to Table

By default, when a worksheet is moved to a dashboard, the chart is used for the corresponding tile.

To switch to a table of the query results:

  1. Unplace the tile.

  2. Add a tile and drag the table version of your query to your dashboard.

Unplacing a Tile

When you want to remove a tile from your dashboard, but still preserve the underlying query, unplace the tile.

To unplace a tile, on the tile menu (For assistive technology, the tile actions button.), select Unplace Tile.

Deleting a Tile

Warning

Deleting a tile from a dashboard also deletes the underlying queries. This action cannot be undone. If you want to remove the tile but preserve the query, you can unplace tiles.

To delete a tile:

  1. On the tile menu (For assistive technology, the tile actions button.), select Delete.

    You are prompted to confirm you want to delete the tile.

  2. Select Delete button to permanently delete the tile and worksheet from the dashboard.

Sharing Dashboards

You can share a dashboard that you create and own in Snowsight with other Snowflake users in your account, or with a link.

The queries that drive dashboards in Snowsight use unique sessions with assigned roles and warehouses. To view shared dashboards, the Snowflake user must use the same role as the session context for the queries that drive the dashboard.

To share a dashboard, do the following:

  1. Open a dashboard.

  2. In the upper-right corner of the dashboard, select Share.

    The Share window opens.

  3. Enter the names or usernames of the Snowflake users you want to invite to use your dashboard. The list only shows users that have previously signed in to Snowsight. If you want to share with someone who has not yet signed in to Snowsight, share a link instead.

  4. Optionally, set how people with the link can interact with the dashboard. By default, people with the link cannot view the dashboard. For example, you can choose to allow people to view the results on the dashboard, but not run the underlying queries.

  5. Optionally, select Get Link to get a link to your dashboard that you can share with others.

  6. Select Done.

For more details about sharing permissions for dashboards and worksheets, see Permissions for Shared Worksheets. You cannot organize dashboards into folders.

Language: English