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Dashboard Workspace

Refine layout, formatting, exports, and sharing in one workspace.

9 min read • Updated for current product workflows

Workspace controls support review, iteration, and distribution.

Filter and inspect quickly

Use text, select, numeric range, and date-range filters to narrow the dataset without leaving the page.

If a widget shows no data, reset filters incrementally to identify the constraint causing exclusion.

Enable Edit layout to drag, resize, and reorder tiles directly on canvas.

Hide or delete widgets you do not need. Hidden widgets can be restored from chart management controls.

Dashboard Settings lets you set thousand separators, decimal style, currency symbol, and regional display behavior.

Choose boxed or full-width layout based on presentation context.

Use Export PDF for static executive reporting and HTML export from Builder result state for portable sharing.

Exports represent the current dashboard state, so apply filters and layout adjustments before generating files.

Dashboards list supports status tracking, title updates, open in new tab, copy ID, and deletion.

For collaboration, invite viewers by email and revoke access when needed.

Use Replace mode to rebuild from only the new file.

Use Merge mode to append new rows while retaining historical records.

Merge vs Replace

Replace is best when the dataset is a full snapshot each time. Merge is best when each new upload is incremental rows.