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Dashboards

Starter+

A dashboard in CalabiIQ is a canvas of charts, text panels, and filters that tells a complete data story. Dashboards are the primary way to share insights with stakeholders and monitor key metrics at a glance.

Creating a Dashboard​

Start from scratch​

  1. In the top navigation, click Dashboards → + Dashboard.
  2. Enter a Title (e.g., Exam Performance — Q2 2026).
  3. Click Save.

The dashboard opens in Edit mode automatically.

Start from an existing dashboard​

  1. Open the dashboard you want to duplicate.
  2. Click the ··· (More) menu in the top-right → Save as.
  3. Give the copy a new name and click Save.

Adding Charts to a Dashboard​

In Edit mode, you have two ways to add charts:

Option A — Drag from the chart panel

  1. Click Edit Dashboard (pencil icon, top-right).
  2. In the right-hand Charts panel, search for a chart by name.
  3. Drag it onto the canvas and drop it where you want it.

Option B — Add from the chart itself

  1. Open any chart in the Charts list.
  2. Click ··· → Add to Dashboard.
  3. Select the target dashboard from the dropdown and click Add.
New charts

You can create a brand-new chart from within dashboard Edit mode by clicking + New Chart in the Charts panel. This opens the Chart Editor, and when saved the chart is automatically placed on the dashboard.

Layout & Resizing​

CalabiIQ uses a fluid grid layout. Every element — charts, text boxes, dividers, and headers — snaps to grid columns.

ActionHow
Move a chartDrag the chart by its title bar
Resize a chartDrag the bottom-right resize handle
Add a text/Markdown panelClick + Add component → Markdown
Add a divider or headerClick + Add component → Divider or Header
Undo a layout changePress Ctrl+Z (Cmd+Z on macOS)
note

Layout changes are not saved automatically. Always click Save (top-right) when you are happy with the arrangement.

Dashboard Filters​

Native filters let viewers slice every chart on a dashboard without touching individual chart queries.

Adding a filter​

  1. In Edit mode, click the Filters icon (funnel, left sidebar) → + Add filter.
  2. Choose a Filter type (see Dashboard Filters for the full guide).
  3. Map the filter to one or more charts using Scope settings.
  4. Click Save.

Filter bar position​

By default the filter bar appears on the left side. To move it:

  1. Click ··· (dashboard menu) → Edit dashboard.
  2. Toggle Filters on top to place the bar horizontally above the charts.

Refresh Intervals​

Keep dashboards up-to-date without a manual page reload.

  1. Open the dashboard.
  2. Click ··· → Set auto-refresh interval.
  3. Choose an interval: 10 seconds, 30 seconds, 1 minute, 5 minutes, 30 minutes, 1 hour, or 24 hours.
  4. Click Save.
Performance

Short refresh intervals (< 1 minute) on complex dashboards with many charts can create significant database load. Use with caution on shared production databases.

Dashboard Actions Reference​

ActionLocationWho can do it
Edit layoutEdit Dashboard buttonOwner, Admin
Save layoutSave button (Edit mode)Owner, Admin
Set as Draft / PublishDraft toggle (Edit mode)Owner, Admin
Duplicate dashboard··· → Save asAny viewer
Delete dashboard··· → DeleteOwner, Admin
Set auto-refresh··· → Set auto-refresh intervalAny viewer
Export dashboard (JSON)··· → ExportOwner, Admin
Import dashboardDashboards list → ImportAdmin
Share permalinkShare button → Copy permalinkAny viewer
Embed dashboardShare button → Embed codeOwner, Admin
Add to favoritesStar iconAny viewer
Download as image··· → Download as imageAny viewer

Publishing & Draft Mode​

New dashboards are created in Draft mode by default. Draft dashboards are only visible to owners and Admins.

To publish a dashboard:

  1. Open the dashboard in Edit mode.
  2. Click the Draft badge next to the title.
  3. It changes to Published — the dashboard is now visible to all users with access.

To revert to Draft, click Published → Revert to draft.

Sharing Dashboards​

  1. Click the Share button (top-right of any dashboard).
  2. Select Copy permalink.
  3. Send the URL — recipients must have Calabi credentials to view it.

Embed URL​

Dashboards can be embedded in external portals or internal tools.

  1. Click Share → Embed code.
  2. Configure allowed domains (comma-separated list).
  3. Copy the <iframe> snippet and paste it into your target page.
<iframe
  src="https://calabi.yourdomain.com/bianalyst/embedded/dashboard/<uuid>"
  width="100%"
  height="800"
  frameborder="0"
  allowfullscreen
></iframe>
Embed access

Embedding requires the Professional tier. The embedded view respects all row-level security rules — users see only the data they are permitted to access.

Scheduled Email Reports​

Send a dashboard screenshot to a distribution list on a schedule.

  1. Click ··· → Schedule email report.
  2. Set a Report name, Recipients (comma-separated emails), and a cron schedule.
  3. Choose delivery format: PNG screenshot or PDF.
  4. Click Add.

See Sharing & Permissions for the full email report configuration guide.

Dashboard URL Parameters​

Append query parameters to a dashboard URL to control its initial state:

ParameterValuesEffect
standalone0 (default), 1, 2, 3Hides navigation bar and/or title
show_filters0, 1Shows or hides the filter bar
expand_filters0, 1Collapses or expands the filter bar

Example:

https://calabi.yourdomain.com/bianalyst/dashboard/42?standalone=1&show_filters=0

This renders the dashboard without the navigation bar and hides the filter bar — ideal for embedding in kiosks or TV displays.