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Chart widgets display a report from the source workbook as a visualization on the dashboard. Every chart on a dashboard is backed by a tab in the workbook — when you publish a new version of the workbook, the chart updates accordingly.

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Adding a chart

In the dashboard builder, open the Charts picker in the toolbar and select one or more reports from the workbook. A chart is added to the canvas for each selected report, inheriting the report’s query, configured visualization, and styling. If the picker is empty, create the report first in a workbook tab — only published reports are available to add to a dashboard.

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Interaction with controls

Charts respect the controls placed on the same dashboard — filters, time granularity switchers and field switchers. A single control can drive multiple charts at once: its value is applied to every chart whose query references the targeted dimension. If some controls are incompatible with a chart’s query, the chart skips them and shows a warning icon. See Incompatible controls for details.

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Updating charts

Charts on a published dashboard reflect the most recent published version of the workbook. To change the query, switch the chart type, or restyle the visualization, edit the underlying report in the workbook and publish a new version of the dashboard. Edit in Workbook in the chart’s settings menu opens that report directly, on its own workbook tab.

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Filters carried into the workbook

The dashboard’s filters come along, so the report opens showing the same slice of data the chart was showing rather than re-running over everything. They sit in the report’s filter bar next to its own filters, tinted violet to set them apart, and read the same way — member, operator, value. Hovering one says From dashboard. What is different is that they are not the report’s:
  • they apply to the results on screen, and are not saved to the report. Publishing the workbook again will not pin them onto the chart for everyone.
  • their values cannot be changed in the workbook. To explore a different value, add your own filter on the same field, or change the dashboard’s control and reopen the chart.
  • they can be dropped, but not kept: Clear filter on the chip removes it for the rest of the session and the report re-runs without it. Reopening the chart from the dashboard brings the current values back.
To change what a viewer of the dashboard can filter by, edit the filter control there — not the report. When the report already filters the same field, both filters apply — exactly as they do on the dashboard, so the numbers match the chart you came from. A carried filter that says precisely what the report already says is left out rather than shown twice. Only filters are carried. A time granularity switcher or field switcher on the dashboard does not follow into the workbook, so a report opened this way shows its own granularity and its own fields.

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Title

Each chart shows the name of the underlying workbook tab as its title. To rename it, open the tab in the workbook, rename the tab, and republish the dashboard — the new name flows through to every chart backed by that tab. Use Hide Title in the widget’s settings menu to suppress the title on the dashboard — useful when the chart’s content already makes the subject obvious, or when an adjacent text widget provides its own heading. Choose Show Title in the same menu to bring it back.