Exploring dashboards

Everything on this page works with view access only — no edit rights needed. If you build dashboards, see Canvas basics instead.

Interact with the data

Click a data point to cross-filter the rest of the dashboard, use filter cards and per-card controls, and drill down hierarchies or drill through to detail dashboards. All of it is covered in Filters & interactivity — and all of it carries in the URL, so the back button, bookmarks, and shared links reproduce exactly what you were looking at.

Focus on one card — or present all of them

Focus mode — expand any card into a full-canvas overlay (with its own fullscreen toggle) to read a dense table or talk through a single chart. Esc exits.
Spotlight — highlight one card while every other card fades to near transparency: hover a card and pick the lightbulb. Click anywhere else (or Esc) to release. Spotlight is part of your view state, so a saved bookmark reopens with it on.
Present — switch the whole dashboard to true browser fullscreen for meetings. Page tabs keep working, so you can step through a multi-page dashboard like a deck.

Personalize a visual

Hover a chart and choose Personalize (the sliders icon) to explore without edit rights: switch the visual type, swap the dimension, and add or change measures and their aggregation. Changes are yours alone — the dashboard itself is never modified, and everything stays inside your data permissions. Reset a single visual from its panel, or use Reset my visual changes in the bookmark bar to drop them all. Save a bookmark afterwards to keep the personalized view.

Zoom into dense charts

If the author enabled the zoom slider on a chart, drag the slider along its axis (or scroll/pinch inside the plot) to zoom into a dense series and pan across it.

Save your view — and set a default

Arrived at a useful combination of filters, drills, and page? Save it as a bookmark (Saved views). A personal bookmark captures the complete state — filters, cross-filter selections, drill path, spotlight, personalizations, and the active page — and restores it exactly when you return.

Bookmarks saved by the dashboard’s editors are shared with everyone who can view it. Star any of your own bookmarks to make it your default view — it applies automatically every time the dashboard opens, and your personal default wins over the dashboard’s shared default. Applying a view never changes the dashboard itself — your session state stays your own.

See the data behind a visual

Right-click a data card (or use its menu) and choose Show underlying data to open the row-level table the chart was built from — filtered the same way the chart is, and always scoped to what your row-level security permissions allow.

Export

Per card — Download CSV exports the card’s data (respecting the filters currently applied), and Copy as image puts a PNG of the rendered card on your clipboard, ready to paste into a chat or deck.
Whole dashboard — the Export menu offers CSV, PNG, PDF (every page), and PowerPoint from the viewer.

Export availability is permission-gated; see Exports for the full matrix.

Stay current

Dashboards show per-card freshness badges and offer a manual Refresh control; authors can also enable timed auto-refresh. To be notified when a number crosses a threshold — without watching the dashboard — set a metric alert on a KPI card.

Discuss

Open the Comments pane to start a thread on the dashboard — questions, context, decisions — visible to everyone with access.

A top-level comment captures your current view (filters, drills, spotlight, page). Anyone reading it can hit Open this view to see exactly what you saw when you wrote it.
@mention teammates with the @ button — they get an email with a link that opens the captured view.

Stay comfortable

The contrast toggle in the toolbar switches to high-contrast colors (stronger borders and text) and remembers your choice in this browser; the OS-level high-contrast preference is honored automatically too.

Find your way back

Star dashboards on the dashboards list or Home — favorites are saved to your account, so they follow you across browsers and devices. Home’s Recent tab tracks what you’ve actually opened, and the command palette (Ctrl+K) has a Recent group too.

Ask AI

Viewers can use AI chat too: ask questions about the data in natural language and get charted answers, scoped to your permissions.