Dashboards

You can use dashboards to build data visualizations and share reports with your team. AI/BI dashboards feature AI-assisted authoring, an enhanced visualization library, and a streamlined configuration experience so that you can quickly transform data into sharable insights. When published, your dashboards can be shared with anyone registered to your Databricks account, even if they don’t have access to the workspace. See Share a dashboard.

Important

• Databricks recommends using AI/BI dashboards (formerly Lakeview dashboards). Earlier versions of dashboards, previously referred to as Databricks SQL dashboards are now called legacy dashboards. Databricks does not recommend creating new legacy dashboards.

• Convert legacy dashboards using the migration tool or REST API. See Clone a legacy dashboard to an AI/BI dashboard for instructions on using the built-in migration tool. See Dashboard tutorials for tutorials on creating and managing dashboards using the REST API.

AI/BI dashboards have the following components:

• Data: The Data tab allows users to define datasets for use in the dashboard. Datasets are bundled with dashboards when sharing, importing, or exporting them using the UI or API.

• Canvas: The Canvas tab can be organized into multi-page reports. Dashboard editors can build and configure their dashboards by adding widgets such as visualizations, filters, text, and images.

Note

You can define up to 100 datasets per dashboard. The Canvas can contain up to 10 pages. Dashboards can hold up to 100 widgets across all pages.

View and organize dashboards

You can access dashboards from the workspace browser along with other Databricks objects.

• Click Workspace in the sidebar to view dashboards from the workspace browser. Dashboards are stored in the /Workspace/Users/<username> directory by default. Users can organize dashboards into folders in the workspace browser along with other Databricks objects. See Workspace browser.

• To view the dashboard listing page, click Dashboards in the sidebar.

  By default, the dashboard listing page shows dashboards that you have access to sorted in reverse chronological order. You can filter the list by entering a title into the search bar, filter by last modified within a time period, or filter by owner.

• Click a dashboard title to open it. If the dashboard has been published before, the published version opens. Otherwise, the draft dashboard opens.

Create a new dashboard

To create a new dashboard from the dashboard listing page, click Create near the upper-right corner of the page.

Draft and collaborate on a dashboard

New dashboards begin as a draft. You can share the draft with other users in your workspace to collaborate. You cannot share draft dashboards with users outside of the workspace. All users use their credentials to interact with the data and visualizations in dashboard drafts.

For more information about permission levels, see AI/BI dashboard ACLs.

Define your datasets

Use the Data tab to define the underlying datasets for your dashboard.

You can define datasets as any of the following:

• A new query against one or more tables or views.

• An existing Unity Catalog table or view.

You can define datasets using any type of table or view. You can define multiple datasets by writing additional queries or selecting additional tables or views. After defining a dataset, you can use the kebab menu to the right of the dataset name to rename, clone, or delete it. You can also download the dataset as a CSV, TSV, or Excel file.

Write multi-statement queries

In some cases, you might want to construct a dataset using multiple SQL statements. To run multiple statements, end each statement with a semicolon (;). When you run those commands to create the dataset, the output shows the results of the last statement in the editor. This dataset is used for any related visualizations on the canvas.

Statements are local to the dataset in which they are issued. For example, if you create a dataset with a USE statement to set the catalog or schema, that setting applies only to that dataset.

Examples

The following examples demonstrate common uses for multi-statement queries.

Set the catalog and schema

You can write a USE statement to declare the catalog and schema for the table in your query. The following query contains three statements. The first sets the catalog name. The second sets the schema. The SELECT statement references only the table name because the catalog and schema have been set. See USE CATALOG.

USE CATALOG samples;
USE SCHEMA tpch;
SELECT * FROM customer;

Set ANSI mode

You can set a query to run with ANSI_MODE set to TRUE or FALSE. For Databricks SQL, the system default value for ANSI_MODE is TRUE. See ANSI_MODE.

The following query sets ANSI_MODE to FALSE so that invalid data type inputs return NULL instead of throwing an error.

SET ANSI_MODE = FALSE;
SELECT cast('a' AS INTEGER);

Parameterize complex queries

You can use multiple statements to parameterize the view name for a common table expression or other complex query.

The following query creates two temporary views. The SELECT statement uses the IDENTIFIER clause to interpret the input string as a table name. See IDENTIFIER clause.

CREATE TEMPORARY VIEW v1 AS SELECT 1;
CREATE TEMPORARY VIEW v2 AS SELECT 2;
SELECT * FROM IDENTIFIER(:view_name)

Set variables

The following query declares a variable and value in the first statement. The second statement changes the value of the variable. The third statement shows the end value for the variable is 5. See SET VARIABLE for details and complete syntax for using temporary variables.

DECLARE VARIABLE myvar1 INT DEFAULT 7;
SET VAR myvar1 = 5;
VALUES (myvar1);

Limit data access with SQL

All the data in a dashboard dataset can be accessible to dashboard viewers, even if it’s not displayed in a visualization. To prevent sensitive data from being sent to the browser, limit the columns specified in the SQL query that defines the dataset. For example, rather than selecting all columns from a table, choose only the specific columns needed for the visualizations in your SQL statement rather than table configuration.

Add pages, visualizations, text, and filters to the canvas

Use the Canvas tab to construct your dashboard. A canvas can contain up to ten pages. You can add visualizations, text, and filter widgets to each page. Use multiple pages to organize your content presentation, minimize scrolling, and improve dashboard readability. Use the toolbar at the bottom of each page to add widgets such as visualizations, text boxes, and filters.

Create multi-page reports

New dashboards start with a single page named Untitled page. To edit the name of a page, double-click the title and enter the new name into the text field. Naming conflicts resolve automatically by appending a number to the title.

To view the content on a page, click the title to select it.

Add and remove pages

To add a new page:

• Click to the right of the current page title on the canvas. By default, your new page is named Untitled page.

• (Optional) Double-click the page title and enter a new name to rename the page.

To remove a page:

• Click the kebab menu to the right of the page title.

• Click Delete to delete the page.

Note

Deleting a page also deletes all of the widgets on that page. If you delete all pages, click Create a page to start building your dashboard again.

Visualizations

Create a visualization by adding a visualization widget to a page on the canvas. Supported visualizations include area, bar, box, combo, counter, heatmap, histogram, line, pie, pivot, scatter, and table chart types.

Note

Queries used by visualizations do not always correspond precisely to the dataset. For example, if you apply aggregations to a visualization, the visualization shows the aggregated values.

To create a visualization, use one of the following methods:

• AI-assisted visualizations: Describe the chart you want to see in natural language and let Databricks Assistant generate a chart. After it is created, you can modify the generated chart using the configuration panel. You cannot use Assistant to create table or pivot table chart types.

• Use the configuration panel: Apply additional aggregations or time bins in the visualization configuration without modifying the dataset directly. You can choose a dataset, x-axis values, y-axis values, and colors. See Dashboard visualization types for configuration details and examples of each supported visualization type. See Table options to learn how to control data presentation in table visualizations.

Note

When you apply temporal transformations in the visualization configuration, the date shown in the visualization represents the start of that period.

Text widgets

Markdown is a markup language for formatting text in a plain text editor. You can use markdown in text widgets to format text, insert links, and add images to your dashboard.

Add images to text widgets

Use one of the following methods to add images to your dashboard. Each method includes sample markdown syntax that edit to display your image. To resize an image, adjust the widget dimensions.

• From a volume:

  <WorkspaceURL>/ajax-api/2.0/fs/files/<Volumes/path/to/image>
  

  Replace the sample text in this example with your workspace URL and the path to the image stored in a volume.

  Use the following steps to get the path to your image:

  1. Click Catalog in the sidebar to open the Catalog Explorer UI.

  2. Click the image file in the schema browser.

  3. Click the kebab menu to the right of the file name. Then, click Copy Path.

  See What are Unity Catalog volumes? to learn more about storing data in volumes.

• Publically hosted images:

  For publicly hosted images, use the following markdown syntax and insert the public URL that points to the image.

  ![description](URL)
  

Replace the sample text with the description and URL of the image you want to show. For example, the following markdown will insert an image of the Databricks logo: ![The Databricks Logo](https://upload.wikimedia.org/wikipedia/commons/6/63/Databricks_Logo.png).

For more information on markdown syntax, see this guide.

Note

When you publish your dashboard with embedded credentials, viewers use your credentials to access the included images. If your dashboards is not published with embedded credentials, you must explicitly grant access to users for image files stored on Databricks. Use Catalog Explorer to check, grant, and revoke permissions on the image files that you want to include. Click Catalog in the sidebar to open the Catalog Explorer UI.

Cross-filtering

Cross-filtering allows users to inspect a selected subset of data and interactively explore relationships and patterns across multiple visualizations. When a dashboard viewer clicks an element in one chart, all other charts based on the same dataset are automatically filtered on that value.

As a dashboard editor, set up cross-filtering by creating two or more charts that share the same dataset. The following chart types let viewers filter the dataset by clicking a chart element:

• Bar

• Box plot

• Heatmap

• Histogram

• Pie

• Scatter

After selection, all other visualizations based on the same dataset are automatically updated with filtered values.

Use filters

Filters are dashboard widgets that help viewers narrow down results and refine data in visualizations, similar to slicers in other BI tools. You can configure them to filter values based on one or more dataset columns (also referred to as fields) or parameters defined in the SQL queries that create datasets. Field filters and parameters can be combined in a single widget when using query-based parameters. See Use query-based parameters to learn how to apply a query-based parameter.

Note

Filters on fields and parameters affect only the visualizations on the same page as the filter widget. Filters apply to all visualizations on that page that share the same dataset.

Set default filter values

Default values are used when the dashboard is refreshed without selecting a new filter value. To set a default value, select a value from the Default value drop-down in the filter widget’s configuration settings.

Filters always apply to the entire dataset. If the dataset is small, the filter is applied directly in the browser to improve performance. If the dataset is larger, the filter is added to the query that is run in the SQL warehouse. See Dataset optimization and caching.

Filter on fields

Field filters refine the data presented in visualizations by filtering specific dataset fields. For example, a field filter might limit the data to a particular date range based on a date field in a dataset. Filters can be applied to the fields of one or more datasets. To connect a filter to fields from more than one dataset, add multiple Fields, up to one per dataset. The filter applies to all visualizations built on the selected datasets. When you select a value for one filter, it can dynamically change the available values shown in the drop-down menus for other filters. The following image shows a filter configuration panel set to filter on two fields.

Filter on parameters

Unlike field filters, which directly filter data fields, parameter filters alter the SQL query itself, allowing dynamic adjustments to the query based on user input. A filter can be applied to one or more parameters. To connect a filter to more than one parameter, add multiple Parameters in the filter configuration panel.

For filter types that accept setting a default value in the widget, the default value overrides the default value set in the query editor on the Data tab. If a filter is connected to a parameter, it runs a query against the SQL warehouse, regardless of the dataset size. See Work with dashboard parameters.

You can set parameter values to accept one of the following data types:

• String

• Numeric

  • Integer

  • Decimal

• Date

• Date and Time

• Date Range

• Date and Time Range

Filter types

Dashboards support the following filter types for filtering on a parameter:

• Single value

• Multiple values

• Date picker

• Date range

Dashboards support the following filter types for filtering on a field:

• Single value

• Multiple values

• Date picker

• Date range picker

• Text entry

• Range slider

Filters and parameters in published dashboard URLs

Filter and parameter selections are stored in the URL. Users can bookmark these URLs to save the dashboard’s state, including all filters and parameters. This way, the dashboard’s settings remain intact, allowing others to view it with the same configurations when they access the link.

Filter selections are not stored as named values. Instead, they are converted to unique identifiers embedded within the URL string. These identifiers are set to values in the URL, allowing you to pass specific filter selections directly into the URL to load dashboards with those values selected.

Pass values into the URL

The following example shows a URL that points to a published dashboard. To create a similar example dashboard, see Create a dashboard.

The example dashboard includes three filters: Time Range, Pickup Zip, and Dropoff Zip. In the example URL, the selected Pickup ZIP value has been selected.

<databricks-instance>/dashboardsv3/<dashboard-id>/published?o=<workspace-id>&f_01ef60cd2a3c11818750488d57e7a1bb=10013

At the end of the URL, observe that the filter identifier in this example is the string f_01ef60cd2a3c11818750488d57e7a1bb, which is set to the value 10013.

Specify relative date range values in the URL

When particular date values are selected, they appear in the URL. You can also specify the relative date values like Last 5 minutes or Last 12 hours, for example.

The following example shows a URL with the relative time Last 12 hours selected.

<databricks-instance>/dashboardsv3/<dashboard-id>/published?o=<workspace-id>&f_01ef60cd29f81d1aacc19a7312fb10a4=now-12h

At the end of the URL, observe that the filter identifier in this example is the string f_01ef60cd29f81d1aacc19a7312fb10a4, which is set to the value now-12h.

Static widget filters

Static widget filters are configured directly in a visualization widget, allowing authors to individually filter visualization widgets that share the same dataset. This allows the same dataset to present different views on the canvas. Published dashboard viewers cannot adjust the value for static widget filters.

To add a static widget filter to a visualization:

1. Add a visualization widget to the draft dashboard canvas.

2. With the new widget selected, choose a dataset from the Dataset drop-down in the configuration panel.

3. Click Show filters. A Filter fields option appears under the dataset title. For datasets that include parameters, a Parameters section also appears.

   

To add a field filter, do the following:

1. Click the plus sign to the right of the Filter fields heading and choose a field from the drop-down menu.

2. By default, the filter value is set to All. Use the drop-down menu to choose a new value. Navigate away from the drop-down menu to show the visualization with the new filter applied.

3. Review your dashboard.

Static widget parameters

Parameters allow you to substitute different values into dataset queries at runtime. See Work with dashboard parameters to learn how to set up parameters in your queries.

Static widget parameters are configured directly in a visualization widget, allowing authors to reuse datasets while presenting different views of the same result set in different visualization widgets. For example, consider a dataset showing sales trends over time across all business regions. To compare trends between Region A and Region B, you can create two visualizations with the same chart type that reference the same dataset. By adding a parameter to each visualization and selecting the specific value to display, you can show the comparison on your dashboard. Static widget parameters are non-interactive, so dashboard views cannot adjust their values.

See Static widget parameters for an example.

To learn about setting parameters in filter widgets, see Filter on parameters.

Copy widgets

Use keyboard shortcuts to copy a selected widget and paste it back on the canvas. After you create a new widget, you can edit it as you would any other widget.

To clone a widget on your draft dashboard canvas, complete the following steps:

• Right-click on a widget.

• Click Clone.

A clone of your widget appears below the original.

Remove widgets

Delete widgets by selecting a widget and pressing the delete key on your keyboard. Or, right-click on the widget. Then, click Delete.

Download results

You can download datasets as CSV, TSV, or Excel files. You can download visualizations on the canvas as PNG files.

• To open download options from the Canvas tab, click the kebab menu in the upper-right corner of the widget.

• To open download options from a Data tab, click the kebab menu to the right of the dataset.

You can download up to approximately 1GB of results data in CSV and TSV format and up to 100,000 rows to an Excel file. The final file download size might be slightly more or less than 1GB, as the 1GB limit is applied to an earlier step than the final file download.

Publish a dashboard

Publish a dashboard to create a clean copy of the current draft. You must have at least CAN EDIT permissions to publish a dashboard.

After you publish a dashboard, the published version remains intact until you publish again, even if you make changes to the draft. You can make modifications and improvements to the draft version without affecting the published copy. Any registered user with access to the published dashboard can continue to view the published version. The published version continues to be emailed to subscribers if any exist. For more on managing dashboard access, see Share a dashboard.

When you publish a dashboard, you can choose to embed your credentials or not.

Important

Published dashboards are not versioned and should not be used for version control. You cannot revert a draft dashboard back to a previously published state.

• Embed credentials: All viewers of a published dashboard can run queries using your credentials for data and compute. This allows users to see the dashboard even if they don’t have access to the originating workspace, underlying data, or SQL warehouse. This might expose data to users who have not been granted direct access to it. This is the default option.

• Don’t embed credentials: All viewers of the published dashboard run queries using their own data and compute credentials. To view results in the dashboard, viewers need access to the workspace, the attached SQL warehouse, and the associated data.

See Share a published dashboard for recommendations on which setting to choose.

To publish a dashboard, complete the following steps:

1. Open a dashboard. If the dashboard has been published previously, the published version opens. If necessary, use the switcher at the top of the page to see the current draft version.

2. Click Publish. The Publish dialog appears.

3. Choose the credentials to use for the published dashboard. You can choose to embed your credentials or not.

4. Click Publish. If your dashboard is being published for the first time, a Sharing dialog opens and prompts you to share the published dashboard. See Share a dashboard for details and recommendations on sharing.

To access the published dashboard, click Published in the drop-down menu near the top of the dashboard.

Enable a Genie space from your dashboard

Preview

This feature is in Public Preview.

When you create a dashboard, a Genie space is automatically created for you. A Genie space is a no-code interface that allows business users to conduct self-serve data analytics using natural language. The automatically created Genie space starts as a draft that you can use to preview the space. The draft Genie space stays in sync with your draft dashboard as you add and remove datasets and visualizations. When you publish your dashboard, you have the option to also publish the associated Genie space.

Publishing a Genie space associated with your dashboard allows viewers to explore dashboard data in a different way. Instead of gaining insights based only on what’s available on a dashboard, they engage with the data by asking their own questions for deeper analysis. See Work with an AI/BI Genie space.

Publishing the Genie space adds an Ask Genie button to the published dashboard. When dashboard viewers click on that button, a chat interface opens on the dashboard and prompts users to ask questions about the data.

To publish the associated Genie space, use the following steps:

1. Click Publish.

2. The Enable Genie toggle is on by default. Click the toggle to turn it on or off.

3. Click Publish in the Publish dialog.

Note

The draft and published Genie spaces are independent, much like the draft and published versions of your dashboard. Any changes made to the draft dashboard are reflected in the published Genie space only when the dashboard is republished. Draft and published Genie spaces are companions to your dashboard. They do not appear in your file browser or the Genie listing page.

To open the published Genie space in a new window:

1. Click the kebab menu in the upper-right corner of the chat window

2. Click Open Genie Space.

To preview your draft Genie space:

1. Click the kebab menu in the upper-right corner of your dashboard.

2. Click Open the draft Genie space.

Note

You cannot edit the instructions for this Genie space from the Genie space UI. Your draft Genie space only changes when you make changes to the draft dashboard.

Permissions for linked Genie spaces

Permissions on the associated Genie space mirror those in place on the dashboard, but access is limited to users with workspace access. Even if your dashboard is shared with embedded credentials, only users with workspace access can interact with the Genie space.

Viewers use their own credentials to access the compute and data necessary to power the Genie space. They must have at least SELECT permission on the tables used in the Genie space.

Share a dashboard

You can securely share dashboards with anyone in your account. For users who are assigned to your workspace, you can grant access and set varying permission levels as you would with other workspace objects. For users who are not assigned to your workspace, you can share dashboards at the account level, allowing registered users to view and run your dashboard.

For details on how admins can set up your account for sharing at the account level, see Dashboard administration guide. For details on sharing your dashboard at the account and workspace levels, see Share a dashboard.

Embed dashboards in websites and applications

You can embed your published dashboard into external websites and applications using an iframe. See Embed a dashboard.

If you are a workspace admin who wants to manage the external sites where dashboards can be embedded, see Manage dashboard embedding.

Schedules and subscriptions

You can set up scheduled updates to automatically refresh your dashboard’s cache and optionally send emails with a PDF of the latest dashboard to users who are subscribed to the schedule. Users with at least Can Edit permissions can create a schedule so that published dashboards with embedded credentials run periodically. Each dashboard can have up to ten schedules.

See Manage scheduled dashboard updates and subscriptions.

Export, import, or replace a dashboard

You can export and import dashboards as files to facilitate the sharing of editable dashboards across different workspaces. To transfer a dashboard to a different workspace, export it as a file and then import it into the new workspace. You can also replace dashboard files in place. That means that when you edit a dashboard file directly, you can upload that file to the original workspace and overwrite the existing file while maintaining existing sharing settings.

The following sections explain how to export and import dashboards in the UI. You can also use the Databricks API to import and export dashboards programmatically. See POST /api/2.0/workspace/import.

Export a dashboard file

• From a draft dashboard, click the kebab menu at the screen’s upper-right corner, then click Export dashboard.

• Confirm or cancel the action using the Export dashboard dialog. When the export succeeds, a .lvdash.json file is saved to your web browser’s default download directory.

Import a dashboard file

• From the dashboards listing page, click > Import dashboard from file.

• Click Choose file to open your local file dialog, then select the .lvdash.json file you want to import.

• Click Import dashboard to confirm and create the dashboard.

The imported dashboard is saved to your user folder. If an imported dashboard with the same name already exists in that location, the conflict is automatically resolved by appending a number in parentheses to create a unique name.

Replace a dashboard from a file

• From a draft dashboard, click the kebab menu in the screen’s upper-right corner, then click Replace dashboard.

• Click Choose file to open the file dialog and select the .lvdash.json file to import.

• Click Overwrite to overwrite the existing dashboard.

Managing dashboards with the REST API

See Use Databricks APIs to manage dashboards for tutorials that demonstrate how to use Databricks REST APIs to manage dashboards. The included tutorials explain how to convert legacy dashboards into Lakeview dashboards, as well as how to create, manage, and share them.

To learn how to manage an AI/BI dashboard using Databricks Asset Bundles (DABs), see dashboard.

Databricks also offers a Terraform provider. See the Databricks Terraform documentation.