Create a dashboard

Learn how to use the AI/BI dashboard UI to create and share insights. For information about dashboard features, see Dashboards.

The steps in this tutorial demonstrate how to build and share the following dashboard:

A published dashboard, configured using the steps in this tutorial.

Requirements

  • You are logged into a Databricks workspace.

  • You have the SQL entitlement in that workspace.

  • You have at least CAN USE access to one or more SQL warehouses.

Step 1. Create a dashboard

Click New Icon New in the sidebar and select Dashboard.

By default, your new dashboard is automatically named with its creation timestamp and stored in your /Workspace/Users/<username> directory.

Note

You can also create a new dashboard from the Dashboards listing page or the Add button Add button in the Workspace menu.

Step 2. Define datasets

The Canvas tab is for creating and editing widgets like visualizations, text boxes, and filters. The Data tab is for defining the underlying datasets used in your dashboard.

Note

All users can write SQL queries to define a dataset. Users in Unity Catalog-enabled workspaces can instead select a Unity Catalog table or view as a dataset.

  1. Click the Data tab.

  2. Paste the following query into the editor. Then click Run to return a collection of records.

     SELECT
  T.tpep_pickup_datetime,
  T.tpep_dropoff_datetime,
  T.fare_amount,
  T.pickup_zip,
  T.dropoff_zip,
  T.trip_distance,
  T.weekday,
  CASE
    WHEN T.weekday = 1 THEN 'Sunday'
    WHEN T.weekday = 2 THEN 'Monday'
    WHEN T.weekday = 3 THEN 'Tuesday'
    WHEN T.weekday = 4 THEN 'Wednesday'
    WHEN T.weekday = 5 THEN 'Thursday'
    WHEN T.weekday = 6 THEN 'Friday'
    WHEN T.weekday = 7 THEN 'Saturday'
    ELSE 'N/A'
  END AS day_of_week
FROM
  (
    SELECT
      dayofweek(tpep_pickup_datetime) as weekday,
      *
    FROM
      `samples`.`nyctaxi`.`trips`
    WHERE
      trip_distance > 0
      AND trip_distance < 10
      AND fare_amount > 0
      AND fare_amount < 50
  ) T
ORDER BY
  T.weekday

  3. Inspect your results. The returned records appear under the editor when the query is finished running.

  4. Change the name of your query. Your newly defined dataset is autosaved with the name, Untitled dataset. Double click on the title to rename it Taxicab data.

Note

This query accesses data from the samples catalog on Databricks. The table includes publicly available taxicab data from New York City in 2016. Query results are limited to valid rides that are under 10 miles and cost less than fifty dollars.

Step 3. Create and place a visualization

To create your first visualization, complete the following steps:

  1. Click the Canvas tab.

  2. Click Create Icon Create a visualization to create a visualization widget and use your mouse to place it in the canvas.

    A visualization moves from the canvas control panel to the canvas grid

Step 4. Configure your visualization

When a visualization widget is selected, you can use the configuration panel on the right side of the screen to display your data. As shown in the following image, only one Dataset has been defined, and it is selected automatically.

Configuration panel for a visualization

Setup the X-axis

  1. If necessary, select Bar from the Visualization dropdown menu.

  2. Click the add field icon to choose the data presented along the X-axis. You can use the search bar to search for a field by name. Select tpep_dropoff_datetime.

  3. Click the field name you selected to view additional configuration options.

    • As the Scale Type, select Temporal.

    • For the Transform selection, choose HOURLY.

Setup the Y-axis

  1. Click the add field icon next to the Y-axis to select the fare_amount for the data presented along the y-axis.

  2. Click the field name you selected to view additional configuration options.

    • As the Scale Type, select Quantitative.

    • For the Transform selection, choose AVG.

    A chart configured with the provided specifications shows a bar chart with the axis titles "fare amount" and tpep_dropoff_datetime"

    Optional: Create visualizations with Databricks Assistant

    You can create visualizations using natural language with the Databricks Assistant.

    To generate the same chart as above, choose one of the following options:

    • To create a new visualization widget:

      • Click Create Icon Create a visualization. The widget appears with the prompt: Describe a chart….

      • Type “Bar chart of average fare amount over hourly dropoff time”

    • To edit an existing widget:

      • Click the Databricks AssistantAssistant icon. An input prompt appears. Enter a new prompt for your chart. You can ask for a new chart entirely or ask for modifications. For example, you can type, “Switch to a line chart” to modify the chart type.

Step 5. Clone and modify a visualization

You can clone an existing chart to create a new visualization.

  1. Right-click on your existing chart and then click Clone.

  2. With your new chart selected, use the configuration panel to change the X-axis field to tpep_pickup_datetime. If necessary, choose HOURLY under the Transform type.

  3. Use the Color/Group by selector to choose a new color for your new bar chart.

Step 6. Create a scatterplot

Create a new scatterplot with colors differentiated by value. To create a scatterplot, complete the following steps:

  1. Click the Create a visualization icon Create Icon to create a new visualization widget.

  2. Configure your chart by making the following selections:

    • Dataset: Taxicab data

    • Visualization: Scatter

    • X axis: trip_distance

    • Y axis: fare_amount

    • Color/Group by: day_of_week

    Note

    After colors have been auto-assigned by category, you can change the color associated with a particular value by clicking on the color in the configuration panel.

Step 7. Create dashboard filters

You can use filters to make your dashboards interactive. In this step, you create filters on three fields.

Create a date range filter

  1. Click Filter Icon Add a filter (field/parameter) to add a filter widget. Place it on the canvas.

  2. From the Filter dropdown menu in the configuration panel, select Date range picker.

  3. Select the Title checkbox to create a title field on your filter. Click the placeholder title and type Date range to retitle your filter.

  4. From the Fields menu, select Taxicab_data.tpep_pickup_datetime.

Create a single-select dropdown filter

  1. Click Filter Icon Add a Add a filter (field/parameter) to add a filter widget. Place it on the canvas.

  2. From the Filter dropdown menu in the configuration panel, select Dropdown (single-select).

  3. Select the Title checkbox to create a title field on your filter. Click on the placeholder title and type Dropoff zip code to retitle your filter.

  4. From the Fields menu, select Taxicab_data.dropoff_zip.

Clone a filter

  1. Right-click on your Dropoff zip code filter. Then, click Clone.

  2. Click the remove field icon to remove the current field. Then, select Taxicab_data.pickup_zip to filter on that field.

Step 8. Resize and arrange charts and filters

Use your mouse to arrange and resize your charts and filters.

The following image shows one possible arrangement for this dashboard.

3 filters take up the top two rows of the Canvas grid. 2 bar charts are stacked underneath. A scatterplot sits next to the two bar charts.

Step 9. Publish and share

While you develop a dashboard, your progress is saved as a draft. To create a clean copy for easy consumption, publish your dashboard.

  1. Click the V share icon next to the Share button. Then, click Publish.

  2. Review People with access and then click Publish. Individual users and groups with at least CAN VIEW permission can see your published dashboard.

  3. Follow the link provided in the Publish notification to view your published dashboard.

    A notification message with a link appears in the top right corner of the screen.

  4. To change the list of users or groups you want to share the dashboard with, return to your draft dashboard and click the Share button. Add users or groups who you want to share with. Set permission levels as appropriate. See AI/BI dashboard ACLs to learn more about permissions and rights.