> For the complete documentation index, see [llms.txt](https://docs.informationhub.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.informationhub.io/project/dashboards.md).
# Dashboards
Dashboards let you visualise your project data using charts, maps, tables, and other components. Each dashboard connects to one or more of your project's tables as data sources, and you can arrange multiple visual components on the same page. Use dashboards to monitor field data, share summaries with stakeholders, or explore patterns across your data.
The dashboards page
***
## Creating a dashboard
1. Open the **Dashboards** module from the project sidebar.
2. Click **Create Dashboard** in the top-right toolbar.
3. Enter a name for your dashboard (3-64 characters).
4. Click **Create**.
Your new dashboard appears in the list, ready for you to connect data and add components.
***
## Managing dashboards
The dashboards list shows all dashboards in your project.
* **Search** - use the search bar at the top of the list to filter dashboards by name.
* **Open a dashboard** - click any dashboard in the list to open it.
* **Options menu** - click the three-dot (**...**) button on any dashboard row to access:
* **Settings** - change the dashboard name, visibility, and sharing options.
* **Delete** - permanently remove the dashboard.
***
## Setting up data sources
Before you can add visual components, you need to connect at least one project table as a data source. Data sources control which columns are available to your components and how the data is aggregated.
### Adding a data source
1. Open your dashboard.
2. Click **Manage Data Source** in the dashboard toolbar.
3. Click **Add Data Source**.
4. Set the **Data Source Type** to **Table**.
5. Enter a **Data Source Name** (required) and an optional description.
6. Select the project table you want to connect.
7. Click **Test Connection** to verify the link to the table.
8. Click **Create**.
You can add as many data sources as you need. Each component you create can draw from any data source on the dashboard.
### Configuring a data source
After creating a data source, click it in the list to open its configuration. There are two tabs:
**Configuration tab**
The configuration tab has two sections:
* **General** - edit the data source name and description, then click **Save**.
* **Configure data source** - a table lists every column from the connected table. For each column you can:
* **Enable/disable** - uncheck a column to hide it from all components.
* **Rename** - type a display name in the rename field to show a friendlier label in your components.
* **Aggregate** - set an aggregation method for the column: None, Count, Average, or Sum.
Click **Save** in the Configure data source section to apply your changes.
**Preview tab**
The Preview tab shows a read-only table of the data as it will appear to your components. Use this to confirm that your column settings look correct before building components.
{% hint style="info" %}
Renaming a column in a data source only changes how it appears in dashboards - it does not affect the underlying table or any forms linked to it.
{% endhint %}
***
## Dashboard components
Components are the individual visual elements on your dashboard. You can add as many components as you need and arrange them side by side or stacked.
### Component types
#### Bar chart
Displays data as vertical or horizontal bars. Configure:
* **Datasource** - the data source to draw from.
* **Calculation** - how to aggregate the data: Count, Average, Count Distinct, or Sum.
* **Dimension (X-Axis)** - the column whose values appear along the horizontal axis.
* **Metric Column (Y-Axis)** - one or more columns whose aggregated values set the bar heights. Click **Add Column** to add more metric columns.
#### Line chart
Displays data as a continuous line. Configuration is identical to the bar chart: select a datasource, calculation, dimension (x-axis), and one or more metric columns (y-axis).
#### Time Series
A line chart with a time-based x-axis. Use this when your dimension column contains dates or timestamps. Configuration is the same as the line chart.
#### Scatter chart
Plots individual data points on a two-axis grid. Configure:
* **Datasource** - the data source to draw from.
* **X-axis** - the column for the horizontal axis.
* **Y-axis** - the column for the vertical axis.
* **Category** (optional) - a column used to colour-code points by category.
#### Scorecard
Displays a single calculated value prominently - useful for totals, averages, or record counts. Configure:
* **Datasource** - the data source to draw from.
* **Calculation** - Count, Average, Count Distinct, or Sum.
* **Column** - the column to apply the calculation to.
#### Table
Shows data in rows and columns. Configure:
* **Datasource** - the data source to draw from.
* **Columns** - click **Add Column** to add each column you want to display. For each column, select which datasource column it should show. Click **remove** to remove a column from the list.
* **User ID column** (optional) - link a column to the logged-in user.
#### Filter
Lets viewers filter other components on the dashboard interactively. Configure:
* **Datasource** - the data source to draw from.
* **Column** - the column whose distinct values become the filter options.
When a viewer selects a value from the filter, all other components on the dashboard that share the same data source update to show only matching records. Click the **X** on the filter widget to reset it.
#### Map
Displays geographic data on an interactive map. A map component can have multiple layers. For each layer, configure:
* **Layer Name** - a label for the layer.
* **Type** - choose from:
* **Point Map** - plots a dot for each record that has latitude and longitude values. Optionally select a column for location images and one or more columns for information shown in the info window when a point is clicked.
* **Heatmap** - renders a colour-density overlay based on the concentration of points.
* **KML** - overlays a KML file. Enter a KML URL or select a file from your project storage.
* **Datasource** (Point Map and Heatmap) - the data source to draw from.
* **Latitude column** and **Longitude column** - the columns containing coordinate values.
Click **Add Table to Map** to add another layer. Click **Remove Layer** to delete a layer.
#### Embedded
Displays custom HTML content inside the component. Paste any HTML into the **Chart HTML** field - this can include iframes, custom charts, or any other embeddable content.
#### Google Earth Engine
Embeds a Google Earth Engine application. Enter the GEE App URL in the **Earth Engine App URL** field.
***
## Adding a component
1. Open your dashboard.
2. Click **Create Component** in the toolbar.
3. Select a **Type** from the dropdown.
4. Fill in the configuration fields for that component type (see Component types above).
5. Set the **Column Width** using the slider (1-12). A width of 12 spans the full page width; lower values place components side by side.
6. Set the **Height** using the slider (applies to most types except Filter and Scorecard).
7. Click **Create**.
***
## Editing and deleting components
To edit a component, click the **gear icon** on the component card. The edit dialog opens with the same fields as when you created it. Make your changes and click **Update**.
To delete a component, open the same edit dialog and click **Delete**.
{% hint style="warning" %}
Deleting a component is permanent. There is no undo.
{% endhint %}
***
## Map features
Map components have additional controls in the dashboard toolbar when you are viewing them:
* **Toggle Layers** - opens a panel where you can show or hide individual map layers by checking or unchecking them.
* **Heatmap options** - opens controls to adjust the heatmap appearance:
* **Radius** - the size of each point's influence (5-50).
* **Opacity** - the transparency of the heatmap layer (0-1).
* **Max Intensity** - caps the colour scale so that very dense areas do not wash out surrounding ones.
* **Dissipating** - toggle to enable or disable the fading effect as you zoom in.
Clicking a point marker on a Point Map opens an info window showing the data from that record, including any information columns you configured for that layer.
***
## Dashboard settings
To open settings, click **Settings** in the dashboard toolbar, or use the three-dot menu from the dashboards list.
| Setting | Description |
| ------------------ | ------------------------------------------------------------------------------------------------------------------- |
| **Dashboard Name** | The display name for the dashboard. |
| **Visibility** | Private, Public, or Protected - controls who can see the dashboard within the platform. |
| **Allow Sharing** | When turned on, the dashboard gets a public URL that anyone can view without logging in. |
| **Preview** | Opens the public view of the dashboard so you can see what a visitor will see. Only shown when Allow Sharing is on. |
| **Delete** | Permanently removes the dashboard and all its components. |
Click **Save** to apply name and visibility changes. Click **Reset** to discard unsaved changes.
***
## Sharing a dashboard
To share a dashboard publicly:
1. Open the dashboard settings and turn on **Allow Sharing**.
2. Click **Save**.
3. Return to the dashboard and click **Share** in the toolbar.
4. Copy the public link from the share popover.
Anyone with the link can view the dashboard without needing to log in. They cannot edit the dashboard or access any other part of your project.
{% hint style="info" %}
Dashboards update automatically when the underlying table data changes. Viewers of the public link always see the latest data.
{% endhint %}
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.informationhub.io/project/dashboards.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.