Creating Your First Dashboard | Superset (2024)

Creating Your First Dashboard

This section is focused on documentation for end-users who will be using Supersetfor the data analysis and exploration workflow(data analysts, business analysts, datascientists, etc). In addition to this site, maintains an updated set of end-userdocumentation at

This tutorial targets someone who wants to create charts and dashboards in Superset. We’ll show youhow to connect Superset to a new database and configure a table in that database for analysis.You’ll also explore the data you’ve exposed and add a visualization to a dashboard so that you get afeel for the end-to-end user experience.

Connecting to a new database

Superset itself doesn't have a storage layer to store your data but instead pairs withyour existing SQL-speaking database or data store.

First things first, we need to add the connection credentials to your database to be ableto query and visualize data from it. If you're using Superset locally viaDocker compose, you canskip this step because a Postgres database, named examples, is included andpre-configured in Superset for you.

Under the + menu in the top right, select Data, and then the Connect Database option:

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Then select your database type in the resulting modal:

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Once you've selected a database, you can configure a number of advanced options in this window,or for the purposes of this walkthrough, you can click the link below all these fields:

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Once you've clicked that link you only need to specify two things (the database name and SQLAlchemy URI):

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As noted in the text below the form, you should refer to the SQLAlchemy documentation oncreating new connection URIsfor your target database.

Click the Test Connection button to confirm things work end to end. If the connection looks good, save the configurationby clicking the Connect button in the bottom right corner of the modal window:

Congratulations, you've just added a new data source in Superset!

Registering a new table

Now that you’ve configured a data source, you can select specific tables (called Datasets in Superset)that you want exposed in Superset for querying.

Navigate to Data ‣ Datasets and select the + Dataset button in the top right corner.

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A modal window should pop up in front of you. Select your Database,Schema, and Table using the drop downs that appear. In the following example,we register the cleaned_sales_data table from the examples database.

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To finish, click the Add button in the bottom right corner. You should now see your dataset in the list of datasets.

Customizing column properties

Now that you've registered your dataset, you can configure column propertiesfor how the column should be treated in the Explore workflow:

  • Is the column temporal? (should it be used for slicing & dicing in time series charts?)
  • Should the column be filterable?
  • Is the column dimensional?
  • If it's a datetime column, how should Superset parsethe datetime format? (using the ISO-8601 string pattern)

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Superset semantic layer

Superset has a thin semantic layer that adds many quality of life improvements for analysts.The Superset semantic layer can store 2 types of computed data:

  1. Virtual metrics: you can write SQL queries that aggregate valuesfrom multiple column (e.g. SUM(recovered) / SUM(confirmed)) and make themavailable as columns for (e.g. recovery_rate) visualization in Explore.Aggregate functions are allowed and encouraged for metrics.

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You can also certify metrics if you'd like for your team in this view.

  1. Virtual calculated columns: you can write SQL queries thatcustomize the appearance and behaviorof a specific column (e.g. CAST(recovery_rate) as float).Aggregate functions aren't allowed in calculated columns.

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Creating charts in Explore view

Superset has 2 main interfaces for exploring data:

  • Explore: no-code viz builder. Select your dataset, select the chart,customize the appearance, and publish.
  • SQL Lab: SQL IDE for cleaning, joining, and preparing data for Explore workflow

We'll focus on the Explore view for creating charts right now.To start the Explore workflow from the Datasets tab, start by clicking the nameof the dataset that will be powering your chart.

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You're now presented with a powerful workflow for exploring data and iterating on charts.

  • The Dataset view on the left-hand side has a list of columns and metrics,scoped to the current dataset you selected.
  • The Data preview below the chart area also gives you helpful data context.
  • Using the Data tab and Customize tabs, you can change the visualization type,select the temporal column, select the metric to group by, and customizethe aesthetics of the chart.

As you customize your chart using drop-down menus, make sure to click the Run buttonto get visual feedback.

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In the following screenshot, we craft a grouped Time-series Bar Chart to visualizeour quarterly sales data by product line just by clicking options in drop-down menus.

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Creating a slice and dashboard

To save your chart, first click the Save button. You can either:

  • Save your chart and add it to an existing dashboard
  • Save your chart and add it to a new dashboard

In the following screenshot, we save the chart to a new "Superset Duper Sales Dashboard":

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To publish, click Save and goto Dashboard.

Behind the scenes, Superset will create a slice and store all the information neededto create your chart in its thin data layer(the query, chart type, options selected, name, etc).

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To resize the chart, start by clicking the Edit Dashboard button in the top right corner.

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Then, click and drag the bottom right corner of the chart until the chart layout snapsinto a position you like onto the underlying grid.

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Click Save to persist the changes.

Congrats! You’ve successfully linked, analyzed, and visualized data in Superset. There are a wealthof other table configuration and visualization options, so please start exploring and creatingslices and dashboards of your own


Manage access to Dashboards

Access to dashboards is managed via owners (users that have edit permissions to the dashboard)

Non-owner users access can be managed two different ways:

  1. Dataset permissions - if you add to the relevant role permissions to datasets it automatically grants implicit access to all dashboards that uses those permitted datasets
  2. Dashboard roles - if you enable DASHBOARD_RBAC feature flag then you be able to manage which roles can access the dashboard
    • Granting a role access to a dashboard will bypass dataset level checks. Having dashboard access implicitly grants read access to all the featured charts in the dashboard, and thereby also all the associated datasets.
    • If no roles are specified for a dashboard, regular Dataset permissions will apply.

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Customizing dashboard

The following URL parameters can be used to modify how the dashboard is rendered:

  • standalone:
    • 0 (default): dashboard is displayed normally
    • 1: Top Navigation is hidden
    • 2: Top Navigation + title is hidden
    • 3: Top Navigation + title + top level tabs are hidden
  • show_filters:
    • 0: render dashboard without Filter Bar
    • 1 (default): render dashboard with Filter Bar if native filters are enabled
  • expand_filters:
    • (default): render dashboard with Filter Bar expanded if there are native filters
    • 0: render dashboard with Filter Bar collapsed
    • 1: render dashboard with Filter Bar expanded

For example, when running the local development build, the following will disable theTop Nav and remove the Filter Bar:http://localhost:8088/superset/dashboard/my-dashboard/?standalone=1&show_filters=0

Creating Your First Dashboard | Superset (2024)


How do I create a live dashboard? ›

To create a dashboard, you'll need a free, open-source business intelligence tool such as Metabase. First, integrate your database or RDBMS with your BI tool, which will provide the ability to make queries and create a real-time SQL dashboard.

How to publish a dashboard in Superset? ›

To publish, click Save and goto Dashboard. Behind the scenes, Superset will create a slice and store all the information needed to create your chart in its thin data layer (the query, chart type, options selected, name, etc). To resize the chart, start by clicking the Edit Dashboard button in the top right corner.

How do I add an image to my Superset dashboard? ›

To enable image upload in Apache Superset, follow these steps:
  1. Access Database Configuration: Navigate to Data ‣ Databases in the top menu. Locate your database and click the Edit button.
  2. Enable Uploads: In the edit modal, switch to the Extra tab. ...
  3. Save Changes: Click the Save button to apply the new settings.

How do I create a live dashboard in Excel? ›

7 Steps To Create A Dashboard In Excel
  1. Step 1: Import the necessary data into Excel. No data. ...
  2. Step 2: Set up your workbook. ...
  3. Step 3: Add raw data to a table. ...
  4. Step 4: Data analysis. ...
  5. Step 5: Determine the visuals. ...
  6. Step 6: Create your Excel dashboard. ...
  7. Step 7: Customize your dashboard.
Mar 16, 2023

How do I create an automated dashboard? ›

4 Steps to Building Automated Dashboards
  1. Step 1: Confirm Requirements. This includes confirming the data calculations, data selection criteria, and how the information will be sliced (geography, business unit, timing, etc.) ...
  2. Step 2: Validate Data. ...
  3. Step 3: Build Wireframes. ...
  4. Step 4: Integrate & Automate.
Jun 18, 2020

How to structure a dashboard? ›

Key Takeaways For Successful Dashboard Designs
  1. Consider your audience.
  2. Determine your goals.
  3. Choose relevant KPIs.
  4. Tell a story with your data.
  5. Provide context.
  6. Don't try to place all the information on the same page.
  7. Select the right type of dashboard.
  8. Use the right chart type.
Apr 5, 2023

What does a good dashboard look like? ›

Great dashboards are clear, intuitive, and customizable.

They display information clearly and efficiently. They show trends and changes in data over time. They are easily customizable. The most important widgets and data components are effectively presented in a limited space.

Is building a dashboard hard? ›

Building an effective dashboard actually takes time — and when the requirements are not properly defined, it can quickly turn into a multi month nightmare (which ends up being used by no one).

How do I create an executive dashboard? ›

How to Create a Robust Executive Dashboard in Five Easy Steps
  1. Step 1: Choose your dashboard software. ...
  2. Step 2: Specify the goal and primary users. ...
  3. Step 3: Choose your KPIs. ...
  4. Step 4: Connect the dashboard to data sources. ...
  5. Step 5: Update the dashboard as needed.
Nov 30, 2023

How do I make my dashboard public? ›

Make a dashboard public

Click the sharing icon in the dashboard header. Click the Public dashboard tab. Acknowledge the implications of making the dashboard public by selecting all the checkboxes.

How do I add a logo to my dashboard? ›

To add an image to a dashboard: In the dashboard, open the Dashboard Designer and select Edit. Select Add Image in the toolbar. The image placeholder displays at the bottom of the canvas.

How would you add a visual to a dashboard? ›

Hover over a visualization to reveal the options that are available. To add a visualization to a dashboard, select the pin icon . Select whether to pin to an existing dashboard or new dashboard.

How do I add something to my dashboard? ›

Hook and loop tape, better known as Velcro. Stick the hook tape to the dashboard and the loop tape to what ever you want stuck to the dash. The more Velcro you use the stronger the connection. If the item is inconvenient after a while on the dash you can simply remove it by pulling on it.

What is a live dashboard? ›

A live dashboard is a performance tool used to analyze, track, and report on the company's data in real time with the help of interactive visualizations. These real time dashboards are automatically updated and provide the user with instant access to critical data.

What is a live data dashboard? ›

A live dashboard displays metrics and data visualizations in real-time. This enables teams and decision makers to react to changes in status and performance as quickly as possible.

How to create a real-time dashboard in Google Sheets? ›

Let's build a dynamic dashboard, one step at a time.
  1. Step 1: Set up your sheet. First, create and title your Google Sheet. ...
  2. Step 2: Build your dashboards — use pivot tables to summarize data. ...
  3. Step 3: Create charts to make a dashboard come alive.
Sep 12, 2023


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