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Create your first dashboard

Create and save a dashboard containing open-order and overdue-order questions.

Written by Alex Merkin

Question numbers match their folders: folder 01 contains 01-01, 01-02 and so on. The starter dashboard uses 01-05, 01-08 and 01-02; process filter values come from 01-20. OBP identities and SQL filenames remain stable. Screenshots show the earlier numbering; use the current question numbers in the text when navigating the updated bank.

Create an open-order dashboard using questions 01-05,01-08 and 01-02. You need viewing access to those questions and permission to save a dashboard in a personal or authorized team collection.

Create and name the dashboard

  1. Return to Question Bank · English.

  2. At the top right, choose New → Dashboard.

  3. In Name, enter My work-order overview. Optionally enter Open orders and overdue work by process in Description.

  4. Check Which collection should this go in? If the proposed destination is authorized, keep it. Otherwise choose your personal collection or an authorized team collection and confirm with Select this collection.

  5. Click Create. The new dashboard opens with your chosen title. If needed, click the pencil Edit dashboard.

Question Bank · English collection: New menu at the top right

Question Bank · English collection: New menu at the top right

Detail at the top-right of the collection: New, then Dashboard.

Detail at the top-right of the collection: New, then Dashboard.

  1. Click New at the top right.

  2. Choose Dashboard from its menu.

New dashboard dialog: name, destination and Create

New dashboard dialog: name, destination and Create

  1. Enter your dashboard name in Name; the screenshot uses the English example name.

  2. Check the destination. The screenshot shows a shared collection; use a destination where you may save.

  3. Click Create.

Add three saved questions

  1. In dashboard edit mode, click the plus Add questions beside the title. An empty dashboard may also offer Add a chart.

  2. In the question picker, browse to From CS → Question Bank · English under your organization.

  3. Select 01-05 · Open orders by process, the open-order chart by process.

  4. Add 01-08 · Overdue orders: details, the overdue-order details. Reopen Add questions if the picker closes.

  5. Add 01-02 · Open work orders: details, the open-order details. You should now see three cards.

  6. Close the picker. Drag the cards into a useful order and widen tables using the lower corner if columns are hard to read.

Dashboard edit toolbar and Add questions plus

Dashboard edit toolbar and Add questions plus

Detail of the dashboard edit toolbar: the + opens Add questions.

Detail of the dashboard edit toolbar: the + opens Add questions.

  1. The blue bar indicates edit mode.

  2. Use Add questions beside the dashboard title to open the picker.

Dashboard editor: saved-question picker on the right

Dashboard editor: saved-question picker on the right

  1. Choose 01-05, then 01-08 and 01-02 from the main collection; scroll within the list if needed.

Save and reopen

  1. Click Save in the blue bar at the top.

  2. Reopen the dashboard from its saved collection. Confirm its title and all three question cards remain.

Dashboard edit mode: Save in the blue top bar

Dashboard edit mode: Save in the blue top bar

Detail at the top-right in edit mode: Save, saves the dashboard.

Detail at the top-right in edit mode: Save, saves the dashboard.

  1. Save finishes editing and stores the layout.

01-05 counts NEW and IN_PROGRESS orders.01-08 lists only overdue orders in those states.01-02 also includes frozen orders. These cards intentionally show different populations, so their totals need not match. An empty overdue table can be correct.

About the examples: all screenshots use the English Metabase interface and English example questions. The first-use screenshots were captured in a separate Question Bank · English collection. Ask your administrator for the equivalent starter questions or use the English SQL definitions; folder names and data values can differ.


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