diff --git a/docs/README.md b/docs/README.md
index 8102e4a264983773ab2bc6fb83a0d030af99bfb6..623cdf40d25f872228b5fcabd2785f1662db65ea 100644
--- a/docs/README.md
+++ b/docs/README.md
@@ -55,11 +55,11 @@ title: Metabase documentation
## Dashboards
-- [Creating dashboards](./users-guide/07-dashboards.md)
-- [Dashboard filters](./users-guide/08-dashboard-filters.md)
-- [Interactive dashboards](./users-guide/interactive-dashboards.md)
-- [Dashboard charts with multiple series](./users-guide/09-multi-series-charting.md)
-- [Setting up dashboard subscriptions](./users-guide/dashboard-subscriptions.md)
+- [Creating dashboards](./dashboards/introduction.md)
+- [Dashboard filters](./dashboards/filters.md)
+- [Interactive dashboards](./dashboards/interactive.md)
+- [Dashboard charts with multiple series](./dashboards/multiple-series.md)
+- [Setting up dashboard subscriptions](./dashboards/subscriptions.md)
## Models
diff --git a/docs/administration-guide/05-setting-permissions.md b/docs/administration-guide/05-setting-permissions.md
index 1e324abd0ec9d5b1879099b5682868c6621203d4..17379600f6eaf7689e12c9a591140c97477b1ca6 100644
--- a/docs/administration-guide/05-setting-permissions.md
+++ b/docs/administration-guide/05-setting-permissions.md
@@ -59,11 +59,12 @@ Whenever you change permissions for a group, make sure you:
## Further reading
- [Managing people and groups](04-managing-users.md)
-- [Permissions guide][permissions] in Learn Metabase
+- [Permissions guide][permissions]
- [Troubleshooting permissions][troubleshooting-permissions]
[collections]: 06-collections.md
-[dashboard-subscriptions]: ../users-guide/dashboard-subscriptions.md
+[dashboard-subscriptions]: ../dashboards/subscriptions.md
+[data-permissions]: data-permissions.md
[pulses]: ../users-guide/10-pulses.md
[data-sandboxing]: ../enterprise-guide/data-sandboxes.md
[permissions]: /learn/permissions/
diff --git a/docs/administration-guide/06-collections.md b/docs/administration-guide/06-collections.md
index 6c19bc1daffaf4e1705e8070b85b744d5af5abfa..e04c8b0b9de88931a1c23f80d762be76831d5058 100644
--- a/docs/administration-guide/06-collections.md
+++ b/docs/administration-guide/06-collections.md
@@ -66,7 +66,7 @@ A personal collection works just like any other collection except that its permi
[collections]: 06-collections.md
[collection-permissions]: /learn/permissions/collection-permissions.html
-[dashboard-subscriptions]: ../users-guide/dashboard-subscriptions.md
+[dashboard-subscriptions]: ../dashboards/subscriptions.md
[data-permissions]: data-permissions.md
[pulses]: ../users-guide/10-pulses.md
[data-sandboxing]: ../enterprise-guide/data-sandboxes.md
@@ -76,4 +76,4 @@ A personal collection works just like any other collection except that its permi
[sandbox-rows]: /learn/permissions/data-sandboxing-row-permissions.html
[slack-integration]: 09-setting-up-slack.md
[sql-snippet-folders]: ../enterprise-guide/sql-snippets.md
-[table-permissions]: data-permissions.md#table-permissions
\ No newline at end of file
+[table-permissions]: data-permissions.md#table-permissions
diff --git a/docs/administration-guide/09-setting-up-slack.md b/docs/administration-guide/09-setting-up-slack.md
index d6404716cca5773ad0a0d5e303d4933a3f4269ed..5ac1b27379cf19f07ae264876438689106d90fd7 100644
--- a/docs/administration-guide/09-setting-up-slack.md
+++ b/docs/administration-guide/09-setting-up-slack.md
@@ -87,4 +87,4 @@ In Metabase, click on the **Save changes** button and that’s it! Metabase will
There are a few other settings you configure in Metabase. [Learn how](08-configuration-settings).
-[dashboard-subscriptions]: ../users-guide/dashboard-subscriptions.html
\ No newline at end of file
+[dashboard-subscriptions]: ../dashboards/subscriptions.md
diff --git a/docs/administration-guide/13-embedding.md b/docs/administration-guide/13-embedding.md
index eef696bf85a46142494110c010b9655ee2ba49f5..8ad3667dce8fa1826c77c4f367e20b4d033a5997 100644
--- a/docs/administration-guide/13-embedding.md
+++ b/docs/administration-guide/13-embedding.md
@@ -14,7 +14,7 @@ An important distinction to keep in mind is the difference between Metabase and
### Parameters
-Some dashboards and questions have the ability to accept [parameters](../users-guide/13-sql-parameters). In dashboards, these are synonymous with [dashboard filters](../users-guide/08-dashboard-filters). For example, if you have a dashboard with a filter on `Publisher ID`, this can be specified as a parameter when embedding, so that you could insert the dashboard filtered down to a specific `Publisher ID`.
+Some dashboards and questions have the ability to accept [parameters](../users-guide/13-sql-parameters). In dashboards, these are synonymous with [dashboard filters](../dashboards/filters.md). For example, if you have a dashboard with a filter on `Publisher ID`, this can be specified as a parameter when embedding, so that you could insert the dashboard filtered down to a specific `Publisher ID`.
SQL-based questions with template variables can also accept parameters for each variable. So for a query like:
@@ -159,4 +159,4 @@ Paid plans include additional features for [customizing the appearance](../enter
## Further reading
-- [Embedding track](/learn/embedding) in Learn Metabase.
\ No newline at end of file
+- [Embedding track](/learn/embedding) in Learn Metabase.
diff --git a/docs/administration-guide/application-permissions.md b/docs/administration-guide/application-permissions.md
index de849ebeb92769a057004b8dc56d2433b7eff8e5..b81dcfe58ae2d5452c254537a9ca6e8637d52401 100644
--- a/docs/administration-guide/application-permissions.md
+++ b/docs/administration-guide/application-permissions.md
@@ -41,7 +41,7 @@ Monitoring access sets permissions on the following Admin tabs:
This setting determines who can set up:
-- [Dashboard subscriptions](../users-guide/dashboard-subscriptions.md)
+- [Dashboard subscriptions](../dashboards/subscriptions.md)
- [Alerts](../users-guide/15-alerts.md)
-People will need to be in groups with either view or edit access to the collection that contains the dashboard or question in order to set up alerts. See [Collection permissions](06-collections.md).
\ No newline at end of file
+People will need to be in groups with either view or edit access to the collection that contains the dashboard or question in order to set up alerts. See [Collection permissions](06-collections.md).
diff --git a/docs/users-guide/08-dashboard-filters.md b/docs/dashboards/filters.md
similarity index 86%
rename from docs/users-guide/08-dashboard-filters.md
rename to docs/dashboards/filters.md
index 46558e25ef3686befa9b5470a9cb669d25436904..d0bbd6a1dcc1baab87b70add3dc2b79ea82f41b6 100644
--- a/docs/users-guide/08-dashboard-filters.md
+++ b/docs/dashboards/filters.md
@@ -1,10 +1,12 @@
---
title: Dashboard filters
+redirect_from:
+ - /docs/latest/users-guide/08-dashboard-filters
---
# Dashboard filters
-
+
Have you ever found yourself in a situation where it seems like you need to create nearly identical copies of the same dashboard, with just one different variable? Maybe you have an Earnings dashboard, but you want to see the data for each city your business is in, or maybe you have a KPI dashboard that you want to see broken out by month.
@@ -14,7 +16,7 @@ Instead of creating duplicate dashboards, you can use dashboard filters to creat
To add a filter to a dashboard, first click the **pencil icon** to enter dashboard editing mode, then click the **Add a Filter** button that appears in the top-right.
-
+
You can choose from a number of filter types:
@@ -55,23 +57,23 @@ The ID filter provides a simple input box where you can type the ID of a user, o
The Other Categories filter is a flexible filter type that will let you create either a dropdown menu or an input box to filter on any category field in your cards.
-**Note:** If you're trying to filter Native/SQL questions, you'll need to [add a bit of additional markup to your query](13-sql-parameters.md) in order to use a dashboard filter with that question. For an in-depth article on this, check out [Adding filters to dashboards with SQL questions](https://www.metabase.com/learn/dashboards/filters.html).
+**Note:** If you're trying to filter Native/SQL questions, you'll need to [add a bit of additional markup to your query](../users-guide/13-sql-parameters.md) in order to use a dashboard filter with that question. For an in-depth article on this, check out [Adding filters to dashboards with SQL questions](https://www.metabase.com/learn/dashboards/filters.html).
## Example filter
Let's add a filter widget to our dashboard. We'll select a **Time** filter, and then select the **Month and Year** option.
-
+
Metabase will display a filter editing interface where you can wire up your new filter to each applicable card.
-
+
Each card will feature a dropdown menu where you can select the column to filter. The sidebar on the right displays the settings for the current filter. If there’s a card on your dashboard that you don’t want to use with the filter, or that doesn’t make sense to use with the filter, that’s okay — the filter will only be applied to the cards you select.
So here’s what we’re doing — when we pick a month and year with our new filter, the filter needs to know which column in the card to filter on. For example, if we have a **Total Orders** card, and each order has a `Date Ordered` as well as a `Date Delivered` column, we have to pick which of those columns to filter — do we want to see all the orders _placed_ in January, or do we want to see all the orders _delivered_ in January? So, for each card on our dashboard, we’ll pick a date column to connect to the filter. If one of your cards says there aren’t any valid columns, that just means that card doesn’t contain any columns that match the kind of filter you chose.
-
+
Before we **Save** our changes, we can use the right sidebar to customize the **Label** of our new filter, or set a **Default value**.
@@ -88,27 +90,27 @@ When you're finished wiring up the filter, click **Done** at the bottom of the s
Once you’ve added a filter to your dashboard, just click on the filter to select a value and activate the filter. To stop filtering, just click the blue X.
-
+
-You can also set up a dashboard question to [update a filter on click](interactive-dashboards.md#use-a-chart-to-filter-a-dashboard).
+You can also set up a dashboard question to [update a filter on click](./interactive.md#use-a-chart-to-filter-a-dashboard).
## Choosing between a dropdown or autocomplete for your filter
If the column you're using for a filter has more than 100 unique values, you'll now automatically see a search box with autocomplete suggestions:
-
+
Columns with fewer than 100 distinct values will list all options:
-
+
In both cases, you can pick one or multiple selections for your filter.
-
+
If Metabase somehow picked the wrong behavior for your field, admins can go to the [Data Model](../administration-guide/03-metadata-editing.md) section of the admin panel and click on the **gear** icon by the field in question to specify a list, search box, or plain input box.
-
+
## Linking filters
@@ -118,11 +120,11 @@ Say you have two filters, one to filter by state, the other to filter by city. Y
To link filters, you'll need to set up this parent-child relationship. And you set up this relationship through the child filter. In the above scenario, with a state and city filter, we'd edit the child filter, city, by clicking on the **gears** icon on the city filter. From the filter sidebar on the right, select the **Linked filters** tab.
-
+
Here you can limit the current filter's choices. If you toggle on one of these dashboard filters, selecting a value for that filter will limit the available choices for this filter. In this case, we toggle on the state filter (the parent), to limit the choices for the city filter. When states are selected, the city filter will limit its choices to cities in those states. Click **Done**, then **Save** to save the dashboard.
-To learn more, check out [Linking filters in dashboards](https://www.metabase.com/learn/building-analytics/dashboards/linking-filters.html).
+To learn more, check out [Linking filters in dashboards](https://www.metabase.com/learn/dashboards/linking-filters.html).
## Best practices
@@ -134,6 +136,8 @@ Here are a few tips to get the most out of dashboard filters:
## Further reading
-- [Dashboards intro](07-dashboards.md)
-- [Interactive dashboards](interactive-dashboards.md)
+- [Introduction to dashboards](./introduction.md)
+- [Interactive dashboards](./interactive.md)
+- [Dashboard subscriptions](./subscriptions.md)
+- [Charts with multiple series](./multiple-series.md)
- [Learn dashboards](/learn/dashboards)
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rename to docs/dashboards/interactive.md
index 09f046823ebe4a58452c7b33e25156127ccbbbea..40cd47c5fe9f31bd0ae610d91df5e1531910600b 100644
--- a/docs/users-guide/interactive-dashboards.md
+++ b/docs/dashboards/interactive.md
@@ -1,8 +1,10 @@
---
title: Interactive dashboards
+redirect_from:
+- /docs/latest/users-guide/interactive-dashboards
---
-## Interactive dashboards
+# Interactive dashboards
You can customize what happens when people click on questions in your dashboard.
@@ -15,7 +17,7 @@ You can set up a dashboard card to:
To configure this interactivity, you'll use the **click behavior** option on a dashboard card.
-### Customizing click behavior
+## Customizing click behavior
From your dashboard, first click on the **pencil** icon to enter dashboard edit mode.
@@ -23,16 +25,16 @@ If you hover over the card that contains question you want to customize, Metabas
- **Visualization options**: This icon looks like a painter's palette.
- **Click behavior**: This is the icon with the mouse cursor clicking on a card.
-- **Add series**: If your question has a visualization to which you can add an [additional series](09-multi-series-charting) (like a line or bar chart), you'll see this icon as a **+** next to a small representation of that chart type. Not all cards will show this option.
+- **Add series**: If your question has a visualization to which you can add an [additional series](./multiple-series.md) (like a line or bar chart), you'll see this icon as a **+** next to a small representation of that chart type. Not all cards will show this option.
- **Remove**: This icon is an **X**. Selecting this will remove your question from the dashboard.
Select the **Click behavior** option.
-
+
Metabase will slide out the **Click behavior sidebar**:
-
+
For questions composed using the query builder, you can select from three options:
@@ -44,17 +46,17 @@ SQL questions will only have the option to **Go to a custom destination**, and *
If your dashboard has a filter, you'll also see an option to [update the filter](#use-a-chart-to-filter-a-dashboard).
-### Open the action menu
+## Open the action menu
For questions composed using the query builder, the default click behavior is to open the **action menu**, which presents people with the option to [drill through the data](https://www.metabase.com/blog/drilling-through-data/index.html):
-
+
-### Custom destinations
+## Custom destinations
You can set custom destinations for all questions, including SQL questions.
-
+
Possible destinations include:
@@ -62,17 +64,17 @@ Possible destinations include:
- Saved questions
- URLs
-### Passing values to the destination
+## Passing values to the destination
If you're linking to a dashboard or a SQL question that has filters, you can pass values from the current dashboard to filters in the destination.
For example, if you link to a dashboard that has a filter for `Category`, you can pass a value for `Category` from the origin question to the destination dashboard:
-
+
Once you select the column that contains the value you want to pass, the sidebar will display the column used to pass the value, as well as the target filter at the destination that Metabase will pass the value to:
-
+
In the example above, when a user clicks on the **Orders by product category** card, Metabase will pass the clicked `Product -> Category` to the destination dashboard ("Interactive Dashboard"), which will then filter its cards by that `Category`.
@@ -82,7 +84,7 @@ When displaying questions as tables, you can select different click behaviors fo
You can also use values to construct URLs to external resources.
-
+
From the **Click behavior** sidebar, select **Go to a custom destination** and link to **URL**. The **Enter a URL to link to** modal will pop up, allowing you to specify a URL, as well as a column or dashboard filter.
@@ -100,7 +102,7 @@ Next we’ll click **Done**, then **Save** our dashboard. Now when we click our
To learn more, check out [Custom destinations: choose what happens when people click on charts in your dashboard](https://www.metabase.com/learn/building-analytics/dashboards/custom-destinations.html).
-### Use a chart to filter a dashboard
+## Use a chart to filter a dashboard
If your dashboard contains at least one filter, you can set things up so that clicking on a chart in the dashboard will update a filter.
@@ -108,28 +110,22 @@ When a user clicks on, say, a bar in a bar chart, you could send the value of th
For example, clicking on the `Widget` bar will update the current dashboard's **category** filter to filter for `Widget`:
-
+
-To set up cross-filtering, choose a dashboard filter that you'd like to update on click, and a question to use to update that filter. You can think of this question as your "navigation question." Instead of wiring this navigation question up to the filter, you'll [wire up every other question on the dashboard to the filter](08-dashboard-filters.md).
+To set up cross-filtering, choose a dashboard filter that you'd like to update on click, and a question to use to update that filter. You can think of this question as your "navigation question." Instead of wiring this navigation question up to the filter, you'll [wire up every other question on the dashboard to the filter](./filters.md).
Below, we'll use the **Orders by product category question** as our navigation question, so we'll leave this question disconnected from the filter, and connect all the other questions to the **Category** filter.
-
+
With your filter wired up, stay in dashboard edit mode, and hover over the question you want to use as your navigation question to filter the dashboard. Click on the **click behavior** icon, then select the **Update a dashboard filter**.
Metabase will list the filters you can update. Here we select the **Category** filter, and supply the value to that filter from the question's `Product -> Category` column.
-
+
Click **Done** in the sidebar, then **Save** your dashboard.
Now we can use our navigation question (Orders by product category) to interactively filter the data across your dashboard. When people click on a value in the navigation question, Metabase will send the clicked value to the filter, and update every card on the dashboard by filtering them for the clicked value - every card except for the navigation question: Orders by product category. The reason we don't want the navigation question to update is so that we can click on other bars to update the filter with a different value.
To learn more, check out [Cross-filtering: using a chart to update a dashboard filter](https://www.metabase.com/learn/building-analytics/dashboards/cross-filtering.html).
-
----
-
-## Next: Charts with multiple series
-
-We'll learn how to [create charts with multiple lines, bars, and more](09-multi-series-charting.md).
\ No newline at end of file
diff --git a/docs/users-guide/07-dashboards.md b/docs/dashboards/introduction.md
similarity index 76%
rename from docs/users-guide/07-dashboards.md
rename to docs/dashboards/introduction.md
index b6b73eb23bb04feb90be89f61c45f9f57e233ede..2ac75cc6059dc59107735b40f1fa89a59eaecde1 100644
--- a/docs/users-guide/07-dashboards.md
+++ b/docs/dashboards/introduction.md
@@ -1,33 +1,28 @@
---
-title: Dashboards
+title: Introduction to dashboards
+redirect_from:
+- /docs/latest/users-guide/07-dashboards
---
-# Dashboards
+# Introduction to dashboards
-
-
-Quick links:
-
-- [Dashboard filters](08-dashboard-filters.md)
-- [Dashboard subscriptions](dashboard-subscriptions.md)
-- [Make your dashboards interactive](interactive-dashboards.md)
-- [Learn how to build great dashboards](https://www.metabase.com/learn/dashboards/index.html)
+
## What is a dashboard?
-**Dashboards** group questions and present them on a single page. You can think of dashboards as shareable reports that feature a set of related questions. You can set up [subscriptions to dashboards](dashboard-subscriptions.md) via email or Slack to receive the exported results of the dashboard's questions.
+**Dashboards** group questions and present them on a single page. You can think of dashboards as shareable reports that feature a set of related questions. You can set up [subscriptions to dashboards](./subscriptions.md) via email or Slack to receive the exported results of the dashboard's questions.
-A dashboard comprises a set of cards arranged on a grid. These cards can be questions - such as [tables, charts, or maps](05-visualizing-results.md) - or they can be [text boxes](/learn/dashboards/markdown.html).
+A dashboard comprises a set of cards arranged on a grid. These cards can be questions - such as [tables, charts, or maps](../users-guide/05-visualizing-results.md) - or they can be [text boxes](/learn/dashboards/markdown).
-You can add [filter widgets to dashboards](08-dashboard-filters.md) that filter data identically across multiple questions, and [customize what happens when people click on a chart or a table](interactive-dashboards.md).
+You can add [filter widgets to dashboards](./filters.md) that filter data identically across multiple questions, and [customize what happens when people click on a chart or a table](./interactive.md).
You can make as many dashboards as you want. Go nuts.
## How to create a dashboard
-In the top right of the screen, click the **+** icon to open the **Create** menu, and select **New Dashboard**. Give your new dashboard a name and a description, choose which [collections](collections.md) the dashboard should go in, then click **Create**, and Metabase will take you to your shiny new dashboard.
+In the top right of the screen, click the **+** icon to open the **Create** menu, and select **New Dashboard**. Give your new dashboard a name and a description, choose which [collections](../users-guide/collections.md) the dashboard should go in, then click **Create**, and Metabase will take you to your shiny new dashboard.
-
+
If you don't want to build a dashboard from scratch, or want to experiment by making changes to an existing dashboard without affecting the original, you can **duplicate** an existing dashboard. From an existing dashboard, click on the **...** menu in the upper right, and select **Duplicate**.
@@ -41,7 +36,7 @@ There are two ways to add questions to a dashboard: from the dashboard, or from
Once you add a question to your dashboard, it’ll look something like this:
-
+
## Adding headings or descriptions with text cards
@@ -49,25 +44,25 @@ Another neat thing you can do is add text cards to your dashboards. Text cards a
To add a new text card, create a new dashboard (or edit an existing one) and click on the text card button, **Aa**, in the top-right:
-
+
Your new, empty text card will appear. It has two modes: writing and previewing. Toggle between the modes by clicking the **eye** to preview the card, or the **document with pencil** icon to edit the card.
-
+
You can use [Markdown](http://commonmark.org/help/) to format the text in your text card, create inline tables or code snippets, or even embed linked images (easy on the GIFs, friends).
-
+
Click the **eye** icon to see what your formatted Markdown will look like when you save the card:
-
+
-To learn more, see [Fun with Markdown in your dashboards](https://www.metabase.com/blog/markdown-in-dashboards/index.html).
+To learn more, see [Fun with Markdown in your dashboards](https://www.metabase.com/blog/markdown-in-dashboards).
### Including variables in text cards
-You can include a variable in a text card, then wire that variable up to a dashboard filter. All you need to do to create a variable is to wrap a word in double braces, `{{` and `}}` (the variable can't contain any spaces). For example, you could add a text card with the following text:
+You can include a variable in a text card, then wire that variable up to a dashboard filter. All you need to do to create a variable is to wrap a word in double braces,% `{% raw %}{{{% endraw %}` and `{% raw %}}}{%endraw%}` (the variable can't contain any spaces). For example, you could add a text card with the following text:
```
{% raw %}
@@ -87,7 +82,7 @@ You can also make text options by wrapping the text in double brackets, `[[` and
In this case, the phrase `{% raw %}from {{state}}{%endraw%}` would only display if someone selected a value (or values) in the filter widget.
-To see how to wire up a filter to a card, see [dashboard filters](./08-dashboard-filters.md)
+To see how to wire up a filter to a card, see [dashboard filters](./filters.md).
## Arranging cards
@@ -95,7 +90,7 @@ Each question on a dashboard is in its own card that you can move around or resi
Once you're in edit mode, you'll see a grid appear. You can move and resize the cards in the dashboard to your liking and they'll snap to the grid.
-
+
- **To move a card**, just click and drag the card. Other cards will move out of the way.
- **To resize a card**, click the handle at the bottom right corner of the card, and drag to resize. Nearby cards will move away to accommodate the new size.
@@ -107,7 +102,7 @@ Metabase will automatically update a question's display to make sure your data l
You can change a question's visualization settings on a dashboard (to add a goal line, for example,) without affecting the original question. Click on the **pencil** icon to enter dashboard edit mode, hover over the question you want to edit, and click on the palette icon to edit the question's visualization's settings.
-
+
## Finding dashboards
@@ -115,7 +110,7 @@ You can search for any dashboard (or question, model, collection, or pulse) by i
After a while, your team might accumulate a lot of dashboards. To make it easier to find dashboards that your team looks at often, you can pin them to the top of a collection. From the collection screen, click on the **Pin icon** next to the dashboard you want to pin.
-
+
## Fullscreen dashboards
@@ -125,13 +120,13 @@ To enter fullscreen mode, click the **fullscreen** icon in the top right of the
Once you've entered fullscreen mode, you can also switch the dashboard into "Night mode" for higher contrast.
-
+
## Auto refresh
If your data updates frequently, you can set up your dashboard to refresh automatically by clicking on the **clock** icon.
-
+
You can set your dashboard to update in 1, 5, 10, 15, 30, and 60 minute intervals, depending on how fresh you need the data to be.
@@ -151,17 +146,25 @@ You can set cache duration for a dashboard by clicking on the _..._ > __Edit das
If your Metabase administrator has enabled [public sharing](../administration-guide/12-public-links.md) on a saved question or dashboard, you can go to that question or dashboard and click on the **sharing** icon to find its public links.
-
+
-Public links can be viewed by anyone, even if they don't have access to Metabase. You can also use the public embedding code to embed your question or dashboard in a simple web page or blog post. Check out examples of simple apps with embedded dashboards in our [embedding-reference-apps repository](https://github.com/metabase/embedding-reference-apps). To learn more about [embedding](../administration-guide/13-embedding.md), check out our article on [How to use Metabase to deliver analytics to your customers](https://www.metabase.com/blog/external-facing-analytics/index.html), as well as an article on how to combine branding, Single Sign-On, full app embedding, and data sandboxing to deliver [multi-tenant, self-service analytics](https://www.metabase.com/blog/embedding/index.html).
+Public links can be viewed by anyone, even if they don't have access to Metabase. You can also use the public embedding code to embed your question or dashboard in a simple web page or blog post. Check out examples of simple apps with embedded dashboards in our [embedding-reference-apps repository](https://github.com/metabase/embedding-reference-apps). To learn more about [embedding](../administration-guide/13-embedding.md), check out our article on [How to use Metabase to deliver analytics to your customers](https://www.metabase.com/blog/external-facing-analytics), as well as an article on how to combine branding, Single Sign-On, full app embedding, and data sandboxing to deliver [multi-tenant, self-service analytics](https://www.metabase.com/blog/embedding).
## Configuring a dashboard through its URL
You can amend the URL of a dashboard to automatically enter fullscreen, enable night mode, or auto-refresh the dashboard. Customizing the dashboard's URL allows you to configure the dashboard - even when you do not have any input access to the device where the dashboard will be displayed, like scripted screens, for example.
-To configure a dashboard using its URL, you can add the following optional keywords: `fullscreen`, `night`, or `refresh`. Here's an example:
+To configure a dashboard using its URL, you can add the following optional keywords:
+
+- `fullscreen`
+- `night`
+- `refresh`
-`https://metabase.mydomain.com/dash/2#refresh=60&fullscreen&night`
+Here's an example URL:
+
+```
+https://metabase.mydomain.com/dash/2#refresh=60&fullscreen&night
+```
The part that says `refresh=60` sets the dashboard to automatically refresh every 60 seconds, `fullscreen` sets it to fullscreen mode, and `night` sets it to night mode (night mode only works when using fullscreen). Use an ampersand, `&`, in between keywords, and make sure there's a hash, `#`, after the dashboard's ID number.
@@ -183,13 +186,13 @@ Some tips:
- **Emphasize the most important questions**. To draw people’s attention to what matters most, place the most important saved question cards near the top of the dashboard, and/or make them bigger than the other cards,
- **Keep dashboards focused**. If you have more than 10 cards on a dashboard, think about breaking the dashboard into two separate ones. You don't want to overwhelm people with too much information, and each dashboard should revolve around one theme or topic. Remember — you can make as many dashboards as you want, so you don’t have to cram everything into just one.
-- **Add filters to your dashboard**. [Adding filters](08-dashboard-filters.md) to dashboards makes them more useful. For example, instead of your dashboard being full of questions that are restricted to a specific time span, you can make more general questions and use dashboard filters to change the time span you're looking at.
-- **Make your dashboards interactive.** [Customize what happens when users click on a chart or table in your dashboard](interactive-dashboards.md).
-
-See [Making dashboards faster](https://www.metabase.com/blog/faster-dashboards/index.html) for tips on improving dashboard performance.
-
----
+- **Add filters to your dashboard**. [Adding filters](./filters.md) to dashboards makes them more useful. For example, instead of your dashboard being full of questions that are restricted to a specific time span, you can make more general questions and use dashboard filters to change the time span you're looking at.
+- **Make your dashboards interactive.** [Customize what happens when users click on a chart or table in your dashboard](./interactive.md).
-## Next: Adding dashboard filters
+## Further reading
-Make your dashboards more flexible and powerful by [adding dashboard filters](08-dashboard-filters.md).
+- [Dashboard filters](./filters.md)
+- [Interactive dashboards](./interactive.md)
+- [Dashboard charts with multiple series](./multiple-series.md)
+- [Dashboard subscriptions](./subscriptions.md)
+- [Making dashboards faster](https://www.metabase.com/blog/faster-dashboards/index.html)
diff --git a/docs/users-guide/09-multi-series-charting.md b/docs/dashboards/multiple-series.md
similarity index 90%
rename from docs/users-guide/09-multi-series-charting.md
rename to docs/dashboards/multiple-series.md
index 8a7d8420857e841c015be2b342abf5a3bd748562..7997359b791276d2e4d55a6049add48b1c0b786c 100644
--- a/docs/users-guide/09-multi-series-charting.md
+++ b/docs/dashboards/multiple-series.md
@@ -1,5 +1,7 @@
---
title: Charts with multiple series
+redirect_from:
+- /docs/latest/users-guide/09-multi-series-charting
---
# Charts with multiple series
@@ -25,15 +27,15 @@ If you’re creating a new question, you can view the results as a multi-series
As an example, we might want to see which website or service is referring the most people to our website. In the **Sample Database** that ships with Metabase, you would group by the `Source` and `Created At` columns of the **People** table.
-To create the multi-series chart, select the **People** table, click on the **Summarize** button in the upper right, then add `Source` and `Created At` as groupings (the `count of rows` metric that we want is selected by default). Be sure to click the plus button to the right of your selection, so Metabase knows to add the grouping; otherwise, Metabase will switch to that grouping. [Learn more about asking questions](04-asking-questions.md).
+To create the multi-series chart, select the **People** table, click on the **Summarize** button in the upper right, then add `Source` and `Created At` as groupings (the `count of rows` metric that we want is selected by default). Be sure to click the plus button to the right of your selection, so Metabase knows to add the grouping; otherwise, Metabase will switch to that grouping. [Learn more about asking questions](../users-guide/04-asking-questions.md).
Metabase will automatically display a multi-series line chart visualization of how each referrer has performed for us.
-
+
You can also create a multi-series chart by composing a custom question in the notebook editor. All you need to do is summarize your data (e.g., count the rows) and group that data into multiple groups (e.g. `Created At` by month and Product Category).
-
+
Note: you won’t be able to add another saved question to multi-series visualizations made in this fashion. Metabase can visualize up to 100 distinct values of a dimension at once, so if you're selecting a field that contains a lot of values, you might need to filter the values.
@@ -45,15 +47,15 @@ If you already have two or more saved questions you’d like to compare, and the
2. While in edit mode on the dashboard, hovering over a card will display some editing options in the upper right of the question, including an option to **add a line**, as well as a **gear** icon. Click on the add a line option (the **+** with a line and the word "Add" next to it).
-
+
3. In the Edit Data modal, you’ll see the original question on the left, with a list of compatible questions you can choose from on the right. Search question(s) to add, and check the box next to each question you’d like to see alongside with the original. Metabase will add the question(s) to the same chart.
-
+
If necessary, the X and Y axes will automatically update. Metabase will create a legend using the existing card titles to help you understand which question maps to which series on the chart. Repeat this process as many times as you need.
-
+
To remove a series, simply uncheck its box.
@@ -69,7 +71,7 @@ As above, while editing a dashboard, hover over a number chart of your choice, a
Use the search bar to find other saved question(s) that you’d like to see represented on the bar chart, and click the checkbox to add them to your chart. In this case, we added **Widget orders** to compare them to **Gadget orders**.
-
+
## Multi-series charts, values, and legibility
@@ -81,7 +83,7 @@ From the **Visualization -> Display** options, you can toggle the option: **Show
You can also toggle values for each individual series. If you have three series, for example, you can show values on one, two, or all three series. In the **Display** tab, click on the down arrow to the right of a series to expand its details, and toggle **Show values for this series** to show or hide its values.
-
+
You can also toggle values for the whole chart, then selectively hide values for individual series until you have your chart looking just right.
@@ -95,4 +97,4 @@ Now go forth and start letting your data get to know each other!
## Further reading
-- [Time series comparisons](https://www.metabase.com/blog/Time-Series-Comparisons/index.html).
\ No newline at end of file
+- [Time series comparisons](https://www.metabase.com/blog/Time-Series-Comparisons/index.html).
diff --git a/docs/dashboards/start.md b/docs/dashboards/start.md
new file mode 100644
index 0000000000000000000000000000000000000000..73b8b8a7bf8952f598b78355051cfc3255f17436
--- /dev/null
+++ b/docs/dashboards/start.md
@@ -0,0 +1,27 @@
+---
+title: Dashboards overview
+---
+
+# Dashboards overview
+
+
+
+## [Introduction to dashboards](./introduction)
+
+Learn how to arrange tables, charts, and text cards on a dashboard.
+
+## [Dashboard filters](./filters.md)
+
+Add filters to dashboards to update tables and charts.
+
+## [Interactive dashboards](./interactive.md)
+
+Customize what happens when people click on a chart in your dashboard.
+
+## [Charts with multiple series](./multiple-series.md)
+
+Combine multiple questions on a single chart.
+
+## [Dashboard subscriptions](./subscriptions.md)
+
+Set up a dashboard to email or Slack its results on a schedule.
diff --git a/docs/users-guide/dashboard-subscriptions.md b/docs/dashboards/subscriptions.md
similarity index 87%
rename from docs/users-guide/dashboard-subscriptions.md
rename to docs/dashboards/subscriptions.md
index 6cf8a2a29cdff24ca1d30441cc18080f3ef367b6..37c3cc24bf3a3be9319c77dde0875d709150ae2e 100644
--- a/docs/users-guide/dashboard-subscriptions.md
+++ b/docs/dashboards/subscriptions.md
@@ -1,5 +1,7 @@
---
title: Dashboard subscriptions
+redirect_from:
+- /docs/latest/users-guide/dashboard-subscriptions
---
# Dashboard subscriptions
@@ -14,15 +16,15 @@ To enable dashboard subscriptions, your administrators will need to have set up
To set up a subscription to a dashboard, click on the **sharing** icon (the one-way arrow) and select **Dashboard subscriptions**.
-
+
Metabase will slide out a sidebar on the right, with an option to set up a subscription via email or Slack:
-
+
Let's say we want to email a dashboard. We'll click on the **Email it** option in the sidebar, and Metabase will give us some options:
-
+
## Email subscription options
@@ -34,11 +36,11 @@ For emails, we can:
- **Skip updates without results**. If there are no results, we can tell Metabase to skip sending the email.
- **Attach results**. Tell Metabase if it should also attach results to the email (which will include up to 2000 rows of data). You can choose between CSV and XLSX file formats.
-If you've added filters to your dashboard and set default values for those filters, Metabase will apply those default values to your subscriptions, filtering the results of all questions that are connected to those filters when the subscriptions are sent. To learn more, check out [dashboard filters](https://www.metabase.com/docs/latest/users-guide/08-dashboard-filters.html).
+If you've added filters to your dashboard and set default values for those filters, Metabase will apply those default values to your subscriptions, filtering the results of all questions that are connected to those filters when the subscriptions are sent. To learn more, check out [dashboard filters](./filters.md).
## Email example
-
+
You'll notice in the email that Metabase excludes any text cards on the dashboard, and that the charts look different - Metabase reformats the charts to make them more legible in email. Additionally, tables that exceed either 10 columns or 20 rows get the rest of their results, up to 2000 rows, included as an attachment.
@@ -46,7 +48,7 @@ You'll notice in the email that Metabase excludes any text cards on the dashboar
For Slack subscriptions, you can set up a subscription for a channel (like #general), or for a single person via their Slack username.
-
+
You can specify how often Metabase sends a Slack message (hourly, daily, weekly, or monthly), and whether to send a message if the dashboard fails to return results.
diff --git a/docs/enterprise-guide/customizing-drill-through.md b/docs/enterprise-guide/customizing-drill-through.md
deleted file mode 100644
index c041d42a945e48d287be677e97e32e40035eb552..0000000000000000000000000000000000000000
--- a/docs/enterprise-guide/customizing-drill-through.md
+++ /dev/null
@@ -1,5 +0,0 @@
----
-title: Deprecated page
----
-
-For customizing what happens when users click on a dashboard card, see [interactive dashboards](../users-guide/interactive-dashboards.md).
diff --git a/docs/enterprise-guide/dashboard-subscriptions.md b/docs/enterprise-guide/dashboard-subscriptions.md
index 5d203fab3c957f4b9ccda66d8650ff0b67d31851..f3882ae5f1796e02979d3c7dad25a46d4bdc8b75 100644
--- a/docs/enterprise-guide/dashboard-subscriptions.md
+++ b/docs/enterprise-guide/dashboard-subscriptions.md
@@ -6,7 +6,7 @@ title: Customize filter values for each dashboard subscription
{% include plans-blockquote.html feature="Dashboard subscription filter customization" %}
-You can customize which filter values to apply to each [dashboard subscriptions](../users-guide/dashboard-subscriptions.md). That way you can send different groups of people an email (or Slack message) the contents of the dashboard with different filters applied. You only need to maintain one dashboard, which you can use to send results relevant to each subscriber.
+You can customize which filter values to apply to each [dashboard subscription](../dashboards/subscriptions.md). That way you can send different groups of people an email (or Slack message) the contents of the dashboard with different filters applied. You only need to maintain one dashboard, which you can use to send results relevant to each subscriber.
### Setting filter values
@@ -16,4 +16,4 @@ Here's the sidebar where you can set the filter values:
-The section to call out here is the **Set filter values for when this gets sent**. Here we've set "VT" as the value for the dashboard's State filter to scope results to records from Vermont. We didn't set a value for the Created_At filter, so the subscription will send the results without a filter applied. If you've set a default value for the filter, the subscription will list the value here.
\ No newline at end of file
+The section to call out here is the **Set filter values for when this gets sent**. Here we've set "VT" as the value for the dashboard's State filter to scope results to records from Vermont. We didn't set a value for the Created_At filter, so the subscription will send the results without a filter applied. If you've set a default value for the filter, the subscription will list the value here.
diff --git a/docs/users-guide/13-sql-parameters.md b/docs/users-guide/13-sql-parameters.md
index a84caa82abeb3949e17bbb8576ebd34cae246e91..efb2597c53e1f27391e7b87af8dc0563f0807da7 100644
--- a/docs/users-guide/13-sql-parameters.md
+++ b/docs/users-guide/13-sql-parameters.md
@@ -279,7 +279,7 @@ Learn how to [refer to a saved question in a SQL query](referencing-saved-questi
[sql-editor]: ./writing-sql.html
[column-types]: ../administration-guide/03-metadata-editing.html#field-type
-[dashboard-filters]: 08-dashboard-filters.html
+[dashboard-filters]: ../dashboards/filters.html
[field-filter]: /learn/sql-questions/field-filters.html
[filtering-on-this-field]: ../administration-guide/03-metadata-editing.html#picking-the-filter-user-interface-for-a-column
[sql-variables]: /learn/sql-questions/sql-variables.html
diff --git a/docs/users-guide/start.md b/docs/users-guide/start.md
index 22de963ac5997140c3ac1d6d51ad0639b4ea0468..0fed62e30f35954a7e5558a412da75654d66f370 100644
--- a/docs/users-guide/start.md
+++ b/docs/users-guide/start.md
@@ -28,14 +28,15 @@ title: User guide
## Dashboards
-- [Creating dashboards](07-dashboards.md)
-- [Adding filters to dashboards](08-dashboard-filters.md)
-- [Making dashboards interactive](interactive-dashboards.md)
-- [Creating dashboard charts with multiple series](09-multi-series-charting.md)
+- [Dashboard overview](../dashboards/start.md)
+- [Creating dashboards](../dashboards/introduction.md)
+- [Adding filters to dashboards](../dashboards/filters.md)
+- [Making dashboards interactive](../dashboards/interactive.md)
+- [Creating dashboard charts with multiple series](../dashboards/multiple-series.md)
## Setting up subscriptions and alerts
-- [Dashboard subscriptions](dashboard-subscriptions.md)
+- [Dashboard subscriptions](../dashboards/subscriptions.md)
- [Question alerts](15-alerts.md)
## Writing SQL
diff --git a/frontend/src/metabase/pulse/components/PulseEdit.jsx b/frontend/src/metabase/pulse/components/PulseEdit.jsx
index f4c9089deab8277758cd3c1ef9d5746f712d0148..bd9d6e2505de74923bbc3fb70618075b686260d0 100644
--- a/frontend/src/metabase/pulse/components/PulseEdit.jsx
+++ b/frontend/src/metabase/pulse/components/PulseEdit.jsx
@@ -141,7 +141,7 @@ class PulseEdit extends Component {
const link = (
<a
className="link"
- href={MetabaseSettings.docsUrl("users-guide/dashboard-subscriptions")}
+ href={MetabaseSettings.docsUrl("dashboards/subscriptions")}
>{t`dashboard subscriptions`}</a>
);
return (
diff --git a/frontend/src/metabase/sharing/components/AddEditSidebar/CaveatMessage.jsx b/frontend/src/metabase/sharing/components/AddEditSidebar/CaveatMessage.jsx
index 1c2b9ba48c03e23bbcd136197b17ee0879cd95a3..12c818a8f4463da8aaf69be5f2120539d41f1e00 100644
--- a/frontend/src/metabase/sharing/components/AddEditSidebar/CaveatMessage.jsx
+++ b/frontend/src/metabase/sharing/components/AddEditSidebar/CaveatMessage.jsx
@@ -15,7 +15,7 @@ function CaveatMessage() {
<ExternalLink
className="link"
target="_blank"
- href={MetabaseSettings.docsUrl("users-guide/dashboard-subscriptions")}
+ href={MetabaseSettings.docsUrl("dashboards/subscriptions")}
>
{t`Learn more`}
</ExternalLink>