Documentation

Creatives Gallery

1. Add a Creatives Gallery widget

1. In edit mode, click More (⋯) in the bottom toolbar and select Creatives Gallery.
2. In the Properties Panel, map the image URL field to a column containing ad creative image URLs, and select at least one metric (e.g., spend or impressions).
3. Close the Properties Panel.

Result: The widget displays a grid of creative cards with thumbnail images and metric values. If no image column exists in the table, placeholder cards appear.

Dashboard Filters

2. Add dashboard filters

1. Click the Filter button in the header bar (next to the date picker).
2. In the Filter Manager, click a dimension name under Available Filters to activate it. Repeat to add multiple filters.
3. Click Close (ESC). Filter chips appear in the header bar.
4. Click a chip to open its dropdown and select values to filter by.

Note: Multiple active filters combine with AND logic. Conflicting filters that match zero rows show an empty widget state — the page does not crash. Dashboard filters apply to all widget types including Heatmap and Creatives Gallery.

3. Use “Select only” to isolate a value

1. Click a filter chip to open its dropdown.
2. Click Select only next to any value. That value stays checked and all others are deselected.

4. Remove and re-add a filter

1. Open the Filter Manager and hover over a filter in Active Filters to reveal the Remove filter (trash) icon.
2. Click it to remove the filter and its chip from the header bar.
3. Click the dimension name in Available Filters to re-add it — values reload fresh.

5. Filter from a different data table

1. Open the Filter Manager, scroll to the bottom of Available Filters, and click Browse Other Tables.
2. Type a table name (e.g., data_dictionary) and click Load table columns.
3. Click a column from the loaded list to add it as a filter chip.

Result: The chip label shows the column name and its source table, e.g., Column Name: All (data_dictionary).

6. Filters persist after page reload

1. Add filters and save the dashboard.
2. After reloading, the same filter chips reappear in the header bar with values intact.

Widget-Level Filters

7. Add a widget-level filter

1. Open a widget’s Properties Panel and expand the Filters section.
2. Click +, then choose a Field (e.g., campaign_name), an Operator (e.g., contains), and a Value.
3. Click Add. The filter appears with a toggle switch (enabled by default).

Result: The widget reloads with filtered data. Toggle the switch off to disable the filter temporarily. The badge in the section header shows enabled/total count (e.g., 1/1). Widget-level filters only affect this widget — other widgets on the dashboard are unaffected.

8. Share a filter across widgets

1. Create a widget-level filter on Widget A.
2. Open the Filters section on Widget B and click the filter listed under Available from other widgets.

Result: Both widgets share the same filter definition. A chain icon with a usage count appears next to the filter name. Editing the filter in one widget updates both.

9. Combine widget and dashboard filters

1. Widget-level filters and dashboard-level filters apply simultaneously with AND logic.
2. To exclude a widget from dashboard filters, expand its Filters section and disable Inherit filters from dashboard.

Result: With inheritance off, the widget shows its full dataset regardless of active dashboard filter chips.

10. Toggle filter inheritance per widget

1. Open a widget’s Filters section in the Properties Panel.
2. Inherit filters from dashboard is on by default. Toggle it off to isolate this widget from all dashboard-level filters.

Result: The widget returns to its unfiltered total while other widgets continue to respect dashboard filters.

Date Range

11. Choose a date range preset

1. Click the date range button in the header (e.g., “Last 30 Days”).
2. Select a preset: Today, Last 7 Days, Last 30 Days, Last 90 Days, or All Time.

Result: All widgets reload for the selected period. Longer periods generally produce higher aggregate values.

12. Select a custom date range

1. Click the date range button and click a start date in the calendar, then click an end date.
2. You can also type dates directly into the Start Date and End Date text inputs.

Result: The date button updates to show the custom range and all widgets reload.

13. Navigate calendar months

1. With the date picker open, click ← or → to move between months.
2. Select your start and end dates from the navigated month.

Cross-Widget Interactions

14. Click a widget to filter others

1. Save the dashboard and exit edit mode.
2. Click a bar, slice, or cell in any chart or heatmap widget.

Result: An Active Interaction Bar appears at the top of the dashboard showing the selected dimension value. Other widgets filter to that value automatically. Click X on the bar (or click the same element again) to clear the interaction and restore all widgets.

Note: Cross-widget interaction only works in view mode, not edit mode.

15. Format metric numbers

1. Open the Data section in the Properties Panel.
2. Click the expand arrow next to a metric name to reveal formatting options: Decimals, Format (Number / Currency / Percentage), Prefix, and Suffix.
3. Adjust as needed — the widget preview updates immediately.

Errors and Misc

16. Widget error states

• No data table selected: widgets show a “Select a data table” prompt. The page does not crash.
• No metric selected: a KPI shows a “Select a metric” placeholder. Open the Properties Panel and select a metric to resolve it.

17. Ask AI

1. Save the dashboard to switch to view mode.
2. Click Ask AI in the header toolbar. An AI panel opens where you can ask questions about your dashboard data.