Dashboards
Dashboards are the interactive environments where you bring financial data to life in OpenBB Workspace. They let you organize multiple widgets into cohesive analytical views, combining visualization and analysis in a flexible layout tailored to your needs.
What are Dashboards?
Dashboards provide a canvas where you arrange and organize multiple data widgets into cohesive analytical views. They enable you to create custom layouts for different analysis workflows, monitor real-time market data and indicators, share insights with team members, and generate professional reports for documentation and presentations.
The flexible layout system allows you to drag and drop widgets exactly where you need them, resizing and arranging components to emphasize important data and create visual hierarchies that match your analytical priorities. Dashboards refresh automatically so that your analysis always reflects current data conditions. Collaboration is built into the application through dashboard sharing capabilities. Team members can view shared dashboards and create their own copies for further customization while preserving the original configuration.
Dashboard Folders
Organize your analytical workspace by creating folders in the left sidebar to group related dashboards together. This organizational structure helps maintain clarity and efficiency as your collection of dashboards grows.
To create a new folder, click the "+" icon in the sidebar and select "New Folder". Name your folder descriptively to reflect its contents, such as "Portfolio Analysis", "Market Research", or "Daily Reports". You can then drag and drop existing dashboards into these folders or use the "Move to" option from the dashboard's ellipsis menu.
Folders can be nested to create hierarchical organization structures that match your workflow. For example, you might have a main "Research" folder with subfolders for different sectors or asset classes. This flexibility allows you to maintain a clean, navigable workspace even with dozens or hundreds of dashboards.
Dashboard Management
Access the management options through the ellipsis menu next to each dashboard in the sidebar:
- Rename - Customize dashboard names for better organization
- Move to - Organize dashboards into folders for structured workflows
- Duplicate - Create copies with all widgets and settings intact
- Open in new window - Expand across multiple monitors
- Share - Collaborate with team members
- Delete - Remove unused dashboards
- Refresh data - Update all widget data immediately
Dashboard Actions
Right-clicking anywhere on the dashboard canvas provides quick access to essential functions:
- Add widget - Quickly add a new widget to your dashboard
- Add data - Import new data sources directly from the dashboard
- Refresh data - Update all widget data with the latest information
- Refresh backends - Reload backend connections and configurations (good for development purposes)
- Export apps.json - Export your dashboard configuration as an
apps.json - Disable grouping - Toggle widget grouping functionality
Creating Your First Dashboard
- Click the "+" button in the sidebar to create a new dashboard
- Give your dashboard a descriptive name
- Add widgets by clicking the "Add Widget" button (or right clicking and selecting "Add Widget")
- Arrange widgets by dragging them to desired positions
- Resize widgets to create your optimal layout
- Add a navigation bar widget so you can separate widgets based on different categories
- Save your dashboard to preserve your configuration