Skip to main content

Сost Analysis

Cost Analysis is a customizable business intelligence module in Cloudcosts where users build their own dashboards and charts from organization billing data.

Access is gated by role-based permissions at the Organization scope — a user without the right role still sees the Cost Analysis tab in the navigation, but the tab appears empty (no dashboards or charts can be browsed or created).

How it works

  • Two object types make up the module:

    • Charts — individual visualizations built from a dataset. A chart can live on multiple dashboards.

    • Dashboards — containers that group multiple charts on one page with a shared filter panel.

  • Highly customizable. Each chart is configured from scratch by the user — choice of dataset, chart type (Line, Bar, Pie, Big Number, Gauge, Table, etc.), metrics, columns, and filters is decided per chart.

  • Organization-scoped. Dashboards and charts created in one organization are not visible in another. Each organization has its own default Overview dashboard (named in the pattern Org Name — Overview).

  • Permission model. Two permissions control what users can do:

    • View costs analysis — read-only access; user can browse Dashboards and Charts lists and open them, but cannot create, edit, or delete.

    • Edit costs analysis — user can create new dashboards and charts, and edit or delete their own dashboards and charts. Editing or deleting content created by other users is not allowed.

    • No-permission state. A user without either Cost Analysis permission sees the Cost Analysis tab as empty when they open it. The tab is not hidden from the navigation; it is just empty. Other features remain accessible.

  • Drafts are private. A draft dashboard is visible only to its owner. Other users in the same organization — regardless of their permission level — do not see it.

  • Favorites are per-user. Marking a dashboard as a favorite does not affect what other users see.

Prerequisites — granting access via Roles management

Before a user can see Cost Analysis, an administrator must create a role with the appropriate permission at the Organization scope and assign it to the user.

Step 1. Open Roles management

Navigate to Roles management and start creating a new role. The role wizard has five steps: Name → Parameters → Users → Groups → Overview.

Step 2. Name the role

On the 1. Name step, enter a role name (for example, Cost Analysis Viewer or Cost Analysis Editor).

Step 3. Configure the permission

On the 2. Parameters step, fill in four dropdowns:

Field

Value

Scope

Organization — required for Cost Analysis. Single Account and Accounts group scopes will not unlock the page.

Object

The target object the policy applies to. Object will be autoselected.

View Permissions

View costs analysis — for read-only access.

Edit Permissions

Edit costs analysis — for creating dashboards/charts and editing/deleting your own.

Click + Add permission to attach the permission to the role.

Step 4. Assign users and groups

On the 3 step Users and 4 step Groups steps, select the users and groups that should receive the role.

Step 5. Review and save

On the 5 step Overview step, confirm the configuration and save the role.

A user without a role containing View costs analysis or Edit costs analysis at the Organization scope (and not assigned the Administrator or Viewer system role) will see the Cost Analysis tab as empty — they cannot browse, open, or create any dashboards or charts.

Interface overview

Cost Analysis page

The Cost Analysis page is opened from Cloudcosts → Costs Analysis in the main navigation. It has two tabs at the top:

  • Dashboards — list of saved dashboards.

  • Charts — list of saved charts.

Each tab supports the same set of UI controls: filters, view toggle, bulk selection, and a "create new" button.

Dashboards list

Column

Description

Favorite toggle (per-user).

Name

Dashboard title. Click to open.

Status

Published or Draft.

Owners

Avatar of the owner(s).

Last modified

Relative timestamp (e.g. 12 days ago).

Actions

Row-level actions.

Filters above the table: Name (text search), Status, Owner, Favorite, Modified by. Multiple filters can be combined; clicking the × on a filter clears it.

Top-right controls:

  • Bulk select — enables checkboxes for multi-row selection.

  • + Dashboard — opens the new dashboard form.

View toggle (left of filters): switch between grid and list view. The same items are shown in both layouts.

Charts list

Column

Description

Favorite toggle.

Name

Chart title. Click to open.

Type

Chart type (e.g. Big Number, Pie Chart, Bar Chart, Line Chart, Gauge Chart, Table).

Dataset

Source dataset (e.g. focus_distributed).

On dashboards

Dashboards that include this chart.

Owners

Avatar of the owner(s).

Last modified

Relative timestamp.

Actions

Row-level actions.

Filters above the table: Name, Type, Dataset, Owner, Dashboard, Favorite, Modified by.

Top-right controls: Bulk select, + Chart.

Creating a dashboard

A dashboard in Uniskai is a fully individual layout — the user composes it themselves from charts they (or others in the organization) have created and from layout elements that arrange those charts on the page. Two dashboards are rarely the same: their structure, the charts they include, and the way those charts are grouped depend entirely on the person building it.

This is the view you land in when creating a new dashboard from the Dashboards tab.

Dashboard name and header controls

  • Title — a new dashboard opens with the placeholder [ untitled dashboard ]. Click to rename. It can also be changed later via ... menu → Edit properties.

  • ★ (star) — click to add the dashboard to favorites or remove it. Hover tooltip: "Click to favorite/unfavorite".

  • Undo (↶) — reverses the most recent change. Tooltip: "Undo the action". Keyboard shortcut: Cmd/Ctrl + Z.

  • Redo (↷) — reapplies the last undone change. Tooltip: "Redo the action".

  • Discard — exits without saving. All unsaved changes are lost.

  • Save — saves the dashboard. Disabled until the dashboard has a valid title and at least one element on the canvas.

  • ... menu — additional actions:

Option

What it does

Edit properties

Opens a dialog for the dashboard's title, description, and other metadata.

Save as

Creates a copy of the dashboard.

Download

Submenu with Export to PDF and Download as Image.

Set auto-refresh interval

Schedules an automatic data refresh while the dashboard is open. The setting is per-session.

Right panel — Charts tab

Lists existing charts in the organization so they can be added to the new dashboard.

  • + Create new chart (top right of the panel) — opens the chart builder; the saved chart is added to the dashboard automatically.

  • Filter charts — search field that narrows the list by chart name.

  • Sort by dropdown — four options: Sort by dataset, Sort by name, Sort by recent, Sort by viz type.

  • Show only my charts toggle — limits the list to charts you own.

  • Chart cards — each card shows the chart's name, Viz type, Dataset, and Modified timestamp. Drag a card onto the canvas to add the chart.

Right panel — Layout elements tab

Lists structural components for organizing the dashboard. Drag any element onto the canvas to place it; once placed, every element can be moved, renamed (where applicable), and deleted.

Element

What it adds and how it behaves on the canvas

Tabs

A tab group at the current position. New tabs start with the placeholder Tab title and can be renamed by clicking the title. Click + next to the last tab to add another tab; click × on a tab to remove it (confirmation required — see Deleting a tab below).

Row

A horizontal container. Place multiple charts or columns inside to arrange them side by side.

Column

A vertical container. An empty column shows the placeholder Empty column. Stack charts or other elements inside to arrange them vertically.

Header

A section heading block. When placed, it includes three preset levels (Header 1, Header 2, Header 3); each header can be edited or removed individually.

Text / Markdown

A free-form text block that supports Markdown formatting. The default placeholder includes a "Click here to learn more about markdown formatting" help link.

Divider

A horizontal visual separator between sections.

Managing elements on the canvas

Each element on the canvas exposes controls on hover, on its left side:

  • Drag handle (six-dot icon) — drag to move the element to a different position on the canvas.

  • Trash icon — deletes the element from the dashboard.

  • Settings (gear icon) — opens element-specific options. Available options depend on the element type; for example, Transparent background lets you toggle the element's background between filled and transparent (a checkerboard pattern indicates transparent).

  • Renaming — elements that have a visible label (tab titles, header text, markdown content) are renamed by clicking the label directly and typing.

Deleting a tab

Deleting a tab requires explicit confirmation. Clicking the × on a tab opens the modal Delete dashboard tab? with the message:

Deleting a tab will remove all content within it and will deactivate any related alerts or reports. You may still reverse this action with the undo button (Cmd + Z) until you save your changes.

Buttons:

  • DELETE (red) — confirms deletion. The tab and all of its content are removed.

  • Cancel — closes the modal; nothing changes.

Until you click Save, the deletion can still be reverted with Undo (or Сtrl + Z). After saving, it is permanent.

Adding filters to a dashboard

A dashboard can have its own dashboard-level filters — controls placed in the left-side Filters panel that affect every chart on the dashboard that uses the filtered column

When the dashboard has no filters yet, the Filters panel shows the empty state:

"No global filters are currently added. Click on 'Add or Edit Filters' option in Settings to create new dashboard filters."

Filters panel — header controls

The Filters panel header has two controls:

  • Gear icon (⚙ Settings) — opens a menu with filter-related options (see below).

  • Collapse arrow — hides the Filters panel.

Filters panel — bottom controls

  • Apply filters — applies the currently selected filter values to all scoped charts on the dashboard. Disabled when there are no filters or no changes to apply.

  • Clear all — resets every filter on the dashboard to no value (or its default value).

Settings menu (gear icon)

Clicking the gear icon opens a menu with four options:

Option

What it does

Add or edit filters

Opens the Add and edit filters modal (this is where filters are created — see below).

Enable cross-filtering

Checkbox. When enabled, clicking on a value inside a chart filters the rest of the dashboard by that value. Enabled by default.

Cross-filtering scoping

Configures which charts participate in cross-filtering.

Orientation of filter bar →

Submenu with two options: Vertical (Left) (default) or Horizontal (Top). Changes the position of the filter bar on the dashboard.

Add and edit filters modal

Clicking Add or edit filters opens the Add and edit filters modal. The modal has:

  • Left side — a list of filters and dividers on the dashboard. Each filter row has a drag handle (⋮⋮ icon) for reordering and a trash icon for deletion. Below the list are two buttons:

    • + Add filter — creates a new filter (added as [untitled] until you fill in Settings).

    • + Add divider — adds a visual separator between filters in the panel (useful for grouping).

  • Right side — two tabs (Settings and Scoping) that configure the currently selected filter.

  • Bottom-rightCancel, Save, and a fullscreen icon for expanding the modal.

Settings tab — required fields

The Settings tab has four required fields (marked with *):

Field

Description

Filter Type required

Dropdown — defines the filter behavior. Five types are available (see below). Default: Value.

Filter name required

The filter's display label in the Filters panel.

Dataset required

The dataset the filter operates on. By default, only focus_distributed is available.

Column required

The column to filter on. Placeholder: "Select a column". The dropdown lists all columns of the selected dataset (e.g. ServiceProviderName, BillingPeriodStart, ResourceId, Tags, x_AdjustedBilledCost). Use the search input at the top of the dropdown to find a column by name.

Filter Type — available types

The Filter Type dropdown offers five types:

Filter Type

What it creates on the dashboard

Required fields (besides Filter name)

Value (default)

A dropdown with values from the selected column. Users pick one or more values to filter by.

Dataset, Column

Numerical range

A slider with two select points defining a range from the minimum to the maximum value in the column.

Dataset, Column

Time column

A dropdown for selecting which column on the dataset is treated as the time column for the dashboard. Useful when the dataset has multiple time columns.

Dataset

Time grain

A dropdown for selecting the time grain (e.g. day, week, month) used to group the time column.

Dataset

Time range

A button that opens a popup for selecting a time range — supports presets and a custom range.

— (no Dataset / Column required)

The fields shown below depend on the chosen Filter Type. The descriptions cover the Value type. Other types may show different fields. Switch the Filter Type dropdown to see what each type requires.

Settings tab — Filter Configuration section

For a Value filter type, the Filter Configuration section contains two optional checkboxes:

  • Pre-filter available values — limits which values are offered in the filter (rather than showing all unique values from the column).

  • Sort filter values — sorts the values offered in the filter.

Settings tab — Filter Settings section

For a Value filter type, the Filter Settings section contains:

Control

Description

Description

A short hint shown when the user hovers over the filter.

Filter has default value

When enabled, a default value is pre-selected when the dashboard opens.

Filter value is required

When enabled, the user must select a value — useful for large datasets to prevent the dashboard from fetching unfiltered data.

Select first filter value by default

Automatically picks the first available value as the default.

Allow creation of new values

When enabled, users can type and add values that don't exist in the column. Enabled by default.

Can select multiple values

When enabled, users can select more than one value at once. Enabled by default.

Dynamically search all filter values

When enabled, users can type into the filter to search for values dynamically. Useful for columns with many unique values.

Inverse selection

When enabled, the filter shows all values except the selected ones.

Scoping tab

The Scoping tab controls which charts on the dashboard the filter affects. It shows a tree of all dashboard panels with checkboxes:

  • All panels (parent checkbox) — selects every chart on the dashboard.

  • Below it — each individual chart by name (e.g. Test).

You can:

  • Tick All panels to apply the filter to every chart.

  • Tick only specific charts to apply the filter to a subset.

Once the Settings and Scoping tabs are filled in:

  1. Click Save in the bottom-right of the modal.

  2. The new filter appears in the Filters panel on the left side of the dashboard.

  3. Use Apply filters in the Filters panel to apply the selected values to the scoped charts.

  4. Use Clear all to reset every filter.

Cancelling unsaved changes

If you click Cancel while there are unsaved changes in the modal, a confirmation appears:

"There are unsaved changes. Are you sure you want to cancel?"

Buttons:

  • Keep editing — closes the confirmation and keeps you in the modal.

  • Yes, cancel — discards all unsaved changes and closes the modal.

Creating a chart

A chart in Uniskai is a single visualization built on a dataset of billing data and rendered as one of the supported chart types (Line, Bar, Pie, Big Number, Gauge, Table, and many more). Once saved, a chart lives in the Charts list and can be added to one or more dashboards.

Creating a chart is a two-step flow:

  1. Pick a dataset and a chart type on the Create a new chart page.

  2. Configure metrics, dimensions, filters, and styling in the chart configuration view, then save.

You enter the flow by clicking + Chart on the Charts tab.

Choose a dataset

  • Open the Choose a dataset dropdown and pick a dataset from the list.

  • Hovering over a dataset shows a tooltip with the dataset's database connection and schema.

  • A view instructions link next to the dropdown opens additional guidance on the dataset.

The default dataset for billing data is focus_distributed. Its columns include billing-period and charge-period fields (BillingPeriodStart, BillingPeriodEnd, ChargePeriodStart, ChargePeriodEnd), service identifiers, costs, and other billing attributes following the FOCUS specification.

Choose chart type

A chart-type gallery is shown on the right side of the page, with category navigation on the left:

  • All charts — every available chart type.

  • Featured — the most commonly used types (preselected by default).

  • Category subgroups — Correlation, Distribution, Evolution, Flow, KPI, and others.

Each chart type is represented by a card with a sample preview and the type's name (Area Chart, Bar Chart, Big Number, Big Number with Trendline, Box Plot, Bubble Chart, Funnel Chart, Pie Chart, Gauge Chart, and so on). A Search all charts field at the top lets you find a type by name.

Bottom of the page:

  • A status message confirms what's still missing — for example, "Please select both a Dataset and a Chart type to proceed."

  • The Create new chart button stays disabled until both a dataset and a chart type are selected. Once both are picked, it becomes active and opens the chart configuration view.

Chart configuration view

After clicking Create new chart, the chart configuration view opens with the dataset already loaded and the chart type pre-selected. The preview area on the right stays empty until you fill the required fields and click Create chart.

  • Title — a new chart opens with the placeholder "Add the name of the chart". Click to rename.

  • Save — saves the chart. Disabled until the required fields are filled.

  • ... menu — additional actions for the chart.

Option

What it does

On dashboards

Submenu listing the dashboards the chart is on. Empty for a new chart that hasn't been saved yet.

Download

Submenu with Export to .CSV, Export to .JSON, Download as image, Export to Excel.

View query

Shows the SQL query generated for the current configuration.

Left panel — Chart Source

  • The selected dataset is shown at the top (for example, focus_distributed). The dataset is fixed for the chart's lifetime — to switch to a different dataset, create a new chart.

  • Search Metrics & Columns — search field for quickly finding items in long lists.

  • Metrics section — pre-defined aggregations available on the dataset. Each metric is prefixed with fx (e.g. COUNT(*)). The total count of items is shown above the list (for example, Showing 1 of 1 items).

  • Columns section — the full list of columns in the dataset (e.g. Showing 59 of 59 items). Column names on the focus_distributed dataset follow the FOCUS specification. Each column has a type indicator next to its name::

Indicator

Column type

Examples

🕒 Clock icon

Datetime / time-based

BillingPeriodStart, BillingPeriodEnd, ChargePeriodStart, ChargePeriodEnd

Str.

String

ServiceProviderName, ConsumedUnit, Tags, FocusSchemaVersion

#

Numeric

x_AdjustedBilledCost, x_AdjustedEffectiveCost, x_RegularDiscount

Each metric and column has a drag handle (six-dot icon) for dragging it into the Query area on the Data tab.

Middle panel — Data tab

The Data tab defines what the chart shows. A red ! indicator on the tab signals that required fields are not yet filled.

Chart type row. The currently selected chart type is highlighted (for example, Bubble Chart, Area Chart), with quick-switch icons for other common types and a View all charts link to open the full chart-type gallery.

Query section. The set of fields depends on the selected chart type. Each chart type requires its own combination of inputs:

  • Area Chart — requires X-axis and Metrics; optional fields include X-Axis Sort By and Dimensions.

  • Bubble Chart — requires Entity, X Axis, and Y Axis; Dimension is optional.

  • Other chart types have their own required and optional fields, shown in the same way.

Required fields are marked with a red ! icon next to their label. Adding a value — via drag-and-drop from the left panel, or by clicking the field — clears the indicator.

Create chart button at the bottom — runs the query and renders the preview. Disabled until the required fields are filled. After the chart has been rendered once, the same button becomes Update chart for subsequent re-runs.

Middle panel — Customize tab

The Customize tab defines how the chart looks. Options are organized into multiple collapsible sections, and the exact set of controls depends on the selected chart type.

Each control is typically a dropdown, checkbox, or input field. Dropdowns offer a wide range of preset values — for example, the Color Scheme dropdown contains many palettes, and the X Axis Format / Y Axis Format dropdowns contain many number- and date-format presets. The user picks from the list; the chart re-renders with the new visual setting after the next Update chart.

Note on number formats and currency. When the chart displays monetary or other quantitative values, the user must explicitly choose a number format that fits the data. Default formats display raw numbers without any currency symbol or specific rounding.

To show a value as currency (e.g. $1,234.56 instead of 1234.5678), pick a format from the appropriate dropdown:

  • X Axis Format / Y Axis Format — for values displayed on the chart axes.

  • Bubble size number format — for the value that drives bubble size in a Bubble Chart.

  • Similar format fields exist for other chart types (e.g. Big Number formatting, Pie chart label formatting).

The available formats include currency presets ($,.2f, €,.0f, etc.), percentage formats, scientific notation, and date/time patterns. If the right format is not chosen, the chart will show raw numbers without a currency symbol and may display long decimal tails.

For a Bubble Chart, the Customize panel includes the following sections.

Chart Options

Control

Type

What it controls

Color Scheme

Dropdown

Color palette used by the chart. Default: Uniskai Default Colors.

Legend → Show legend

Checkbox

Toggles the chart legend on or off.

Legend → Type

Dropdown

How the legend behaves when it doesn't fit on screen.

Legend → Orientation

Dropdown

Where the legend is placed relative to the chart.

Margin

Input

Spacing around the chart.

Max Bubble Size

Input / Dropdown

Maximum diameter for the largest bubble.

Bubble size number format

Dropdown

Number format applied to the value that drives bubble size.

Bubble Opacity

Input

Transparency level of bubbles.

X Axis

Control

Type

What it controls

X Axis Title

Input

Text label shown along the horizontal axis.

Rotate x axis label

Toggle / Dropdown

Rotates the tick labels along the X axis.

X Axis Label Interval

Input / Dropdown

Spacing between visible tick labels.

X axis title margin

Input

Spacing between the X-axis title and the axis line.

X Axis Format

Dropdown

Number / date format applied to X-axis values.

Logarithmic x-axis

Toggle

Switches the X axis to logarithmic scale.

Truncate X Axis

Toggle

Limits the visible range of the X axis.

X Axis Bounds

Input

Manual min / max range for the X axis.

Y Axis

Control

Type

What it controls

Y Axis Title

Input

Text label shown along the vertical axis.

Rotate y axis label

Toggle / Dropdown

Rotates the tick labels along the Y axis.

Y axis title margin

Input

Spacing between the Y-axis title and the axis line.

Y Axis Format

Dropdown

Number / date format applied to Y-axis values.

Logarithmic y-axis

Toggle

Switches the Y axis to logarithmic scale.

Truncate Y Axis

Toggle

Limits the visible range of the Y axis.

  • The set of Customize controls varies by chart type. The list above is the full Bubble Chart panel. Other chart types may add, remove, or rename controls — for example, axis sections only appear on chart types that have axes, and bubble-specific controls exist only for the Bubble Chart.

  • Each dropdown contains many preset values (colors, formats, positions, scales, etc.). The full list of options inside each dropdown is not enumerated in this document — open the dropdown in the chart configuration view to see what's available for the current chart type.

Right panel — preview

  • Empty state — before required fields are filled, the panel shows the message "Add required control values to preview chart" and the instruction "Select values in highlighted field(s) in the control panel. Then run the query by clicking on the 'Create chart' button."

  • A timer in the top right shows the duration of the last query (for example, 00:00:00.00 before any query has been run).

  • After a successful run, the panel shows the chart preview, the row count, and the query duration.

  • Results / Samples tabs at the bottom:

    • Results — the full result table from the query.

    • Samples — sample rows from the underlying dataset.

Saving the chart

Click Save in the top-right corner of the chart configuration view. The Save chart dialog opens.

Save mode (radio buttons):

Option

What it does

Save (Overwrite)

Overwrites the existing chart with the current configuration. Available only when a previously saved version exists; greyed out for a brand-new chart.

Save as...

Saves the configuration as a new chart. Pre-selected for new charts.

Chart name (required, marked with *) — text field for the chart's display name. Cannot be empty.

Add to dashboard (optional) — dropdown labeled "Select a dashboard OR create a new one". Pick an existing dashboard from the list, or type a new name to create a new dashboard and add the chart to it on save.

Buttons at the bottom of the dialog:

  • Cancel — closes the dialog without saving.

  • Save & go to dashboard — saves the chart and navigates to the dashboard selected in Add to dashboard. Stays disabled until a dashboard is picked.

  • Save — saves the chart and stays on the chart configuration view.

Save & go to dashboard stays disabled until a dashboard is selected in the Add to dashboard dropdown. If you don't need to navigate, use Save.

Workflow — from chart to a published dashboard

The actions described above — creating a chart, creating a dashboard — come together in a typical end-to-end flow. A chart is saved, added to a dashboard, and the dashboard is published so the rest of the organization can see it.

The chart appears in the Charts list

After saving the chart, it appears in the Charts list with its name, type, dataset (e.g. focus_distributed), owner avatar, and last-modified timestamp.

Open the dashboard you created

In the Dashboards list, find the dashboard you created. A newly created dashboard appears with Status = Draft — visible only to you. Two row-level actions are available in the Actions column:

  • Edit (pencil icon) — opens the Dashboard properties modal (for renaming or setting the URL slug only). It does not open the dashboard for editing its content.

  • Delete (trash icon) — deletes the dashboard.

To open the dashboard, click its name in the list. The dashboard opens in view mode. Since it has no charts yet, you see the empty state — a placeholder icon, the message "There are no charts added to this dashboard. Go to the edit mode to configure the dashboard and add charts", and an Edit the dashboard button.

Enter edit mode and add the chart

Click Edit the dashboard (the blue button in the middle of the empty canvas) or Edit dashboard (top-right corner). The dashboard enters edit mode — the same UI described in Creating a dashboard.

In the right panel:

  • Open the Charts tab.

  • Find your chart using Filter charts or by sorting (e.g. Sort by recent).

  • Drag the chart card onto the canvas.

  • Resize the chart by dragging its bottom-right corner; rearrange by dragging the chart itself.

  • (Optional) Use the Layout elements tab to add structural components such as rows, columns, headers, or tabs.

Click Save.

Rename the dashboard (optional)

A new dashboard opens with the placeholder [ untitled dashboard ] as its title. To rename it:

  • Click the title directly at the top of the dashboard and type a new name, or

  • Use the ... menu → Edit properties to change the title and add a description, or

  • Use the Edit (pencil) icon in the Dashboards list to update Name and URL slug via the Dashboard properties modal without opening the dashboard.

Publish the dashboard

By default, a new dashboard is created as Draft — visible only to you. To make it available to the rest of the organization, change its Status from Draft to Published.

The exact UI mechanism for switching Draft → Published is being confirmed — see Items to confirm before publishing.

Once published:

  • The dashboard appears in every user's Dashboards list within the same organization, with Status = Published.

  • Users with View costs analysis permission (or higher) can open the dashboard, interact with its filters, and view its charts.

  • Only the dashboard's owner can edit the dashboard. Other users — regardless of their permission level (including Edit costs analysis and Administrator) — can only view and interact with it. They cannot modify the layout, add or remove charts, or change the dashboard's properties.

  • Each user can mark it as a Favorite independently — favorites are per-user and do not affect what others see.

  • Draft dashboards you continue to create stay private to you; other users do not see them in their lists.

  • All edits made to a published dashboard are visible to other users immediately on next open. Filters configured on the dashboard apply to all of its charts simultaneously, and Clear all resets every filter without breaking the dashboard.r all resets every filter without breaking the dashboard.

Did this answer your question?