Create a dashboard

Every dashboard starts from a workbook — the queries you’ve built there become the chart tiles on the dashboard. This page covers creating a new dashboard and upgrading an existing classic dashboard to the new dashboard editor. For design topics like layout, content items, and themes, see the Dashboards overview.

Requirements

Creating and upgrading dashboards requires Editor, Manager, or Owner permissions on the document.

Create a new dashboard

New workbook

To create a new workbook and dashboard:

1. Click the New button in the sidebar.
2. Select Dashboard.
3. A blank dashboard will display. You’ll be prompted to build a query and add a chart to the dashboard.

Existing workbook

To add a dashboard to an existing workbook:

1. In a draft workbook, click the + Dashboard button in the top right corner of the document.
2. Give the document a title. You can also add a description.
3. Select where you want the document to be saved.
4. Click Save. JustAsk redirects you to the dashboard.

To edit an existing dashboard, open it and click Edit in the top right corner of the document. If you’re in the underlying workbook, click Dashboard > Edit instead.

Edit the title or description

To update the title or description of an existing dashboard:

1. Open the dashboard and click Edit in the top right corner to enter a draft.

2. Click Edit > Rename from the top menu bar.

3. Update the title and/or description, then save your changes.

Upgrade a classic dashboard

A new version of the dashboard editor was released on May 27, 2026. Dashboards created with the classic editor need to be upgraded before you can use layout components like containers and pages.

Caution

Upgrading a classic dashboard is permanent and cannot be reverted. Test on a duplicate first by clicking File > Duplicate.

1. Open the dashboard in draft mode

   Navigate to the dashboard you want to upgrade and click Edit.

2. Enable advanced layout

   Click File > Upgrade layout. A confirmation dialog appears.

3. Confirm the upgrade

   Click Yes, Upgrade. Your existing items are preserved and placed into an initial container.

Next steps

Once your dashboard is created, head to the Dashboards overview for design topics — layout, content items, and interactivity.