使用仪表板可视化数据

You can use dashboards to visualize and communicate query results using charts in Snowsight. Dashboards are flexible collections of charts arranged as tiles. The charts are generated by query results and can be customized.

Important

Legacy Dashboards will be removed from Snowflake on June 22, 2026. For migration options and the full deprecation timeline, see Deprecation of Legacy Worksheets and Dashboards.

You can also create dashboard tiles from charts in worksheets. For more details, see Visualizing worksheet data.

创建仪表板

您可以创建空白仪表板或直接从工作表创建仪表板。

创建空白仪表板

要创建空白仪表板,请完成以下步骤:

  1. Sign in to Snowsight.
  2. In the navigation menu, select Projects » Dashboards.
  3. Select + Dashboard.
  4. Enter a name for the dashboard, and then select Create Dashboard.

从现有工作表创建仪表板

您也可以使用现有工作表来创建仪表板。

当您使用工作表创建仪表板时,该工作表将从工作表列表中移除,只能从仪表板访问。工作表查询存储在仪表板中,可以在该上下文中进行修改。

要使用现有工作表创建仪表板,请完成以下步骤:

  1. Open a worksheet.
  2. Hover over the name of the worksheet and select More actions for worksheet, and then select Move to.
  3. Select New dashboard.
  4. Enter a name for the dashboard, and then select Create Dashboard. 仪表板将打开,并显示基于您使用的工作表的磁贴。

Note

If the worksheet is shared with other users, those users lose access to the worksheet when you create a dashboard because the worksheet is removed when the dashboard is created. Permissions on the worksheet are revoked and links to the worksheet no longer function. For more details about sharing dashboards, see 共享仪表板.

关于使用仪表板

创建仪表板后,您可以管理、添加磁贴和筛选器,以及与其他用户共享仪表板。

磁贴将仪表板上的数据可视化为图表和表。将鼠标悬停在图表上可查看有关每个数据点的详细信息。

Example tile showing a noisy line chart with historical orders grouped by day

打开仪表板

要打开仪表板,请完成以下步骤:

  1. Sign in to Snowsight.
  2. In the navigation menu, select Projects » Dashboards.
  3. 找到要打开的仪表板:
    • The Recent tab displays the dashboards you opened most recently.
    • The Shared With Me tab displays dashboards that your colleagues shared with you.
    • The My dashboards tab displays dashboards that you created and own.

您还可以搜索工作表和仪表板的名称和内容。

管理仪表板

查看仪表板时,可以在仪表板上执行以下操作:

  • 选择仪表板名称以重命名、复制或删除仪表板。
  • Select + to add a tile to the dashboard. See 向仪表板添加磁贴.
  • Select Show or hide filter to show, hide, and manage custom filters that you can use in queries on the dashboard. For more details on filters, see .
  • Use the context selector Context selector to use to select role and warehouse. Shows the currently-selected role and warehouse. If there are no defaults, displays PUBLIC and No warehouse selected. to specify the role and warehouse to use for running the queries in the dashboard.
  • Select Share to share the dashboard with other Snowsight users. See 共享仪表板 for details.
  • Select Run to run all the queries for the dashboard tiles.

向仪表板添加磁贴

要向仪表板添加磁贴,请完成以下步骤:

  1. Open a dashboard.

  2. Select + (Add a dashboard tile).

  3. Select New Tile from Worksheet.

    For assistive technology, the add tile button.

将打开一个空白工作表,覆盖仪表板。

  1. 使用工作表构建查询。

    To learn more about queries and worksheets, see Querying data using worksheets.

  2. When you finish writing your query, select Return to <dashboard name> to save your worksheet and add it to the dashboard.

将现有工作表添加到仪表板

要将现有工作表添加为磁贴,请完成以下步骤:

  1. Open a worksheet.
  2. On the worksheet tab, select More options, and then select Move to.
  3. 选择现有仪表板。

工作表将添加到仪表板并从工作表列表中移除。显示工作表图表的磁贴将在仪表板上显示。

重新排列磁贴的顺序

默认情况下,磁贴将添加到仪表板的底部。

若要重新排列仪表板上的磁贴,请将磁贴拖动到新位置。拖动磁贴时,会出现新位置的预览。

编辑图表

要编辑显示在磁贴中的图表,请完成以下步骤:

  1. From the tile menu (More options), select View Chart.

图表将在工作表中打开。

  1. Make changes to the chart. To learn more about charts, see Visualizing worksheet data.
  2. When you are finished editing the chart, select Return to <dashboard name> to save your changes and return to the dashboard.

编辑查询

要编辑用于磁贴的查询,请完成以下步骤:

  1. From the tile menu (More options), select Edit query.

查询将在工作表窗口中打开。

  1. Make changes to the query. For more about editing queries in worksheets, see Querying data using worksheets.
  2. When you finish editing the query, select Return to <dashboard name> to save your changes and return to the dashboard.

配置磁贴显示屏

默认情况下,当您将工作表移至仪表板时,相应的磁贴会显示图表。

要将磁贴从图表更改为查询结果表,请完成以下步骤:

  1. Remove the tile.
  2. Add a tile and drag the table version of your query to your dashboard.

如果磁贴显示表,并且您想根据相同的查询添加图表磁贴,请完成以下步骤来编辑该磁贴的查询:

  1. From the tile menu (More options), select Edit Query.

  2. Select Chart.

  3. Select Return to <dashboard name> to save your changes and return to the dashboard.

    A new tile is added at the bottom of the dashboard with a chart view of the table. For details on making changes to the chart, see 编辑图表.

复制磁贴

要复制磁贴,请完成以下步骤:

  • From the tile menu (More options), select Duplicate Tile.

该磁贴的副本出现在仪表板的底部。

移除磁贴

如果您想从仪表板中移除磁贴,但仍保留基础查询,请完成以下步骤:

  • To remove a tile, on the tile menu (More options), select Unplace Tile.

    The tile is removed from the dashboard, but remains available to add to the dashboard from the Add tile menu.

删除磁贴

Warning

Deleting a tile from a dashboard also deletes the underlying queries. This action cannot be undone. If you want to remove the tile but preserve the query, see 移除磁贴.

如果您删除的磁贴包含另一个磁贴使用的查询,例如具有相同查询结果的表和图表视图,则这两个磁贴都将被删除。

要删除磁贴,请完成以下步骤:

  1. From the tile menu (More options), select Delete.
  2. Select Delete to permanently delete the tile and its underlying query from the dashboard.

共享仪表板

编辑者和所有者可以与单个协作者共享仪表板,也可以启用和使用链接共享。

The queries that drive dashboards in Snowsight use unique sessions with assigned roles and warehouses. To view shared dashboards, the Snowflake user must use the same role as the session context for the queries that drive the dashboard.

要共享仪表板,请完成以下步骤:

  1. 打开仪表板。
  2. Select Share.
  3. Enter the names or usernames of the Snowflake users you want to invite to use your dashboard. The list only shows users that have previously signed in to Snowsight. To share with someone who has not yet signed in to Snowsight, share a link instead (ensure that you have enabled link sharing).
  4. Optionally, set how people with the link can interact with the dashboard. By default, people with the link cannot view the dashboard. For example, you can choose to allow people to view the results on the dashboard, but not run the underlying queries.
  5. Optionally, select Get Link to get a link to your dashboard that you can share with others.
  6. Select Done.

Note

仪表板以用户的主要角色独占运行,而与为 DEFAULT_SECONDARY_ROLES 设置的值无关。此行为禁用仪表板中的辅助角色,从而简化治理并增强安全性。

For more details about sharing permissions for dashboards and worksheets, see Permissions for shared worksheets. You cannot organize dashboards into folders.