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Variables","\u002Freference\u002Fenvironment","19.reference\u002F05.environment",{"id":774,"title":118,"admin":78,"body":775,"description":1177,"extension":1178,"links":1179,"meta":1180,"navigation":1181,"path":275,"seo":1182,"stem":276,"__hash__":1183},"docs\u002F07.dashboards\u002F01.overview.md",{"type":776,"value":777,"toc":1168},"minimark",[778,798,803,808,825,860,864,894,903,914,917,968,990,994,1037,1046,1050,1059,1119,1122,1126,1142,1146,1164],[779,780,781,782,786,787,790,791,794,795,797],"p",{},"A ",[783,784,785],"strong",{},"dashboard"," is a report: a canvas of widgets, each drawing the result of one SQL query an administrator writes. Acme's ",[788,789,722],"em",{}," dashboard shows open work orders by status, the overdue ones in a table and the orders of each branch; its ",[788,792,793],{},"Finance"," dashboard shows revenue by month and the top customers. Viewers open the published version in the ",[783,796,64],{}," and only read it. Nothing is ever written through a dashboard.",[799,800],"screenshot",{"caption":801,"id":802},"The Operations dashboard in the App: KPIs, open orders by status, orders by branch and the overdue orders table.","dashboards-overview-app",[804,805,807],"h2",{"id":806},"sql-first","SQL first",[779,809,810,811,815,816,819,820,824],{},"Each widget's data is a ",[812,813,814],"code",{},"SELECT"," you write, in the style of Metabase or Grafana. SQL can join tables, bucket dates with ",[812,817,818],{},"date_trunc",", compute columns and return several series at once, which the Data API's filters can't. What the widget draws follows from what the query returns: a KPI takes the first number column, a bar chart a category and its number columns. You adjust the rest in the widget's properties, and data-dependent presentation, such as a row's color, comes from the query itself through ",[821,822,823],"a",{"href":330},"SQL conventions",".",[826,827,832],"pre",{"className":828,"code":829,"language":830,"meta":831,"style":831},"language-sql shiki shiki-themes material-theme-lighter material-theme material-theme-palenight","SELECT status, count(*) AS orders\nFROM work_orders\nWHERE status NOT IN ('COMPLETED', 'CANCELLED')\nGROUP BY status\n","sql","",[812,833,834,842,848,854],{"__ignoreMap":831},[835,836,839],"span",{"class":837,"line":838},"line",1,[835,840,841],{},"SELECT status, count(*) AS orders\n",[835,843,845],{"class":837,"line":844},2,[835,846,847],{},"FROM work_orders\n",[835,849,851],{"class":837,"line":850},3,[835,852,853],{},"WHERE status NOT IN ('COMPLETED', 'CANCELLED')\n",[835,855,857],{"class":837,"line":856},4,[835,858,859],{},"GROUP BY status\n",[804,861,863],{"id":862},"how-a-query-runs","How a query runs",[865,866,867,874,888],"ul",{},[868,869,870,873],"li",{},[783,871,872],{},"Administrators only write it."," Building and editing dashboards is administration. A viewer never sends SQL: the App runs a published widget by its id, and the server reads the query from the published version.",[868,875,876,879,880,883,884,824],{},[783,877,878],{},"PostgreSQL makes it read-only."," Every query runs in its own ",[812,881,882],{},"READ ONLY"," transaction that is always rolled back, with a time limit and a row cap. A write of any kind, even inside a function the query calls, is refused by PostgreSQL. See ",[821,885,887],{"href":886},"\u002Fdashboards\u002Fwidgets\u002Fediting-a-widget#how-a-query-runs","Editing a widget",[868,889,890,893],{},[783,891,892],{},"It runs with the dashboard's authority, not the viewer's permissions."," Row filters and field permissions don't apply to dashboard queries. The administrator who publishes a dashboard decides what it shows, and every role granted it sees what its queries return.",[895,896,897],"warning",{},[779,898,899,900,824],{},"Grant a dashboard only to roles that should see everything its queries return. To show each viewer only their own rows, restrict the query with ",[812,901,902],{},"$USER",[804,904,906,907,910,911,913],{"id":905},"variables-var-filters-user-restricts","Variables: ",[812,908,909],{},"$VAR"," filters, ",[812,912,902],{}," restricts",[779,915,916],{},"A query can read two kinds of values, always bound as parameters, never pasted into the SQL:",[918,919,920,935],"table",{},[921,922,923],"thead",{},[924,925,926,929,932],"tr",{},[927,928,748],"th",{},[927,930,931],{},"Set by",[927,933,934],{},"Use it to",[936,937,938,952],"tbody",{},[924,939,940,946,949],{},[941,942,943],"td",{},[812,944,945],{},"$VAR.\u003Cname>",[941,947,948],{},"the viewer, in the variables bar above the widgets",[941,950,951],{},"filter: a period, a branch, a warehouse",[924,953,954,959,962],{},[941,955,956],{},[812,957,958],{},"$USER.\u003Ccolumn>",[941,960,961],{},"the server, from the viewer's own user row, on each run",[941,963,964,965],{},"restrict: ",[812,966,967],{},"WHERE branch = $USER.branch",[779,969,970,971,973,974,976,977,979,980,983,984,987,988,824],{},"A viewer can send any value of the right type for a ",[812,972,909],{},", whatever the bar offers, so a ",[812,975,909],{}," never protects data. ",[812,978,902],{}," comes from the user's current row in ",[812,981,982],{},"users",", including columns you added, such as Acme's ",[812,985,986],{},"branch",". See ",[821,989,258],{"href":340},[804,991,993],{"id":992},"from-draft-to-the-app","From draft to the App",[995,996,997,1005,1015,1021],"ol",{},[868,998,999,1002,1003,824],{},[783,1000,1001],{},"Create"," it, blank or proposed from a table: ",[821,1004,278],{"href":279},[868,1006,1007,1010,1011,1014],{},[783,1008,1009],{},"Build"," it in the ",[821,1012,1013],{"href":283},"editor",": add widgets, write their queries, arrange them. Every change is saved to the draft as you make it.",[868,1016,1017,1020],{},[783,1018,1019],{},"Publish"," it. Viewers only ever see a published version.",[868,1022,1023,1026,1027,1030,1031,1033,1034,824],{},[783,1024,1025],{},"Grant"," it to the roles that read it, in ",[821,1028,1029],{"href":350},"Settings › Security",". It appears in their App menu, the same menu as the DataViews. See ",[821,1032,70],{"href":71}," and ",[821,1035,1036],{"href":52},"Drafts and publishing",[779,1038,1039,1040,1033,1043,824],{},"A dashboard can also be shown inside a DataView page, and outside TotalBase to people without an account, through a public link or a signed embed. See ",[821,1041,1042],{"href":79},"In the App",[821,1044,1045],{"href":347},"Settings › Share",[804,1047,1049],{"id":1048},"in-the-admin","In the admin",[779,1051,1052,1054,1055,1058],{},[783,1053,78],{}," in the rail lists every dashboard by name, with a search box and ",[783,1056,1057],{},"New Dashboard",". Clicking one opens its editor. Each entry shows its icon and color and these marks:",[918,1060,1061,1071],{},[921,1062,1063],{},[924,1064,1065,1068],{},[927,1066,1067],{},"Mark",[927,1069,1070],{},"Means",[936,1072,1073,1083,1093,1103,1111],{},[924,1074,1075,1080],{},[941,1076,1077],{},[783,1078,1079],{},"Live",[941,1081,1082],{},"published, and the draft equals the live version",[924,1084,1085,1090],{},[941,1086,1087],{},[783,1088,1089],{},"Changes",[941,1091,1092],{},"published, with unpublished changes in the draft",[924,1094,1095,1100],{},[941,1096,1097],{},[783,1098,1099],{},"Draft",[941,1101,1102],{},"never published: no viewer sees it yet",[924,1104,1105,1108],{},[941,1106,1107],{},"warning triangle",[941,1109,1110],{},"a widget's query names a column, table or function that's gone (renamed or dropped outside TotalBase); the tooltip names the widgets",[924,1112,1113,1116],{},[941,1114,1115],{},"crossed-out eye",[941,1117,1118],{},"not in the App menu; it still opens embedded in a DataView page, and by its link for whoever is granted it",[779,1120,1121],{},"The warning comes from PostgreSQL: each widget's query is planned without reading a row, and a refusal for a missing column, table or function marks it.",[799,1123],{"caption":1124,"id":1125},"Dashboards in the admin: Operations, Fleet, Finance, Inventory and Customer portal, with their publish state.","dashboards-overview-list",[779,1127,1128,1129,1132,1133,1132,1136,1033,1139,824],{},"Building dashboards is for administrators. Agents build them the same way through the MCP server, with tools such as ",[812,1130,1131],{},"suggest_dashboard",", ",[812,1134,1135],{},"apply_dashboard",[812,1137,1138],{},"save_widget",[812,1140,1141],{},"publish_dashboard",[804,1143,1145],{"id":1144},"next-steps","Next steps",[865,1147,1148,1153,1158],{},[868,1149,1150,1152],{},[821,1151,278],{"href":279},": blank, or from a table.",[868,1154,1155,1157],{},[821,1156,282],{"href":283},": the canvas.",[868,1159,1160,1163],{},[821,1161,1162],{"href":60},"Object access",": why a dashboard is a report, not a DataView.",[1165,1166,1167],"style",{},"html .light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html.light .shiki span {color: var(--shiki-light);background: var(--shiki-light-bg);font-style: var(--shiki-light-font-style);font-weight: var(--shiki-light-font-weight);text-decoration: var(--shiki-light-text-decoration);}html .default .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .shiki span {color: var(--shiki-default);background: var(--shiki-default-bg);font-style: var(--shiki-default-font-style);font-weight: var(--shiki-default-font-weight);text-decoration: var(--shiki-default-text-decoration);}html .dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}html.dark .shiki span {color: var(--shiki-dark);background: var(--shiki-dark-bg);font-style: var(--shiki-dark-font-style);font-weight: var(--shiki-dark-font-weight);text-decoration: var(--shiki-dark-text-decoration);}",{"title":831,"searchDepth":838,"depth":844,"links":1169},[1170,1171,1172,1174,1175,1176],{"id":806,"depth":844,"text":807},{"id":862,"depth":844,"text":863},{"id":905,"depth":844,"text":1173},"Variables: $VAR filters, $USER restricts",{"id":992,"depth":844,"text":993},{"id":1048,"depth":844,"text":1049},{"id":1144,"depth":844,"text":1145},"Reports built from SQL queries, published to the roles that read them.","md",null,{},true,{"title":118,"description":1177},"mOCSbWydHTlW-ct1eplqepT4VvjGGftN20X8tmdgMAA",[1185,1187],{"title":266,"path":267,"stem":268,"description":1186,"children":-1},"Computed values over a row or the page: card titles, colors, labels, visibility.",{"title":278,"path":279,"stem":280,"description":1188,"children":-1},"A blank dashboard, or one proposed from a table.",1792339946609]