Manage your dashboard

Access any of your New Relic dashboards to create or manage your charts directly from the chart menu, customize your dashboard's layout, adjust display modes, or export your data.

Once you've customized your dashboard and built your charts, use our advanced visualization features and tools for data exploration to correlate and analyze your data.

Customize your dashboard

Go to one.newrelic.com > All capabilities > Dashboards to open the dashboards page.

Click a dashboard to open its charts. A dashboard page includes these features:

Duplicate your dashboard

You can duplicate your dashboard regardless of your permission levels. Click the icon on the right corner and select Duplicate dashboard.

The duplicated dashboard is named like the original dashboard followed by the word “copy”. For example, if you duplicate a dashboard named This is my dashboard, the duplicate is called This is my dashboard copy. You can change the name, select the associated account, and add the permissions when you duplicate it. Once you click Create, you'll see a pop-up message on your screen to access the duplicated dashboard. You can edit the name and other properties of the dashboard, such as permissions, any time.

The dashboard is automatically copied and the duplicate is added to the index. The duplicate has Public - Read and write permissions.

Edit your dashboard

You can edit a dashboard if you have permissions to do it.

Use the edit button to:

• Copy the dashboard's permalink.
• Rename your dashboard. Names are searchable, so we recommend giving a meaningful name using words that will help you locate your dashboard easily.
• Create new content by clicking the + Add widget button. Add a new chart using the query builder, or add text, images, or links using our Markdown editor.
• Resize and rearrange charts. You can move any chart and put it anywhere in the dashboard so the layout you set fits your preferences: place your more relevant charts on top, or drop less used charts in a corner. You can set up to 12 columns of charts.

Export your dashboard

You can export your dashboard as a pdf file. Click the icon on the right corner and select Export dashboard as PDF. A new tab on your browser opens with your PDF.

Exporting to PDF or as an image changes the display depending on the chart type.

Import your dashboard as JSON

You can import a dashboard as JSON when you want to modify an out-of-the-box dashboard at the code level. For example, if you want to create a custom dashboard by merging two existing dashboards together, you can modify a base dashboard’s JSON and then import it back to New Relic.

To import a dashboard as JSON:

1. Go to one.newrelic.com > All capabilities > Dashboards.
2. Open an existing dashboard’s JSON by click the ..., then select Copy JSON.
3. Go back to the Dashboards page.
4. In the top-right corner, click Import dashboard.
5. Paste your JSON code.
6. Choose the account and permission settings for the dashboard. You can’t change the account once you’ve set it, but you can change the permissions at any time.
7. Click Save.

See metadata

Inside a dasboard, click the 'metadata' button to access the metadata widget. There you can see the dashboard's entity GUID, account ID, account name, and manage all the tags added to the dashboard.

From the dashboard index, there is the See metadata & tags option to see the metadata of a dashboard.

See tags

Inside a dasboard, click the 'tags' button to access the tags widget. There you can see the dashboard's account ID, account name, email of the person who created it, permissions, and the ID of the trusted account.

From the dashboard index, there is the See metadata & tags option to see the tags of a dashboard.

Settings menu

Click the icon on the right corner and select Settings.

This option allows you:

• To change the name of the dashboard. Names are searchable, so we recommend giving it a meaningful name that will help you locate your dashboard easily.

• To modify the dashboard's permissions.

  At the settings menu you can also see when the dashboard was created and the account it belongs to. These values can't be modified.

  

Template variables

You can use template variables to dynamically filter your dashboards. Template variables give you and your dashboard users greater control over adjusting what your dashboards show. See Template variables.

TV mode

You can enable a full-screen TV mode that optimizes the dashboard for display on a television screen.

There're two ways to turn on TV mode:

• When viewing a dashboard, select the icon at the top right.

• Add this parameter to a dashboard page URL: &tv-mode

  To configure TV mode, from a dashboard, click the icon on the right corner and select Settings. Under the TV mode section, there're these options:

• Display the name of the dashboard. Turning off the dashboard name gives the dashboard charts more space on the screen.

• Show time picker. Use this option to change the time range of the data on display.

• Cycle to the next page every 20 seconds. If the dashboard includes several pages, you'll see this option.

  These options are available if you've the permission in the dashboard.

  

Manage dashboards via API

For how to create and manage dashboards via API, see NerdGraph: Configure dashboards.

Add new content to your dashboard

Here's a few ways to add new content to your dashboard:

• Click the edit button at the top right corner, then create new content by clicking the Add widget button.
• From metrics and events and query builder.
• Use the + Add widget button (accessible from the main dashboard page or in the edit mode) to access the query builder, or to add content (such as text, links, or images) using our Markdown editor.
• Copy an existing chart from any dashboard.

If you experience issues adding new content, check our error messages.

Add custom content using the Markdown editor

Add context and flair to your dashboard with custom content using our Markdown editor. With this feature, you can add formatted text, checklists, images, code snippets, and more. This makes it easy to explain shared dashboards, add useful hyperlinks, create task lists, and create any other rich content you need.

The Markdown editor contains a Markdown pane, where you enter your content, and a Preview pane, where you can view it. For more information about Markdown syntax options, see the GitHub's Markdown guide.

You can also edit existing content by clicking the ellipses icon on any Markdown widget and selecting Edit.

Learn more about what you can do with the Markdown widget in the short video below (approx. 3:11 minutes):

Organize your dashboards with pages

You can use multiple pages to organize your dashboard data in different views. When you add more pages to that dashboard, you can access these pages using the tabs at the top of the dashboard UI.

You can use this feature to group together related dashboard views. This is valuable when you're aggregating a lot of data and charts related to a specific project, team, or subject.

For example, a mobile app team might build a dashboard focused on app performance by country. The first dashboard page might be an overview of performance across all countries, with other pages focused on specific countries.

There's other features to connect dashboards:

• Create widgets containing Markdown text to add direct links to specific UI pages or dashboards.
• Use facet filtering to create links that automatically link to and filter other dashboards.
• Use the dashboard search to find similarly named dashboards. To take advantage of this, you can add team- or project-specific words/phrases to dashboard names.

Add and edit pages to a dashboard

To add or edit a page in a dashboard:

1. From a new or existing dashboard, enter edit mode by selecting the icon. Depending on the permissions of the dashboard, you'll see this icon or not.
2. Add a new page:
   • Select Add a page to add a blank page.
   • Clone an existing page by clicking the dropdown next to a page name, and selecting Duplicate Page.
3. While in edit mode, you can add widgets to the new page, drag and drop page tabs to new locations, and do other dashboard editing tasks.
4. When you finish, select Done editing.

Manage your charts and Markdown content

From any Markdown element, access the menu on the upper right corner to edit or delete it. From any chart, access the chart action menu on the upper right corner to:

• Expand your chart to full screen.
• Share your chart as an image or with a link.
• For table charts only, export as a .csv file. You can import this file into other apps like Microsoft Excel or Google Sheets to do further analysis.
• View the query.
• Copy the chart to any dashboard.
• Open the NRQL console to see or edit the query associated to the chart.
• Duplicate the chart.
• Delete the chart.

Learn more about how to use your charts.

Filter and refine your charts

You can narrow down the information on display using the filtering function, which is a visual representation of query conditions:

• Use the filter bar to select the values or attributes you want to see, and remove the rest of the elements from the charts.
• Open the advanced filter bar to access the boolean operators (such as =, !=, CONTAINS, EXCLUDES, etc.) and add compound and complex conditions for filtering data.

After applying a filter, your dashboard will only show the data associated to the elements you selected. A small counter indicates the number of filters applied at a time.

To return to the default view, click on the small cross by the filter to remove it.

Filter using the chart legend

Click on a legend in any chart with legends to see that series only, and remove the rest of series from the chart. This helps you isolate the data you want to analyze.

To do the opposite, use CMD (in a Mac) or CTRL (in Windows): This will remove the selected series, and keep the rest.

Filter dashboards using facets

If a chart's NRQL query contains a FACET clause, you can use the faceted attributes to filter the current dashboard or another related dashboard. For more details, see Filter by facets.

Use the time picker to adjust time settings

By default, each chart in the dashboard show data for the time period specified when they were created in the query builder. However, you can use the time picker to change the time range of the data on display and set the same range for all charts. This is particularly useful while troubleshooting incidents, if you need to narrow down your data to observe what happened in a specific time period.

The refresh rate depends on the duration of the time window you are viewing. For more information and examples, see Chart refresh intervals.

To change the time range:

• Select one of the available options from the dropdown menu (ranging from last 5 minutes to last 6 months).
• Customize the time range with specific start and end timestamps using the custom menu.

If you don't want to change the time range of a chart when using the time picker:

1. Click the icon and select Edit.
2. Open the Dashboard Options menu in the customizations UI.
3. Set the Ignore time picker toggle to on or off depending on your need.

Export your data

You can export your dashboard and chart data with either of the following options:

• Export any dashboard as a PDF file clicking the icon on the right corner and select Export dashboard as PDF.
• Share your charts either as a PNG image or as a link: Click the icon on the right corner of the chart and select the Get as image.

Exporting to PDF or as an image has certain limitations depending on the chart type.

Share your data

You may be used to any user in your organization having the ability to create live chart URLs by using the Get chart link option in supported visualizations. Now, to prevent potential data exposures, administrators will have control over who can and can't create live chart URLs. This permission is now controlled by both the Live Chart URL (individual) and Live Chart URL (all) capability, explained below. Using these, you can assign permissions to accounts to enable individual users to create shareable URLS.

In order to minimize disruption, customers who want to enable this functionality can create custom roles and assign them to their users prior to April 30, 2024. After April 30, 2024, this function will be generally available, and these capabilities will activate.

Live chart URL (individual)

Use this capability to limit the scope of the user actions to the live URLs that they create:

• View: The user can see the live chart URLs they have created.
• Modify: The user can create a live chart URL.
• Delete: The user can delete any live chart URL they have created.

Live chart URL (all)

Use this capability to increase the scope of the user actions to live URLs that have been created by any user in the account:

• View: The user can see all live chart URLs created by any user in the account.
• Delete: The user can delete any live chart URL created by any user in the account.

The new capabilities will also apply to the live chart URLs APIs.

Recover deleted dashboard

If you delete your dashboard, you can quickly restore it with NerdGraph. To learn how, read the Support forum post, or watch this short video (2:14 minutes).

Key visual tools

Dashboards offer intuitive visualization features and tools for advanced data exploration and fast troubleshooting.