Visualization & Dashboard Guide

Learn how to transform query results into rich visualizations and assemble dashboards that keep your team aligned on performance, usage, and operational insights.

Overview

The Visualization screen lets you build charts from saved queries, configure chart types, labels, and color themes, and save visualizations to a shared library. The Dashboard screen lets you combine those visualizations into panels you can arrange, resize, and share for a consolidated view of your database activity.

Image placeholder: Visualization workspace overview showing the library and builder.

Access the Visualization & Dashboard Screens

Both screens are available from the left navigation once you are signed in to your Onyx Cloud account.

1

Sign in to Onyx Cloud

Use your organization credentials to access the Onyx Cloud console.

2

Open Visualization or Dashboard

Select Visualization to build charts or Dashboard to assemble panels. Both views use the same saved queries and visualization library.

Visualization Workspace

The Visualization screen is split into a saved visualization library and a builder panel. The library lists saved charts with search, edit, delete, and public sharing controls. The builder panel lets you configure the data source, chart type, axes, labels, and color theme.

Image placeholder: Visualization library list with search, edit, delete, and public toggles.

Build Visualizations

Visualizations are generated from saved queries in the Query Editor. Choose a data source, select a chart type, and map fields to axes or metrics. Use the live preview to confirm the chart responds to your configuration changes.

1

Select a data source

Pick a saved query from the data source dropdown. If a query is running, you can cancel execution from the builder panel.

2

Choose a chart type

Select from bar, line, area, pie, metric, or table views based on how you want to interpret the data.

3

Map fields and labels

Assign fields to the X and Y axes (or category and value fields for pie charts). Customize axis or metric labels to keep dashboards readable for stakeholders.

4

Adjust the chart theme

Pick a color swatch to align with your reporting standards and highlight key trends.

Image placeholder: Visualization builder showing chart types, fields, and preview.

AI Visualization Assistant

Use the AI assistant to describe the chart you want to build in plain language. The assistant proposes chart settings that you can refine in the builder panel.

1

Open the AI Assistant tab

Switch to the AI Assistant in the builder panel to view suggested prompts or enter your own request.

2

Describe the visualization

Provide instructions such as “Line chart of CPU usage over time” or “Table of error logs grouped by service.”

3

Review the generated configuration

Apply the suggestion, then fine-tune fields, labels, or colors to match your reporting needs.

Manage Visualization Library

Saved visualizations appear in the library. Use the search bar to locate charts, edit to refine settings, or delete charts that are no longer relevant.

1

Create new visualizations

Select Create New to open a fresh builder session and add the chart to your library.

2

Edit or delete existing charts

Use the edit icon to update a chart or the trash icon to remove it. Deleting a visualization also removes it from any dashboards that reference it.

3

Toggle public visibility

Mark a visualization as public to make it eligible for sharing. Public status is visible in the library.

Dashboard Workspace

Dashboards collect multiple visualizations into a single view. You can create multiple dashboards, switch between them, and manage which panels appear on each one.

Image placeholder: Dashboard overview with panel grid and controls.

Assemble and Edit Dashboards

Add panels from your visualization library, arrange them on a grid, and resize them to create a layout that fits executive dashboards or operational reviews.

1

Create or switch dashboards

Use the dashboard dropdown to switch or create new dashboards without leaving the page.

2

Enter Edit Layout mode

Select Edit Layout to unlock drag handles, add panels, and remove widgets from the grid.

3

Add panels from saved visualizations

Choose Add Panel and pick from your saved visualizations. Each panel inherits the chart configuration from the library.

4

Drag, resize, and remove panels

Drag panels by their headers, resize with the corner handle, and remove any panel that is no longer needed.

Sharing, Public Links, and Governance

Public toggles are available on both visualizations and dashboards. Use them when you need to share insights outside your immediate team, and keep private items internal to your organization.

1

Enable public access intentionally

Public controls appear as a checkbox in the visualization builder, the visualization library, and the dashboard header.

2

Align sharing with internal policy

Confirm your organization's data governance requirements before sharing dashboards that contain sensitive metrics.

Troubleshooting and Best Practices

If the visualization data looks empty, verify the underlying query runs successfully and returns fields that match the selected axes. For dashboards, ensure the visualization you want to add is saved in the library.

Keep dashboards focused by grouping related metrics together. Use multiple dashboards for separate audiences such as operations, analytics, and executive reporting.

Next Steps

Need Help?

If you have any questions or need assistance:

Contact Support