Dashboard Display Controls

Overview

Display controls allow dashboard viewers to change how charts group and slice data—such as switching between grouping by country, region, or product line—directly from the dashboard, without needing to edit the underlying chart. This enables more flexible data exploration and reduces the need to create multiple static charts for different dimensional views.

When configured by a dashboard creator, Display controls appear in the filter bar alongside native filters. Viewers can then select different grouping dimensions, and the affected charts will automatically update to reflect the new grouping.

How It Works

When a viewer selects a different grouping option from a Display control, charts that share the same dataset automatically update to show data grouped by the new dimension. For example, a sales chart originally grouped by product line can instantly switch to show the same metrics grouped by region or sales rep—without anyone needing to edit the chart itself.

This makes it easy to explore the same data from different angles. Use filters to narrow down what data you're looking at, and Display controls to change how that data is broken down.

Configuring Display Controls (Dashboard Creators)

Dashboard creators can add Display controls through the Filters and Controls settings.

Add a Display Control

1. Open your dashboard in Edit mode
2. Expand the filter bar on the left side of the dashboard
3. Click the gear icon (⚙️) in the filter bar header and select Add or edit filters and controls
4. In the modal, click the + dropdown and select Add display control
5. Enter a Display control name (e.g., "Group Sales By")
6. Select the Dataset that the control should apply to
7. Click Save to apply your changes

The new Display control will appear in the filter bar under the Display controls section.

Consider setting a default value so the dashboard displays meaningful data immediately when it loads. Display controls work well alongside native filters—use filters to narrow the data, and Display controls to change how that filtered data is aggregated.

Using Display Controls (Dashboard Viewers)

Expand the filter bar, find the Display control, and select a dimension from the dropdown. Affected charts will automatically refresh to show data grouped by your selection.

Use Cases

Sales Analysis Dashboard

Configure a Display control that lets viewers switch between viewing sales metrics by product line, geographic region, sales representative, or time period.

Customer Segmentation

Allow viewers to dynamically regroup customer data by industry, company size, subscription tier, or account manager.

Operational Metrics

Enable switching between operational views grouped by department, location, shift, or equipment type.

Frequently Asked Questions

Which chart types support Display controls?

Display controls work with chart types that use grouping, including bar charts, line charts, pie charts, tables, and other aggregation-based visualizations.

Can I use Display controls with multiple datasets?

Yes, you can create multiple Display controls, each associated with a different dataset. Each control will only affect charts that use its associated dataset.

Can I limit the charts that will be impacted by Display controls?

No, currently all eligible charts will be updated when the Dynamic Group by control is applied. Look for the icon in the top right of a chart to see which Dynamic Group by controls are applied.

Can I set up multiple datasets to be impacted by the same Dynamic Group by control if they have the same set of columns?

No, not at this time.

Do Display controls affect chart permissions?

No, Display controls respect existing data access and Row Level Security permissions.

Can I use Display controls in embedded dashboards?

Yes, Display controls function the same way in embedded dashboards as they do in the main Preset application.