Use dashboards in Base

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I. Intro

Add a dashboard in Base to analyze data from multiple dimensions through a variety of charts and graphs, from column charts to line charts and more.

Note: When advanced permissions are turned off, collaborators with edit permission can create and edit a dashboard. When advanced permissions are turned on, only the owner and collaborators with manage permission can create or edit a dashboard.

Use cases:

Monitor operations: Visualize operational data and see updates in real-time.

Manage projects: View key project data on the go with the mobile app to facilitate decision-making.

Block types

There are 11 types of blocks that can be added to a dashboard.

Type	Subtype	Recommended usage
Column charts Compare different categories	Column chart	Viewing changes over time.
		Stacked column chart	Comparing data within a category.
		100% stacked column chart	Comparing data within a category.
Line charts View trends over time	Line chart	Suitable for a large volume of data.
		Smooth line chart	Suitable when precision isn't a priority.
		Step chart	Suitable for data changes that are dramatic and irregular.
Pie charts	Pie chart	Comparing parts of different categories.
Pie charts		Doughnut chart	Comparing parts of different categories.
Bar charts Compare different categories	Bar chart	Viewing changes over time.
		Stacked bar chart	Comparing data within a category.
		100% stacked bar chart	Comparing data within a category.
Area charts	Area chart	Displaying continuous data that changes over time.
		Stacked area chart	Comparing cumulative quantities between different categories.
		100% stacked area chart	Displaying the proportion of different categories to the total.
Radar charts	Filled radar	Comparing the performance of different data points across multiple dimensions.
		Radar	Showing the distribution of data across multiple dimensions.
		Radar with marker	It is applicable when specific data points need to be highlighted, and can more clearly display the specific values.
Combo charts	None	Analyzing 2 different categories. Suitable when you need 2 different chart types at the same time.
Funnel charts	None	Visualizing how data evolves through a uni-directional process. It is used for comparison and conversion analysis. It is suitable for one-way process analysis with many links such as user conversion and sales process.
Word clouds	None	Visualizing data for text. Suitable for analyzing text-based data to identify popular terms and visualizing user feedback.
View blocks	Grid view	Displaying data details for easier browsing and comparison.
		Kanban view	Grouping and organizing data records.
		Calendar view	Scheduling events, activity planning, and so on.
		Gantt chart view	Suitable for project management, showing the project's time progress and task dependencies.
		Gallery view	Suitable for displaying content such as images and documents for a more intuitive browsing experience.
Metrics blocks	None	Counting up totals in records. Finding the sum, maximums, minimums, and averages of specified data. Add YoY or MoM data to compare the change over certain periods, and add a trend chart to view the changing trend of key indicators.
Text	None	Providing context or key takeaways.
Buttons	None	Directing to links or triggering automated workflows.
Ranking blocks	None	Displaying rankings in scenarios that require comparing and evaluating the performance of different projects or team members.
NPS charts	None	Displaying customer satisfaction.
Layout blocks	None	Organizing and arranging different types of charts and blocks that you want to group together.

II. Steps

Create a dashboard

Open the base and click Dashboard in the left navigation bar.

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Click Add Block at the top of the page, select the block type, and configure the data settings and style.

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Manage existing dashboards

Right-click the dashboard name on the navigation bar on the left side of the base to rename, copy, move, and delete it. Alternatively, click the ⋮ More actions icon to the right of the dashboard name to find these options.

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Configure blocks

Setup: Set the data source and data range of the chart, change the chart type, select the theme, and select the category of data and the values to be counted.

Customize: Set the background, font color, font size, and configure the legend. For metrics and ranking blocks, you can set the number of decimal places and number format.

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Sort order:

Block type	Sort order
Column Line Scatter Combo Area	X value: Sort according to the horizontal axis field category, such as numerical size, first letter of the text, or order of single option/multiple options. Y value: Sort according to the numerical size of the vertical axis. Record order: Sort according to the order of the records in the view where the data is located.
Pie	Slice: Sort according to the slice field category, such as numerical size, first letter of the text, or order of single option/multiple options. Slice value: Sort according to the numerical size of the slice. Record order: Sort according to the order of the records in the view where the data is located.
Bar	Y value: Sort according to the vertical axis field category, such as numerical size, first letter of the text, or order of single/multiple options order. X value: Sort according to the numerical size of the horizontal axis. Record order: Sort according to the order of the records in the view where the data is located.
Grid view, kanban view, Gantt view, gallery view	Select the required fields as sort conditions and set the sorting method (For example A → Z or Z → A, First → Last or Last → First, 0 → 9 or 9 → 0). The data in the view will be arranged according to these settings. When there are multiple conditions, the data is sorted sequentially in the order the conditions are listed. For more details, see Use Sort in Base.

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Manage existing blocks

Click the ⋮ More icon in the upper-right corner of a block to configure, rename, change title settings, duplicate, copy to other dashboards, change background color, move to a layout block, delete, or add to Workplace.

Note: Text blocks only support duplicate, copy to other dashboards, change background color, move to a layout block, and delete. Button blocks only support configure, duplicate, copy to (other dashboards), change color, move to a layout block, and delete.

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Adjust block size: Click or hover over the block and drag the lower-right corner of the block to resize it.

Adjust block position: Click and drag the top section of the block to move it.

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View data details

To view data details, click the chart elements. The amount of details that you can see depends on the permission settings of the base.

Column/bar charts: Click a column/bar to view its details.

Line, area, radar, and scatter charts: Click a data point to view its details.

Pie charts: Click a slice to view its details.

Combo charts: Click a column or data point to view its details.

Word cloud: Click a word in the word cloud to view its details.

Metrics blocks: Click a number to view its details.

Ranking lists: Click a ranking to view its data.

NPS charts: Click a data segment or list to view its data.

Configure dashboard permissions

Dashboard permissions and table permissions are independent of each other, which means the configuration of one will not affect the other.

Before turning on advanced permissions, dashboard permissions will be aligned with the base's permissions: The owner of the base and collaborators with manage or edit permissions will be able to create, edit, and delete dashboards. Collaborators with view permissions will be able to view dashboards.

After turning on advanced permissions, only the owner and collaborators with manage permission will be able to edit dashboards. You can configure which collaborators can view dashboards by going to advanced permissions in the upper-right corner of the base.

View only: Collaborators added to this permission group will be able to view the data and charts in the dashboards.

No access: No collaborators can view the dashboards.

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The dashboard supports displaying data based on advanced permission settings. When visitors view the dashboard, only data within their permission scope will be shown. For more details, see Show dashboard data based on visitors' permissions.

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Group aggregation

Group aggregation is the process of dividing data into different "groups" based on certain rules, and then processing them within these groups. With group aggregation, you can:

View the import and export quantities of different commodities for each country.

View the sales quantity and revenue of different items for each quarter.

You can use group aggregation for more in-depth analysis using column charts, bar charts, line charts, scatter charts, area charts, radar charts, and combo charts.

Demo:

The "Sales Quantity" table records the number of computers, TVs, and refrigerators sold across four quarters. To see the sales of products sold in each quarter in a column chart, you can do the following.

Steps:

Create a new dashboard and add a column chart.

Select the "Sales Quantity" table as the data source and "Quarter" as the X axis. Select Field Summary for the Y axis and then select "Quantity". The chart will show the total sales by quarter.

Select Group By and select "Product". The chart will then show the total sales of each quarter by product (TV, computer, refrigerator).

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III. FAQs

Who can create, edit, and delete dashboards?

Before turning on advanced permissions, the owner of the base and collaborators with manage or edit permissions will be able to create, edit, and delete dashboards. After enabling advanced permissions, only the owner of the base and collaborators with manage permission will be able to create, edit, and delete dashboards.

Which fields can be analyzed or calculated?

When counting the total number of records, all field types can be calculated;

When finding the sum, maximums, minimums, and averages of specified data, only numeric fields and formula and lookup fields in numeric format are supported.

Can I create dashboards in Lark Docs or Sheets?

No.

Can I use the dashboard on the mobile app?

You can view a dashboard on the mobile app but cannot create a dashboard or add, edit, or delete any blocks.

Can I create a dashboard using more than one base?

No.

Can I download the dashboard in the base?

No.

Can I add dashboard blocks from one base into another base?

No.

What are the limits of series and data points for line charts on the dashboard?

The limit for a series is 50 and the limit for data points is 3,000.

Written by: Lark Help Center

Updated on 2025-03-01

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