Overview

What are Library Visuals?

Library visuals are reusable visualization templates you can create once and use across multiple dashboards. Instead of rebuilding the same "Monthly Revenue" or "Active Users" chart every time, save it to your library and drop it into any dashboard with one click.

Think of them as building blocks. You can create standardized visuals that your whole team can use.

Why Use Them?

Stay consistent. When everyone uses the same "Revenue" visual, your metrics match across all dashboards. No more confusion about which calculation is the "right" one.

Save time. Build it once, use it everywhere. No need to recreate visualizations or tweak chart settings repeatedly.

Keep things current. Update a visual once and it updates everywhere it's used. If your data team improves the revenue calculation, all linked dashboards get the update automatically.

Three Types of Visuals

📄 Local Visuals

Regular dashboard cards that exist on one dashboard only. Make a change, and it only affects that dashboard. No special indicators.

📚 Library Visuals

Visuals saved to your library that can be reused. These show a blue "Library" badge when you edit them directly.

🔗 Linked Visuals

When you add a library visual to a dashboard, you're creating a linked instance. It shows a purple "Linked" badge and automatically syncs with updates to the library version.

Here's what that means: User A creates a visual and adds it to Dashboard 1. User B adds the same visual to Dashboard 2, then edits it to improve the formatting. User C opens Dashboard 1 and sees User B's improvements. Everyone always sees the latest version.

The Badge System

When editing a visual, look for badge indicators:

Purple "Linked" badge → This visual is linked to your library. Changes here update the library and all dashboards using it.

Blue "Library" badge → You're editing the library visual directly. Save to update all linked instances.

No badge → This is a local visual. Changes only affect this dashboard.

Common Uses

Company-wide metrics like revenue, user growth, or conversion rates that need to be calculated the same way everywhere.

Team KPIs that appear on multiple team dashboards, sprint velocity, bug counts, deployment frequency.

Executive reports where you maintain a curated set of visuals that stay up-to-date as definitions evolve.

Self-service dashboards where business users mix and match pre-built, validated visuals instead of starting from scratch.

Quick Start

To use library visuals, you need to be in dashboard editing mode with Power User permissions. The Visuals tab appears in the sidebar when you meet these requirements.

Ready to create and use visuals? Check out the working with visuals guide below.