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Applications are being deprecated and replaced by canvases. For new dashboards, build a canvas, share it with the workspace and promote a version: every embedded user then sees it with their own data. See Embed Canvases, which maps each part of Applications onto canvases.

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What is an Application?

An Application is a container for dashboard templates that you deploy to your customers. It includes:
  • Chart Templates - Reusable chart configurations
  • Dashboard Templates - Layouts combining multiple charts
  • Spaces - Customer-specific instances of your templates
  • Default Settings - Language, timezone, export options
An application open on a draft dashboard template: its templates listed on the left, and Publish, Settings and Impersonate in the header

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How Applications and Spaces Work

Each space receives its own private copies of your published templates. When you publish a template:
  1. It becomes available to all spaces
  2. Each space gets its own private copy
  3. Users can customize their copies without affecting others

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Creating an Application

  1. Navigate to your project’s Applications tab
  2. Click Create Application
  3. Enter a name
  4. Select the workspace whose data model the application should use
  5. Click Create
The Create Application dialog: name, optional description and the data model the application uses

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Building Templates

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Adding Charts to a Template

  1. Open your application and the dashboard template
  2. Click Add and choose how to add the chart:
    • Add chart adds a chart you already have
    • Create chart opens the full builder: pick the tables, prepare the data, then build the chart
    • Create chart (basic) opens the quick builder: pick a table, click dimensions and measures, and choose a chart type
  3. Click Save and add to dashboard
The basic chart builder: the v_supplier_metrics table, category_name and contracted_spend under Show, and a bar chart of contracted spend by category

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Creating a Dashboard Template

  1. Open your application
  2. Click New Template at the foot of the template list
  3. Add charts from the Add menu, and drag them to arrange the layout
  4. Add filters with + Add Filter if needed
  5. Click the save button beside Add
A dashboard template with its Add menu open: Add chart, Create chart and Create chart (basic)

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Viewing as a User

While building templates, you see them as an admin. To see what users will see:
  1. Click Impersonate in the header
  2. Pick an organization and user from the dropdown at the top right
  3. The view switches to their space, with their data filtered by their RLS rules
  4. Check that the template works for different users, then click Stop
Impersonation mode, with the organization and user picker open listing each project organization and its user count

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Publishing Templates

Templates start in “draft” mode. To make them available to users:
  1. Open the ⋯ menu beside the template in the template list
  2. Click Publish
  3. The template propagates to all spaces
The menu beside a draft template: Set as Default, Publish and Duplicate

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What Happens When You Publish

  1. Template status changes to “published”
  2. Each space gets a copy of the dashboard
  3. Users can now see and interact with it
  4. Future updates require re-publishing

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Understanding Spaces

Each project organization automatically gets a Space for each application.

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What’s in a Space?

  • Template Copies - Private instances of published templates
  • User Dashboards - Dashboards users create themselves
  • User Charts - Charts users create themselves

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Viewing Spaces

  1. Open your application and click Settings in the header
  2. Click Spaces
  3. See all spaces (one per organization)
Settings, Spaces: one space for each project organization

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Default Views

You can set which dashboard users see first when they open their space.

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Setting an Application Default

  1. Open your application
  2. Open the ⋯ menu beside a template in the template list
  3. Click Set as Default
  4. This becomes the default for all users
The template menu with Set as Default highlighted

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User-Specific Defaults

Users can change their own default:
  1. Open any dashboard in their space
  2. Click Set as Default
  3. This overrides the application default for them only

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Application Settings

Click Settings in the application header. The panel shows the application’s name, ID and data model, and these sections:
The application Configuration panel: name, ID, data model and latest version, above Theming, Defaults, Deployment, Spaces, Contract and Danger Zone

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Production Status

Applications can be set to production, like workspaces can.

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Requirements

  1. Application must have a linked data model
  2. That data model version must be production
  3. All template schemas must fit within the data model

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Setting Production

  1. Open your application
  2. Pick the version in the version switcher beside Back to Applications
  3. Click the rocket button beside it (Mark as prod)
  4. Validation runs automatically

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Connecting Agents and Applications

If an application is linked to the same data model as a workspace:
  • The workspace’s agent can generate charts compatible with the application
  • Users can save agent-generated charts to their space
  • Charts flow seamlessly between AI and dashboards

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Best Practices

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1. Test with Multiple Users

Always preview templates as different users to ensure RLS works correctly.

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2. Start with Core Dashboards

Create 2-3 essential dashboards before adding more.

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3. Use Consistent Naming

Name templates clearly so users understand what they show.

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4. Document in Descriptions

Add descriptions to dashboards explaining what they display.

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Next Steps