Programmatic Dashboard Management

Overview

The Dashboard Management API lets you programmatically control workspaces and dashboards. Common use cases include:

Building a custom sidebar listing available dashboards
Dynamically creating dashboards when users enable features (e.g. “Enable revenue charts”)
Cloning template dashboards for new customers
Bulk-adding or removing charts from dashboards

Authentication

All Dashboard Management endpoints accept a user JWT in the Authorization header. This is the same JWT you receive from the Get Project User Token endpoint.

Authorization: Bearer <user_jwt>

Alternatively, you can authenticate with an Upsolve API key for server-to-server calls:

Authorization: Bearer up_admin_************

User JWT authentication is recommended for frontend iFrame integrations. API key authentication is recommended for backend automations.

List all workspaces, then list dashboards within a workspace to build your own navigation UI.

Step 1: List Workspaces

curl -X GET "https://api.upsolve.ai/v1/api/dashboard/list-workspaces" \
  -H "Authorization: Bearer up_admin_************"

Step 2: List Dashboards in a Workspace

curl -X GET "https://api.upsolve.ai/v1/api/dashboard/list-workspace-dashboards?workspaceId=<workspace_id>" \
  -H "Authorization: Bearer <user_jwt>"

Response:

{
  "dashboards": [
    {
      "id": "abc-123",
      "name": "Revenue Overview",
      "tenantId": null,
      "createdAt": "2024-01-15T..."
    },
    {
      "id": "def-456",
      "name": "My Custom View",
      "tenantId": "tenant-789",
      "createdAt": "2024-02-01T..."
    }
  ]
}

Step 3: Render in Your App

Embed the application as an iFrame to render the current user’s dashboards, passing their project user token as the jwt query parameter:

<iframe
  src={`https://ai-hub.upsolve.ai/share/application/${applicationId}?jwt=${userJwt}&theme=light`}
  width="100%"
  height="800"
  style={{ border: "none" }}
  title="Embedded Analytics"
/>

See Frontend Setup for the full iFrame embedding guide.

Workflow 2: Create a Dashboard and Add Charts

Create a new empty dashboard, then populate it with charts from your chart library.

Step 1: Create an Empty Dashboard

curl -X POST "https://api.upsolve.ai/v1/api/dashboard/create" \
  -H "Authorization: Bearer <user_jwt>" \
  -H "Content-Type: application/json" \
  -d '{ "workspaceId": "<workspace_id>", "name": "My New Dashboard" }'

Step 2: Add Charts

curl -X POST "https://api.upsolve.ai/v1/api/dashboard/add-charts" \
  -H "Authorization: Bearer <user_jwt>" \
  -H "Content-Type: application/json" \
  -d '{
    "targetDashboardId": "<new_dashboard_id>",
    "charts": [
      { "chartId": "<revenue_chart_id>" },
      { "chartId": "<cost_chart_id>" },
      { "chartId": "<profit_chart_id>" }
    ]
  }'

Charts are deep-copied into the target dashboard, so changes to the originals won’t affect the copy.

Workflow 3: Clone a Dashboard

Clone an existing dashboard (with all its charts) into the same or a different workspace.

curl -X POST "https://api.upsolve.ai/v1/api/dashboard/clone" \
  -H "Authorization: Bearer <user_jwt>" \
  -H "Content-Type: application/json" \
  -d '{
    "sourceDashboardId": "<template_dashboard_id>",
    "targetWorkspaceId": "<target_workspace_id>",
    "name": "Sales Dashboard for ACME Corp"
  }'

Workflow 4: Merge Charts Between Dashboards

Append all charts from one dashboard to another. This is useful for enabling feature bundles (e.g., “Enable revenue charts” adds all revenue-related charts).

curl -X POST "https://api.upsolve.ai/v1/api/dashboard/append-charts-from" \
  -H "Authorization: Bearer <user_jwt>" \
  -H "Content-Type: application/json" \
  -d '{
    "sourceDashboardId": "<revenue_template_dashboard_id>",
    "targetDashboardId": "<users_dashboard_id>"
  }'

Workflow 5: Remove Charts from a Dashboard

Remove specific charts that are no longer needed:

curl -X POST "https://api.upsolve.ai/v1/api/dashboard/remove-charts" \
  -H "Authorization: Bearer <user_jwt>" \
  -H "Content-Type: application/json" \
  -d '{
    "dashboardId": "<dashboard_id>",
    "chartIds": ["<chart_id_1>", "<chart_id_2>"]
  }'

The chart records are preserved in the chart library. Only the dashboard layout is updated.

API Reference

Endpoint	Description
List Workspaces	List all workspaces in your organization
List Workspace Dashboards	List dashboards in a workspace
Create Dashboard	Create a new empty dashboard
Clone Dashboard	Deep-copy a dashboard with all charts
Add Charts	Add charts to a dashboard
Remove Charts	Remove charts from a dashboard
Append Charts	Copy all charts from one dashboard to another

Analytics Layer

Data Connection

Charts

Dashboards

Filtering

Data Permissioning

Scheduled Reporting

Sharing & Export

Customize

Deployment

Programmatic Dashboard Management

Overview

Authentication

Workflow 1: Build a Custom Dashboard Sidebar

Step 1: List Workspaces

Step 2: List Dashboards in a Workspace

Step 3: Render in Your App

Workflow 2: Create a Dashboard and Add Charts

Step 1: Create an Empty Dashboard

Step 2: Add Charts

Workflow 3: Clone a Dashboard

Workflow 4: Merge Charts Between Dashboards

Workflow 5: Remove Charts from a Dashboard

API Reference

​Overview

​Authentication

​Workflow 1: Build a Custom Dashboard Sidebar

​Step 1: List Workspaces

​Step 2: List Dashboards in a Workspace

​Step 3: Render in Your App

​Workflow 2: Create a Dashboard and Add Charts

​Step 1: Create an Empty Dashboard

​Step 2: Add Charts

​Workflow 3: Clone a Dashboard

​Workflow 4: Merge Charts Between Dashboards

​Workflow 5: Remove Charts from a Dashboard

​API Reference

Overview

Authentication

Workflow 1: Build a Custom Dashboard Sidebar

Step 1: List Workspaces

Step 2: List Dashboards in a Workspace

Step 3: Render in Your App

Workflow 2: Create a Dashboard and Add Charts

Step 1: Create an Empty Dashboard

Step 2: Add Charts

Workflow 3: Clone a Dashboard

Workflow 4: Merge Charts Between Dashboards

Workflow 5: Remove Charts from a Dashboard

API Reference