Create, edit, share, and manage Building BI dashboards with interactive charts, widgets, and customizable layouts.
Building BI dashboards let you visualize building data through interactive charts, tables, and widgets. You can create custom layouts, share dashboards with your team, and publish them for broader access.
Only one person can edit a dashboard at a time. If multiple users edit simultaneously, the last save overwrites earlier changes.Building BI provides a draft and publish workflow with two ways to save your work:
Save as Draft — keeps your changes private. Other users continue to see the previously published version.
Publish — pushes all changes live to every viewer and collaborator.
Select Save as Draft to save a private draft. A confirmation dialog asks you to confirm before proceeding.
Selecting Save as Draft and confirming to keep changes private
Use the status dropdown next to the dashboard name to switch between Published and Draft views, or to open Version History.
Status dropdown showing Published, Draft, and Version History options
Collaborators added through Permissions receive full edit access, including the ability to manage other users on that dashboard. They cannot remove the original owner.
If you want an external user to edit a dashboard without granting full access to the original, duplicate the dashboard first and share the copy.
Tabs split a dashboard into separate pages, each with its own set of widgets and data queries. Use tabs to organize analytics by topic and improve loading performance on large dashboards.To manage tabs while in edit mode:
Add a tab — select the + icon next to the existing tab names. The new tab appears with an editable name field.
Rename a tab — double-click the tab name and type the new name.
Duplicate, delete, or save as template — select the three-dot menu (...) on the tab.
Adding a new tab by selecting the + icon, with the tab name ready to edit
Split large dashboards across multiple tabs. Each tab loads its data independently, which reduces query volume and speeds up rendering.
Open the dashboard and select Edit Dashboard. The Chart List panel opens on the right side showing all available chart types.
Dashboard edit mode with the Chart List panel showing available chart types
2
Choose a chart type
Drag a chart type from the Chart List onto the canvas. The Chart Configuration panel opens with Setup and Style tabs. For Setup requirements by type, see Chart types.
3
Select a data source
Choose a data source from the Data Source dropdown in the configuration panel. The panel shows a “Datasource required!” warning until you select one. Once selected, the available Metrics and Columns from that data source appear in the panel.
Chart Configuration panel before selecting a data source, showing the Datasource required warning
Chart Configuration panel after selecting a data source, showing the Setup tab with metrics list and configured axes
4
Configure data points
Search for columns and metrics using the search bar above the lists. Drag items into the X-Axis, Y-Axis, Secondary Y-Axis, and Legend fields to define what the chart displays.
Searching for columns in the data source and dragging them into axis fields
A fully configured combo chart with X-Axis, Y-Axis, and Secondary Y-Axis populated
5
Customize appearance
Switch to the Style tab to configure visual settings. Set the chart title, colors, and size. Reposition widgets on the canvas using drag-and-drop. For Style field options, see Chart styling options.
Style tab showing General, axis, legend, tooltip, data label, and color configuration sections
6
Save your changes
Select Save as Draft to keep changes private, or Publish to push them live.
Use the three-dot menu on any chart to duplicate or delete it. You can also select multiple widgets at once by holding Shift and clicking each widget, then apply style changes in bulk.
Each widget has two configuration tabs: Setup and Style. The options available in both tabs vary depending on the chart type you select. A Combo chart exposes X-Axis, Y-Axis, Secondary Y-Axis, and Legend fields along with bar and line style controls, while a Card widget only requires a single metric and offers title and number formatting options. Always configure the Setup tab first to define your data, then switch to Style to adjust the visual presentation.Hover over configuration fields to see inline tooltips that explain each setting. See Configuration field tooltips for coverage across widget setup, filters, and time range controls.
The Setup tab controls which data the widget displays and how it is structured. Available fields from your data source are split into two categories:
Metrics — pre-aggregated values such as averages, sums, or counts. Click the fx button next to a metric name to view its underlying formula.
Columns — fields pulled directly from the data source. Calculated columns also display the fx indicator.
You cannot edit calculated metric or calculated column formulas from the fx popup in the chart configuration. To modify the formula, go to the data source directly. See Data sources for details.
Each field displays an icon indicating its data type:
Icon
Data type
#
Number
A
String
Calendar
Date/time
Switch
Boolean
Depending on the chart type, the Setup tab includes some or all of the following parameters:
Organize the chart by a column’s values. Click the double-arrow icon (⇅) next to any column to change its sort direction. Drag columns in the Sort Order section to set priority.
Controls how often the chart queries new data. Set this to the longest acceptable interval to optimize dashboard loading times.
When you add a column or metric to a parameter, select the arrow (>) next to it to open additional options. You can rename the Display Name, choose an Aggregate Function (Average, Sum, Min, Max, Count, or Count distinct), apply breakdown dimensions, or hide the field from tooltips.
Column options showing Display Name, Aggregate Function, and additional settings
The Style tab controls visual presentation without changing the underlying data. The sections available depend on the chart type. For example, a combo chart includes separate sections for bar colors, line colors, line styles, and a secondary Y-axis, while a pie chart offers slice colors and label positioning instead.Common style sections include:
General — title font, padding, background, and corner radius
X-Axis / Y-Axis — axis labels, margins, font, and rotation
Legends — position, font, and visibility
Chart Tooltips — tooltip content and formatting
Data Labels — value labels on bars, lines, or slices
Colors — bar colors, line colors, or series colors depending on chart type
Markers — data point markers on line charts
Chart-specific sections appear only when relevant. Look up every Style field and the per-type section matrix in Chart styling options. Toggle individual style features on or off using the eye icon next to each section.
Building BI supports more than 35 widget types. Use Chart types for Setup requirements per widget. Use Choosing visualizations when you need selection guidance.
Dashboard filters let you apply filter criteria across all widgets at once, instead of configuring filters on each chart individually. See filter options for operators and scopes.Building BI supports two filter scopes:
Dashboard-level filters — apply to every tab in the dashboard.
Page-level filters — apply only to the widgets on the current tab.
To add a filter, select the filter icon in the edit mode sidebar to open the Filters panel. Configure cross-filtering, drill-through filtering, and drag columns from your data source into the Dashboard Filters, Page Filters, or Drill Through Columns fields.
Filters panel showing dashboard filters, page filters, and drill-through columns with the data source columns list
Pin frequently used filters to keep them visible at the top of the dashboard. Pinned filters remain accessible outside of edit mode so viewers can adjust them.
Graphics widgets on the same dashboard respond to slicers, dashboard filters, page filters, and cross-filter selections from other widgets. Marker visibility updates automatically; underlying data queries are unchanged. See Enhanced graphic view.
Pinned filters are not included in PDF exports. If you export a dashboard to PDF, the exported data reflects the current filter state but the filter controls themselves do not appear in the output.
Set a refresh interval for the dashboard. Choose shorter intervals (such as every minute) for live operational data, or longer intervals (hourly or daily) for historical trends.
When enabled, dragging a widget pushes or swaps adjacent widgets instead of overlapping them. This keeps the layout organized as you rearrange widgets.
Choose between Auto Size, Fixed, or Max Width. Auto Size adjusts the canvas to the viewer’s screen. Fixed sets a specific pixel width and adds a horizontal scroll bar on smaller screens. Max Width limits the canvas to a maximum pixel width.
Toggle the mobile layout icon to reorganize and resize widgets for smaller screens. The mobile editor shows a phone-shaped canvas with a Layout Setup panel. Use Place All to auto-arrange widgets, or drag them manually. Remove individual widgets with the X button on each card.
Mobile Layout editor showing a phone-shaped canvas with widget cards and the Layout Setup panel
The Default Widget Style panel sets baseline styling for all new widgets you add to the dashboard. Select the default widget style icon in the edit mode sidebar to configure paddings, background color, title font, and tooltip settings. Any widget you create after setting these defaults inherits these values automatically.
Default Widget Style panel showing padding, background, title font, and tooltip settings
The Template Library panel in the edit mode sidebar lets you browse and add chart and page templates directly to the dashboard you are editing. See Templates for full documentation.
Template Library panel in the dashboard edit sidebar showing chart templates
The My Dashboards section lists all dashboards you have created or have access to.Click the star icon next to a dashboard name to mark it as a favorite. Favorited dashboards appear in the left navigation pane for quick access.Select the three-dot menu on any dashboard row for additional options.
Dashboard three-dot menu with Edit, Duplicate, Permissions, Save as template, and Delete options
Action
Description
Edit
Update the dashboard name, timezone, or description
Duplicate
Create a copy of the dashboard with all its widgets
Select Permissions to manage who can edit the dashboard. Use the Collaborators tab to add individual users. Collaborators receive read and edit access, including the ability to manage other collaborators. The dashboard owner is displayed at the top and cannot be removed or reassigned.The Roles and Users tabs are legacy. Use collections to grant view access by role. See How Building BI permissions work.
Dashboard Permissions dialog showing the Collaborators tab with users and roles
The Active and Expired tabs at the bottom of the Sharing properties dialog list all generated links. To revoke access, delete the link from the Active list. For portfolio-wide link management, see Building BI settings.
Use the dashboard three-dot menu to export a one-time PDF or create a recurring scheduled report. Full steps, fields, and schedule management are in PDF exports and scheduled reports.
Version history tracks every save, publish, and restore action on a dashboard. Every saved version is stored with its date, author, and an optional name. You can preview any past version, restore it as a draft, and maintain a complete audit trail of all published changes.
Access Version History using either method described above.
2
Preview a version
Select any version in the list to preview its contents on the dashboard canvas. Select the pencil icon on an entry to rename it.
3
Restore or publish
Choose one of the available actions:
Restore as Draft — available for all versions. Creates a new draft with the selected version’s contents without affecting the currently published dashboard.
Publish — available when a previous version is selected. Makes the selected version the live dashboard immediately.
Restore as Draft and Publish actions for a selected previous version
Restoring a version as a draft does not overwrite the current published dashboard. A new version history entry is added automatically when you publish the restored draft.
Templates let you save and reuse dashboard layouts, individual tabs, or chart configurations across dashboards and sites. See Templates for full documentation on saving, importing, exporting, and applying templates.
Platform point bounds flag readings outside expected ranges with an Out of Range state. Building BI does not surface a default sensor health view automatically. Data analysts should build dashboards that make out-of-range points visible to operators.
Build from a Point Time Series data source. Run Sync Datasource after bounds are enabled so the latest status fields are available. See Point bounds and unit conversion.
2
Filter out-of-range readings
Add filters or calculated columns that exclude or highlight readings where cur_state includes Out of Range. Use platform bounds logic instead of static ontology thresholds where possible.
3
Exclude bad data from KPIs
In metrics that power portfolio rollups, exclude out-of-range values so failing sensors do not skew averages or totals.
4
Deploy across sites
Save the dashboard as a template or deploy through Deployment Manager. Use unit conversion in metrics when the same ontology field reports in different units across buildings.
Start from the Data Quality global template in Templates, then extend it with bounds-aware filters and prioritization views.
