Boards in Looker provide a way for teams to find curated dashboards and Looks. Dashboards and Looks, which are stored in folders, can be added to multiple boards. Boards provide a way for users to perform the following tasks:
- Add Looks and dashboards to boards to make it easier for users to find the information that is most relevant to them
- Add links and descriptions to provide context and to guide users to resources
Users will only see boards that they have access to view. A user must have the View access level to see a board. Users with the Manage Access, Edit access level can add dashboards and Looks to the board and provide context for that content to help guide other users.
Viewing and managing access to a board
Access to boards and the content that is added to them, like Looks or dashboards, depends on a user's or group's board access, their access to the folder in which that content is stored, and the model that the Look or dashboard is based on.
If a user doesn't have folder access for viewing a dashboard or Look, that dashboard or Look won't be displayed to that user on the board. If the user has folder access but not model access, they will see a thumbnail but won't be able to view the underlying Look or dashboard.
Board access levels
There are two access levels that can be assigned to a user or group for a board: View and Manage Access, Edit.
With the View access level, a user can see that the board exists, add the board to their list, and view any board content that they have access to view.
With the Manage Access, Edit access level, a user can do everything that the View access level allows and can also make the following changes to the board:
- Manage access to the board
- Organize and manage content on the board
- Add and remove Looks, dashboards, and links
- Delete the board
Viewing the access levels for a board
You must have the Manage Access, Edit access level for a board to view the access levels that other users and groups have for it. To see who can access a board:
Navigate to the board and select the share icon.
Looker displays the Manage access window for the board.
The Who can access this board section of the window lists users and groups who have access to the board as well as their access levels.
Managing the access levels for a board
To manage access to a board, you need the Manage Access, Edit access level for that board. To make changes to the access level that a group or user has for a board:
- Navigate to the board and view its access levels by selecting the share icon.
To change the access level for a user or group that is already listed, select their current access level and choose the access level that you want from the menu. You cannot change the ability of Looker admins to manage the board.
Remove user or group access by clicking the X to the right of the name.
Add one or more groups by selecting the Add group or user field and choosing any groups or users that you want to change.
For any users or groups whose access you want to change, select the existing access level and choose the desired access level from the drop-down menu.
Save your changes by selecting Save.
Creating a board
By default, when a board is created, admins and the creator have the Manage Access, Edit access level. All other users can interact with the board at the View access level.
You can create a new board from the Create button or the Boards option in the left navigation panel.
Creating a board from the Create button
To create a board from the Create button, follow these steps:
- Click the Create button in the left navigation panel.
- Select the Board menu item. This opens a Create board window.
- Enter a name for your new board in the Name field.
- Select Create board.
Creating a board from the Boards option
To create a board from the Boards option, follow these steps:
Select the Create or find a board plus icon next to the Boards option in the left navigation panel, and then select Create a new board.
In the Name section of the Create board window, enter a name for your board and select Create Board.
After board creation
After a board is created, Looker adds the new board to your list in the left sidebar in Boards. As the creator of the board, you will also be listed as a contributor in the Contributors section of the About this board information panel.
You can now manage the content on the board in a number of ways, including:
Adding a board to your list
You can create a shortcut to a board that was created by another user by adding the board to a personal list of boards, similar to a "Favorites" section. When you add a board to your list, it will be listed on the left sidebar under Boards when you browse content in Looker.
To add a board to your list, select Add to my list beneath the title of the board.
To remove a board from your list, select the board's three-dot Board options menu and choose Remove from my list.
You can also remove a board from your list by selecting the three-dot menu that appears when you hold your pointer over a board in the left navigation panel and choosing Remove from sidebar.
The number of users who have added a board to their list is reflected in the About this board section of the board's information section.
Arranging content on a board
To arrange the content on a board, you must have the Manage Access, Edit access level. In addition to adding content to a board, contributors to a board can arrange the content on a board in the following ways:
- Add sections
- Reorder sections
- Remove sections
- Move content within sections
- Drag and drop content between sections
If you make changes to a board, you will be listed as a contributor in the Contributors section of the About this board information panel.
Adding sections to a board
When you create a board, there is a default section named Untitled section. To edit the title of the section, choose the Edit Title pencil icon to the right of Untitled section, and enter a new title.
To add a new section to a board, select New section at the bottom of your board. Enter a name for your new section, and press Enter (Windows) or return (Mac) to save the name.
You can now begin to add content to the new section.
Reordering sections on a board
To change the order of the sections on a board:
Hover your cursor over the section you want to move and select the vertical six-dot icon to the left of the section title.
Holding the vertical six-dot icon, drag the section to reposition it.
Removing sections from a board
If you have the Manage Access, Edit access level for a board, you can also delete its sections. To remove a section from a board:
Select the trash icon for the section you want to delete:
Looker displays a pop-up menu to confirm that you want to delete the section. Select Delete to delete the section.
Moving content within sections on a board
To change the order of content within a section of a board:
- Click on the content that you want to move.
- Holding the added content, drag and drop it to move it to the desired position within the same section.
Moving content between the sections of a board
You can move content from one section to another by dragging and dropping the content you want to move. To move content from one section to another:
Select the content that you want to move.
Holding the content, drag it until it is positioned within the desired section of the board. If you hold the pointer over the new section while holding the content you are moving, Looker displays a message informing you that the content will be placed at the end of the section.
Drop the content into the desired section.
Adding descriptions to a board
For boards that you have created or for which you have the Manage Access, Edit access level, you can add a description that will appear in the board's information panel and in the window that Looker displays when you view all boards. You can also add a description to each section of a board.
Adding a description for the entire board
In the About this board information panel of a board, you can add a text description that will appear in the Description section. This description can be seen by anyone who can view the board and is a great way to give people context around the data added to the board. Your description can be up to 250 characters and can include URLs and Markdown links.
To add or edit a board's description:
Select the Board Information icon at the top of the board to open the board's information panel.
Under Description in the information panel, select the Add a description text to add a new description.
To edit an existing description, hold your pointer over the description and select the Edit Description pencil icon.
Add a description in the Description section and select Done to save the description.
Adding descriptions to the sections of a board
You can add or edit descriptions for each of the sections of a board that you have created or for which you have the Manage Access, Edit access level. To add or edit a description to one of a board's sections:
Select the Add description text beneath the section title.
Type in a description of up to 1,300 characters for the section, and press Enter (Windows) or return (Mac) to save the description.
The description you have added will appear beneath the title of the section.
Users with Manage Access, Edit access to a board can modify an existing section description by selecting the existing text and performing the previous steps.
Adding content to a board
You can add content to a board that you created or have