TutorialApplies to: Unified engine deployments
Create a table and bar chart for category sales. Add a region filter and verify that changing it changes both widgets.
Before you start
You need dashboard storage and SQL execution. The SQL includes the same six orders as the first analysis. No catalog is required.
A dashboard dataset is the query result used by its widgets. A widget displays that result as a table, chart, or other view.
1. Create a dataset
- Open Dashboards and create
Lesson - regional sales.
- In the editor, select Add query and name it
Category sales.
- Copy the complete SQL below into the dataset editor.
- In Filters, define
region as a required, non-null String with default North.
- Preview the query using that default.
:region reads the filter value. Do not put quotes around the binding. This SQL needs the dashboard filter definition before it can run. In Workbench, replace :region with the literal 'North' to inspect the same data.
Expect Books = 60, Games = 15, and Garden = 10. Together they total 85.
- Select Add widget and choose Table.
- Select
Category sales as its dataset and show category and sales.
- Add a Bar widget using the same dataset.
- Use
category for the category axis and sales for the numeric measure.
- Name the widgets
Sales values and Sales by category and arrange them in the layout.
The SQL already produces one row per category. Compare the table values with the bars before continuing.
3. Activate and refresh
- Select Save & activate.
- Open the dashboard and select Refresh data.
- Wait for the refresh to finish.
- Check the displayed revision and result time.
- Verify the three North totals in both widgets.
Activation makes a saved revision available for viewing. Refresh executes its queries. Saving a draft alone does not replace the active revision.
Change one thing
Change the region filter to South and select Apply filters. Expect Games = 30 and Garden = 25. There should be no Books row. The total is 55.
An edited filter does not change the result until it is applied. Open History and inspect the refresh for South. Switch back to North and apply it to recover the original three rows.
Check the result
Both widgets use the same dataset and selected region. The visible values match 85 for North and 55 for South. History records the refreshes you used to check them.
Clean up
This lesson does not need a refresh schedule. Keep the dashboard for practice or delete only Lesson - regional sales. If you added a schedule yourself, pause it before cleanup. The inline dataset creates no catalog tables.
Continue
Build a notebook to combine this analysis with written notes. See dashboard filters and refresh and schedules for more options.Last modified on November 4, 2026