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Presenting content with boards

As of Looker 21.12, if your admin has enabled the Enhanced Navigation Labs feature, you can access boards from the new enhanced left navigation panel.

You can also view and expand the sections of a board — and navigate to Looks and dashboards that are pinned to a board — from the new enhanced left navigation panel. See the Boards section on the Finding content with enhanced navigation documentation page for more details.

Boards in Looker provide a way for teams to find curated dashboards and Looks. Dashboards and Looks, which are stored in folders, can be pinned to multiple boards. Boards provide a way for users to perform the following tasks:

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 pin 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 pinned 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 will not be displayed to that user on the board. If the user has folder access but not model access, they will see a thumbnail but will not 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 pinned 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:

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:

  1. Navigate to the board. In the upper right, to the right of the board’s title and to the left of the three-dot menu and information icon, select the share icon.

  2. Looker displays the Manage access window for the board.

  3. In the Who can access this board? section of the window, you can see a list of 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:

  1. Navigate to the board and view its access levels by selecting the share icon.
  2. To change the access level for a user or group that is already listed, select their current access level and choose the desired access level from the menu. You cannot change the ability of Looker admins to manage the board.

  3. Remove user or group access by clicking the X to the right of the name.

  4. Add one or more groups or users by selecting the Add group or user field, choosing the desired groups and/or users, and selecting the desired access level.

  5. 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.

To create a new board:

  1. Select the + icon in the Browse menu or in the left sidebar in Browse. If your admin has enabled the Enhanced Navigation Labs feature, select the + icon next to the Boards option in the new enhanced left navigation panel, and then select Create a new board.

  2. In the Name section of the Create board window, enter a name for your board and select Create Board.

  3. Looker adds the new board to your list in the Boards section of the Browse menu and in the left sidebar in Browse. If your admin has enabled the Enhanced Navigation Labs feature, Looker lists the board in the Boards section of the new enhanced left navigation panel.

    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 that user’s board to a personal list of boards in your Browse menu, similar to a Favorites section.

When you add a board to your list, the board will be listed both under Boards in the Browse menu and in the left sidebar in Browse when you browse content in Looker.

If your admin has enabled the Enhanced Navigation Labs feature, boards are listed in the Boards section of the new enhanced left navigation panel.

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 menu and choose Remove from my list:

If your admin has enabled the Enhanced Navigation Labs feature, you can also remove a board from your list by selecting the three-dot menu that appears when you hover over a board in the new enhanced 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 pinning Looks and dashboards to a board, contributors to a board can arrange the content on a board in the following ways:

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 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 or return to save the name.

You can now begin to pin Looks and dashboards to the new section.

Reordering sections on a board

To change the order of the sections on a board:

  1. Hover over the section you want to move and select the vertical six-dot icon to the left of the section title.

  2. Holding the vertical six-dot icon, drag the section to position it above or below another section.

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:

  1. Select the trash icon for the section you want to delete:

  2. Looker displays a pop-up to confirm that you want to delete the section. Select Yes, delete to delete the section.

Removing a section from a board also removes any Looks or dashboards that have been pinned to the board in that section. However, the Looks and dashboards still exist in their folders.

Moving content within sections on a board

To change the order of pinned Looks and dashboards within a section of a board:

  1. Click on the Look or dashboard that you want to move.
  2. Holding the pinned Look or dashboard, 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 a pinned Look or dashboard from one section to another by dragging and dropping the content you want to move. To move a pinned Look or dashboard from one section to another:

  1. Select the pinned Look or dashboard that you want to move.

  2. Holding the pinned Look or dashboard, drag it until it is positioned within the desired section of the board. If you hover over the new section while holding the Look or dashboard you are moving, Looker displays a message informing you that the Look or dashboard will be placed at the end of the section.

  3. Drop the Look or dashboard into the desired section. The Look or dashboard will be added to the end of that section.

Adding descriptions to a board

For boards that you have created or for which you have Manage Access, Edit access, 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 pinned 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:

  1. Select the information icon (the letter i within a circle) to open the board’s information panel.

  2. Under Description in the information panel, select the Add a description text to add a new description.

  3. To edit an existing description, hover over the description and select the Edit Description pencil icon.

  4. 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 Manage Access, Edit access. To add or edit a description to one of a board’s sections:

  1. Select the Add description text beneath the section title.

  2. Type in a description of up to 1,300 characters for the section, and press Enter or return to save the description.

  3. 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.

Pinning content to a board

You can pin Looks and dashboards to a board that you created or have access to edit. You can also unpin content from a board once it has been pinned.

Other users will be able to see and interact with pinned content if they have access to it. Because content is stored in folders rather than on boards, adding and removing content from boards does not actually affect the underlying content.

If you pin content to a board, you will be listed as a contributor in the Contributors section of the About this board information panel.

Pinning Looks and dashboards to a board

You can pin Looks and user-defined dashboards to a board in the following ways:

You can also pin a LookML dashboard to a board from the thumbnail in the LookML dashboards folder or from the gear menu of the LookML dashboard that you are viewing.

Pinning from a board

To pin a Look or user-defined dashboard to a board while you are viewing or editing the board:

  1. If the section already has pinned content, hover over the section and select the + icon.

    If the section doesn’t have any pinned content, select the Pin a Dashboard or Look text.

  2. In the Pin a Look or Dashboard window, select the Look or dashboard that you want to pin to the board. The Look or dashboard you have selected will now appear in the section you have chosen.

Pinning from a folder

To pin a Look, user-defined dashboard, or LookML dashboard to a board from a folder:

  1. In a folder, select the three-dot menu on the thumbnail for the dashboard or Look you want to pin to a board, and choose Pin to a board.

  2. Choose an existing board and section from the Select a board and Select a section in the board drop-down menus, and select Pin.

Pinning from a Look or dashboard

To pin a Look, user-defined dashboard, or LookML dashboard that you are viewing to a board:

  1. Select the gear menu to the right of the Run and Edit buttons, and choose Pin to a board. For dashboards, select the dashboard three-dot menu, and choose Add to a board.

  2. Choose an existing board and section from the Select a board and Select a section in the board drop-down menus, and select Pin.

Unpinning Looks and dashboards from a board

To remove a pinned Look or dashboard from a board:

  1. Select the three-dot menu on the Look or dashboard.
  2. Choose Unpin from this board.

If you remove a section from a board, any pinned Looks and dashboards in that section will also be removed.

Sharing a board

You can share boards for which you have the Manage Access, Edit access level by sharing a link to the board or by sending an email notification. Users must have at least the View access level for a board in order to view it.

Sharing a link to a board

To obtain a link to a board that you can share with others:

  1. Navigate to the board. In the upper right of the board, to the right of the board’s title and to the left of the three-dot menu and information icon, select the share icon.

  2. In the Manage access window, under Share this board with someone, select and copy the URL field, or click Copy URL.

Sending an email notification

When you grant a user access to a board, you are given the option of sending that user an email notification. If you add a user group to a board, however, email notifications will not be sent to the members of the group unless you also add the group members as individual users. To send an email notification:

  1. In the Manage access window for the board, grant access to the user.
  2. Select the Email the people you have just added checkbox in the Manage access window.
  3. Select Save.

Individual users you have added to the board will receive an email notifying them that they have been granted View or Manage Access, Edit access to the board. The email also invites users to view the board and encourages them to add it to their lists.

Deleting a board

When you delete a board, you will not be able to recover it.

To delete a board, you must have the Manage Access, Edit access level. Deleting a board will not delete the Looks and dashboards that are pinned to the board, as they are stored in folders. To delete a board:

  1. Select the board’s three-dot menu and choose Delete board.

  2. Confirm that you want to delete the board in the window that Looker displays.

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