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How to navigate dashboards in Hubviz Web
Switch tabs and dashboards, enlarge a chart and learn what each icon in the dashboard toolbar does in Hubviz Web.
Open a published dashboard, move through its tabs, switch to another dashboard and enlarge a chart to read the details. All in the browser, without editing anything.
Use this page the first time you open a dashboard in Hubviz Web, or when you can’t find a chart you know exists.
How the screen is organized
From top to bottom, a dashboard has:
- Header: the arrow back to your projects, the Hubviz name with the project name below it and, on the right, the toolbar icons, the Ask the Assistant button and the Period button with the dates, such as 01/2026 to 10/2026.
- Filters: the Dashboard filters bar, when the dashboard has filters at the top. It shows a chip with the number of filters and one chip per filter, such as Business unit. See How to filter a dashboard in Hubviz Web.
- Tabs: the first row shows the dashboard tabs, such as P&L. The second row shows the sections of the selected tab, such as Summary and Details. Whoever builds the dashboard in Hubviz Studio defines both.
- Charts: the charts, KPIs and tables of the tab, laid out in a grid.
Switch tabs
- Click the tab name in the first row. The second row now shows the sections of that tab.
- Click the section you want in the second row. Its charts appear right below.
On a phone, the first row becomes a list. Tap Select category and pick the tab.
If a section shows Oops! No data configured for this tab, it has no charts yet. Let whoever builds the dashboards know.
Switch dashboards
When you open a project, Hubviz Web shows its default dashboard. To see another dashboard from the same project:
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In the header, click the eye icon, Choose dashboard.
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The Choose dashboard window shows Choose the dashboard you want to open and lists the project dashboards. Click the one you want.
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Click Save. The selected dashboard opens on the same screen.
Ready-made accounting dashboards, such as Only Accounting, appear only on the Professional and Business plans. On Essential, the list shows only the project’s dashboards. See What your Hubviz plan includes for accounting.
To cancel, click Close. If the eye icon is greyed out, your user isn’t allowed to switch dashboards. Ask your workspace admin.
Make room on the screen
- Click the Expand icon (a rectangle with corner marks). The side menu and the Hubviz header disappear, and the dashboard fills the window.
- To go back, click the same icon, now Collapse.
Enlarge a chart
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In the top right corner of the chart, click Expand Chart.
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The chart opens in a large window, with legends and labels that are easier to read.
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Close it with the X in the corner of the window.
The icon only appears on charts where whoever built the dashboard turned this option on.
Go back to your projects
Click the arrow on the left of the dashboard header, Switch project. The Your projects screen opens again.
Reference: header icons
Icons appear according to your user permissions and the workspace plan. If an icon in the table doesn’t show for you, ask your admin for the permission.
| Icon | Name in the product | What it does |
|---|---|---|
| Left arrow | Switch project | Goes back to Your projects, so you can open another project. |
| Eye | Choose dashboard | Replaces the open dashboard with another one from the same project. |
| Rectangle with corner marks | Expand and Collapse | Hides or shows the side menu and the header. |
| Screen with a play symbol | Generate Presentations (Export Charts) | Opens the project presentations. On plans without presentations, the icon is greyed out and its tooltip says they are on the Professional and Business plans. See How to create and run presentations in Hubviz Web. |
| Three connected dots | Share Dashboard | Gives other people access to the dashboard. Only shows for people who can edit. See Share. |
| Gear | Settings | Opens the menu with Color Palettes. Only shows for people who can edit palettes. |
| Button with a chat bubble | Ask the Assistant | Opens the AI chat about the project data. See How to ask the AI assistant in Hubviz Web. |
| Button with dates | Period | Changes the period and the comparison for the whole dashboard. See How to pick the period and compare in Hubviz Web. |
Reference: icons on each chart
| Icon | Name in the product | What it does |
|---|---|---|
| Calendar | Period | Changes the period of this chart only. |
| Line chart with sparkles | Hubviz AI | Opens the chart analysis written by AI. See How to get an AI analysis of a chart in Hubviz Web. |
| Square with arrows | Expand Chart | Opens the chart in a large window. |
| Spreadsheet | Export to excel | On pivot tables, downloads the table as an Excel file. See What you can export from Hubviz Web. |
| Pencil | Edit pivot table | On pivot tables enabled by their creator, changes rows and columns without opening Hubviz Studio. |
Example: the Executive view dashboard
The Sales Results 2026 project has the Executive view dashboard, with the P&L tab and the Summary section.
- In Your projects, click Open on the Sales Results 2026 card. The Executive view dashboard opens on the P&L tab, Summary section.
- At the top are the Revenue in the period and Gross profit in the period KPIs. Below them, Revenue vs. target as columns, Revenue by business unit as a donut and, across the full width, Gross profit trend.
- To read the donut better, click Expand Chart on Revenue by business unit. The Industry, Retail and Services slices show at full size.
- To show the dashboard on a meeting room TV, click Expand and press F11.
Tips and common problems
- I can’t see a tab or a dashboard: access may have been limited by whoever shared it. Ask them to add you in Share.
- The numbers look old: Hubviz Web shows the data from the last publish. Ask whoever builds the dashboards to publish again or turn on automatic refresh.
- A chart is empty: check the period on the Period button and the filters at the top. A period with no data leaves the chart blank.
- I want to change a chart: charts and dashboards are edited in Hubviz Studio. See How to build a dashboard.