Manage custom fields for Dashboards

When working with datasets where different customers need different columns displayed, or have custom fields there are some important limitations to understand and workarounds available.

Limitation

Explo's data querying service requires consistent column structures when querying a single dataset. This means you cannot dynamically change which columns are selected based on customer properties within the same chart or query.

Solutions

There are two recommended approaches to handle scenarios where different customers need different column sets:

Option 1: Use Explo Editable Dashboards

1. Enable the editable dashboard section.

2. Create separate datasets, tables, or charts for each column configuration you need in the editable section

3. Use permissions to ensure each customer only sees their relevant component

Option 2: Use Visibility Controls

1. Create multiple datasets/tables/charts with the different column configurations

2. Add all versions to the dashboard

3. Use dashboard variables and the hide property to control visibility

4. Reference our hide elements documentation for implementation details