Sync new data into a dashboard and publish changes
A dashboard has a draft you edit and a published version viewers see. It shows data from its sources as of the last sync, and new data reaches viewers only when you sync it and publish (or turn both on to happen automatically). Open the Updates modal from the library or from the editor's state line. Changing a dashboard needs edit access.
Draft and published dashboard versions
| State | What it is |
|---|---|
| Draft | The working version you edit. Changes are visible only to you and other editors until published. |
| Published | The version that viewers and shared users see. |
The editor header shows Live or Draft, with pills such as New data and a count of unpublished changes. To review or discard those changes, see Discard unpublished changes.
Mammoth tracks two types of changes separately:
- Data changes: new data from your sources.
- Presentation changes: layout, style, filters and chart configuration.
Save edits, then publish them
Saving is explicit. The editor shows Unsaved changes until you save, and you can't publish while changes are unsaved. Saving doesn't change what viewers see: a published dashboard stays as it was until you publish again. Keep working with the AI chat, the Design tab and the Add menu, and use History to review earlier versions. See Edit with AI in the dashboard editor.
- Save your edits.
- Open Share and click Publish.
- Viewers now see your changes.
See Publish and share a dashboard.
Sync new data into a dashboard automatically
The Updates modal shows three steps: Sources, Draft and Live.
| Stage | What it does | Automatic option |
|---|---|---|
| Sync new data | Pulls new rows into your draft. Each source has its own Sync button; there's no single button that syncs all sources. | Sync automatically brings new rows into your draft whenever the pipeline runs. |
| Publish | Lists Data changes and Presentation changes waiting to go live, with a Publish button. | Publish new data automatically sends new data live as soon as it syncs. Layout and style changes still wait for you to publish. |
With both toggles on, new data flows from your source to the published dashboard without manual steps.
Related
- Manage your dashboards: the library and its Updates tab.
- Discard unpublished changes: throw away a draft.
- Fix dashboard problems: stale data after a sync.
Something wrong? support@mammoth.io