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Power Apps

Configuring Model-Driven App Dashboards: Building Interactive Charts, Lists, and System Dashboards for Dataverse Data

Model-driven app dashboards give your users live, interactive summaries of Dataverse data without spreadsheets or manual reports. This lesson teaches you how to build charts, assemble system dashboards, and set them as the default app experience — step by step with a real scenario.

🌱 Foundation18 min readSep 22, 2026Updated Sep 22, 2026
Configuring Model-Driven App Dashboards: Building Interactive Charts, Lists, and System Dashboards for Dataverse Data
On this page
  • Introduction
  • Prerequisites
  • Understanding the Two Dashboard Types
  • Charts: The Building Blocks of Visual Dashboards
  • Creating a Chart on a Table
  • Chart Types and When to Use Them
  • Understanding Dashboard Layouts
  • Building a System Dashboard Step by Step
  • Step 1: Open the Dashboard Editor
  • Step 2: Add Charts to the Top Row
  • Step 3: Add List Components to the Bottom Row
  • Step 4: Save and Publish
  • Setting a System Dashboard as the App Default
  • Interactive Features: What Dashboards Can Actually Do
  • Controlling Who Sees Which Dashboard
  • Using Rollup Columns on Dashboards
  • Hands-On Exercise
  • Common Mistakes & Troubleshooting
  • Summary & Next Steps
  • Configuring Model-Driven App Dashboards: Building Interactive Charts, Lists, and System Dashboards for Dataverse Data

    Introduction

    Picture this: your sales team has been entering opportunities, contacts, and account data into your model-driven app for three months. The data is there — hundreds of rows, cleanly structured in Dataverse — but every Monday morning, someone pulls an Excel export and manually builds a summary slide to answer the same five questions: How many deals are in each stage? Which reps have the highest pipeline value? What's the close rate this quarter? That's a solved problem, and dashboards are the solution.

    Model-driven app dashboards give users a live, interactive summary of Dataverse data without requiring them to leave the app or touch a spreadsheet. They're built from components — charts and lists — that connect directly to your existing views, and they update every time someone opens or refreshes them. When configured thoughtfully, a dashboard becomes the first thing a user sees when they open the app, giving them situational awareness in seconds rather than minutes.

    By the end of this lesson, you'll understand the two types of dashboards available in model-driven apps, how to build and configure charts from scratch, how to assemble those charts and view-based lists into a working dashboard, and how to set a dashboard as the default experience for your users.

    What you'll learn:

    • The difference between personal dashboards and system dashboards, and when to use each
    • How to create charts on Dataverse tables and control their visual properties
    • How to build a multi-component system dashboard using the dashboard editor
    • How to configure list components on a dashboard to surface key view data
    • How to set a system dashboard as the default for users in a specific app

    Prerequisites

    You should have a working model-driven app with at least one table that contains real data — even a dozen rows is enough to see charts render. If you haven't built a model-driven app yet, work through Building Your First Model-Driven App: Site Map, Tables, Forms, and Views first. You should also understand what views are, since dashboard list components pull directly from them — Creating and Customizing Views in Model-Driven Apps: Filters, Sorting, and Editable Grids covers that in depth.


    Understanding the Two Dashboard Types

    Before you click anything, it's worth being precise about terminology, because "dashboard" means two different things in model-driven apps.

    Personal dashboards are created by end users inside the app itself. Any user can click the "New" button on the dashboard area, build a layout with charts and lists, and save it — but only they can see it. Personal dashboards are great for power users who want a custom view of their own work. They can't be managed or deployed by administrators across an organization.

    System dashboards are created by makers in Power Apps Studio (or the classic solution explorer) and published as part of the app. When you publish a system dashboard, every user with access to the app can see it. You can also set a system dashboard as the default landing page for the entire app. System dashboards are what you'll configure when building a professional, organization-wide experience.

    Note

    Users can always switch between dashboards using the dropdown at the top of the dashboard area. If you've set a system dashboard as the default, it appears first, but users aren't locked into it unless you specifically restrict their ability to create personal dashboards through security roles.

    In this lesson, we'll focus on system dashboards because they're what actually gets deployed. But almost everything you learn applies equally to personal dashboards — the UI is nearly identical.


    Charts: The Building Blocks of Visual Dashboards

    Every chart on a model-driven dashboard starts as a chart definition on a specific table. Charts aren't created inside the dashboard editor itself — they're created at the table level and then placed onto dashboards. This distinction matters because the same chart can appear on multiple dashboards, and it can also appear inside a view (as the chart pane you toggle with the bar chart icon at the top right of any view).

    Creating a Chart on a Table

    To create a chart, navigate to make.powerapps.com and open your solution. In the solution, find the table you want to chart — let's use an Opportunity table with columns like Stage (a Choice column), Estimated Revenue (Currency), and Owner (a lookup to the User table).

    From the table's detail page, click the Charts area in the left panel (you may need to look under the table's objects). Click New chart.

    The chart editor opens in a split view: a preview pane on the right and a configuration pane on the left. You'll configure three things:

    1. Chart name — give it something descriptive, like "Opportunities by Stage"
    2. Chart type — bar, column, line, pie, funnel, or a few others
    3. Data configuration — the series (what to measure) and the category (how to group)

    For an "Opportunities by Stage" chart:

    • Set the Category (X axis) to the Stage column
    • Set the Legend Entries (Series) to Record Count (the aggregate you want to visualize)
    • The chart type should be Bar or Column depending on whether you prefer horizontal or vertical bars

    Tip

    The "Record Count" aggregate is always available regardless of column type. For numeric columns like Estimated Revenue, you can also choose Sum, Average, Min, or Max. A "Sum of Estimated Revenue by Stage" chart is often more useful to sales managers than a count, because it reflects pipeline value, not just deal volume.

    Click Save and Close. The chart is now attached to the Opportunity table and can be placed on any dashboard.

    Chart Types and When to Use Them

    The chart editor offers several visual types. Here's practical guidance:

    • Column / Bar charts — use for comparing discrete categories. "Deals by stage" or "cases by priority" are classic use cases.
    • Pie / Donut charts — use when you want to show proportions of a whole. Works best when you have fewer than six categories; with more, slices become unreadably thin.
    • Line charts — use for trends over time. You need a date-based category axis, like Created On (grouped by month).
    • Funnel charts — purpose-built for pipeline visualization. Dataverse renders these beautifully for sales stage data.
    • Tag chart — a specialized type that shows a word cloud of text values; rarely used in practice.

    Warning

    Line charts require your category column to carry time-based data that Dataverse can group chronologically. If you accidentally use a text column as the X axis on a line chart, the chart will render but the axis order will be alphabetical — which usually produces nonsense. Always verify that the preview looks meaningful before saving.


    Understanding Dashboard Layouts

    When you create a system dashboard, you choose a layout first. A layout defines how many component slots exist and how they're arranged on the page — think of it like a page grid. The available layouts range from a single full-width component to a 3-column, 2-row arrangement with six total slots.

    Each slot can hold either:

    • A chart component (referencing a chart definition you've already created)
    • A list component (referencing a view from any table)

    The most common layout for operational dashboards is a 2-column, 2-row or 3-column, 1-row arrangement. This gives you enough space to show two or three charts alongside a list of actionable records — the classic "at-a-glance" pattern.


    Building a System Dashboard Step by Step

    Let's build a real dashboard for a sales operations scenario. We'll use:

    • An Opportunity table with Stage, Estimated Revenue, and Owner
    • A Case table with Priority and Status
    • An existing "My Open Opportunities" view on the Opportunity table

    Step 1: Open the Dashboard Editor

    Go to make.powerapps.com, open your solution, and click New → Dashboard → Standard dashboard. You'll be prompted to choose a layout.

    Select the 3-Column Overview Dashboard layout. This gives you a top row with three equal-width chart slots and a bottom row with three equal-width list slots.

    Name your dashboard something descriptive: Sales Operations Overview.

    Step 2: Add Charts to the Top Row

    The dashboard editor shows six empty boxes arranged in the layout you selected. Each box has a small icon in the center — a bar chart icon for chart slots and a list icon for list slots, though in a standard layout you can configure each slot as either type.

    Click the bar chart icon inside the first top-row slot. A dialog opens asking you to configure the chart component:

    • Record Type: select Opportunity
    • View: select All Opportunities (the view controls which records are included in the chart's data)
    • Chart: select Opportunities by Stage (the chart you created earlier)

    Click Add.

    For the second top-row slot, add another chart:

    • Record Type: Opportunity
    • View: All Opportunities
    • Chart: Sum of Estimated Revenue by Owner (create this chart on the Opportunity table first if needed, using Owner as the category and Sum of Estimated Revenue as the series)

    For the third top-row slot, add a chart from the Case table:

    • Record Type: Case
    • View: All Active Cases
    • Chart: Cases by Priority (a pie chart you've created on the Case table)

    Key insight

    The view you select when adding a chart to a dashboard acts as a filter. If you select "My Open Opportunities" instead of "All Opportunities," the chart will only count records visible in that view — which means it respects the view's filter conditions. This is a powerful pattern: you can show "This Quarter's Opportunities by Stage" by referencing a view already filtered to Q4.

    Step 3: Add List Components to the Bottom Row

    Click the list icon in the first bottom-row slot. A dialog opens:

    • Record Type: Opportunity
    • View: My Open Opportunities

    This renders a live, scrollable list of the current user's open opportunities directly on the dashboard — no navigation required.

    For the second bottom-row slot:

    • Record Type: Case
    • View: High Priority Active Cases (a view you've built with a filter on Priority = High and Status = Active)

    For the third slot, you might pull from an entirely different table — perhaps Tasks with an "Overdue Tasks" view, giving a user a to-do style widget right on the home dashboard.

    Step 4: Save and Publish

    Click Save in the toolbar, then click Publish. Publishing makes the dashboard visible to users. Until you publish, only you can see it in the editor.


    Setting a System Dashboard as the App Default

    Publishing a dashboard makes it available, but it won't automatically be what users see when they open the app. To set it as the default, you need to configure it inside the app designer.

    Open your model-driven app in the App Designer (from your solution, click the app, then click Edit). In the modern app designer, navigate to the Navigation panel. Find the Dashboards area in the site map. If dashboards are enabled in your app's navigation, you'll see the area here.

    To set a specific dashboard as the default:

    1. Click on the Dashboards navigation item in the app designer
    2. Look for the Default dashboard property in the right panel
    3. Select Sales Operations Overview from the dropdown

    Save and publish the app. Now, when a user navigates to the Dashboards area in your app, they land on the Sales Operations Overview by default rather than on a blank or generic dashboard.

    Tip

    If you want to surface the dashboard as the very first screen a user sees when opening the app — before they click anything — set the default view in the app's site map to lead with the Dashboards area rather than a specific table. You do this in Configuring Model-Driven App Site Maps: Navigation Areas, Groups, and Subareas for Role-Based Menu Structures by making Dashboards the first subarea in the first group.


    Interactive Features: What Dashboards Can Actually Do

    A common misconception is that dashboards are static images. They're not — they're interactive in several useful ways.

    Chart drilling: When a user clicks a segment of a chart (a bar, a pie slice, a funnel section), the app navigates to a filtered view showing only the records represented by that segment. Click the "Proposal" bar in your "Opportunities by Stage" chart, and you land in a filtered Opportunity view showing only proposals. This is one of the most valuable features of model-driven dashboards and requires zero additional configuration — it works out of the box.

    Refreshing data: Users can click the refresh icon on any chart or list to pull the latest data from Dataverse without reloading the whole page.

    Switching between dashboards: The dropdown at the top of the dashboard area lists all dashboards the user has access to — system dashboards they've been given access to, plus any personal dashboards they've created. Users can freely switch between them.

    List interaction: Records in a list component are clickable. Clicking a row opens the record's form directly. Users can act on records (edit, delete, run workflows) from the list without navigating away first.

    Note

    Dashboard interactivity depends on the user having appropriate security roles. If a user can see a record in a chart but doesn't have read permission on that record type, clicking the chart segment may show an empty or restricted view. Always test dashboards with a non-admin user account. The Dataverse security model is covered in depth in Dataverse Security: Business Units, Security Roles, and Teams.


    Controlling Who Sees Which Dashboard

    System dashboards aren't automatically visible to every user. They follow the same security model as other app components. By default, when you publish a system dashboard, it's visible to all users who have access to the app. But you can restrict visibility by:

    1. Assigning the dashboard to specific apps only — when you publish through a solution and include the dashboard only in specific app modules, it won't appear in other apps.
    2. Using security roles — in the classic solution explorer (accessible from make.powerapps.com via the "…" menu → Advanced tools → Open classic solution explorer), you can find the dashboard under Dashboards, open it, and click Enable Security Roles. This lets you restrict the dashboard to users who hold specific roles.

    This is particularly useful when you have a "Sales Manager Dashboard" with team-wide revenue data that should only be visible to managers, not to individual contributors.


    Using Rollup Columns on Dashboards

    Charts become significantly more useful when the underlying table has Formula Columns and Rollup Columns in Dataverse: Calculated Data Without Code. A rollup column calculates aggregate values — like the total revenue of all related opportunity rows — and stores the result on the parent record. When you chart a rollup column on an Account table, you get aggregated business data in a single chart without any complex query configuration.

    For example: if your Account table has a rollup column called Total Pipeline Value that sums Estimated Revenue across all related open opportunities, you can create a column chart with Account as the category and Sum of Total Pipeline Value as the series. This gives you an account-level revenue comparison that would otherwise require complex joins.


    Hands-On Exercise

    Work through this sequence using a real model-driven app in a developer environment:

    1. Prepare your data. Make sure your app has an Opportunity table (or equivalent) with at least 10 rows and a Choice column for stage/status. If you're starting fresh, import sample data using the Excel import path described in Importing and Migrating Data into Dataverse: Excel Import, Dataflows, and Upserts.

    2. Create three charts on the Opportunity table:

    • A column chart: Record Count by Stage
    • A pie chart: Record Count by Owner
    • A funnel chart: Sum of Estimated Revenue by Stage

    3. Build a system dashboard with a 3-column, 2-row layout. Place all three charts in the top row. In the bottom row, place:

    • "My Open Opportunities" view as a list
    • "All Opportunities Closing This Month" view as a list (create this view if it doesn't exist)
    • Leave the third slot empty for now

    4. Save, publish, and test interactivity. Open the app as a regular user (or use a second browser in InPrivate mode with a different account). Confirm:

    • The dashboard appears by default
    • Clicking a chart segment navigates to the correct filtered view
    • Records in the list are clickable and open forms

    5. Set the dashboard as the app default and verify the experience resets to it when navigating to Dashboards.


    Common Mistakes & Troubleshooting

    Chart shows "No data" The most frequent cause is that the view you selected when adding the chart to the dashboard has a filter that returns no records for the current user. For example, "My Open Opportunities" returns nothing if the logged-in user has no opportunities assigned to them. Test with a view that has a broader filter, like "All Opportunities," to verify the chart can render data at all.

    Chart data looks wrong or incomplete Remember that charts aggregate the data in the selected view — if the view has a filter condition, only records matching that filter contribute to the chart. Open the view itself and verify how many records it returns for the user experiencing the issue.

    Dashboard won't appear in the app If you published the dashboard but it doesn't show in the app, verify that the Dashboards subarea is included in your app's site map. Dashboards are a navigation area that must be explicitly enabled — they don't appear automatically just because a dashboard exists in the solution.

    "Opportunities by Stage" chart shows all stages as one color This is a rendering quirk with some chart types. Pie and donut charts automatically color each slice differently. Bar and column charts use a single color series by default. This is expected behavior, not a bug.

    Users can't see the system dashboard Check whether security role restrictions are enabled on the dashboard. In the classic solution explorer, open the dashboard and verify "Display to everyone" is selected, or that the user's role is in the enabled list. Also confirm the user has at least Read access to the Opportunity table — a chart over data the user can't see will not render.

    Warning

    If you delete a view that's being used by a dashboard list component, the list component will display an error for all users. Always check which dashboards reference a view before modifying or deleting it. The classic solution explorer's dependency checker can help surface these relationships.


    Summary & Next Steps

    You've now built a complete picture of how model-driven app dashboards work — from the chart definitions attached to individual tables, to the layout system that assembles those charts and view-based lists into a coherent dashboard, to the publishing and defaulting mechanics that surface it for your users.

    The key ideas to carry forward:

    • Charts are table-level objects; dashboards are containers that reference them
    • The view you select when placing a chart on a dashboard acts as a data filter
    • System dashboards are published through solutions and can have security role restrictions
    • Chart drilling is built-in interactivity that makes dashboards genuinely useful, not just decorative
    • List components pull live view data and let users navigate directly to records

    From here, there are several natural directions to explore. If your users need data beyond what standard charts can show — custom aggregations, cross-table visualizations, or pixel-perfect layouts — look at Adding Custom Pages to Model-Driven Apps: Canvas Power in a Model-Driven Shell, which lets you embed full canvas app experiences inside the model-driven shell. For more sophisticated visualizations using PCF controls, Extending Model-Driven Apps with PCF Controls: Building and Deploying Custom Field and Dataset Components for Dataverse Forms and Views shows you how to build and deploy fully custom components. And if you want to make the data behind your charts more meaningful through calculated aggregates, revisit Formula Columns and Rollup Columns in Dataverse: Calculated Data Without Code to add pre-calculated metrics to your tables before charting them.

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    On this page

    • Introduction
    • Prerequisites
    • Understanding the Two Dashboard Types
    • Charts: The Building Blocks of Visual Dashboards
    • Creating a Chart on a Table
    • Chart Types and When to Use Them
    • Understanding Dashboard Layouts
    • Building a System Dashboard Step by Step
    • Step 1: Open the Dashboard Editor
    • Step 2: Add Charts to the Top Row
    • Step 3: Add List Components to the Bottom Row
    • Step 4: Save and Publish
    • Setting a System Dashboard as the App Default
    • Interactive Features: What Dashboards Can Actually Do
    • Controlling Who Sees Which Dashboard
    • Using Rollup Columns on Dashboards
    • Hands-On Exercise
    • Common Mistakes & Troubleshooting
    • Summary & Next Steps