Actions are extremely powerful, enabling all sorts of use cases, from writeback, to working with Snowpark, even generating specific narratives form your data. Actions create and extend operational use cases such as data cleansing, commenting and even working with other products.
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Filters: Always one selected value
When building dashboards, ensuring that there’s always a selected value in a filter can be crucial for guiding users through data. This feature guarantees that there is always one option selected, preventing users from accidentally deselecting all values, which could result in empty or confusing visuals.
Use Case: Imagine a scenario where users need to compare energy prices across regions. If a user accidentally deselects all filters, the dashboard could display incorrect or incomplete data.
By enforcing Always One Selected Value, you ensure that a region is always chosen, providing a consistent view and preventing data gaps.
This feature helps users focus on a specific data point without leaving the filter empty, ensuring data integrity and improving the decision-making process.
Designing for Mobile
Astrato lets you design for mobile users - unlike other tools who redesign your dashboard for mobile for you, outside of your control.
Mobile users deserve a true mobile analytics experience.
Creating the Mobile Design
To speed up the process, we recommend to clone your full-screen sheet in the workbook editor.
In the new sheet, we recommend to Lock aspect ratio of your sheet. This ensures that a mobile view is retained on the sheet and enables you to design on a mobile sized canvas.
Choose a paper size or set the aspect ratio to
Once complete, you're ready to make your layout mobile friendly.
💡 Put your main content at the top of the sheet. | 
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Automatically show the right content based on their device
Once you have completed your design, open up Astrato's actions.
In Actions, add the blocks shown below (use our search to find blocks faster).
These blocks perform the following actions:
If the device window is portrait (taller than wider), then go to Mobile Overview.
Otherwise, go to Overview.
The end Result
Try it yourself - just change the window size closer to mobile and hit refresh.
ℹ️ Remember you can show and hide sheets in Astrato, with one workbook to serve all types of users.
Personalized Default View
Astrato lets you have a default view for each user. This can be done in two easy action blocks:
Create default view
User clicks on button object to set their default bookmark.
Set default view on open, based on user name
The default bookmark they created is available only to them, and selected on workbook open.
Lock filters, based on a user’s profile
This procedure ensures users are directed to data they are encouraged to view, based on their name and role. Please note that this is not an alternative to security best practice, we recommend to utilize native data warehouse role-based access control (RBAC).
🔄 How it works:
Table Setup
TheUser Accesstable defines (as an example):User (First Name)
Location (e.g. London)
Role (e.g. Team, Manager)
Procedure: Lock down the data to a user’s scope
First, we filter
User Accessto the current user’s name.Then we get their assigned location, based on that match.
If the user’s Role is “Team”, an extra filter is applied: it locks down the
Sales Countryfield to only show United Kingdom.
Triggering the Procedure
This runs automatically before the workbook opens.
It also runs any time a filter marked "Applied" is changed.
📌 Notes for Admins
✅ This method works well for mirroring (not replacing) a traditional access control experience, which is more customisable, for dynamic user experiences; such as locking and unlocking data, for use with changing the scope of analysis.
🔐 Always manage user roles and data scopes in your data warehouse, not inline.
📚 See Enterprise Authentication guide for best practices on central security.
✨👤 Personalized AI Insights & Recommendations
With Astrato's AI Providers (OpenAI, Axure OpenAI, Snowflake Cortex etc) and prompt building blocks, you can now deliver tailored insights and actionable recommendations directly inside dashboards — no code required.
📘 Use Case 1: Dashboard Analysis with Context-Aware Summary
What it does:
Summarizes dashboard content with AI
Injects user metadata like:
First name
Primary location
Primary role
User groups
The AI understands “who” is asking, and frames insights more meaningfully.
Example Output:
“Hi Emma, based in London in your role as Regional Manager, here’s what stands out in the Sales Forecast dashboard...”
What it does:
Creates a system prompt defining user attributes
Lets the user submit a specific prompt like:
“Show me actions to improve conversion in EMEA”
Together, the LLM receives:
“The user is called James, based in Berlin, role = Marketing Manager... Provide recommended actions to the user.”
🔧 Creative Idea:
Use this for automated suggestions, training guidance, or performance improvement tips — all filtered by user identity. Ideal for:
Internal sales reps
Ops leads
Support dashboards
