Choose validation widgets
Use Validation Widgets in Dashboards to choose between dashboard-based validation widgets and checks-and-standards Data Validation.Run a quantity takeoff
When to use: One model; you need element counts and optional area or length totals (e.g. for cost or schedule).1
Load your model
Drag Model Viewer onto the canvas. Select your project and model; pin a version if you need
a specific state.
2
Add Element count for total elements
Drag Element count onto the canvas. It shows the total count; use page-level filters to
filter by level, category, or family.
3
Add a breakdown widget
Add Total property value for area/length sums or Count by property for counts by
Category, Type, or Family (Revit: Categories, Types, Families). On Total widgets,
open Settings and set Aggregation to Sum, Average, Min, Max, or Median. Use Rounding
and, for area properties, Display unit if you need a different area unit on the chart.
4
Filter the dashboard
Click a value in any chart or table to filter the whole dashboard (e.g. one level, one
category).
5
Browse elements in a table
Add Element table to see rows; customise columns, filter, and sort. Filter state is saved
with the dashboard.
Show each element’s share of the whole
When to use: You already have a number on each element (for example area or length) and you want each one’s share of the project total — as a fraction or percentage — for tables, charts, or filters. This uses two calculated fields: an Aggregate for the total, then Arithmetic to divide each element’s value by that total.1
Load your model
Drag Model Viewer onto the canvas and select the project and model. Apply any page-level
filters you want the “whole” to respect.
2
Create an Aggregate field for the total
Open Calculated Fields, click New calculated field, and choose Aggregate. Pick the
number property (for example area), choose Sum (or another operation), and set the
population: All data for a fixed project total, or Current view if the total should
follow dashboard filters. Save and keep the field on this dashboard.
3
Create an Arithmetic field for the share
Create another calculated field and choose Arithmetic. Write a formula such as
a / b (or
(a / b) * 100 for a percentage). Bind a to the element property and b to your Aggregate
field. Save.4
Show the share in a table or chart
Add Element table or a chart widget and pick the Arithmetic field as a column or value. You
can also filter or colour by it.
Compare totals from two models
When to use: You want one intensity figure that mixes two models — for example power load per square metre of IT room, desks per floor area, or people per workplace — and you want that figure to remain fixed when someone filters the charts. This uses dashboard constants in Calculated Fields (Aggregate → Population → Dashboard constant).1
Load both models
Add a Model Viewer for each model so both appear on the dashboard — for example an equipment or
rack model and a rooms or architecture model.
2
Create the comparison constants
Open Calculated Fields, create an Aggregate field, and set Population to Dashboard
constant. Example: Sum of rack IT load from one model, and Sum of IT room area from the other.
Pick a property that belongs to the model you mean, so the other model does not get mixed in by
accident.
3
Show the comparison
Add a Ratio Value widget and pick those two constants as the two sides of the ratio (load ÷
area). Or create an Arithmetic field that only uses those constants (for example
a / b).Compare two versions of the same model
When to use: You want to see what changed between two versions (e.g. before/after a design round).1
Load both model versions
Add a Dual viewer and load both versions (first model / second model), or add two Model
Viewer widgets and select the same project/model with different versions (pin each to a
version).
2
Add widgets that support Compare mode
Add Element count or Total property value (or Count by property). In the widget’s
data source setting, select both viewers and choose Compare mode.
3
Synchronize the cameras
If you have two viewers side by side, turn on Sync camera in each viewer’s sidebar so
pan/zoom stays aligned.
Show a site model while analyzing design options
When to use: You want a site or existing-conditions model visible in the 3D view while charts and tables tabulate only your design schemes (for example several Grasshopper-generated options).1
Load the site and design schemes
Drag Model Viewer onto the canvas. Load your site model, then use Add model in the
sidebar Models panel to add each design scheme.
2
Mark the site as a context model
Open the ⋯ menu on the site model row and choose Use as context model. The site stays
visible when you filter the schemes in the viewer.
3
Connect widgets to design schemes
Add charts or tables (for example Element count or Count by property). In each widget’s
data source setting, select only the design scheme data sources—not the site model.
4
Filter and compare schemes on the canvas
Click values in charts to add page-level filters. The site model remains fully visible in the
viewer while filters isolate objects in your schemes.
Perform portfolio analysis
When to use: Multiple projects or models; you want combined totals or differences across them.1
Load the projects or models
Add a Model Viewer for each project (or key model) and select project/model for each.
2
Add widgets that support multiple data sources
Add Element count or Count by property and connect them to several viewers (use the
widget’s data source setting).
3
Choose Aggregate or Compare mode
Use Aggregate mode to see combined totals across models; use Compare mode to see
differences.
4
Group widgets with sections
Add Section widgets to group areas (e.g. by project or by metric).
5
Share the dashboard
Share via workspace access. Stakeholders see the same layout and
data.
Run a quick validation check
When to use: You want to check one or more properties against a rule (e.g. “doors must have fire rating”) and see pass/fail in the dashboard.1
Load your model
Drag Model Viewer onto the canvas and select project and model.
2
Add Property checker
Drag Property checker from the Basics group. In the widget settings, choose the property and
define the rule (e.g. “exists”, “equals”, “matches pattern”).
3
View results and colorize the model
The widget shows pass/fail counts. Use the widget option to colorize the 3D viewer so you can
see which elements pass or fail.
4
Add a reusable ruleset
For many rules or reusable rulesets, add Model Validation and define or import a ruleset.
See Data Validation.
Find models that use a specific family or type
When to use: You need to identify which models or elements use a given family (or category/type) so you can fix or flag them (e.g. auditing families, pre-upgrade checks).1
Add a model breakdown widget
Load the model(s). Use Model structure or Families (Revit) or Count by property to
see family/category/type.
2
Search or filter by family name
Use the widget to search or filter by family name (or category/type).
3
Use Matches pattern in a filter
Add a filter with Matches pattern (e.g. family name
*ProblemFamily* or %ProblemFamily%)
to find matches.4
Save a reusable validation rule
To flag this family in future, add Property checker or Model Validation and define a
rule. See Data Validation.
5
Pin the model version
Pin the model version so the result is reproducible.
Turn model codes into clear labels for charts
When to use: The model stores short codes (classification, type, zone, and similar), and you have a spreadsheet that maps each code to a clearer name. You want charts, filters, and colour-by in plain language — without changing the published model. This workflow uses Lookup tables and a Calculated fields Map lookup. If you only need maths, unit changes, or simple groups (and no spreadsheet), skip the table and create a calculated field of another type instead.1
Load your model
Drag Model Viewer onto the canvas and select the project and model.
2
Create a Map lookup calculated field
Open Calculated Fields, click New calculated field, and choose Map lookup. Pick the
model property that holds the code. Import your CSV or Excel list from the dialog (Import new
table if tables already exist), or choose a table you already imported. Set the match column,
the return column, and a fallback for codes not in the list. Save the field and make sure it is
on this dashboard.
3
Chart or list by the new label
Add Count by property, Total value by property, or Element table. In the widget
settings, pick your calculated field instead of the raw code property.
4
Filter or colour the model
Use the calculated field in a filter, or colour the viewer by it, so stakeholders see the
friendly labels rather than the codes.
5
Add further calculated fields
Need areas in another unit for filters or further maths? Add a Unit conversion field, then
build on it. For chart labels only, use widget Display unit instead (see Aggregation and
numeric display). Need
pass/fail-style labels for a table column? Add a Logical field. See Calculated
fields.
Present a dashboard to a client
When to use: You want to share a read-only view or embed the dashboard in a presentation (e.g. Notion, Miro).1
Arrange the layout and apply a theme
Resize and reorder widgets; add Section widgets to group content. In the Themes panel,
pick a built-in or custom theme so chart and validation colors stay consistent. See
Layout for scopes and editing.
2
Use the view link
Share the dashboard view link (not the edit URL). Recipients always open in presentation
mode — view mode and shared mode are the same read-only experience. See
Sharing for share links and presentation mode.
3
Embed the dashboard
You can embed dashboards in Notion, Miro, and other tools. For step-by-step guides, see
Tutorials (filter by Dashboards & Insights).
Show your model on a map with Context (beta)
When to use: You want to place a Speckle model on a pitched 3D map at a real-world site. Models do not need geographic metadata. Context (beta) is the Presentation widget that draws Speckle geometry on OpenFreeMap at the dashboard site location. It is not the same as marking a model as a context model in the Model Viewer.This workflow adds a Model Viewer, Context, and optionally Map to the same dashboard — each uses
one or more browser rendering contexts. On a dashboard that already has several viewer or map
widgets, you can hit your browser’s limit. See 3D viewer widget
limit.
1
Load your model
Drag Model Viewer onto the canvas and select your project and model. Context reuses geometry
from an existing viewer on the dashboard when one is available.
2
Add Context
Drag Context from Presentation onto the canvas. The widget panel shows a Beta badge.
3
Set the dashboard site location
In the Context sidebar, open Site and enter latitude and longitude (optional elevation and
rotation). Select Apply to save the placement. The site location is owned by the dashboard —
you do not need geographic data on the model. You can also set the site from a Map widget;
both share the same site.
4
Add a map for location pins
Drag Map from Presentation if you want a lighter map with location bookmarks only (no
Speckle geometry). Search for a place, then add, rename, or remove pins from Locations.
5
Tune filters, colour, and the map
Use Context sidebar controls as needed: local Filters, Apply global filters, Apply
color by, and Include nested objects (same idea as Model Viewer). Save a starting
viewpoint with Focus or Camera → Save current. Use the bulldozer control to hide basemap
buildings that overlap the model; set Building clearance and optionally Show clearance
boundary. Clip model to ground hides Speckle geometry below the map surface (on by
default).
See also
- Filters — Filter levels, operators, and colorizing the model
- Calculated fields — Add your own values for charts, filters, and colour-by
- Calculated fields — Dashboard constants — Stable totals and X-per-Y numbers from two models
- Lookup tables — Import lists for Map lookup and validation
- Layout — Resize widgets and themes
- Sharing — Share links, present mode, scenarios, and embedding
- Validation Widgets in Dashboards — Sub-guide for dashboard-based validation widget workflows
- Data Validation — Property checker, Model Validation, and rulesets
- Dashboards — Widget groups — Full Presentation widget list including Map and Context