Waymaker
Dashboards

Data Sources

Learn about Data Sources in WaymakerOS.

Data SourcesQueries

Connect your widgets to data from tables, taskboards, sheets, and external connections.

Available data sources

Internal data

Pull data directly from your workspace:

  • Tables — any table in your workspace. Query rows, filter by column, aggregate values.
  • Taskboards — task counts, status distributions, completion rates, assignment breakdowns.
  • Sheets — cell values and ranges from any sheet.

Connected data

Pull data from external services through Connections:

  • Stripe — revenue, charges, subscriptions, customer counts
  • Google Analytics — sessions, page views, conversions
  • Webhooks — any data pushed to your webhook endpoints

Uploads

Upload data directly:

  • CSV — import CSV files as a data source for one-off or periodic reports
  • Excel — import Excel files for the same purpose

Configuring a data source

When adding or editing a widget:

  1. Click Data Source
  2. Choose the source type (Table, Taskboard, Connection, Upload)
  3. Select the specific source (which table, which connection)
  4. Build your query

Query builder

The query builder lets you shape the data before it reaches the widget:

Filters

Narrow the data:

  • Column + operator + value (e.g., Status = "Active")
  • Multiple filters combine with AND

Aggregations

Summarize the data:

  • COUNT — number of rows
  • SUM — total of a numeric column
  • AVERAGE — mean of a numeric column
  • MIN / MAX — smallest / largest value
  • DISTINCT — unique values

Grouping

Group rows by a column to create categories for charts:

  • Group by Status → bar chart with one bar per status
  • Group by Month → line chart showing monthly trends

Date ranges

Filter to a time window:

  • Presets: Today, This week, This month, This quarter, This year
  • Custom: Select start and end dates
  • Rolling: Last 7 days, Last 30 days, Last 90 days

Time granularity

When grouping by time, choose the bucket size:

  • Hour, Day, Week, Month, Quarter, Year

Refreshing data

Dashboard data refreshes automatically. The refresh interval depends on the data source:

  • Internal (tables, taskboards): Real-time
  • Connections: Matches the connection's sync frequency
  • Uploads: Static until re-uploaded

Next steps