Causal Chain

Causal Chain shows how related KPIs move together so you can see which drivers pushed a metric — not just that it moved.

Edit the chain

1. Open Causal Chain for a dashboard.
2. Click the pencil icon in the header to enter edit mode.
3. Drag nodes to rearrange layout, connect nodes to propose edges, or remove edges.
4. Click Save to persist layout and edge changes in one versioned update, or Cancel to discard those edits.

Add a node

While in edit mode, use Add Node next to Save and Cancel. The form is the same Query Configuration form used to edit a KPI template query — including template SQL, datasource, schema, and date columns.

Required fields:

• KPI Name — display name on the node
• Template Query — SQL used for historical values
• Database Type — used for cadence/date replacement
• Datasource — where the query runs

Optionally link a dashboard Widget with the same searchable picker as Copy filters (search + scroll load). The selected widget UUID is sent as card_id.

After you add a node, it appears on the canvas as a pending change. Connect it to other KPIs if needed, then click Save — new nodes, edges, deletions, and layout updates are sent together in one request. Cancel removes the pending node.

Versions

The current version name sits next to Causal Chain in the header. Click it to rename (/update_version_name).

Open the ⋯ menu to Undo, Redo (newest child), or Choose redo (pick a named branch from next_version_ids). New saves append a child instead of replacing other redo branches.