# Manage SQL workbooks and data dashboards

Save SQL, maintain draft and finalized versions, and create, run, update, refresh, and delete data dashboards and charts. This page does not execute arbitrary SQL; to execute SQL and inspect its results, see [Execute SQL and manage SQL metadata](sql-execution-metadata.md).

## Prerequisites

Prepare credentials that can access the target workspace and existing object IDs required for saved SQL, chart, or dashboard operations. For service endpoints, authentication, and general request formats, see [Prepare to call an API](../../api-call-basics.md).

Before modifying, finalizing, deleting, running, or updating, obtain target IDs from saved-SQL records, versions, or data-dashboard lists and details.

## Call sequence

1. Query saved SQL and versions to determine whether to create a saved record, create a draft, or modify an existing version.
2. Finalize a version when you need to preserve it, then confirm the target version through its content.
3. After creating a data dashboard, create or update charts. To generate chart SQL from a natural-language question, generate an SQL draft first. Preview chart SQL before running or refreshing a chart when needed.
4. Query or download chart results to confirm output. Delete charts, dashboards, or saved SQL only when they are no longer needed.

## API operations

### Save SQL and manage versions

| What you need to do | API operation | Use it when |
| --- | --- | --- |
| View saved SQL | [List SQL workbooks](../../../../reference/api/ai-studio/data-processing/sql-workbooks/list-workbooks.md) | Find a saved-SQL record or obtain a target ID. |
| Create a saved-SQL record | [Create a SQL workbook](../../../../reference/api/ai-studio/data-processing/sql-workbooks/create-workbook.md) | Add a saved-SQL record. |
| Rename a saved-SQL record | [Update a SQL workbook](../../../../reference/api/ai-studio/data-processing/sql-workbooks/update-workbook.md) | Adjust a saved-record name. |
| Delete a saved-SQL record | [Delete a SQL workbook](../../../../reference/api/ai-studio/data-processing/sql-workbooks/delete-workbook.md) | You confirmed that the record is no longer needed. |
| View saved-SQL versions | [List SQL workbook versions](../../../../reference/api/ai-studio/data-processing/sql-workbooks/list-workbook-versions.md) | Find an existing version or obtain a version ID. |
| View saved-SQL version content | [Get SQL workbook content](../../../../reference/api/ai-studio/data-processing/sql-workbooks/get-workbook.md) | Inspect a specified version's content. |
| Create a SQL draft version | [Create a SQL workbook draft](../../../../reference/api/ai-studio/data-processing/sql-workbooks/create-workbook-draft.md) | Add a draft version. |
| Modify a SQL draft version | [Update a SQL workbook draft](../../../../reference/api/ai-studio/data-processing/sql-workbooks/update-workbook-draft.md) | Adjust draft content. |
| Finalize a SQL version | [Finalize a SQL workbook version](../../../../reference/api/ai-studio/data-processing/sql-workbooks/finalize-workbook-version.md) | Finalize a target version. |

### Manage data dashboards and charts

| What you need to do | API operation | Use it when |
| --- | --- | --- |
| Query data dashboards | [List data dashboards](../../../../reference/api/ai-studio/data-processing/data-dashboards/list-data-dashboards.md) | Find a dashboard or obtain a target ID. |
| Create a data dashboard | [Create a data dashboard](../../../../reference/api/ai-studio/data-processing/data-dashboards/create-data-dashboard.md) | Add a data dashboard. |
| Query dashboard details | [Get data dashboard details](../../../../reference/api/ai-studio/data-processing/data-dashboards/get-data-dashboard.md) | Inspect current information for one dashboard. |
| Update a data dashboard | [Update a data dashboard](../../../../reference/api/ai-studio/data-processing/data-dashboards/update-data-dashboard.md) | Adjust an existing dashboard. |
| Delete a data dashboard | [Delete a data dashboard](../../../../reference/api/ai-studio/data-processing/data-dashboards/delete-data-dashboard.md) | You confirmed that the dashboard is no longer needed. |
| Create a chart | [Create a dashboard chart](../../../../reference/api/ai-studio/data-processing/data-dashboards/create-data-dashboard-chart.md) | You identified the target dashboard and need to add a chart. |
| Update a chart | [Update a dashboard chart](../../../../reference/api/ai-studio/data-processing/data-dashboards/update-data-dashboard-chart.md) | Adjust an existing chart. |
| Delete a chart | [Delete a dashboard chart](../../../../reference/api/ai-studio/data-processing/data-dashboards/delete-data-dashboard-chart.md) | You confirmed that the chart is no longer needed. |
| Generate chart SQL draft | [Generate dashboard chart SQL draft](../../../../reference/api/ai-studio/data-processing/data-dashboards/generate-data-dashboard-chart-sql.md) | Generate and validate a read-only SQL draft from a natural-language question. |
| Preview chart SQL | [Preview dashboard chart SQL](../../../../reference/api/ai-studio/data-processing/data-dashboards/preview-data-dashboard-chart-sql.md) | Inspect chart SQL before running it. |
| Run a chart | [Run a dashboard chart](../../../../reference/api/ai-studio/data-processing/data-dashboards/run-data-dashboard-chart.md) | Run one chart. |
| Refresh all charts | [Refresh all dashboard charts](../../../../reference/api/ai-studio/data-processing/data-dashboards/refresh-all-data-dashboard-charts.md) | Refresh every chart in a dashboard. |
| Query chart results | [Get a dashboard chart result](../../../../reference/api/ai-studio/data-processing/data-dashboards/get-data-dashboard-chart-result.md) | Inspect chart output. |
| Download chart results | [Download a dashboard chart result](../../../../reference/api/ai-studio/data-processing/data-dashboards/download-data-dashboard-chart-result.md) | Obtain chart results. |

## Confirm the result

After creating, modifying, or finalizing SQL, query the saved record, version list, and version content to confirm the target version. After creating, updating, running, or refreshing a dashboard, use [Get data dashboard details](../../../../reference/api/ai-studio/data-processing/data-dashboards/get-data-dashboard.md) to confirm dashboard information and [Get a dashboard chart result](../../../../reference/api/ai-studio/data-processing/data-dashboards/get-data-dashboard-chart-result.md) to inspect chart output.

## Limitations and notes

- Saved-SQL records, draft versions, finalized versions, data dashboards, and charts are different objects. Confirm the IDs you hold before calling an API.
- Running or refreshing a chart does not mean its result is readable. Use the chart-result query to confirm.
- Before deleting a saved record, dashboard, or chart, confirm its impact scope.

## Next steps

- [Execute SQL and manage SQL metadata](sql-execution-metadata.md)