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tatianainama merged 2 commits into from
Apr 28, 2026
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docs: Saved Trees GA in Canvas view #574

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docs: remove Saved Trees experimental flag and update Canvas view flow
tatianainama Apr 28, 2026
7aaf1a7
docs: drop Project Metrics migration callout from Canvas guide
tatianainama Apr 28, 2026
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19 changes: 8 additions & 11 deletions guides/metrics-catalog/canvas.mdx
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Expand Up @@ -3,27 +3,24 @@ title: "Canvas"
description: "Use the Canvas view to visualize metric relationships, hierarchies, and dependencies in a flexible workspace."
---

The **Canvas View** is a flexible workspace for visualizing and organizing metrics. You can use it to build **Metric Trees** that show how metrics relate to each other, visualize hierarchies, and understand dependencies across your data model.
The **Canvas View** is a flexible workspace for visualizing and organizing metrics. You can use it to build **Saved Trees** that show how metrics relate to each other, visualize hierarchies, and understand dependencies across your data model.

### How to use the Canvas view

1. **Filter your metrics**: Use the search bar, categories, or table filters to narrow down the list. Use the search bar, categories, or table filters to narrow down the list. Categories help you group and label related metrics, making it easier to find what you need. Need help creating categories? [Learn more here](/guides/metrics-catalog/catalog#browsing-the-catalog).
2. **Enable Canvas view**: Switch to the Canvas view toggle in the metrics catalog.
3. **Add metrics**: Drag metrics from the sidebar into the canvas workspace.
4. **Create connections**: Drag between node handles to draw edges representing relationships and dependencies.
5. **Remove nodes**: Select a node and press **Backspace** to delete it.
1. **Open the Canvas view**: Switch to the Canvas view toggle in the metrics catalog. The left rail lists every Saved Tree in the project.
2. **Open or create a tree**: Click an existing tree to open it, or click **New Tree** to start a fresh one (which puts you in edit mode).
3. **Filter your metrics** *(edit mode)*: Use the search bar, categories, or table filters to narrow down the sidebar. Categories help you group and label related metrics, making it easier to find what you need. Need help creating categories? [Learn more here](/guides/metrics-catalog/catalog#browsing-the-catalog).
4. **Add metrics**: Drag metrics from the sidebar into the canvas workspace. Click **Load more** at the bottom of the sidebar to pull additional metrics from the catalog.
5. **Create connections**: Drag between node handles to draw edges representing relationships and dependencies.
6. **Remove nodes**: Select a node and press **Backspace** to delete it.

<Note>
Viewers can see trees and connections but cannot make edits.
</Note>

## Saved Trees

<Info>
**Experimental:** Saved Trees is behind a feature flag. Reach out to support to enable it for your organization. Learn more about [Feature Maturity Levels](/references/workspace/feature-maturity-levels).
</Info>

Saved Trees are named, persistent canvas layouts that preserve your metric arrangements and connections. Unlike the ad-hoc canvas — where unconnected node positions reset between sessions — Saved Trees store the full layout including every node position and edge.
Saved Trees are named, persistent canvas layouts that preserve your metric arrangements and connections. They store the full layout — every node position and every edge — so you can return to the same view next session and share the link with teammates.

Saved Trees are shared across your team: anyone with access to the project can view them, and users with the right permissions can create, edit, and delete them.

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