> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lightdash.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved Trees

> Build shareable diagrams that show how your metrics relate to each other, visualize hierarchies, and understand dependencies across your data model.

**Saved Trees** are persistent, shareable diagrams of how your metrics relate to each other. Each tree stores its 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.

You build and view Saved Trees on a canvas: switch to the canvas view using the toggle in the top-right corner of the Metrics page. The **Saved Trees** sidebar on the left lists every tree in the project.

<Frame>
  <img className="hidden dark:block" src="https://mintcdn.com/lightdash/EIGNy9H5NGmnphLe/images/guides/metrics-catalog/canvas-saved-trees-dark.png?fit=max&auto=format&n=EIGNy9H5NGmnphLe&q=85&s=3cbb41217d20590130e29754bca440f3" alt="Saved Trees on the canvas" width="3410" height="2704" data-path="images/guides/metrics-catalog/canvas-saved-trees-dark.png" />

  <img className="dark:hidden" src="https://mintcdn.com/lightdash/EIGNy9H5NGmnphLe/images/guides/metrics-catalog/canvas-saved-trees.png?fit=max&auto=format&n=EIGNy9H5NGmnphLe&q=85&s=fdb6df2baa74f51707bf6870ba624dd3" alt="Saved Trees on the canvas" width="3410" height="2704" data-path="images/guides/metrics-catalog/canvas-saved-trees.png" />
</Frame>

### Creating a Saved Tree

1. **Start a new tree**: In the **Saved Trees** sidebar, click **New** to enter edit mode, and type a name in the text input at the top of the canvas.
2. **Find your metrics**: Use the search bar, categories, or table filters to narrow down the metrics sidebar. Click **Load more** at the bottom to pull additional metrics from the catalog.
3. **Add metrics**: Drag metrics from the sidebar onto the canvas.
4. **Create connections**: Drag between node handles to draw edges representing relationships and dependencies. Metrics with [drivers](/guides/metrics-catalog/drivers) defined in `.yml` get their edges drawn automatically.
5. **Remove nodes**: Select a node and press **Backspace** to delete it.
6. **Save**: Click **Save**. The button is disabled until you provide a name and add at least one node.

When you save, the tree name, node positions, edges, and metric references are all persisted.

Click **Cancel** to discard your work. If you have unsaved changes, a confirmation dialog will appear.

<Info>
  [Driver edges](/guides/metrics-catalog/drivers) are not stored with the tree — they are injected automatically whenever matching nodes are present.
</Info>

To make changes later, open the tree from the sidebar and enter edit mode. Viewers can see trees and connections but cannot make edits.

### Collaborative locking

Only one user can edit a Saved Tree at a time. When you start editing, the tree is locked to you. The lock stays active while you work — if you stop editing for more than 2 minutes, the lock is automatically released so others can make changes.

When a tree is locked by another user, you'll see an **"Editing by "** badge in the header, and the Edit and Delete options are disabled until the lock is released.

Your changes are automatically saved as a draft while you edit, so if you accidentally close the tab or refresh the page, your work-in-progress can be recovered when you return.

### Permissions

| Action              |                     Admin                     |                   Developer                   |                     Editor                    |               Interactive Viewer              |                     Viewer                    |
| :------------------ | :-------------------------------------------: | :-------------------------------------------: | :-------------------------------------------: | :-------------------------------------------: | :-------------------------------------------: |
| View a Saved Tree   | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> |
| Create a Saved Tree | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> |     <Icon icon="xmark" iconType="solid" />    |     <Icon icon="xmark" iconType="solid" />    |
| Edit a Saved Tree   | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> |     <Icon icon="xmark" iconType="solid" />    |     <Icon icon="xmark" iconType="solid" />    |
| Delete a Saved Tree | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> | <Icon icon="square-check" iconType="solid" /> |     <Icon icon="xmark" iconType="solid" />    |     <Icon icon="xmark" iconType="solid" />    |
