Dashboards: get started
A dashboard turns your records into KPI tiles, charts, pivots and tables — live, filterable, and formatted for each viewer. You define it in your workbook, right next to your forms.
Three steps to your first dashboard:
- Add a sheet whose name starts with
Report_— for exampleReport_Sales. - Fill in one row per widget: what kind it is, its title, which form's records it reads, and what to total.
- Upload the workbook (or re-upload it via Change app), then click Dashboard on the app.
For example, these two rows in Report_Sales (both reading the Orders form):
| Widget | Title | Measure | Summarize | Rows | Chart |
|---|---|---|---|---|---|
kpi | Total Revenue | total_amount | sum | ||
chart | total_amount | sum | region | bar |
…become a headline tile with total revenue, and a bar chart of revenue by region. That's a complete dashboard.
The widget types you can put in a row:
| Widget | What it does |
|---|---|
kpi | One headline number — a total, average or count. |
chart | A bar, line, area, pie or donut graph. |
pivot | A grouped, summarized crosstab with expandable row groups. |
table | The records themselves — sortable, paginated, with a column chooser. |
filter | Not shown on the page — picks which fields appear in the filter bar. |
measure | Not shown on the page — defines a named calculated measure (see Calculated measures & percentages). |
title | Not shown on the page — names the dashboard (its Title cell). |
Everything is live. Viewers can switch a chart's type, point it at a different measure or grouping, click a bar or slice to filter the whole page, narrow every widget with the filter bar at the top, and in Edit dashboard drag widgets to reorder or resize them (arrows and steppers do the same) and hide the ones they don't need (a Hidden widgets strip brings any back). Save view keeps their filters and layout for next time; Reset view returns to your defaults.
In a table widget, click any row — or tile — to open that record. A line-item row opens the record that owns the line.