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, and narrow every widget with the filter bar at the top. Save view keeps their filters and layout for next time; Reset 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.