Dashboard composition
Arrange reports, indicators, explanatory content and interactive controls in flexible dashboard layouts.
Applications / Data and reporting
Dashboards
Turn connected data into dashboards, long-form reports and repeatable publications. Dashboards combines a flexible widget canvas, live Data Hub sources, interactive filtering, collaboration, versioned publishing, exports and scheduled delivery, so teams can explore performance and share the same trusted picture in the format each audience needs.
Highlights
01 — 05
01Interactive dashboard canvas02Filter widgets03Explore from a chart04Paginated reports05Scheduled report delivery
Highlights · 01
A live studio overview brings together project budgets, progress, portfolio charts and delivery recordsInteractive dashboard canvas
Arrange charts, tables and measures into a coherent view of the business.
Highlights · 02
Select Cedar House to filter the investment measures, chart and delivery detail togetherFilter widgets
Let readers explore data using lists, boxes, dropdowns or buttons on the dashboard itself.
Highlights · 03
Select Cedar House in the chart to focus the measures and underlying delivery recordExplore from a chart
Select a client in a chart to focus the connected measures, charts and delivery records on that client.
Highlights · 04
Turn six live client engagements into a three-page A4 delivery briefPaginated reports
Design a paper-sized report with repeating content for a multi-page output.
Highlights · 05
Prepare a Monday PDF delivery at 9 am using the studio’s branded email templateScheduled report delivery
Configure a report schedule and the email used to deliver it.
A closer look
06 — 20
06Data field mapping07KPI and indicator widgets08Statistical and time-series charts09Tables, matrices and pivots10Multiple dashboard tabs11Scrollable reports12Paper themes and page settings13Repeating report regions14Date grouping and fiscal periods15Number and value formatting16Conditional widget visibility17Layout and annotation elements18PDF and data export19Published access and versions20View analytics and delivery history
A closer look · 06
Map Client to the category axis and compare summed Budget and Spent measuresData field mapping
Bind a widget to a dataset and assign its category, series and value fields.
A closer look · 07
Bind average completion to the live delivery dataset and a 100 percent targetKPI and indicator widgets
Present key values using numbers, gauges, progress or sparklines.
A closer look · 08
Compare budget with investment and see the mix of studio disciplinesStatistical and time-series charts
Choose a visual form that answers a question beyond a simple bar chart.
A closer look · 09
Review named client records and tune the table’s column labels, widths and formatsTables, matrices and pivots
Compare detailed records and cross-tabulated measures in the same reporting environment.
A closer look · 10
Separate the studio overview, client focus and portfolio patterns in one dashboardMultiple dashboard tabs
Separate audiences or topics while retaining one dashboard document.
A closer look · 11
Combine a delivery narrative, live measures and detailed records in a continuous weekly reportScrollable reports
Build a continuous report when the content needs more room than a fixed dashboard.
A closer look · 12
Apply the Dark Academia paper theme to every card, chart and table on the studio overviewPaper themes and page settings
Match presentation, dimensions and margins to the report's intended use.
A closer look · 13
Carry 52 deliverables over four A4 pages, with the page header, column titles and footer repeated on every pageRepeating report regions
Lay out repeated data-driven content without copying each record by hand.
A closer look · 14
Group discovery briefs by launch year and month, with chronological orderingDate grouping and fiscal periods
Group measures by configured date parts and reporting periods.
A closer look · 15
Preview a consistent one-decimal format for the completion measureNumber and value formatting
Make currencies, percentages and other measures readable in each widget.
A closer look · 16
Show the portfolio-wide planning note only while no individual client filter is set.Conditional widget visibility
Show the relevant report elements under the configured visibility rules.
A closer look · 17
Combine a delivery narrative, live measures and detailed records in a continuous weekly reportLayout and annotation elements
Add headings, explanatory text, images, shapes and callouts around the data.
A closer look · 18
Export the published studio report’s supporting data for use in another toolPDF and data export
Produce a distributable report and export supporting data where available.
A closer look · 19
Keep the original overview and the expanded client reporting release in version historyPublished access and versions
Share a saved dashboard through the supported audience and version controls.
A closer look · 20
Review real views of the studio’s published dashboards and delivery reportsView analytics and delivery history
Review dashboard use and the outcome of scheduled report runs.
Additional Details
The main areas Dashboards brings together.
Charts and analysis
Use a broad range of charts, statistical views and indicators to explain performance and change.
Tables and detailed reporting
Present detailed records, summaries and cross-tabulated information alongside visual analysis.
Connected data
Bind dashboard elements to governed sources and shape fields, calculations and aggregations for reporting.
Exploration and interaction
Let viewers filter, inspect and move through information without losing the surrounding context.
Publishing and governance
Review, share, schedule and export dashboards with the controls needed for dependable distribution.