Place Tiles on Dashboards to visually display data using different types of charts and tables
Dashboards let you tell a story using different types of beautifully designed charts and tables, collectively called Tiles.
There are seven different tile types:
In addition, there are the following special tiles:
- Income Statement Tile
- Balance Sheet Tile
- Text Tile
Add a Tile
To add a tile, click the Add New button in the upper right of your dashboard and choose Add New Tile.
Move a Tile
You can move the tiles around and place them anywhere you want. To move a tile, simply drag and drop it to the new location. Other tiles will automatically re-arrange to fill in any gaps created by the move.
Resize a Tile
To resize a tile, simply click the bottom right corner of the tile and drag it outwards or inwards to resize. Other tiles will automatically re-arrange to fill in any gaps created by the resize.
Edit a Tile
To edit a tile, click on the
Ellipsis next to the title of the tile you want to edit and choose Edit.
Clone a Tile
To clone an existing tile, click on the Ellipsis next to the title of the tile you want to clone and choose Clone. This will create an exact copy of the tile which you can then edit and update.
Delete a Tile
To delete a tile, click on the Ellipsis next to the title of the tile you want to delete and choose Delete. This will remove the tile permanently. There is no way to undo this step, so be careful to not delete a tile accidentally.
Export a Tile
You can export individual tiles to embed into your presentations or external documents. To export a tile, click on the Ellipsis next to the title of the tile you want to export, choose Export, and then select the type of file format you want to export the file as, either a PNG image (.png), PDF document (.pdf), SVG image (.svg), or Comma Separated Values (.csv) format.
Full Screen View
To view an individual tile in Full Screen mode, click on the Ellipsis next to the title of the tile you want to view in full screen and choose Full Screen. Push the Esc button on your keyboard or right-click with your mouse and select Exit full screen to return to the Dashboard page.
Bulk Dashboard Updates
To make bulk edits to your dashboard tiles, select the Ellipsis in the upper right of the Dashboard and select Edit Dashboard or select Edit Dashboard from the Manage Dashboards screen.
The Edit Dashboard screen enables quick updating to multiple tiles, including the Source, the Compared to Source, Periodicity, and Range.
Select the top-most checkbox to select all tiles to update, or select individual checkboxes to update specific tiles. The column-level settings in the first will be activated. In the example below, the Current POR was selected for the Compared to Source and the Apply button is then activated.
After selecting Apply, the tiles in which the changes will be saved are highlighted. Additional changes can be made, or select Save to save the changes and go back to the Dashboard.
Note that fields that are not available to update through the Edit Dashboard screen are marked as N/A. Dashboard tiles cannot be added, moved, or deleted from the Edit Dashboard screen.