Dashboard & Tiles Overview

Place Tiles on Dashboards to visually display data using different types of charts and tables

The Dashboard lets you tell the story using different types of beautifully designed charts and tables, collectively called Tiles. 

Dash

There are seven different tile types:

In addition, there are the following special tiles:

  • Income Statement Tile
  • Balance Sheet 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.

Dash 1

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.

Dash 2

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.

Dash 13

Dash 13.1

Edit a Tile

To edit a tile, click on theEllipsis Ellipsis next to the title of the tile you want to edit and choose Edit.

Dash 4

Clone a Tile

​To clone an existing tile, click on theEllipsis 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.

Dash 3

Delete a Tile

​To delete a tile, click on theEllipsis 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.

Dash 5

Export a Tile

You can export individual tiles to embed into your presentations or external documents.  ​To export a tile, click on theEllipsis 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.

Dash 6

Full Screen View

To view an individual tile in Full Screen mode, click on theEllipsis 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.

Dash 7

Dash 7.1

Bulk Dashboard Updates

To make bulk edits to your dashboard tiles, select theEllipsis Ellipsis in the upper right of the Dashboard and select Edit Dashboard or select Edit Dashboard from the Manage Dashboards screen.

Dash 8

Dash 9

The Edit Dashboard screen enables quick updating to multiple tiles, including the Source, the Compared to Source, Periodicity, and Range. 

Dash 10

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.

Dash 11

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.

Dash 12

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.