Workbooks can be presented as dashboards, displaying many analyses at once with interactive filters. To build a dashboard, select the + Dashboard button in the upper right corner of the workbook page. Each workbook analysis will be tiled onto a unified piece of content.

Select a tile to open its properties in the panel on the right. From there you can edit the title, subtitle, description, visualisation type, and display options directly, changes save automatically. For advanced configuration, such as changing the underlying analysis or field setup, use the Edit in workbook button to open the source analysis.

Tile naming and description best practices:

Tiles support AI-generated subtitles and descriptions that update automatically as the underlying data changes. To enable: select a tile, click the star icon in the properties panel, and toggle Let AI write the subtitle or Let AI write the description on.

Use the Additional context field to guide what the AI focuses on, for example, "this chart shows pick-up pace versus the same period last year; flag when current pace is running significantly below."

You can insert a tile that shows live-linked metadata from another tile on the dashboard, its title, subtitle, description, or AI summary, and that automatically updates when the source tile changes. Right-click any chart tile to access the insert options.

This is useful when a tile's AI summary should appear in a prominent text area at the top of a section while the chart itself sits further down.

To add text to the dashboard, go into edit mode and select Add Text. Text tiles support markdown, styling, images, links, and more. See a markdown syntax reference here.

To add visual breathing room or a separator line between sections, go into edit mode and select Add > Layout, then choose Spacer (empty space) or Divider (a visible separator line).

You may have analyses in the workbook that are not intended for the dashboard, intermediate steps or reference data used by other tiles. To exclude them, uncheck the corresponding workbook tab from edit mode on the dashboard.

Layout changes, adding, moving, or resizing tiles and containers, can be undone via the Edit menu, the toolbar buttons, or Cmd+Z / Ctrl+Z. Non-layout changes such as renaming, filter configuration, and analysis updates clear the undo history.

Controls let viewers change what a chart shows without editing the dashboard. They sit alongside filters in the dashboard header or inline with a section.

To add a control, go into edit mode and select Add > Control. Select the underlying field, then toggle tile icons to connect the control to the tiles it should affect. Set a default value and optionally hide the control from viewers.

In the below video, Liz walks through how the Time Frame Switcher was configured for the Portfolio Overview template:

In the below video, Liz walks through how the Field Switcher was configured for the Portfolio Overview template:

In the below video, Liz walks through how the Parent Control was configured using a Timeframe Drill:

For full documentation on adding filters, configuring filter display types, and working with global and section-scoped filters, see Dashboard Filters.

Dashboards use containers to group related tiles into named sections, and pages to organise distinct topics into tab navigation. For full documentation, see Containers and Dashboard Pages.

Access dashboard settings via Edit > Dashboard Settings.

Preview mode shows exactly how the dashboard will appear to viewers without publishing changes.

To enter preview mode:

All editing controls are hidden and viewer interactions are fully enabled, including filters, controls, and page navigation. Click Exit preview to return to editing. All changes are preserved when you exit.