A story is for reading once, top to bottom. Some findings you’ll want to glance at every week instead: signups by channel, repeat buyers by month. A dashboard lays a conversation’s key figures and charts out as tiles on one page, which you can arrange, filter by a value like channel, and share. When you filter it, every tile is counted again on just the rows that value keeps. So “email” shows email’s own unique buyers, never a share of the total worked out from the other tiles.
What you’ll need
- A plan that includes dashboards — see pricing. Without it, a report still opens as a story.
- A conversation that found something by group or over time. See the Report agent.
Share this as appears under the latest answer once it has finished, when that answer drew a chart. If your plan doesn’t include dashboards, Dashboard stays on the row, greyed, and clicking it says “Dashboards are not included in your plan. Ask your administrator about a plan that includes it.”
Make a dashboard
- Under an answer with charts, click Share this as → Dashboard, then pick a dashboard or click New dashboard: the charts that answer your question are pinned to it together, as tiles. Or ask for one — for example “turn this into a dashboard I can check every week” — and BumbleB Crunch™ lays out the key figures and each chart as a tile, with the first line of the summary on top.
- To add a chart from earlier in the conversation, open the chart (click ↗ after it in the answer) and click Pin to dashboard in the panel’s header. Pick the dashboard to add it to, or click New dashboard.
- Arrange the tiles: drag a tile by ⠿ move, and resize it from its bottom-right corner. Each arrangement is saved as a new draft version, so you can always go back to an earlier layout.
- Publish and share it the same way as a story: Share, then Publish and share — see Publish and share a data story. A dashboard can be shared by link too: the link shows the published version, and its breakdown filter still works there, because each value’s counts were made when you published.
Filter it
- The breakdown filter sits above the tiles, named after what the dashboard is split by (say, Event or Medium). Choose a value and every tile shows that value’s own counts; All goes back to the whole. Each value’s counts are made when the dashboard is made or refreshed, as you, so readers can switch between them without running anything. A tile whose data doesn’t have that column says “Not split by …: shows all” rather than show the whole as if it were a part.
- Click a bar, slice or row of a tile that’s split by the same thing, and the filter is set to that value: click email’s bar and every tile shows email’s own counts. Click it again to go back to All. It’s the same as choosing the value in the filter, so it counts nothing new, and readers can do it too. A chart that draws each value as its own series (one line per channel, say) doesn’t filter by click; use the filter.
- A date range (owners only): pick From and To and click Apply. Every tile is counted again for those days, live; nothing is saved, and Clear range goes back. Readers don’t see it.
Ask about a tile
Click Ask about this on a tile. A new conversation opens with the question started for you:
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How to tell it worked
The panel’s top line shows the draft version (“Draft v3 · not published”), and moving a tile shows “Saved the layout as a new draft version.” Reopen the conversation and the dashboard comes back as you left it. Readers see your published layout and the breakdown filter, but they can’t move tiles.
Good to know
- List it publicly on your organization’s public page, open to search engines, the same way as a story: see List it publicly.
- Refresh counts every tile again, and each filter value with it, on the data as it is now. Choose Live (refresh updates readers) and a range that ended where your data ended moves forward on its own, just like a story. A live dashboard can refresh on a schedule every day, or every week on the day you pick, at an hour in UTC.
- Recounts count toward the daily refresh limit. A refresh and a date-range recount each count once — see Current limits.
- A set number of filter values are offered, in order.
- On a phone the tiles stack in one column, in the order they’re laid out.
- A chart keeps a set number of rows, the same as in a story.
Related
- Publish and share a data story — sharing, versions and readers.
- Report agent — write up what a conversation found.
- Charts, tables and artifacts — the charts you pin.
- Open your datasets as a sheet — pivot a dataset and pin its tables here.