Create Tile in Dashboard

Author: Serena Wang

Introduction

A nice way to summarize key information in a Dashboard is with a tile. A tile, like the example below, is a just a Form with special formatting.

Example

Step 1. Create a Form that shows the data you’d like to see.

For example, we've created a form with Account on the COLUMN and Entity on the ROW to show revenue summary. In addition, we’ve added a few filters as well to scope down the data.

Step 2. Format the Form into a tile.

Under LAYOUT ribbon, hide the dimension(s) on the Row or Column that you do not want to show in the tile. In this case, we're hiding the Fiscal Calendar on the Row.

Under GENERAL ribbon, click Border -> More Borders, set Border Color to White, and Selection Color to Transparent.

Format the Form in the way that is consistent with your Dashboard styling.

Step 3. Add the tile to your Dashboard.

Tip: You can also re-use the same tile Form with an overridden filter to create different tiles.