Why is a dashboard template unavailable?

Each template needs specific column types: Category Breakdown needs a category plus a measure, Trend Over Time needs a date plus a measure. Dataset Overview works with any file.

Can I share a dashboard with a link?

No — there is no cloud saving or sharing. Export PNG or PDF and send the file; the recipient sees exactly what you rendered.

Documentation

Creating dashboards

Assemble KPI tiles and report layouts.

Quick answer

Load a file in the Dashboard tool, review the detected measures, categories, and dates, pick the Recommended template (or any usable one), arrange the tiles, and export the report as PNG or PDF.

Steps

Open Tools → Dashboard and load the file.
Review the detected measure, category, and date fields.
Pick the Recommended template — or any template marked usable.
Arrange KPI tiles and charts; apply filters for the audience.
Export the full report as PNG or paginated PDF.

Tips

Recommends need the right column types — profile first if a template is unavailable.
Dashboards are presentation snapshots, not live database views.

Common questions

Why is a dashboard template unavailable?: Each template needs specific column types: Category Breakdown needs a category plus a measure, Trend Over Time needs a date plus a measure. Dataset Overview works with any file.
Can I share a dashboard with a link?: No — there is no cloud saving or sharing. Export PNG or PDF and send the file; the recipient sees exactly what you rendered.

Use it in

Back to documentation Cleaning data Removing duplicates Handling missing values

Documentation

Creating dashboards

Assemble KPI tiles and report layouts.

Quick answer

Load a file in the Dashboard tool, review the detected measures, categories, and dates, pick the Recommended template (or any usable one), arrange the tiles, and export the report as PNG or PDF.

Steps

Open Tools → Dashboard and load the file.
Review the detected measure, category, and date fields.
Pick the Recommended template — or any template marked usable.
Arrange KPI tiles and charts; apply filters for the audience.
Export the full report as PNG or paginated PDF.

Tips

Recommends need the right column types — profile first if a template is unavailable.
Dashboards are presentation snapshots, not live database views.

Common questions

Why is a dashboard template unavailable?: Each template needs specific column types: Category Breakdown needs a category plus a measure, Trend Over Time needs a date plus a measure. Dataset Overview works with any file.
Can I share a dashboard with a link?: No — there is no cloud saving or sharing. Export PNG or PDF and send the file; the recipient sees exactly what you rendered.

Use it in

Back to documentation Cleaning data Removing duplicates Handling missing values

Creating dashboards

Quick answer

Steps

Tips

Common questions

Use it in

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Creating dashboards

Quick answer

Steps

Tips

Common questions

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