Insert Dashboard

Insert Dashboard helps you summarize key metrics from data tables with visual components. It provides the tools you need to present overviews and monitor business data more efficiently. With Insert Dashboard, you can create a dashboard worksheet, connect it to an existing data worksheet, add components such as bar charts, pie charts, and statistic cards, choose fields and aggregation methods like count, sum, and average, and drag components to adjust their size and layout. You can also show or hide the dashboard title, reconfigure component data, style, and text formatting, duplicate components, copy or export components as images, and delete components. Whether you're reviewing data summaries, monitoring ongoing metrics, sharing a document with others, or presenting in demo mode and opening component details, Insert Dashboard helps you stay productive. Choose the documentation below that best matches your needs to learn more.

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