Live Dashboard

🧪 Experimental feature (preview). This feature is under active development and released early so you can try it and give feedback. Behaviour, options, and results can change without notice, and it isn’t covered by the usual support and stability guarantees. Avoid relying on it for production work.

Overview

Live Dashboard turns the current list into a dashboard: filter controls across the top, headline figures, charts and a list of the records, laid out on a grid you can rearrange. Every tile works on the same records, and they’re connected: click a bar, a slice, a cell or a point on any chart and the whole dashboard narrows to what you clicked.

It uses the same charts, chart settings and list as the Report view, so a chart you know from a report behaves the same way here.

Your first dashboard

Open a list of records and switch the view to Live Dashboard. The first time, it builds a dashboard from the data for you: a search box and filters for the main categories your data model defines (such as Status or Priority; fields that are mostly “Not specified” are skipped), a date-range filter on the record’s own main date, figures for the strongest property, a few charts and a table of the records. Nothing is saved until you change something, so the starter board always reflects the list as it is now.

The starter board is laid out on the layout that suits your data, and Layout says why (“Picked for this data: …”):

Focus for a short list (under 12 records) - one figure, one chart and the table.
Records when nothing groups the records into a few categories (or only one free-text field does) - a large table with a rail of charts beside it.
Timeline when the records’ own main date (not the date they were created in the system) spans six months or more - a Timeline card across the top (the records on that date, in lanes), then two charts and the table.
Charts when three or more fields break the records down (or two plus an amount) - a row of three charts over the table.
Overview otherwise - a figure beside two charts, then the table.

The starter board shows only what fits its layout; add more with +.

Reset (in the action bar) throws your changes away and builds the starter board again.

Filtering the whole dashboard

There are two ways to filter, and they combine:

Click a chart. A click on a bar, a pie or donut slice, a treemap cell, a funnel band, a point on a line, a figure, or the legend entry or axis label for one of them adds that value as a filter. Click more values to add them; click one again to take it off. On grouped and stacked bars and heatmaps, a bar or cell filters on both of its properties, and an axis label or legend entry filters on just one. On a time chart, a click filters to that period (a month, a quarter…).
Use a filter control - a multi-select, a dropdown, chips, a search box (any property containing the text), a date range with quick 7 / 30 / 90 day and 1 year buttons, a number range, or a toggle for one value. The counts next to each option show how many records you’d have if you picked it, given the other filters.

The chart you clicked keeps all its bars - the ones you didn’t pick fade out - so you can keep adding to the pick. Every other chart, figure and list redraws on the filtered records straight away.

Active filters show next to the dashboard’s title. Remove one with its ×, or all of them with Clear all. Filters last for your visit; the dashboard always opens unfiltered.

Applying filters to the list

The dashboard’s filters only change what the dashboard shows. To filter the list itself, click Apply to list next to Clear all. It moves every filter the list can take into the list’s own filters: the list reloads with them, the result count in the page header changes, the filter pane shows them, and the journey records the step, just as if you had set it in the filter pane. The dashboard keeps its tiles. Remove them from the filter pane as usual. After you apply, a short note says which filters stayed on the dashboard.

Picked values, date ranges, number ranges, a search and records picked on a map can be applied. Some filters can’t be: one on linked records, on a column that isn’t a property of the list’s records, on a free-text property, a date range with only a start or an end, or a second search when the list already has one. They stay on the dashboard, drawn with a dashed outline; hover one to see why.

Don’t want a chart to filter the dashboard? Turn off Click to filter in its settings (the gear).

The records table

The Table tile shows every record on the dashboard - not a short extract - and scrolls smoothly however many there are.

The count next to the tile’s title (“8 of 15”) shows how many records the dashboard’s filters leave in the table. To search, use the dashboard’s search box or the list’s own search.
Sort by clicking a column heading: once for A to Z, again for Z to A, a third time to go back to the list’s own order. The sort is saved with the tile.
Choose columns in the tile’s settings (the gear): add, remove and put them in order; the first column links to the record.
Tick rows with the checkboxes. They select the records just like the Grid does: the action bar shows Selected (N) with the actions you can run on them, and Select All there selects every record in the list.
Click a cell to filter the whole dashboard on that value, the same as clicking a chart. Click it again to take the filter off. Columns where every record has its own value (titles, amounts) don’t filter.
In its settings you can make the rows compact, normal or comfy, add stripes, and hide the count.

The N of M count above the table shows how many records are left after the filters and the search.

KPI with trend and the Big Button

KPI with trend (under Single value in the picker) shows one big number - a count of records, or the sum or average of a number property - with a small trend line of the same number per week (or day, month…) and the change over the last 30 days against the 30 days before, with an arrow and a percentage. Pick the date property, the comparison window and the period in its settings. When there’s nothing to compare with it says so - “no prior period” - rather than showing 0%. Click a point on its trend line to filter the dashboard to that period; the big number then shows that period.
Big Button (under Hubstream Tiles) runs a real action - edit, assign, refer, set a field to a value, add or link a record - on the records you’ve ticked in the table (or everything, with Select All). Pick the action, its label, icon and button style in its settings. With nothing ticked the button stays greyed out and says how to select; under it you’ll see how many records a press will act on.

The map

Map (under Content) puts the records on an Azure map, grouped into numbered circles where they’re close together. It works for records that carry their own location: pick their latitude and longitude properties in its settings (it finds them by itself when the values look like coordinates), or pick the address properties - street, city, postcode, country, any of them - and it looks the addresses up. Under the map it says how many records it placed and why the rest aren’t there. Click a marker or a circle to filter the dashboard to those records, or use the square button to drag out an area; Ctrl-click (⌘-click) a marker to open the record. Addresses of records linked to the ones in the list aren’t mapped yet.

Visualizations on the dashboard

+ in the action bar also has Visualizations: a whole Hubstream visualization as one card on the dashboard. They are also in All charts and tiles… (under Visualizations), and a tile’s own type button can turn it into one - or turn a visualization back into a chart or list; its title and place stay. These are available so far:

Chronos - the dial of what’s overdue and what’s coming up, with each record placed by one of its dates.
Timeline - the records on a time axis you can drag and zoom, in lanes (by status, type…). Its gear also has the Timeline view’s own options: the Axis (Linear, Static, Gapped or Compressed), the Overview map strip (off until you turn it on), the Today marker, Cluster (merge crowded events), Vertical, and the lane Colors.
Calendar - the records on a month, quarter or year calendar, coloured by a category such as their status. The gear chooses the date (and an optional end date, for records that span days), the title, the colour and which view the card opens in (Month, Quarter, Year, Week or Day - Day becomes Week when the date has no time); the buttons on the calendar move between dates and views as in the Calendar view.
Bulletin Board - a small board of your own: pin records from the list onto it, move them around, add sticky notes and tie strings between them.
Link Chart - the records and the entities linked to them (people, companies, addresses, phone numbers…) as a chart of entities and links.

A card shows the records of the list through the dashboard’s filters: click a bar or a slice elsewhere and the card follows, and its header says how many it shows (“5 of 15”). Tick a record on it (in Chronos’ or the Timeline’s detail card, or the small box at the start of a Calendar entry) and it is selected in the app like a tick in the table; click its name to open it. Like every tile, the card has a type button and a gear: the gear opens its settings - its title, and what it draws (the date, the end date, the label, the lanes), by the properties’ names as you see them elsewhere; Automatic lets the card choose - with Delete at the bottom. A card moves and resizes like any tile, but it won’t go smaller than the visualization needs (Chronos wants width for its dial). Its settings are saved with the dashboard (and show in JSON). On a dark background the Timeline, the Bulletin Board and the Link Chart turn dark; Chronos and the Calendar keep their own light look.

A Chronos, Timeline or Calendar card can also show other records that go with the ones in the list - say, a timeline of the cases’ tasks. In its settings, Data works as on a chart: besides the records in the list, it offers Belonging to these cases - the records of one type that belong to the records in the list, the ones their record pages list: Tasks of these Cases, Note of these Cases, Documents of these Cases… Each choice shows how many there are, and types with none aren’t offered. The card draws them straight away and then works out which case each one belongs to (it says Matching the tasks to their cases… meanwhile).

The card loads them (it says so while it does), its date and label pickers then list that type’s properties, and the dashboard’s filters still apply: filter the cases and the card keeps only the tasks of the cases left; pick a task status on the card and the rest of the dashboard narrows to the cases those tasks belong to. Tick or open one of these records from the card as you would one from the list. Changing the data source puts the card’s property picks back to Automatic. The Link Chart and Bulletin Board cards always start from the records in the list.

The Timeline view’s own notes, icons, stickers and arrows aren’t on the card - add them in the Timeline view itself.

A Bulletin Board on the dashboard

The Bulletin Board card starts empty. Pin record opens a list of the records on the dashboard (search it to find one); click a record to pin it to the board. Note adds a sticky note you type straight onto. Drag a card to move it, drag a note by its top edge, and drag the empty board to look around; − and + zoom out and in. Hover over a card or note for its two buttons: the link button starts a string - click another card to tie it - and the cross takes it off the board (click a string, then its cross, to cut it). Click a record’s name to open it, or the circle at its corner to select it.

The board is yours: it is saved with this dashboard and has nothing to do with the board in the Bulletin Board view - changing one never changes the other. When the dashboard’s filters hide a pinned record, the card fades it rather than removing it, and the strip says how many are filtered out; clear the filters and it’s back. The gear also picks the board’s Canvas - Warm, Cool or White, as in the Bulletin Board view (on a dark dashboard it stays dark). It chooses which property is the card’s title and which is the line under it. A board holds up to 40 cards and notes.

A Link Chart on the dashboard

The Link Chart card draws the dashboard’s records and what they are linked to, the way the Link Chart view does. The dashboard’s filters decide which records it starts from: click a slice elsewhere and the chart redraws around just those records; clear the filters and it’s back. Click an entity to select it in the app - a linked person or company too, not only the records of the list - and double-click it to open it. Drag the chart to look around, scroll to zoom, and drag an entity to move it.

The gear on the card chooses:

Reach - Closest (entities linked directly to the records, the default), Moderate (up to two links away), or the whole network the Link Chart finds for them.
Layout - Stress, Force, Layered, Radial or Tree.
Colors - the colour palette for the entity types, or each entity’s own colour.
Link labels - show the links’ names on the lines (off by default, to keep a small card readable).
Entities - how entities draw: Coins (the default), Dots, Cards, Connectors or Faded. An entity type that has its own Link Chart look keeps it, as in the Link Chart view.
Arrows - arrowheads on the lines (on by default).
Direction - which way a Layered or Tree layout runs.
Spacing - Compact (the card’s default), Normal or Roomy.

These are saved with the dashboard. The card follows the dashboard’s background: on a dark background it is dark. The chart is built from the first 200 records of the list; when the list has more, the card says so in its corner (“Network of the first 200 of 1,000 records”). A dashboard holds up to 3 Link Chart cards - each one keeps a live drawing surface in the browser, and browsers allow only a few at a time - and + says so when you reach that. Your chart in the Link Chart view - its layout, notes, colours and pinned positions - is not used or changed by the card; entities you drag on the card go back to their place when you leave the page.

Ask AI

The Ask AI card (under Visualizations in the + menu) is a question box. Type a question about the records - “Which of these cases are high risk and still open?” - and press Enter or Ask. The page switches to the AI Assistant view on the same list, with the same filters, and asks your question there; the answer and the conversation stay in that view, and Back returns to the dashboard.

The AI reads the list’s records, not the dashboard’s own filters. If you’ve filtered the dashboard, the card says so: use Apply to list first to ask about just those records. The card only works where the AI Assistant can take questions (a space with AI chat turned on, or a list of documents); elsewhere it says AI chat isn’t turned on.

Arranging tiles

Move a tile by dragging the grip that appears in its top-left corner when you point at it.
Resize a tile by dragging its right edge, bottom edge or corner. It snaps to whole grid cells as you drag and shows its size; press Esc to cancel. Double-click the corner to put it back to its usual size.

Layouts

Layout in the action bar opens a gallery of five layouts - Overview, Charts, Timeline, Records and Focus (see Your first dashboard). The one in use is outlined and tagged Auto (picked for the data) or Current. If you haven’t changed any tiles yet, picking a layout builds the starter dashboard again on that layout: tiles it has no room for are left out, and a roomier layout gets more charts. Once you’ve added, removed or changed tiles, picking a layout moves the tiles you have into its slots instead, so nothing you chose is lost: filters go to control slots, figures to KPI slots, charts to chart slots and the list to the list slot. Their settings don’t change. Slots left over appear as empty placeholders with quick choices for that kind of slot; tiles left over follow below. Undo appears for a few seconds after you apply a layout. Once you pick a layout yourself the dashboard is yours: it is no longer re-laid-out when the list refreshes. A dashboard saved with one of the earlier layouts (Command center, Tile wall and so on) opens exactly as it was saved.

Adding and changing tiles

+ in the action bar adds a filter control, or a tile: the most used ones (Table, List, Bar, Donut, Time Series, KPI with trend, Heatmap, Number) are one click away, and All charts and tiles… opens every chart type from the Report view, the record list and the Hubstream tiles. Below them, Visualizations adds a whole visualization as a card (see above); the same visualizations are at the end of All charts and tiles…. One that the dashboard already has as many of as it can hold (the Link Chart, three) shows greyed out with the reason. The dashboard scrolls to whatever you add. Each tile’s own buttons change its type and open its settings, exactly as in a report.

Subheaders and notes

+ in the action bar also adds annotations, on its Annotations tabs. Text has a subheader (an uppercase heading strip across the dashboard), a note (a sticky note - type straight onto it, and point at it to change its colour), and a text block (a heading and formatted notes); Emoji, Icons (searchable) and Stickers each have their own tab. Each one is a tile like any other: drag it into place, resize it, and layouts move it along with everything else. Point at it and use the bin to remove it.

Your changes last while you stay on the page. To keep a dashboard, save it as a Space (Add as Space): it comes back with all your changes whenever you open that space. JSON in the action bar shows the whole dashboard - its layout, every tile’s settings and the background - as a definition you can copy, or paste back and Apply. It never includes the data or the active filters.

Good to know

The dashboard works on up to 1,000 records of the list; a banner says so when there are more.
The records table follows the list’s sort (the sort button in the action bar) until you click one of its column headings.
Scatter, bubble, box plot, sankey, network, flow, sunburst, radar, gantt, calendar, candlestick and histogram charts redraw when you filter, but clicking them doesn’t add a filter yet.