Create Tiles in Dashboard
By Serena Wang - Updated March 30, 2016
Tired of forms and charts? Let’s create a tile to summarize your key information on a dashboard. A tile is a form with special formatting.
Step 1 – Create a form that shows the data you’d like to see.
For example, I’m creating a form with Account on the COLUMN and Entity on the ROW to show revenue summary. In addition, I’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, I’m hiding Entity 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 tiles to your dashboard.
You can also re-use the same tile form with an overridden filter to create different tiles.