Presight
  • 👋INTRODUCTION
    • What is Presight?
    • Core Concepts
      • Metrics
      • Events
      • Segments
        • Source Columns
        • Custom Segments
    • The Presight Workspace
      • Workspace Overview
      • The Data Docs
      • Data Library (Datahub)
  • ➡️DATA IN
    • Connect
      • Data Warehouse
      • Data Connectors
        • API Connector
        • Google Sheets Connection
        • CSV Import
        • Dimensional Dates (Dimdates table)
        • QuickBooks Online
        • HubSpot Connector
    • Sync
    • Tables & Columns
      • Browse & Edit
      • Primary Key
    • Governance
  • ⚙️MODEL
    • Data Relationships
      • Table Relationships
      • Hierarchy
    • Metrics
      • Create Metrics
      • Ownership & Permission
      • Deletion
    • Events
      • Creating Events
    • Custom Tables
      • Table Builder
        • Filter a Dataset
        • Simple Data Enrichment
        • Advanced Enrichment - Segmentation
      • Custom SQL Query
    • Segments & Custom Segments
      • Dimensions from Data Sources
      • Create a New Dimension
    • Formulas
      • Metric Formulas
      • Data Transformation Formulas
  • 📊ANALYSIS
    • The Data Docs
      • Explorations
        • Docs Widgets
      • Reports
      • Dashboards
      • Layout & Beautify
      • Organize
      • Collaboration
    • Data Widgets
      • Charts
        • Query Syntax
        • Data in a Chart
        • Interacting with a Chart
          • Breakdown
          • Chart Filter
          • Time Change
          • Chart Menu
          • View Constituent Records
          • Version views in Chart
        • Chart Configuration
      • Metric Table
        • Creating a Table
        • Interact with a Table
          • Adding Metrics
          • Adding Sections and Organizing metric list
          • Table Filter
          • Table Summaries
          • Quick Chart Creation from Table
          • Timeline Navigation
        • Table Menu
        • Table Breakdown
        • Breakdown Options
        • Interact with Table Metrics
        • [Advanced] Automatic Variance Calculation
      • Records Table
        • Accessing Data Records on-demand
    • Breakdowns & Filters
      • [Advanced] Dimension Path
    • Event Analytics
      • Event Funnel
      • Cohort
      • Event Path
    • Segmentations
      • Metric Segments
      • Filtered Segments
    • Ask AI (Beta)
      • Ask Presight
      • Presight AI in your Chat Tools
  • 📈PLANNING
    • Creating Versions
    • Interacting with Versions
    • Interacting with Future Data
    • Forecasting a Metric
  • 🏛️GOVERNANCE
    • Overview
    • Table Restriction
    • Metric Permission & Sharing
    • Doc Sharing
  • ⬇️DATA OUT
    • Export Data
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On this page
  • Turn any Doc into a Dashboard
  • What is Dashboard Mode?
  • How to Enable Dashboard Mode
  • Example Use Cases
  • Notes and Tips
  1. ANALYSIS
  2. The Data Docs

Dashboards

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Last updated 5 months ago

Turn any Doc into a Dashboard

Presight enables users to transform any Data Doc into a dynamic Dashboard with a single toggle. This feature ensures that all data widgets in the document automatically reflect the current time period whenever users view the report. It provides a seamless way to keep data up to date without manual adjustments, making it ideal for tracking ongoing metrics and insights.

What is Dashboard Mode?

By default, a Presight Data Doc acts as a static report showing data based on the time range you selected when creating charts, tables, and other widgets. However, enabling Dashboard Mode turns the document into a live, dynamic dashboard. When this mode is activated, widgets in the document will always display data up to the current time period.

For example:

  • You create a chart in November 2024 showing Sales Data.

  • If Dashboard Mode is enabled, when you return to the document in December 2024, the chart will automatically update to display Sales Data up to December 2024 without requiring you to make any edits.

How to Enable Dashboard Mode

  1. Open your Data Doc in Presight.

  2. Navigate to the top-right corner of the document menu.

  3. Locate the Dashboard Mode toggle.

  4. Turn the toggle ON to activate Dashboard Mode.

Once enabled, all time-based widgets (e.g., charts, tables) in the document will adjust automatically to reflect the most up-to-date time periods.

Example Use Cases

  1. Sales Performance Dashboard:

    • A chart displays "Monthly Sales Data" for the current year.

    • With Dashboard Mode enabled, when December begins, the chart will automatically update to include December’s Sales Data.

  2. Customer Acquisition Dashboard:

    • A table shows customer acquisition numbers for the "last 7 days."

    • Every time a user views the dashboard, the table will reflect the most recent 7 days, keeping the insights current.

  3. Revenue Trends Analysis:

    • A Line Chart displays revenue growth up to the current month.

    • With Dashboard Mode on, the chart automatically includes the latest month’s data as time progresses.

Notes and Tips

  • Widgets Adjust Automatically: All time-based widgets, such as charts, tables, and calculations, will dynamically pull the most recent data.

  • Manual vs. Dynamic: If Dashboard Mode is turned off, the document remains static, reflecting only the time periods initially selected when creating widgets.

  • Consistency: Use Dashboard Mode for documents that require live monitoring and ongoing insights to ensure consistency and relevance.

📊
Dashboard Mode toggle