A dashboard is only useful while its numbers are trusted. Most break the same way: they read from a copy — a pasted range, an export, a sheet someone reorganised — and drift away from the source. This guide covers what makes dashboarding reliable in a business that has to stand behind its figures, and how ATX AnalyticsTable dashboards are built to avoid the copy altogether.
An executive dashboard in ATX AnalyticsTable — KPI tiles, cascading filters, charts and a pivot, each bound to its source table.
In ATX AnalyticsTable a dashboard is its own tab: a free canvas of widgets saved with the project. Each data widget binds to a connection, a schema and a table and queries it directly, so a dashboard does not depend on whatever happens to be pinned in a worksheet. One project can carry an executive view, an operational view and a reconciliation view, and none of them breaks when someone tidies up a sheet.
Because sheet formulas and dashboard widgets read the same source, the number on the dashboard and the number in the analysis are the same number — not two copies that drift.
Five widget types cover almost every business dashboard:
A filter widget publishes a selection — a region, a product line, a month — and every widget in its cascade scope follows it. Scope matters: a board view may want one filter to drive everything, while a reconciliation view keeps some widgets fixed for comparison.
Scheduled dashboard refresh keeps the numbers current before the meeting rather than during it. Because each widget queries its own source, a refresh needs no copy-and-paste step in between — and the same scheduler can export the view as a PDF report and send it by e-mail.
A dashboard definition exports and imports as JSON — widgets, layout, bindings and formatting, never row data. A proven layout can move from a test project to production, or to a partner's project, without carrying a single customer record with it, and a change to the design is a reviewable diff under Git.
Build one dashboard per audience rather than one dashboard with every widget on it. Scale large figures — a board-level number nobody can read at a glance is a number that gets re-typed into a slide. Put the detail a reviewer needs into the PDF appendix, not onto the headline view.
A single view of the few measures that tell a team how the business is doing — revenue, margin, volume, service levels — usually with filters to drill into a region, product or period.
Yes. ATX AnalyticsTable dashboard widgets bind to a connection, schema and table and query it directly, so they do not depend on data copied into a sheet.
Dashboards are included in Free, Individual, Corporate Advanced, Advanced Plus and Unlimited. Corporate PRO delivers reporting as reports, exports and scheduled PDFs instead.
This site needs JavaScript for the full experience. Every page above is reachable without it.