Now that you have a basic idea of how to create a dashboard and pin a tile, let’s kick it up a notch.
What if you would like to pin all the visuals on that report page?
Fortunately, there’s no need to pin the visuals one by one. You can just pin the whole report page all at once.
Let’s go back to our ‘District Monthly Sales’ report.
To pin this entire report page, click the ellipsis icon (…) on the menubar and select ‘Pin a live Page’:
Let’s create a new dashboard called “District Manager” and pin the whole report page:
Now, you’ll be able to view right away the visuals of that report page from the newly created dashboard:
Since this is a live page, any changes made on the data that concerns any of the visuals in the live page will be updated after refreshing the dashboard.
To refresh a dashboard, click the ellipsis icon (…) on the menubar and select refresh 🔃:
Nice! Get comfortable in creating dashboards. You’ll need it! 👍