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Core path

Dynamic dashboards

Build a sectioned dashboard people can filter for themselves.

Thirty KPIs is unreadable until the reader can hide the twenty-five that are fine.

KPI cards sit under named sections, each collapsible, with Collapse all to fold the lot. Sections are how a long dashboard stays navigable.

Above them sit the same two filters as the Operational Dashboard. Trend takes a period and four colour chips, so a reader can show only the KPIs moving unfavourably. Deviation takes a comparison and four buttons for the deviation bands.

These filters are the point of the type. You are not building a fixed view; you are building something a reader narrows down themselves.

Filter setup configures what those filters offer, and Edit opens the layout. PDF export turns the dashboard as it currently stands into a file — filters, date and all — which makes it the way to send a dynamic dashboard to someone who has no login.

A dynamic dashboard with a collapsible Growth section of three KPI cards, above them a search box, a Trend filter set to three months with four colour chips, and a Deviation filter.
  1. 1Section header and its chevron
  2. 2Collapse all
  3. 3PDF export
  4. 4Trend filter, with its period and four colour chips
  5. 5Deviation filter
  6. 6KPI cards, each with the Last Year and Planning legend

ValueWorks 2026.08

Takeaways

  • Cards sit under collapsible sections, with Collapse all for the whole page.

  • Trend and Deviation filters let the reader narrow the page themselves.

  • PDF export captures the dashboard as it stands, for readers without a login.

Surfaces covered

  • Reporting

Also taught in the Academy

Module 4 · Build your own views

Take it as lesson 4.2 in Business Analyst & FP&A