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Canvas dashboards

Compose a page out of mixed cards.

Some pages are a list. Others are an argument, and need to be laid out like one.

A canvas dashboard is organised into section tabs across the top, each holding its own layout — so one dashboard can carry a summary, a detail page and a set of tables without any of them crowding the others.

Add offers nine card types: Text, KPI, KPI Chart, Deep Drill, Chart Genius, Pivot Table, Waterfall Chart, Delta Bar Chart and Table Dashboard.

Two of those are worth noticing. Text means a canvas can carry written commentary beside the figures rather than only numbers. And Table Dashboard means a whole statement can sit as one card inside a canvas — the types nest.

The Table Dashboard card links to a table dashboard that already exists; it does not create one. Build the table dashboard first, then add the card and point it at it. The same is true of Deep Drill, which surfaces a drill somebody has already configured.

Cards span the width or sit side by side, so a section can be a single wide chart or a row of three.

The header carries Print Mode rather than a PDF export, which lays the page out for printing rather than exporting a file. The title has a pencil for renaming, and Manage Access sits alongside.

The Add menu on a canvas dashboard, listing Text, KPI, KPI Chart, Deep Drill, Chart Genius, Pivot Table, Waterfall Chart, Delta Bar Chart and Table Dashboard.
  1. 1Text — written commentary beside the figures
  2. 2KPI and KPI Chart — the familiar cards
  3. 3Deep Drill — a prepared analysis, dropped onto the page
  4. 4Chart Genius, Pivot Table, Waterfall, Delta Bar
  5. 5Table Dashboard — a whole statement as one card

ValueWorks 2026.08

A canvas dashboard with a heading band, a long text card of written commentary, a KPI card and a multi-series supplier chart beside it.
  1. 1Section tab and the rename pencil
  2. 2Manage Access and Print Mode
  3. 3A heading band separating one block from the next
  4. 4A Text card carrying the commentary
  5. 5A KPI card beneath it
  6. 6A Chart Genius card, full height beside them

ValueWorks 2026.08

A canvas dashboard showing two waterfall charts side by side, one stepping revenue down to profit contribution, and a second waterfall beneath.
  1. 1A waterfall stepping revenue down through costs to profit contribution
  2. 2A delta bar comparing the two ends of that walk
  3. 3Two cards side by side, a third beneath at a different width

ValueWorks 2026.08

Takeaways

  • Canvas dashboards divide into section tabs, each with its own layout.

  • Nine card types, including Text for commentary and Table Dashboard for a whole statement.

  • Table Dashboard and Deep Drill cards link to something that already exists — build it first.

  • Print Mode lays the page out for printing rather than exporting a file.

Surfaces covered

  • Reporting

Also taught in the Academy

Module 4 · Build your own views

Take it as lesson 4.3 in Business Analyst & FP&A