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Table dashboards

Assemble a statement over KPIs you choose.

Everything you learned about the P&L applies here, over rows you picked.

A table dashboard is a Financial Reporting table you build. Rows are KPIs you add; columns are the familiar ones — months, then Total, Unit, CAGR, Formula and Action.

The same view icons appear, so a table dashboard can be read as an Actual Overview or switched to Flexible Columns and given columns of your own. The level control and filter behave as they do on the statement.

Rows sit under named sections, and Update values writes figures in from here rather than from Planning.

Because everything in Module 2 applies, this is the type you already half know — and the one to reach for when a reader has asked for something that looks like a statement.

A table dashboard with three section tabs, a P and L hierarchy of KPI rows across the months, and the Total, Unit, CAGR, Formula and Action columns, above a toolbar with Select columns, Compare with and a Level control.
  1. 1Section tabs — one dashboard, three tables
  2. 2Manage Access, Update values, Edit and Delete
  3. 3Select columns, Compare with and Level — as on Financial Reporting
  4. 4The view icons
  5. 5Total, Unit, CAGR, Formula and Action
  6. 6A margin row in italics, carrying Ø

ValueWorks 2026.08

Takeaways

  • A table dashboard is the Financial Reporting table over KPIs you pick, in sections.

  • The same views, level control and columns apply, including Flexible Columns.

  • Update values writes figures in from the dashboard itself.

Surfaces covered

  • Reporting

Also taught in the Academy

Module 4 · Build your own views

Take it as lesson 4.4 in Business Analyst & FP&A