Dashboards — Connect a tile to data

KPI, chart, and table tiles show a gear in edit mode — click it to choose where the numbers come from: • Saved report — point the tile at any report in the workspace, and its numbers stay in sync with that report. The Pull a saved report shortcuts in the panel do this in one click. • Build a metric — pick a table and a measure (count of records, or sum, avg, min, or max of a numeric field). Charts add a Group by field; grouping by a date lets you bucket By month, quarter, or year. A KPI can set an optional Trend by date field to draw its sparkline and change figure. While you edit, tiles preview against your real data without saving, so you see the result before you commit it.