Collaborative Dashboard Features

Most Workday users only scratch the surface with dashboards. They think... Dashboards = homepage shortcuts + a few charts. But here’s what great dashboards actually unlock: ✅ Embed interactive Worksheets managers can edit & share ✅ Surface Matrix Reports like headcount by gender, region, or management level ✅ Show Future Hires, Open Positions & Pending Offers...live ✅ Use Prism Analytics to blend external data (like CRM, ticketing, or Excel) with HCM ✅ Apply filters and prompts so users see only their slice of the org ✅ Drill down directly from visual tiles into actions or detailed reports ✅ Auto-adjust layouts for Workday Mobile App users And the best part? -Workday lets you build unlimited dashboards...tailored by role, region, or need. But designing them is just the first step. Here’s how to sustain dashboards through time, growth, and reorganizations: ->Use prompts, not hardcoding (like dynamic Sup Org or time periods) ->Group with Report Tags for scalable reuse (e.g. “Comp”, “Recruiting”) -> Assign owners for governance, upkeep, and documentation -> Respect security layering...users only see data they’re cleared for -> Test for mobile...dashboards live in the Workday app too -> Build for accessibility (color contrast, labels, keyboard nav) So how are smart companies using dashboards today? ->A DEI dashboard that visually breaks down ethnicity & gender by leadership level...highlighting representation gaps at a glance. ->A turnover insights dashboard combining Prism data from CRM + Workday...pinpointing which shifts or teams have the highest attrition risk. ->A Compensation Dashboard that maps planned vs. actual spend by cost center...helping HR stay audit-ready during salary reviews. ->A Staffing Dashboard tracking headcount trends, open requisitions, future-dated hires, and time-to-fill with filters by country and business unit. ->A Performance Summary dashboard pulling in individual goals, feedback loops, and review status...all in one view for HRBPs and managers. Each of these is more than a visual. They're decision-making surfaces that collapse time, silence guesswork, and boost alignment. If you're building in Workday and not using dashboards like these, you're missing half the system. Love this Workday bite? Enroll in my 20-Hour Self-Learn Workday HCM Course if you’re short on time but high on ambition. Comment "I love Workday" below and I will send you the next steps. #workdayhcm #workdaydashboards #workdayreporting #workdayconsultant #hrtechnology #peopleanalytics #workdayprism #workdaytraining #hris #workdayintegration #talentanalytics #workforceplanning #hcmtools #selflearnworkday #workdayskills

One of the biggest complaints about dashboards is clutter, too many filters, too many charts, too many sections trying to serve every audience at once - Tableau Dynamic Zone Visibility solves that. It allows sections of a dashboard to appear or disappear based on user interaction. Instead of building multiple dashboards for different views, you can create one clean layout that adapts in real time. Why teams love it: - Many teams reduce dashboard sprawl by 30 percent or more by consolidating views. - Keeps executive dashboards clean while still allowing deeper drill-down when needed. - Works seamlessly with parameters and set actions for controlled interactivity. - Improves performance by only showing what’s relevant. This feature is especially powerful when you want simplicity on the surface and depth underneath. Instead of overwhelming users with options, you reveal complexity only when it’s needed.

Creating Dashboards Teams Actually Use Data visualization in healthcare performance management often creates pretty charts nobody looks at. Here's how to build dashboards that change behavior and improve outcomes. Focus on Actionable Metrics: Display information people can actually influence. Unit staffing effectiveness, patient satisfaction trends, safety incident patterns. Skip metrics that people can see but can't impact. Real-Time Updates: Weekly data updates, not monthly reports. People need to see the connection between their actions and results quickly enough to adjust their approach. Visual Clarity: Use simple graphs and clear colors. Green for meeting targets, yellow for approaching concerns, red for immediate attention needed. Avoid complex analytics that require interpretation. Accessibility Design: Make dashboards visible in common areas and accessible on mobile devices. If people have to search for the information, they won't look at it regularly. Team Ownership: Let teams help design their own dashboards. They know which metrics matter most for their daily work and how they prefer to see information displayed. The Implementation Test: If your dashboard doesn't change how people work within two weeks of implementation, it's not working. Adjust the metrics, the display, or the access points until it becomes a tool people actually use. What performance data would be most helpful if your team could see it in real-time? #PerformanceMetrics #DataVisualization #TeamDashboards #HealthcareAnalytics

The fastest way to ruin a data project Assume “dashboard” means the same thing to everyone A stakeholder recently asked me to create a dashboard. We kicked things off with a meeting. But it quickly became clear: What they had in mind was something quite different They were thinking of: ↳ A static visual with key metrics ↳ Minimal interaction or filtering ↳ Solution designed for presentations Stakeholders and data people speak different languages. That’s why one question changes everything: “How do you plan to use this?” It can save time and lead to better, faster outcomes. I created this resource - a simple way to align the format to function. 𝗜. 𝗗𝘆𝗻𝗮𝗺𝗶𝗰 𝗗𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱𝘀 & 𝗘𝗺𝗯𝗲𝗱𝗱𝗲𝗱 𝗧𝗼𝗼𝗹𝘀 Supports decision-making with scheduled-refresh data through interactive dashboards or embedded formats. Dashboard Suite ↳ For execs, analysts, or operational teams ↳ Each tailored to a specific decision level Dashboard Lite ↳ Minimalist, high-level KPI snapshot ↳ Used for daily or executive overviews Mobile Dashboard ↳ Dashboards optimised for phones/tablets ↳ Great for field teams or exec check-ins Automated Alert System ↳ Sends alerts via email or Slack ↳ Ideal for proactive, real-time monitoring Embedded Visuals ↳ Charts embedded into CRMs or apps ↳ Brings insight directly into workflows 𝗜𝗜. 𝗦𝘁𝗮𝘁𝗶𝗰 / 𝗣𝗿𝗲𝘀𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻-𝗕𝗮𝘀𝗲𝗱 𝗙𝗼𝗿𝗺𝗮𝘁𝘀 Used for communication, storytelling, stakeholder alignment, or documentation. These formats are typically non-interactive. Slide Decks ↳ Visuals + narrative for executive updates ↳ Used in board meetings or strategy reviews Infographics ↳ Visual summaries — easy to scan and share ↳ Often used in comms, marketing, or onboarding White Papers / Reports ↳ Deep-dive analytical writeups ↳ Ideal for strategy, policy, or thought leadership 𝗜𝗜𝗜. 𝗦𝗲𝗹𝗳-𝗦𝗲𝗿𝘃𝗶𝗰𝗲 & 𝗘𝘅𝗽𝗹𝗼𝗿𝗮𝘁𝗶𝗼𝗻 Empowers users to explore data without needing analyst support. Interactive Report ↳ Guided report with filters and tabs ↳ Designed for insight with context Data Portal / Analytics Hub ↳ One-stop access to dashboards and datasets ↳ Includes segmentation and permission controls 𝗜𝗩. 𝗗𝗮𝘁𝗮 𝗙𝗲𝗲𝗱𝘀 & 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗶𝗼𝗻 Used for automated delivery and system integration. Supports apps, pipelines, or internal tools. API / Data Feed ↳ Delivers structured data to company systems ↳ Supports automation and embedded use cases Comment below if there’s a solution you would add. ♻️ Repost if you found this useful

Stop building average Power BI dashboards. Use these instead 👇 Everyone talks about charts and visuals. But real impact comes from features most people ignore. Here are 5 underrated Power BI features that actually make your dashboard smarter: Field Parameters ➡️ One visual → multiple insights ➡️ Switch metrics without clutter Example: Sales, Profit, Orders in one chart (instead of 3 visuals) Calculation Groups ➡️ Write logic once → use everywhere ➡️ Saves hours of repeated DAX Example: Apply YTD, MTD across all measures instantly Conditional Formatting (Field Value) ➡️ Full control over colors using logic ➡️ Makes insights obvious, not hidden Example: Profit ↓ = Red, Profit ↑ = Green dynamically Report Page Tooltips ➡️ Mini dashboard on hover ➡️ No clicks needed → better UX Example: Hover on region → see full breakdown Smart Narratives ➡️ Auto insights in plain English ➡️ Perfect for non-technical stakeholders Example: “Sales increased by 12% compared to last month” Good developers build dashboards. Smart developers reduce effort + improve experience. 💥 Which feature do you use the most? Or what’s one underrated trick you use in Power BI? Drop it below let’s learn from each other 👇 Munna Das Shatakshi Sharma Sanjay Chandra #PowerBI #DataAnalytics #DataVisualization #Analytics #DashboardDesign

Planning workflows in Power BI just got smarter. The latest Aimplan updates add new ways to manage data, collaborate with teams, and build dynamic visuals directly inside Power BI. Here are three standout features: 𝗘𝗱𝗶𝘁 𝗱𝗶𝗿𝗲𝗰𝘁𝗹𝘆 𝗳𝗿𝗼𝗺 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀 You can now extend semantic model tables with editable fields. Add product groups, configure dropdowns from live data, and track changes using an audit log. No need to alter your original model. 𝗖𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝗼𝗻 𝗯𝘂𝗶𝗹𝘁 𝗳𝗼𝗿 𝗿𝗲𝗮𝗹-𝘄𝗼𝗿𝗹𝗱 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴 Flexible commenting works across all levels. Add notes to individual cells, full rows, or entire forms. Managers can lock and unlock edits to guide the process and keep teams in sync. 𝗩𝗶𝘀𝘂𝗮𝗹𝘀 𝘁𝗵𝗮𝘁 𝗿𝗲𝘀𝗽𝗼𝗻𝗱 𝘁𝗼 𝗵𝗼𝘄 𝘆𝗼𝘂 𝘄𝗼𝗿𝗸 New features like conditional formatting, sparklines, and field parameters. Reports update based on user inputs, helping teams spot trends and adjust quickly. All of this is now live in the Aimplan portal, with a new AI help tool, an updated roadmap, and full release notes.

Every growing company hits a point where dashboards, models, and goals stop working together. → The dashboards show what happened. → The forecast models predict what might happen. → The goals say what you’d like to happen. But none of them live in the same system. → Dashboards are in different tools. → Models are built in spreadsheets. → Goals are tracked and reported manually. This typical disjointed system breaks down as soon as the forecast model changes or when a goal is missed. All of the sudden, the reality on the dashboards are way off from the model and the goals are not realistic anymore. This is when people lose faith in the system; start questioning everything; and sometimes: give up on the plan It doesn't have to be this way anymore, tho. What most teams are missing is a system that connects performance, models, and goals. Or as we like to say: strategy, planning and execution. With OKRs and Forecast Modeling now live in Databox, teams can finally connect these things in a real-time, always-up-to-date view of all 3. Now, they can review performance, revise models and re-set goals all in one smooth workflow. Here’s what this means in practice: 1️⃣ Our OKR feature keeps your strategy visible. No more setting goals and forgetting about them. With OKRs in Databox, the % completion of your objectives and key results (aka goals) is automatically calculated, based on data from the tools you already use (Google Ads, High Level, QuickBooks, etc.) If something’s off track, Databox tells you. When it’s improving, everyone will see it. You can review goals, add context, and analyze performance all from the same place. Bottom line: strategy doesn’t live in a doc somewhere anymore. It lives and breathes alongside your actual performance data. 2️⃣ Our Forecast Modeling feature gives you more confidence in your plans and goal setting. Forecasting is not just about predicting. It’s about helping you decide where to focus next. It helps you: → See how your investments and activities correlate to your results → Run “what if we invest more in x” or “do more of y” scenarios without spreadsheets → Pick the forecasting method (machine learning, linear change, 6-month moving average) that makes the most sense for you what you’re modeling → Turn forecast models directly into goals or OKRs It’s forecast modeling built for operators, not data scientists. If you’re running a growing business (or helping your clients do the same), here’s why I think this is major: it makes data usable by everyone, so decisions happen faster and execution stays aligned. As of today, both of these features are live. See how it works here → https://lnkd.in/e4exCAQ7

I'm a 𝗱𝗮𝘀𝗵𝗯𝗼𝗮𝗿𝗱 𝘀𝗻𝗼𝗯. And if a dashboard isn't hitting the mark, I'm the first to call it out - but it all comes from a place of love 🙂. Before a dashboard is truly ready for prime time, I evaluate it across several key dimensions: 🚀 𝗔𝗰𝗰𝘂𝗿𝗮𝗰𝘆 – Can users trust the numbers? Data correctness is non-negotiable. ⏳ 𝗙𝗿𝗲𝘀𝗵𝗻𝗲𝘀𝘀 – How up-to-date is the data? Stale insights lead to stale decisions. 🔒 𝗚𝗼𝘃𝗲𝗿𝗻𝗮𝗻𝗰𝗲 & 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 – Are access controls, compliance, and integrity in place? ⚡ 𝗟𝗮𝘁𝗲𝗻𝗰𝘆 – If it takes forever to load, users will abandon it. 🚪 𝗦𝗲𝗮𝗺𝗹𝗲𝘀𝘀 𝗔𝗰𝗰𝗲𝘀𝘀 – Friction kills adoption. Make it easy to get in. 🔍 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝗮𝗯𝗶𝗹𝗶𝘁𝘆 – Can users find the right data when they need it? 🔀 𝗙𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 – Does it adapt to different breakdowns, filters, and definitions? 🎯 𝗨𝘀𝗲𝗿 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲 & 𝗔𝗱𝗼𝗽𝘁𝗶𝗼𝗻 – If it’s clunky, it won’t be used. Period. 📈 𝗔𝗰𝘁𝗶𝗼𝗻𝗮𝗯𝗶𝗹𝗶𝘁𝘆 – Insights should drive decisions, not just sit there. 📊 𝗩𝗶𝘀𝘂𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻 𝗤𝘂𝗮𝗹𝗶𝘁𝘆 – Is it clear, intuitive, and useful? 📤 𝗘𝘅𝗽𝗼𝗿𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆 – Can users easily extract and leverage the data elsewhere? 🔗 𝗜𝗻𝘁𝗲𝗿𝗼𝗽𝗲𝗿𝗮𝗯𝗶𝗹𝗶𝘁𝘆 – Does it play well with other tools and platforms? A great dashboard isn’t just a collection of charts, it’s a decision-making engine. If it fails at any of these, it’s not ready.

𝐖𝐡𝐚𝐭 𝐇𝐚𝐩𝐩𝐞𝐧𝐞𝐝 𝐢𝐧 𝐃𝐚𝐭𝐚𝐛𝐫𝐢𝐜𝐤𝐬 𝐢𝐧 𝐀𝐩𝐫𝐢𝐥 𝟐𝟎𝟐𝟓? Even with the biggest release month approaching with Data + AI summit only 5 weeks ago, Databricks still released some good features in April. In my latest article, I’m covering my 10 favorite releases. A sneakpeak from the article: 🔸 𝐆𝐨𝐨𝐠𝐥𝐞 𝐀𝐧𝐚𝐥𝐲𝐭𝐢𝐜𝐬 𝐑𝐚𝐰 𝐃𝐚𝐭𝐚 𝐂𝐨𝐧𝐧𝐞𝐜𝐭𝐨𝐫 (𝐏𝐮𝐛𝐥𝐢𝐜 𝐏𝐫𝐞𝐯𝐢𝐞𝐰) Lakeflow connect now includes Google Analytics. This means that you can easily and directly ingest raw Google Analytics data directly into Databricks. this is a great addition for all companies that are using Google to analyze and track activity on websites, adds or email campaigns. 🔸𝐑𝐮𝐧 𝐒𝐮𝐛𝐬𝐞𝐭 𝐨𝐟 𝐓𝐚𝐬𝐤𝐬 𝐢𝐧 𝐚 𝐰𝐨𝐫𝐤𝐟𝐥𝐨𝐰 + 𝐑𝐞𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐒𝐐𝐋 𝐎𝐮𝐭𝐩𝐮𝐭 𝐢𝐧 𝐃𝐨𝐰𝐧𝐬𝐭𝐫𝐞𝐚𝐦 𝐓𝐚𝐬𝐤𝐬 Running a subset is a feature I’ve been waiting for, since I come from SSIS and Azure Data Factory. In both of those tools, running parts of a job was possible, but in Databricks before, you had to remove and re-add tasks just to run specific parts of a workflow. Now, you can run just the tasks you need, which makes debugging much easier. Another feature I really like is the ability to reference SQL output directly in downstream tasks. I use this a lot in the For-Each loop, where I can run template notebooks. Instead of having to store temporary results or manually pass data between tasks, I can directly reference SQL queries to streamline the process. 🔸𝐀𝐈/𝐁𝐈 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬: 𝐂𝐮𝐬𝐭𝐨𝐦 𝐃𝐢𝐦𝐞𝐧𝐬𝐢𝐨𝐧𝐬 (𝐏𝐮𝐛𝐥𝐢𝐜 𝐏𝐫𝐞𝐯𝐢𝐞𝐰) It is now possible to define custom dimensions directly in dashboards using SQL expressions like CASE WHEN, offering greater flexibility and faster, ad-hoc analysis without waiting for changes to the underlying datasets.  This makes self-service easier and also can help simplifying the underlying datasets. 🔸𝐒𝐨𝐮𝐫𝐜𝐞 𝐂𝐨𝐧𝐭𝐫𝐨𝐥 𝐟𝐨𝐫 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝𝐬 (𝐆𝐀) Databricks has introduced source control for dashboards, allowing teams to manage dashboard versions, collaborate smoothly, and avoid version conflicts. With Git integration, you can now commit, push, pull, and revert changes easily. 🔸𝐌𝐮𝐥𝐭𝐢-𝐅𝐚𝐜𝐭𝐨𝐫 𝐀𝐮𝐭𝐡𝐞𝐧𝐭𝐢𝐜𝐚𝐭𝐢𝐨𝐧 (𝐌𝐅𝐀) (𝐏𝐮𝐛𝐥𝐢𝐜 𝐏𝐫𝐞𝐯𝐢𝐞𝐰) MFA is finally available in Databricks! To be honest I am a bit suprised it hasn't been supported before, but now it's here. Note that it can only be enabled if single sign-on is not configured. If that is the case the reccomendation is to use the organizations Identity Provider. In addition i will cover these in more detail but also the folowing features:,𝐃𝐞𝐥𝐭𝐚 𝐒𝐡𝐚𝐫𝐢𝐧𝐠: 𝐒𝐭𝐫𝐢𝐜𝐭 𝐑𝐋𝐒 &𝐌𝐚𝐬𝐤𝐢𝐧𝐠, 𝐁𝐫𝐨𝐰𝐬𝐞 𝐏𝐫𝐢𝐯𝐢𝐥𝐞𝐠𝐞, 𝐀𝐥𝐭𝐞𝐫 𝐦𝐮𝐭𝐢𝐩𝐥𝐞 𝐜𝐨𝐥𝐮𝐦𝐧𝐬 & 𝐂𝐮𝐬𝐭𝐨𝐦 𝐒𝐐𝐋 𝐟𝐨𝐫𝐦𝐚𝐭𝐭𝐢𝐧𝐠 #Databricks #AIBI #DatabricksMVP #DBSQL #DeltaSharing

I absolutely love vibe coding! There’s something about turning a messy, manual workflow into a smart system that just works, it’s my favorite thing. This week I got to do exactly that for a fellow broker who was sick of being nickel-and-dimed for off-the-shelf CRMs that never quite fit his business. He came to me with an outdated process that looked like this: • Send out a long equipment app link (most clients skip required docs) • Wait for email alerts (which reps never see) • Manually download files, move them around, and hope nothing gets missed • Chase sales reps for updates and lose hours tracking who owns what • Zero transparency, constant “Did the client submit everything?” headaches Today, I demoed his brand new custom CRM portal and let’s just say, he was blown away. No more $297, $397, or $497 monthly charges. No more chasing paperwork or missed deals. Here’s what makes this system a game changer: 1. Public Application Portal: Branded, multi-step, and smart! Clients can’t skip required info or docs. Each funding type triggers the right checklist. He can embed on his website or give it its own URL. 2. Live Deal Dashboard: Every app, every stage, every file all in one place. Sales reps see updates in real time, assign ownership, and never have to ask, “Did we get the app?” 3. Built-In Collaboration: Notes, internal comments, document uploads, and reminders all in the same workspace. 4. Centralized Storage: All docs uploaded, categorized, and ready for review no more manual file moves. 5. Custom Client Portals: Each client has their own space to upload files, check status, and communicate securely. 6. Performance Tracking: Managers can see app counts, set expectations, and finally hold reps accountable without spreadsheets. 7. Lender-Ready Sharing: One-click, secure sharing of files and packages with lenders, partners, or anyone who needs access. I call it a “2-prong system” because it’s built for brokers and their clients: • Brokers get full control, clarity, and team accountability • Clients get a seamless, professional experience (which means more deals, less friction) Best part? It’s tailor-made no bloat, no per-user fees, no “that’s extra” surprises. This is what happens when you vibe code for the industry you actually know. 🤓 If you’re a broker tired of bending your business to fit a CRM or paying for features you’ll never use, comment “DEMO” and let’s talk about building something that fits you. A few screenshots below 👇🏽 of the portal. #vibecoding #brokers #crm #nocode #customsolutions #dealflow #automation