Use Grid Pages when the page needs mixed content: headline metrics, charts, tables, and supporting text on one page.
This is the standard choice for executive summary pages, operating review pages, lender summaries, and any page that mixes several widget types instead of showing one long statement.
Start with a Grid Page
Create a Grid Page (each page type takes its own widgets - see Build Reports). Grid Pages hold tables, line charts, bar charts, waterfall charts, KPI scorecards, and text blocks, which you move and resize freely on the canvas.
Set up each widget after you place it
Grid widgets usually open a settings panel after placement. Use that step to make the widget answer one clear question.
Start with:
- title
- period scope
- period columns where the widget exposes them
- data source
- forecast version where applicable
Then move into the controls for that widget type.
Use the right controls for each widget type
- Tables are best when the reader needs row-and-column detail. Build the row list and column list deliberately.
- Line and bar charts are best for trend and comparison. Focus on x-axis type, series selection, legends, and axis labels.
- Waterfalls are best when the reader needs to understand bridge logic from starting value to ending value.
- KPI scorecards are best for headline numbers that should be scanned in seconds.
Keep one job per widget. If a widget is trying to do too much, split it into separate widgets.
Build charts and tables in a clear order
For charts and tables, use configuration in this order:
- pick the metric or row set
- set period scope and period columns
- choose the comparison or breakout shape
- clean up display options such as decimals, legend, axis labels, and zero-series behavior
Use KPIs that already have clear ownership
KPI scorecards depend on the KPI library you manage outside the report. If the right KPI is missing or unclear, fix it in Manage KPIs before you keep polishing the report page.
That keeps the same KPI definition consistent across Analysis and Reports.
Put commentary in text blocks
If the page needs explanation, use a text block instead of cramming it into a long widget title. Text blocks are the right place for intros, callouts, and commentary.
Watch out for
- A KPI scorecard reflects KPI setup; if the metric is wrong, fix it in Manage KPIs and the scorecard follows.
- If a table or chart is technically correct but still not helpful, rebuild the page around the question the reader actually needs answered rather than restyling it.