What is a component?¶

A component is a saved card: a filtered result and a design to draw it, built once and placed on any number of dashboards. Server errors as a big number. Requests by method as a pie. Latency as a trend.

What it represents¶

Every card that shows data starts with a dataset and a filter: the filtered result. A component adds how it looks: the design, the split, the colours, what a tap opens.

A card gets its numbers in one of two ways:

A dataset, filtered here. The card has a filter of its own, rolled up to one number or kept as rows to split or bucket. Any design.
A saved metric. A filtered result already rolled up to one number, for targets and colour rules. Only the single-number designs take a metric; a split or a chart needs the rows, so it filters a dataset itself.

A dataset can be behind any number of cards, each with its own filter. One component can sit on many dashboards; edit it and all update.

The designs¶

Design	Shows
Single stat	One number, coloured by its rules: a metric, or your own filter.
Grouped stat	The rows split by a column: the biggest groups as numbers.
Pie, Ranked bars, Bar chart	The same split: shares of a whole, ranked bars, or columns and bars by size or name.
Trend chart	The filtered rows over time, by day, week, month or quarter.
Gauge	One number on a dial, its colour rules as bands.
Table	The filtered rows, a page at a time: your columns, sortable, with totals.
Goals	A goal list's first goals and how many are on target.
Calendar	Upcoming entries from your calendars.
Info card	A status card an app publishes (staff).
Note	A heading or a few lines of text.
Menu	Links in your order, across or down.

Your project may add designs. One the source can't support is dimmed in the builder, with the reason: a trend needs a period column (the date column it is read over); a metric offers only the single-number designs.

How it's set up¶

Dashboards → Components → Build a card opens the builder, with a live preview beside it.

Where the numbers come from. A dataset, filtered here: pick the dataset, build the filter, say how rows roll up, pick the period column. Start from a metric's filter copies a metric's definition in. Or a saved metric: pick it.
Pick a design. A chart picked while on a metric switches to that metric's dataset with its filter copied in; it's the card's own from there.
Say what it shows: what the design needs, such as the split column. Linked cards here make a click on this card narrow another card on the dashboard, or this card narrow to another's clicks.
Style it (optional): size, number format, unit, colours. A card over a metric starts with the metric's.
Drill-down (optional): the columns a tap opens, ticked and ordered beside the rows they'll show. A table's are its own Columns.
Name it, tag it, and choose Personal or Shared.

Changing the dataset clears options that named a column of the old one; the builder says which.

How to use it¶

Place it on a dashboard: Edit layout → Add card → Saved card. A dashboard can give it its own title.
Find it again on the Components page: a gallery of live previews, or a table with design, source and where it's used; narrow it to a dashboard, a dataset or a design.
Change it where you see it: Edit card in a card's ⋯ menu opens the builder in a window.
Split one off. A card on several dashboards is marked with a link tab; Make a unique copy makes that placement the dashboard's own.
Make it a goal. A single stat over a metric has Add to goals: a goal judges a metric. A stat with its own filter is saved as a metric first.

Good to know¶

You don't need a component for every card. Add card on a dashboard places a metric's number, a note or a calendar directly.
A card's own filter is its own. Editing a metric reaches every card over that metric, not a card that copied its filter.
A shared card draws only a shared metric. Only staff can share.
Deleting a saved card doesn't empty dashboards: each placement becomes an ordinary card.