Dataroom

​

What is the Dataroom?

The Dataroom lets you build fully customizable dashboards on top of your processed statement data. Arrange charts, tables, and maps in a canvas of views — then share those views with your team. Open the Dataroom from Statements → Dataroom in the project sidebar.

​

Data sources

The Dataroom can display data for either Recordings or Compositions. The selected source applies to all cards in the current view and determines which filters are available.

​

Views

A view is a saved dashboard layout: a named grid of cards over the active data source. New views start from a template suited to a common analysis, which you can freely edit afterwards: Views are private by default; the owner can make a view public to share it with all project members, and can pin one view per data source as the default that loads when the Dataroom opens.

​

Cards

Views are composed of cards, each pulling from the statement data source. Owners can add, edit, resize, and rearrange cards in the view’s edit mode. Each card is configured with dimensions (what to group by), metrics (what to aggregate), and optionally a breakdown that splits a chart metric into one series per dimension value (e.g. one line per store).

​

Exporting

Any card’s data can be downloaded as CSV (standard, or Excel-friendly encoding), with values either raw or keeping their display formatting. Exports apply the filters active in the view, so the file matches what’s on screen.

​

Related Features