Tabular reports as dashboard sources
Key Takeaway
A tabular report can be the source report for a dashboard table or chart widget only if you limit the number of rows it returns.
To use a tabular report as a source report, you first set a Row Limit and a sort order in report builder. Then you use Dashboard Settings to tell the dashboard which name and value to show.
How to set up a tabular report as a source report
- In report builder, select "Add", then "Row Limit".
- Choose 10, 25, or Custom. A custom limit must be a number from 1 to 99, so a tabular source report can send at most 99 rows to a dashboard widget.
- Along with the row count, set a sort by field and a sort order. If you already selected "Limit Rows by this Field" for a column, these sort options are filled in for you.
- Click "Dashboard Settings" in the toolbar, and enter a name and a value for dashboard tables and charts to use.
- You can now use the tabular report as the source report for a dashboard widget.