Visual Insight dashboards are quicker to design than Report Services documents. You can rapidly move from raw data to experimentation to discovering new insights.
- Drop zones in dashboards allow you to quickly create visualizations and filters from your data.
- Smart default formatting means that multiple dashboards have the same consistent look and feel without setting many options. Fewer options than documents in general provide a quicker and easier design experience.
- As soon as you make a change, whether it is adding a visualization, changing filter selections, or formatting an object differently, the dashboard reflects the change instantly, in speed-of-thought time. You are designing your dashboard live against your data.
- You can improve your data’s quality by refining and wrangling it, to ensure that its structure and values are correct and consistent.
If you need any of the following options, create a document instead of a dashboard:
- Comprehensive, pixel-perfect advanced formatting, to finesse the document’s design.
- Complex logic and the same functionality across formats and platforms, including interacting with your data on mobile devices.
- Information windows, which are pop-up windows that display additional information about an object. The information can include text, grids, graphs, widgets, or other objects.
- Multimedia display, to show video, audio, images, or website content.
- Custom navigation. You can create links between documents, to create the experience of navigating through an app. Each document becomes a page or panel in the app. The user can access these pages from buttons or tab bars. Links can also perform actions, such as dialing a store’s phone number from a user’s mobile device, or open other applications, including the app’s home screen or a list of documents.
- Transactions, which allow users to write to the data source. This allows users to make decisions and initiate transactions. For example, they can approve requests, track business activity, and execute business decisions by editing their business data and sending those interactions back to the data sources.
If you do not need any of the options listed above, or do not yet know what you want, create a dashboard.
Take the Visual Data Discovery - Visual Insight (10.113) class to learn more about creating dashboards. Take the Advanced Documents: Interactivity & Joining Datasets class to learn more about creating documents.
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