Docs and slides
A dashboard can also be written up as a Doc (a narrative read top to bottom) or presented as Slides (one idea per slide). Both read the same data as the dashboard: charts stay live and numbers stay locked to your data, while the words are written for the format. Switch format in the editor under Design → Format, then save it (see Dashboard themes). Anyone who can edit the dashboard can do this.
Set up a doc
Switch the format to Doc, then set these under Design → Format:
Page structure (doc type)
| Option | What it does |
|---|---|
| Investigation (default) | Starts from a surprising finding and works toward an explanation. |
| Trend | Follows a metric over time and what moved it. |
| Recap | A summary of what changed this period. |
Shape, length, surface and paper size
| Setting | Options |
|---|---|
| Shape | Page (default): a written narrative, read top to bottom. Poster: a single tall, banded canvas with big stats, like an infographic, built to share. |
| Length | Brief: a compact digest of what matters now. Standard (default): a focused article. Full: a long-form, multi-section document. |
| Surface | Web (default): a scrolling page. PDF: the same layout on paper pages, built to print. |
| Paper size | Shown for PDF only. A4 (210 × 297 mm) or US Letter (8.5 × 11 in). The default follows your browser's region: US Letter in the US, Canada and Mexico, A4 elsewhere. |
| Section nav | Shown for Web only. On (default) shows a left rail linking to each section, so readers can jump around a long document. Off hides it. |
Choosing Poster sets the surface to Web and hides Length, Surface and Paper size.
Edit a doc
Open the Content panel in any of these ways:
- Click Edit doc at the top of the page on the canvas.
- Click an empty part of the page, or click a section.
To change words in place, double-click the summary, a finding or a takeaway on the page. Numbers stay locked to your data.
Reorder, remove and restore sections
The Sections list in the panel shows every section. Use the up and down arrows on a section's row to move it, and its remove button to take it out. A removed section shows as a chip, for example "+ Key drivers", so you can bring it back.
Rewrite a section from its brief
Select a section to open its card:
| Control | What it does |
|---|---|
| Section title | The section's heading. |
| Section brief | What the section should say. The brief steers the rewrite. |
| Rewrite section to match | Rewrites the section from the brief. Every number stays grounded in your data; charts may change to match. |
| Add lines | Add Text, Bullets, Chart or KPI strip (four KPI cards derived live from your data). |
| Swap / Remove | Swap a chart, or remove a line. |
The rewrite shows as a Proposed rewrite ("Every number verified against your data"). Click Apply to keep it, Try again for another version, or Discard.
A section built as a derived table can't be rewritten line by line: its rows re-derive from the data.
Set up slides
Switch the format to Slides, then pick a Page structure under Design → Format:
| Option | What it does |
|---|---|
| Executive review (default) | A few slides, big takeaways. |
| Pitch deck | A narrative arc: problem, data, ask. |
| Data walkthrough | A slide per chart with talking points. |
| Motion | A full-bleed chart that plays through time while grounded captions narrate. Needs a date. See Build a Motion story. |
Edit slides
Click a slide on the canvas (Edit slide shows on hover). The Content panel opens with the list of slides. Click a slide in the list to jump to it, and double-click text on the slide to edit it.
| Control | What it does |
|---|---|
| Drag to reorder handle, up and down arrows | Change the slide order. |
| Delete button | Removes the slide. A Slide removed notice offers Undo. |
| Slide type chips | Change the slide's layout: Stat, Chart, Bullets, Split, Summary, Section, Callout, Compare or KPIs. |
| Chart dropdown | Picks the chart the slide shows. Only on Chart and Split slides, when the deck has more than one chart. |
| Redraft with AI | Rewrites that slide's words, keeping the numbers grounded. |
| Speaker notes | Notes for the presenter. They never show on the slide. |
| Add slide | Adds a slide of any of the nine types. |
Charts and numbers stay grounded in your data whatever you change.
Redo a doc or deck with AI
Redo with AI sits at the top of the Content panel for both docs and slides.
- Click Redo with AI.
- Optionally describe what to change, for example "lead with churn risk, make it punchier". Leave it empty to just regenerate.
- Click Redo. You see "Writing your story…" while it runs.
What it rewrites depends on the format:
- Doc: re-writes the prose.
- Slides with a slide selected: redrafts that slide.
- Slides with no slide selected: rethinks the whole deck. It may reorder, retype, add, delete or redraft slides.
Charts keep using your live data and numbers stay locked.
Build a Motion story
A Motion story is a deck where one chart plays through time, with captions that narrate what changes. It needs a date column: without one, the Motion card is disabled ("Needs a date field — this dataset doesn't have one.").
Pick the motion chart
With Motion selected, a Motion chart picker appears under Design → Format. Pick one of the chart types. A type that doesn't fit your data shows why, for example "Needs a location column".
Edit the Motion story
Click the narration on the canvas to open the Motion story panel ("Narration that paces the playhead"). It has these groups:
| Group | Controls |
|---|---|
| Chart | Bar, Bars, Ranking, Line race, Bubble, Scatter, Map, Globe, Treemap, Surface. Unavailable types say what they need (a date, category, location or number column, or two category columns). |
| Data | Measure (or X axis, Y axis and Size for bubble and scatter), Breakdown and 2nd breakdown. |
| Timeline | Date column, Granularity, Each frame shows (Auto, Running total: everything up to that date, Each period, or Rolling: the last three periods together), and Plays From / To or Full range. It shows how many frames the story has. |
| Storytelling | Follow (one entity, or "Nobody — show everyone"), Start speed (0.5×, 1×, 2×, 4×), Pause on key moments, Same time last year (needs at least a year of data), Camera, Show trails and Show legend (bubble and scatter only), 3D depth, a size control (Small, Medium, Large), and Date label (Automatic, Centre watermark, With narration, Hidden). |
| Events | Add event with an Event date and a short Event text (up to 80 characters), for example "Price change". Delete event removes it. An event outside the story's dates won't show. |
| Narration | Beats. Each beat covers a stretch of time (from and to) and has a caption: what the viewer should watch. Use Add beat, Move beat up, Move beat down and Delete beat. |
The value chips in captions are locked to your data: edit the words, not the numbers.
To share a published Motion story as a video, use Share as video: see Share a dashboard.