Dashboards & Reporting: Widgets, Filters, and Permissions
What this domain tests
Dashboards and reporting questions test whether you can choose the right widget, connect it to the right board data, and explain why a number differs from the raw board. Expect widget configuration, filters, aggregation, and sharing behavior.
Core rules and concepts
- A dashboard is a collection of widgets; it can be a board view or a standalone dashboard in a workspace. Widgets read from boards, not from views.
- Common widgets: Chart (bar, stacked, pie, line, area), Numbers (count, sum, average), Battery (progress to goal), Table, Calendar, Timeline, Workload, and Pivot for cross-tabulation.
- Widget filters limit one widget; dashboard filters apply across widgets and only work where columns are compatible.
- Permissions are inherited: a viewer sees only data from boards they can access, even on a shared dashboard. A public link is view-only.
Worked example
A manager wants open items by owner. Add a Chart widget, select the Tasks board, set the x-axis to the People column, set the y-axis to count of items, and stack by Status. Then add a dashboard filter on Status = Open. Reasoning: the chart aggregates item rows; the dashboard filter narrows every compatible widget, not just this chart.
Traps
Forgetting that subitems are excluded unless the widget includes them; using a mirror column in a widget that cannot aggregate it; confusing widget filters with dashboard filters; and assuming a dashboard grants access to boards a viewer cannot open.