BI Feature Enhancement
product review
J
Joyce
- Reusable Data Logic Across Widgets
Users want to reuse queries, dataset layers, formulas, dimensions, and measures across widgets without duplicating the entire widget.
- Convert Between Widget Types
Allow users to convert one widget type into another (e.g. Grid → HTML) while keeping the same underlying data logic.
- Shared Logic for Widget Families
Enable multiple widgets to share the same logic, so changes made to one widget can be easily applied to others using the same logic.
- Stronger Dataset / Semantic Layer
Provide more flexibility to define calculations, CASE statements, and transformations at the dataset level, not only at the widget level.
- Formula Fields in Queries
Support formula or computed fields directly in queries to reduce complexity and improve data modeling.
- Improved Formula Editor UI
Expandable, multi-line formula editor
Easier to view and edit complex formulas
No need to rely on external text editors
- Prevent Accidental Panel Closure
Editing panels (Add/Edit Field, Conditional Formatting, Color Picker, etc.) should not close automatically when users click outside or move the mouse slightly.
- Built-in AI Assistant for Widgets
Provide an AI assistant to help users build formulas, queries, and widgets directly in the product.
- Better Dataset Layer Tooltip & Actions
Tooltips should be non-interactive and not block actions
Move dataset actions to the “…” (meatballs) menu
Make the “…” menu always visible
- Easier Widget Reuse Across Dashboards & Reports
Users want to attach existing widgets to other dashboards or reports without cloning and creating duplicates.
- Attach / Clone to Reports (Not Dashboards Only)
“Attach or Clone to Existing” should support both dashboards and reports.
- Clone Dashboard to Report
Allow users to clone a dashboard into a report to avoid rebuilding widgets when creating printable or schedulable reports.
- Better HTML Widget Editing Experience
Allow resizing or expanding the HTML editor panel
Reduce the need for external HTML editors
- Non-Printing / Hidden Area for Report Slicers
Provide a dedicated non-printing or hidden panel for slicers so they don’t affect PDF or printed layouts.
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J
Joyce
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product review
t
tyler tanner
Just to add to this as well. creating calculation fields but not being able to order by them or filter based off of them is frustrating as well.
t
tyler tanner
i agree with pretty much everything in here. Number 7 Drives me insane. any time i am trying to highlight the text to copy or delete and go a millimeter to far it closing the window is infuriating.