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
updated the status to
product review
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.
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.