Flow.Documentation

Your first dashboard from a table

9 steps± 6 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Create a dashboard
  3. Step 3 · Write a short introduction
  4. Step 4 · Put down a key figure: the revenue
  5. Step 5 · And another: the number of orders
  6. Step 6 · A bar chart: revenue per customer
  7. Step 7 · Make the chart wider with the keyboard
  8. Step 8 · A table with the orders
  9. Step 9 · Save and publish

A dashboard shows at a glance what your workflows and tables produce: key figures, charts and tables on a grid. You build it the way you will see it: tiles from the palette onto the grid, and per tile you choose in plain words where the data comes from and what you want to see. Here you make a sales overview of a table of orders.

Watch the whole guide as a video9 steps in one film
Step 1 / 9

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 9

Create a dashboard

Click + next to General and choose New dashboard. The dashboard opens in its editor: the palette of tiles on the left, the grid in the middle, the properties on the right. The explorer and the bottom panel fold away so you have room (⌘⇧F brings them back). Give the dashboard a name.

  1. Click Add to General
Create a dashboard · Click Add to General
  1. Click New dashboard
Create a dashboard · Click New dashboard
  1. In Dashboard name, type Sales overview
Create a dashboard · In Dashboard name, type Sales overview
Step 3 / 9

Write a short introduction

A new dashboard starts with a text tile. Click it and write on the right what the dashboard shows. Bold, italic, lists and links are fine.

  1. Click the text tile
Write a short introduction · Click the text tile
  1. In Title, type About this dashboard
  2. In Text, type The orders of the **last four weeks**, per customer and per day.
Write a short introduction · In Title, type About this dashboard; In Text, type The orders of the **last four weeks**, per customer and per day.
Write a short introduction · The text is on the grid straight away.
Step 4 / 9

Put down a key figure: the revenue

Click Key figure in the palette (or drag it to a spot on the grid). On the right, under Data from choose the table, and under What do you want to see? Total of the amount. Under Display choose Amount (€).

  1. Click Key figure
Put down a key figure: the revenue · Click Key figure
  1. In Data from, choose Bike orders
  2. In What do you want to see?, choose Total of
  3. In Choose a field, choose amount
  4. In Display, choose Amount (€)
  5. In Title, type Revenue
Put down a key figure: the revenue · In Data from, choose Bike orders; In What do you want to see?, choose Total of; In Choose a field, choose amount; In Display, choose Amount (€); In Title, type Revenue
Put down a key figure: the revenue · The key figure shows the revenue of all orders.
Step 5 / 9

And another: the number of orders

Another Key figure, on the same table. A new tile starts on the source the dashboard already uses, and counts the rows: exactly what you want here.

  1. Click Key figure
And another: the number of orders · Click Key figure
  1. In Title, type Orders
And another: the number of orders · In Title, type Orders
And another: the number of orders · 18 orders.
Step 6 / 9

A bar chart: revenue per customer

Click Bars. Choose Total of the amount, and under Split by the customer: one bar per customer. Sort by the revenue, descending, so the biggest customer comes first.

  1. Click Bars
A bar chart: revenue per customer · Click Bars
  1. In Title, type Revenue per customer
  2. In What do you want to see?, choose Total of
  3. In Choose a field, choose amount
  4. In Split by, choose customer
  5. In Sort by, choose Total of amount
  6. In ascending, choose descending
  7. In Display, choose Amount (€)
A bar chart: revenue per customer · In Title, type Revenue per customer; In What do you want to see?, choose Total of; In Choose a field, choose amount; In Split by, choose customer; In Sort by, choose Total of amount; In ascending, choose descending; In Display, choose Amount (€)
A bar chart: revenue per customer · Four bars, the biggest customer first.
Step 7 / 9

Make the chart wider with the keyboard

Drag a corner or edge of a chosen tile to make it bigger, or use the keyboard: Shift + right arrow makes the tile one column wider, an arrow alone moves it. The grid has twelve columns; Shift + → six times makes the chart as wide as the dashboard. ⌘Z undoes every step.

Make the chart wider with the keyboard · The chart across the whole width.
Step 8 / 9

A table with the orders

Click Table: the rows themselves, 50 per page and sortable by clicking a column header. Under Columns you tick what the table shows; the id and the time stamps (created, changed) are off by default. Switch the product off here, and sort by the order date, descending: the newest at the top.

  1. Click Table
A table with the orders · Click Table
  1. In Title, type All orders
A table with the orders · In Title, type All orders
  1. Click the tick at product
A table with the orders · Click the tick at product
  1. In Sort by, choose ordered
  2. In ascending, choose descending
A table with the orders · In Sort by, choose ordered; In ascending, choose descending
A table with the orders · 1–18 of 18: every order.
Step 9 / 9

Save and publish

Save keeps your draft. Publish makes it version 1: colleagues you share the dashboard with always see the published version, never your work in progress. Under Versions you can restore an older version.

  1. Click Save
Save and publish · Click Save
  1. Click Publish
Save and publish · Click Publish
Save and publish · Version 1, and on the right the list of versions.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).