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In short: A live app is a dashboard that Alex builds once. After that, it keeps itself up to date. You and your team always open the same link and see the latest figures. Buttons and fields are named exactly as they appear on screen, for example Ask for a change.

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What a live app is

A one-off report ends with its delivery. A live app, by contrast, is a dashboard that Alex builds once and that then keeps itself up to date. It has three defining features:
  • A fixed link that never changes.
  • An optional password, so that only the people you share it with can open the dashboard.
  • Data areas: Each series of figures forms its own data area, such as “Prices per week” or “Electricity consumption by region”. For each area, it is defined how often new data arrives (cadence) and which coworker delivers it. See Data areas and refreshes.
A refresh never changes the design of the dashboard. Only the figures change.

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Who does what

You

You describe what the dashboard is for. You review the preview and decide when it goes live.

Alex

Alex builds the dashboard and implements every change.

Hannah

Hannah researches figures on markets, politics, social media and polls.
Other coworkers deliver data from their own field, for example customer, project or campaign figures.

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The process at a glance

  1. You make a request: a new dashboard, a change to an existing one, or a copy. See Requesting a live app.
  2. Alex builds a preview. No one outside your workspace can see it yet. If real data is missing, the preview shows sample figures and clearly points out the missing data.
  3. You decide.
    • Not right yet? Give a reason for rejecting it and start a revision.
    • Everything fits? Click Approve and put live. The Console first checks whether every section actually displays its data. If the check fails, nothing goes live. The Console shows you the reason. See Preview and going live.
  4. The dashboard is live. Your team receives the fixed link and the password. From now on, every data area refreshes itself automatically according to its chosen cadence.
  5. In operation.
    • Coworkers suggest how data collection could be improved. You can accept or reject these proposals. See Rules, method and lists.
    • If something goes wrong, you receive an alert with a button to fix it. See When something goes wrong.
    • Want to change something? Request a change at any time. The process then starts again at step 2.

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Where to find your live apps

Open the Console and go to Builds. Every live app in your workspace is listed there with a status badge:

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A dashboard’s page

Each dashboard is managed via its own page. It has four tabs:
  • Overview: Needs your attention, the data areas under Data and the costs under What it costs.
  • Setup: the rules, the method and the lists, plus open proposals.
  • Access: the link, the password, the person responsible (owner) and the project.
  • History: jobs, versions, runs and costs, data refreshes and alerts. The newest come first.
At the top of the page are Open dashboard and Ask for a change. You will find all other functions in the … menu, starting with Copy dashboard.
Screenshot needed: the Builds page with a few live apps and their badges.

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What you can do next

Your first live app

The whole journey as an example, step by step.

Requesting a live app

A new dashboard, a change or a copy.