Every number on a dashboard can be traced to where it came from. Click Sources at the top of the dashboard, then click a number or chart to see the query, the result and any formula behind it.
Read the Status Bar
The bar under the dashboard's title says how fresh the data is, or what needs you.
Updated just now or Data from …: how old the oldest live result on screen is.
Saved files: everything on screen comes from files saved with this dashboard, not live data.
… needs your permission, … needs you to sign in again or … isn't connected: click the button in the bar to fix it.
… didn't load: one or more sources failed. See Troubleshooting TeamAI Pages.
Refresh the Data
Click the refresh icon at the left of the status bar to run the dashboard's live queries again. To refresh one source, open it in Sources and use Run this query again. Each run can use credits if the tool costs credits. See How Credits Work on Live Pages.
Check a Number
Click Sources. The panel opens with All sources, and any problems under Needs attention.
Click a number or chart on the dashboard. The panel opens the source behind it.
Read the sections: Result for the rows, Query for what was asked, Formula for anything worked out on the page, and File for a saved file.
The text under Result says where the rows came from:
Your own result for the stored query: fetched live, with your access.
Worked out on the page, by its own code: calculated each time the page loads.
The dashboard's own file, the same for every viewer: a saved file.
Value differs from data means the number on screen doesn't match the rows behind it. No row in the data matches this figure means the panel can't find it. Ask the agent to fix the dashboard, or tell the page's owner.
Download the Data
In Result, use Copy rows or Download CSV to take the rows for that source. The CSV holds your own result. Download CSV (worked out on the page) means the page's code calculated those rows.
Change a Query
Owners and editors can open Query and click Edit query. Use Test to try it, then Save to make a new version. For bigger changes, ask the agent in a chat.
Allow or Turn Off a Connection
In Sources, use Connections to allow or turn off the tools this dashboard uses. See Live Pages and the Allow Prompt.
Frequently Asked Questions
Why are my numbers different from my colleague's?
Each of you reads with your own access, so a tool can return different results. Saved files are the same for everyone.
Why does a number say “worked out on the page”?
The dashboard's code calculated it from other sources. Open Formula to see how.
Why is my result gone from the panel?
Results stay in your browser tab. If the panel says it isn't kept any more, refresh to run it again.