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How do I configure a media analysis widget?
Overview A media analysis widget shows AI-read results from your photos or text submissions, che...
How do I configure a geo map widget?
Overview A geo map widget plots your data on a map, so you can see how a metric varies by locati...
How do I configure a summary table or pivot table widget?
Overview Summary tables and pivot tables both lay your data out as rows and columns you can scan...
User Setup
1. Overview User Setup is used to add, manage, and organize users in the platform. It allows adm...
How do I access LearnBee, Quiz Bank, and Poll Templates?
Overview The Content screen toolbar gives quick access to the tools for building and managing tr...
How do I configure a chart widget? (Bar, Line, Donut, Pie, Combo, Stacked)
Overview Configuring a chart widget lets you visualize your data as one of six chart styles — ba...
How do I configure a KPI card widget?
Overview Configuring a KPI card widget shows one key number on your dashboard, with an optional ...
What widget types are available in Vantage?
Overview Vantage dashboards are built from widgets — the individual charts, tables, maps, and te...
How do I view and edit data in a source?
Overview View Data shows you every row of information inside a source, like opening a table and ...
How do I refresh a source?
1. Overview Source data in Vantage does not stay in sync with upstream changes automatically. Wh...
How do I sync Converse forms into Vantage?
Overview Syncing a Converse form into Vantage turns its submissions into a Vantage data source, ...
How do I connect a REST API source?
Overview Lets you pull data from any external system with a REST API (ERP, CRM, HRMS, IoT). Sync...
How do I upload an Excel or CSV file as a source?
Overview Lets you upload an Excel (.xlsx) or CSV (.csv) file as a data source for dashboards. Va...
How do I use DDE (Dynamic Data) tables as a source?
1. Overview DDE (Dynamic Data Engine) tables are data tables managed within the Converse platfor...
How do I apply a theme to a dashboard?
1. Overview Themes let you change the visual appearance of a dashboard and its widgets. You can ...
How do I apply filters to a dashboard?
1. Overview Filters let you narrow the data shown on a dashboard without changing the widgets th...
How do I arrange and resize widgets?
1. Overview After adding widgets to a dashboard, you can arrange them in the order you want and ...
How do I add a widget to a dashboard?
Overview Widgets are the building blocks of a Vantage dashboard. Each widget displays your data ...
How do I create a dashboard?
Overview A dashboard in Vantage is a single-screen view that brings together multiple visual wid...
How do I drill through from a widget to raw rows?
1. Overview Drill-through lets you click on a value in a widget — such as a chart bar, a pivot c...