Tech Talks: No Code Dynamic Dashboards
On this edition of Tech Talks, Sam Eburn and Jerome Marcq join Tom Linton and Matt Kerslake to demonstrate the power of no code Dynamic Dashboards on the OneStream platform. Learn how features such as Repeat Arguments and Template Parameters can be created without the need for complex code writing.
Key Topics Covered
- Recap of prior Tech Talks: workspaces/assemblies with Jack Lacava, and the after-hours line-by-line code review
- Three dashboard types: Collections, Embedded Dynamic Repeaters, and Template Parameters
- Classic dashboard approach — existing dashboards continue to work; new methods expand capability
- Collections: grouping dashboards into tabbed or navigable sets without complex rules
- Embedded Dynamic Repeaters: repeating a template component for each member of a list (e.g., entities, accounts) — no-code approach
- Template Parameters: parameterizing dashboard components so a single template drives multiple outputs
- Designer Mode as a navigation shortcut — clicking Edit on a dynamic component jumps directly to its controlling template
- Using xFBR rules alongside template parameters for logos, conditional formatting, and other dynamic content
- Naming conventions for dashboard components (prefixes/suffixes like btn, cbcx, PLP) to improve maintainability
- Agility benefits: updating one template propagates changes across all repeating instances
- Resources: Design & Reference Guide, Navigator GES subscription, Building Dashboards foundational course