Enhancing Liveboards with Dynamic Granularity Options in ThoughtSpot

Stop falling into "Manual Toggle Fatigue" and start mastering dynamic Liveboard control. In this technical walkthrough, we explore how to leverage Parameters paired with Custom Formulas to update granularity across an entire suite of visuals with a single selection.

Standard dashboard tools often turn into "dead ends" for discovery, forcing you to individually update the date grain for every single chart. This manual overhead becomes impractical as your Liveboards scale and different users demand different views—from daily trends to yearly summaries. By using ThoughtSpot’s parameters, you can bypass static constraints and build a "command center" for your data's level of detail.

In this video, you will learn how to:

• Identify the Interactivity Gap: Understand why manual granularity updates for individual visuals fail to support fast, multi-user decision-making.
• Build the Logic: Walk through creating a parameter at the model level with pre-defined value options like monthly, yearly, and weekly.
• Master the Syntax: Break down the simple if-else custom formula that maps your parameter selections to your data’s date columns.
• Execute Global Updates: Learn how to swap original date columns for your new "Date Access" formula to enable one-click granularity changes across the entire Liveboard.

The Result? A next-generation Liveboard that eliminates the discovery bottleneck, allowing users to pivot their view instantly without a single ad-hoc request to the data team.

Ready to move beyond static views? Try ThoughtSpot: https://bit.ly/4aoqqGf

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