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Sources & Connections

Data Management

Connect and manage your data sources

🗄️

No data sources connected

Import a CSV, link a live source, or connect to SharePoint to power your dashboard.

Workspace

Project

Open, save and package the complete dashboard workspace.

📊

ForceFx Dashboard

Current workspace

0 widgets 0 datasets 0 rows
📂

Open project

Load an existing .ffxd project

💾

Save project

Compact save - linked rows stay cached

💾

Save project as

Save to a new name or location

📦

Save portable copy

Embed all data for sharing/offline

📄

Save as PDF

Export marked canvases

Compact by default. Non-linked datasets remain embedded. Visual assets are stored once and reused across canvases. Use Save portable copy when the file must travel without its linked sources.
✦ All
📊 Charts
📈 KPI & Scorecards
📋 Tables
💰 Finance
📝 Content
Build the canvas

Widget Library

Presentation Story

Storyboard

Arrange canvases, choose transitions, and control what appears in Presenter Mode.

0 CANVASES
0 WIDGETS

Presenter sequence follows this canvas order. Transitions belong to the destination canvas.