q3-operations.idop
Analytics dashboard
A dashboard that carries a snapshot of its data, so it can be emailed, archived and reopened years later — or, with permission, refreshed from a declared source.
Solutions · Data & analytics
Dashboards that carry their own data.
A dashboard is usually a view into a system that may not exist next year. An IDOP dashboard can carry a snapshot of its data with it — and, if you allow it, refresh from one declared source.
§ 01The problem
What tends to go wrong today.
- Shared dashboards break when access, schemas or tools change.
- Exports to static files lose the ability to filter and drill down.
- Sending data to a hosted tool is not always permitted.
§ 02Where IDOP fits
What the format changes.
Snapshot in the file
Data is saved in the document, so the view still works when it is archived.
Explicit data flows
Any refresh is a declared origin, with a purpose shown to the person opening the file.
Runs locally
A document opened from disk is processed in the browser; the data is not uploaded.
§ 03Honestly
What exists today — and what does not.
Available today
- Templates with charts and summaries: net worth, budgets, habit tracking, timesheets
Not yet
- Connectors to common data sources (research)
- Large datasets beyond the format’s size limits (not supported)
§ 04Examples
Documents of this kind.
survey-explorer.idop
Data exploration tool
A dataset with its own filters and views, so the reader explores the data rather than a screenshot of it.
annual-report.idop
Interactive report
A report where every figure can be opened to the numbers behind it, and every scenario can be tried.
loan-calculator.idop
Financial model
Budgets, loans and repayment plans whose formulas cannot drift from the numbers, because both are in the same file.
Open your first IDOP document
IDOP Cloud runs in the browser. Start from a template, open a file you were sent, or keep your own — no installation, and no account needed just to open a document.