Using Apps in Stackby

Apps add modular capabilities on top of tables—charts, pivots, maps, importers, and more—so teams can analyze, visualize, and act without changing the core data model.

What are Stackby Apps?

Apps are add-ons that read live data from views or tables and present it in focused components (reports, visuals, utilities). They refresh automatically as records change and can be configured per use case. Typical categories include reporting (charts, KPIs, pivots), data operations (CSV import), visualization (maps, org charts), and documentation (descriptions and guides).

Explore Apps

Charts

Visualize trends and distributions at a glance. Pick a source view, choose chart type (line, bar, pie, etc.), map X/Y fields, and apply filters or groupings. Use this for progress over time, status breakdowns, owner load, or spend by channel.

Tips:

• Keep 1–2 charts per question (trend + breakdown).

• Bind charts to saved views to inherit filters/sorts consistently.

Global Search

You can search across a single table, multiple tables or all tables within your stack or database with the Global Search app.

Just select which tables to search into and add this powerful app to your dashboard.

Summary Boxes

Summarize and display key metrics of your workflow with the Summary box. Just select your tables and views and select which column to summarize.

Whether you're tracking total active campaigns, total finished tasks, revenue closed or % projects complete - the possibilities are endless.

Description

Add rich-text guidance right beside your data: purpose of the base, naming conventions, SLAs, links to forms and interfaces, and change logs. This reduces ramp-up time and prevents misconfigurations.

Tips:

• Keep it short and action-oriented; link to a full “Stack Guide” if needed.

Pivot Table

Summarize metrics across two dimensions (e.g., Status by Owner, Channel by Quarter, Region by Segment). Choose fields for rows, columns, and values (count, sum, average), then drill into totals via linked records.

Tips:

• Use a pivot for recurring reviews; export or screenshot for leadership decks.

• Keep dimensions small (≤10 per axis) for readability.

Map (Google Maps)

Plot records with location fields (address/coordinates) to see geographic patterns—customers by region, events by city, assets by site. Cluster nearby points and filter by attributes (status, owner, date). Just bring your Google Maps API key and embed your custom maps in the dashboard.

Tips:

• Store clean addresses and, where possible, precompute coordinates for reliability.

• Use color by category (status or segment) to scan faster.

Row Cards

Display top records from your table directly in your dashboard using filters and sort using the simple and powerful row cards app. Always stay on top of your projects, tasks and campaigns.

Take action: Add your first app

• Open the Apps panel in the target stack or view.

• Click “Add app” and select a type (Chart, Map, Description, Pivot table).

• Choose a source (table or saved view), configure fields/settings, and save.

• Name the app clearly (e.g., “Q3 KPI – Delivery”) and position it with related components.

• Share a short note in the team channel linking to the extension and explaining how to use it.