Strategy ONE

Build Dashboards

  1. Click Create New > Dashboard.

  2. In the left pane, click Sample Files. To use additional data sources, see Add Data Sources and Import Database Tables for Dashboards

  3. Select a sample file and click Import.

  4. Click Save.

    For information on using Prepare Data, see Prepare Data.

  5. In the Auto Dashboard panel, select a suggestion or type a question.

  6. Hover your mouse over the created visualization and click Add to page.
  7. To manually create a visualization, in the top toolbar, click Visualization and choose from the various visualization options.

  8. Select a visualization and double-click attributes and metrics from the Datasets panel to add data to your visualization.

  9. In the toolbar, click Filter . Drag attributes and metrics from the Datasets panel to the Filter panel. Use the Ctrl key to select multiple attributes and metrics.

  10. In the toolbar, click Format . Use the options to customize your visualization.
  11. You can right-click in the visualization to further customize the visualization.

  12. Click Save.
  13. Type a name and description for the dashboard and click Save.