Build Your First Dashboard

This section provides steps to import data from a file, create a dashboard with a heat map visualization, analyze and manipulate data on the visualization, and share your results with colleagues.

To build your first dashboard:

1. Create a new blank dossier.
2. Show or hide panels used to create and format your visualization.
3. Add data to the dashboard. Do one of the following, depending on where your data is located:
   • Import your data from a file on your computer or network.
   • Import data from another external source, such as a database, service, or URL. Click Add Data in the toolbar and select New Data. In the New Dataset window, select the data source and then the data. You can modify and refine the data. For detailed steps, see Interfaces for Importing Data
   • Add an existing dataset or report. Click Add Data in the toolbar and select Existing Dataset. Navigate to and select the dataset or report. Click Select.
   • Create a report within the dashboard. Click Add Data in the toolbar and select Existing Objects. Navigate to and select the objects to add to the dataset. You can add a filter to the dataset by clicking Add Filter. Click Add.
4. Create a heat map visualization using your imported data.
5. Format your heat map visualization.
6. Create a filter to limit the data that appears on your dashboard.
7. Add a second visualization to your dashboard. Create a filter that allows the selections that you make in one visualization to automatically update the data in another visualization.
8. Analyze your data by filtering and drilling.
9. Save your dossier.
10. Share your insights with colleagues by exporting your dashboard.