Creating Your First Dashboard - Simple Steps

JRNI Updated by JRNI

Creating Dashboards

Follow these simple steps to create your first dashboard. The process uses simple drag-and-drop actions, making it accessible for non-technical users. The visual interface guides you through each step without requiring coding knowledge.

  • Step 1: Set up your data
    • First, create a dataset by selecting your data source. Even if you don't need changes, create a simple dataset using:
      • SELECT * FROM Your_Table;
  • Step 2: Create your first chart
    • Drag and drop a "Chart Component" onto the canvas
    • Select the dataset you just created
    • Double-click the chart to open the editor
  • Step 3: Configure your chart: The editor has two sections:
    • Data: Choose your chart type and what data to show
    • Format: Customize colors, labels, and appearance
  • Step 4: Add interactive elements
    • Drag additional components like date pickers or dropdown filters onto your dashboard to make it interactive.
  • Step 5: Save and share
    • Once complete, save your dashboard. Add a "Share" component if you want users to download or share links.

Need help setting up or managing dashboard emails? Contact support or your CSM— we’re here to help.

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Creating Your First Dashboard - Format Tab Section Overview

Creating Your First Dashboard - Interactive Elements Overview

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