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How to Create a Dashboard?

Create a Dashboard based on your Databases in a Few Steps

Designing a dashboard and presenting your live data is a simple task with Kyubit BI tools. Drag-and-drop appropriate dashboard charts and visualizations and connect them with created analytics and queries.

Dashboards provide a visual representation of data, making complex data sets understandable and usable. They can include charts, graphs, and maps to provide at-a-glance views of key performance indicators (KPIs), and provide real-time updates and monitoring of data. Since dashboards pull data directly from databases, they reduce the risk of human error in data reporting. This ensures that decisions are based on accurate, up-to-date information. Dashboards can be used to track progress towards goals and can help identify problems or bottlenecks in your processes. By visualizing data, they can highlight areas that need improvement. By displaying KPIs, they can show how close you are to achieving your targets. Finally, dashboards can help foster a data-driven culture within your organization and make data a central part of decision-making, which can lead to more informed and effective decisions. Every organization requires at least one dashboard that shows important business insights.

Set dashboard charts based on created analytics

  • Create self-service data analytics based on the Kyubit analytic models (SQL, Excel, CSV data) or OLAP/Tabular databases.
  • In the Kyubit application choose 'New' > Dashboard
  • In dashboard design mode click edit chart icon.
  • Under 'Chart details' set existing analytics to be a data feed for the dashboard chart.
  • Click the 'Test Chart' button while in the chart edit form to quickly see how current data is displayed with this chart.
  • Edit optional details in the Chart > Options that manage the final chart outlook and behavior.

Set dashboard charts based directly on SQL and MDX queries

  • In dashboard design mode click the edit tile icon.
  • Under 'Tile details' set existing or create new SQL or MDX query to be data feed for a particular dashboard tile.
  • Every time the dashboard is opened, the related query is used to get the fresh data.
  • Optionally, use chart 'caching' to use the data from the application memory to display the chart and avoid too many requests to underlying databases.

Set filters/slicers for the dashboard

  • Click the filter icon in the upper right to toggle the slicers display.
  • Set dimensions and members that will be used for filtering for all tiles based on the same data source.
  • Filters set in design time are the default filter for the same dashboard in the production time.
  • While users are using the dashboard, they can temporarily change slicers to analyze dashboard data of their interest.
  • A filter can be opened in the 'Slicer' mode which can be used to rapidly change the filter values by clicking on the filter members.

Share the created dashboard with others

  • The create dashboard is always available on a given URL that could be easily shared with all authorized users
  • Data on the dashboard is not static. Use analytic features of the dashboard to discover more insights by drill-down and drill-through analytics
  • Use URL filtering to display the same dashboard with different filters
  • Subscribe and schedule dashboard delivers at email at the scheduled time with the fresh data.
  • Emded the dashboard into your own application or a website