Create a Dashboard from the Dashboard Tab

Access the Dashboard Section

After logging in, go to the 'Dashboard' tab located in the left-hand navigation bar. This will take you to the Dashboard Listing Page, where all existing dashboards are displayed as cards. You can filter these dashboards by:

  • Data Source (connected databases)

  • Type (Chart, Notebook)

  • Status (Published, Unpublished)

  • Author (You, Others)

Create a New Dashboard

Click on the '+ Dashboard' button at the top of the page. A popup will appear asking for:

  • Name of the dashboard

  • Description

Once you provide these details, click 'Add' to create your dashboard.

Choose a Method to Build the Dashboard

After creating the dashboard, you’ll be prompted to choose one of the two methods to build it:

  • SQL Editor: Create charts by writing SQL queries.

  • SQL Notebook: Build a dashboard using notebook-based queries.

You will be redirected to the respective method's listing page, where you can start building your dashboard.

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