Create a dashboard

Knowledge Checkpoint

A grasp of these concepts will help you understand this documentation better:

• Dashboard Overview
• User roles

Introduction

This doc would help you get started with creating a dashboard to visualize and understand your data story. In Holistics, we offer two types of dashboards:

• Canvas Dashboard (Recommended): Suitable when building something scalable, collaborative, and with a better ability to maintain.
• Quick Dashboard (Legacy): Use this when making an ad-hoc/temporary dashboard, where you allow editing and have changes apply immediately.

For more information on which type of dashboard is suitable for your needs, we recommend reading the Dashboard Overview.

Create a dashboard from scratch

Create Canvas Dashboard

Unlike Quick Dashboard, Canvas Dashboard is created and stored as code. To ensure any changes made are reviewed before applying to production, you have two environments:

Development (for Admin / Analyst)

• Create, modify, and review changes to your dashboard with version control.
• Offers both a Code editor and a Visual editor, which enable you to work with AML (Analytic Modeling Language) directly or use the drag-and-drop interface.

Reporting (for Anyone)

• Explore data and allow making small changes directly if granted permission.
• Offers only the Visual editor.

For more details, refer to this document Create Canvas Dashboard.

Create Quick Dashboard

info

• Holistics recommends using Canvas Dashboard.
• Holistics Dashboard 3.0 are now called Quick Dashboard. See this guide on how to convert quick dashboards into Canvas Dashboards.

Quick Dashboard only exists in a single environment - Reporting. This is where users can create, modify, and changes are immediately applied to production without any reviews.

For more details, refer to this document Create Quick Dashboard.

Create a dashboard when exploring dataset

To understand the dataset, users can start by exploring the data directly. Holistics provides a user-friendly drag-and-drop interface to quickly build visualizations and uncover insights. When you have found something meaningful, you can save your result to the existing dashboard or create a new one.

• In Development, users can create and save to the Canvas Dashboard.
• In Reporting, users can create and save to the Canvas Dashboard or the Quick Dashboard.

For more details, refer to this document Create dashboard from data exploration.