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Create dashboard from dataset exploration

Introduction​

As you self-serve explore data, you can save these visualizations into dashboards. This guide walks you through how to create a new dashboard during the exploration process.

Quick recap​

As a quick recap, Holistics has two environments:

  • Development (for Analyst / Admin): Build, edit, and manage your data workflow with software engineering best practices. Only Canvas Dashboard is available.
  • Reporting (for Anyone, with permission): Explore and consume data with a self-service and no-code interface. Both Quick Dashboard and Canvas Dashboard are available.

For more information, please refer to Development Workflow.

Explore & create on Development​

  • Step 1: Go to Development, open a dataset.
  • Step 2: Explore the dataset by visualizing the data.
  • Step 3: Click the Save as Visualization button to save the exploration result.
  • Step 4: Choose a dashboard to save your exploration
    • Save to existing dashboard: Choose the existing dashboard from the search box.
    • Create a new dashboard: Click (+) Create new dashboard.
      • Enter Dashboard Name and choose a folder to save the dashboard.
      • Click the Create Dashboard button.
  • Step 5: Save the exploration, and a Canvas Dashboard is created.

Explore & create on Reporting​

  • Step 1: Go to Reporting, open a dataset.
  • Step 2: Explore the dataset by visualizing the data.
  • Step 3: Click the Save as button to save the exploration result.
  • Step 4: Choose a dashboard to save your exploration. You have the options to:
    • Choose an existing dashboard
    • Create a new canvas dashboard
    • Create a new quick dashboard
  • Step 5: Save the exploration into your dashboard.
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