Dashboard Creation: Basic Workflow

Creating a dashboard is a multi-step process: you'll start by adding a new dashboard, then connect to data, build and link charts, preview the layout, and save your work.

Prerequisites:

• Access to the Designer module.

• (Recommended) At least one workspace is available to save dashboards.

• (Optional) Details for any data source you plan to connect.

Create a new dashboard

Access Dashboard Canvas

There are two ways to access the Dashboard Canvas:

• New Menu

  • Navigate to the Designer homepage.

  • Click the New option from the left-side panel.

  • Select Dashboard from the context menu.

• Add (+) Shortcut

  • Navigate to the Designer homepage.

  • Click the Add (+) icon.

• At the end, the Dashboard Canvas opens.

Create a connection

1. On the canvas, click Data Connectors (right-side panel).

2. In the connectors list, locate your Data Service (connector type).

3. Click Create New Connection (the + next to the connector type).

4. In the connection dialog:

   • Name: Enter a connection name.

   • Data Connector: Select the data source from the dropdown (for example, a database, cloud storage, or API).

   • (If prompted) Provide connection details and credentials.

5. Click Save.

• Your connection is added under the chosen Data Service.

Note: Detailed, source-specific steps are covered in Establishing a Data Connection.

Add charts and components

1. Click Component Library (right-side panel).

2. Browse Charts (default category) or select another category (Filters, Grids, Layout).

3. Drag a component onto the canvas.

4. Repeat to add more components as needed.

Associate a dataset with a component

1. On the canvas, right-click the component you added.

2. Select Dataset (or Dataset property).

3. Choose the connection you created.

4. Drag required fields to the component’s data bindings (measure, dimension, category, etc.).

• The visual now uses your selected dataset.

Tip: If you haven’t created a connection yet, do that first from Data Connectors so binding is available immediately.

Preview the dashboard

1. On the canvas header, click Preview.

2. Interact with visuals to validate data, filters, and layout.

• The dashboard opens in Preview mode.

Save the dashboard

It is important to save your dashboard after designing it for future reference, before leaving the Designer module. The designer provides three save options. Choose the one that matches your workflow.

Save (to workspace)

Use this to save the current dashboard in a workspace.

1. Click Save on the canvas header.

2. In the pop-up:

   • Dashboard Name: Review or edit the name.

   • Workspace: Select a workspace from the dropdown.

3. Click Save.

• A success message appears, and the dashboard is saved to the selected workspace.

Save As (save to another workspace or duplicate)

Use this to create a copy—either in the same workspace or another.

1. Click Save to Another Workspace (Save As) on the canvas header.

2. In the pop-up:

   • Name: Defaults to Copy_of_<OriginalDashboardName> (you can edit it).

   • Workspace: Select the destination workspace.

3. Click Save.

• Two notifications confirm the action; a copy is saved to the chosen workspace. The original remains unchanged.

Save to Local Disk

Use this to export the dashboard file to your computer (e.g., .bvzx).

1. Click Save to Local Disk on the canvas header.

2. Follow your browser’s download prompt.

• The dashboard is saved to your local system.