Step-by-step Dashboard Features Tutorial

Learn about most important dashboard features within this step-by-step dashboard introduction, with instructions on how to use many of available dashboard possibilities within the Kyubit BI.

Create a New Dashboard

All users (except 'Visitor' role) can create a new dashboard and optionally share it with other users and groups. To share created dashboard with other users, move the dashboard to the folder with appropriate permissions.

Add a Chart / Visualization

From the chart toolbar on the left, drag-and-drop appropriate dashboard charts and visualizations on the dashboard surface.

 Learn more about designing the dashboard

Chart Visual Options

Customize visual details of the chart that would help end-users notice important aspects of the visualized data.
To set visual options navigate to Chart > Edit > Options (tab).

 Learn more about chart visual options

Specific Charts

Short insight to charts with special purposes.

 Learn more about 'Geo map' charts
 Learn more about 'Table' charts

Create KPIs

Create a KPI within the Kyubit BI application to quickly observe the success status of your important business goals on the dashboard. The KPI is based upon your data that could be quickly evaluated with an analysis or the SQL/MDX query. To create a new KPI, navigate to 'KPI & Scorecards' application section and click on the 'New KPI' button.

 Learn more about creating KPIs

KPI Visualizations

Created KPIs could be displayed in different ways on the dashboard depending on the purpose and importance.

Dashboard Filtering

There are several ways to slice your dashboard data and narrow data insights to a particular point of interest.

 Learn more about dashboard filtering

Export To PDF

Dashboard Subscription

Subscribe to receive fresh dashboard data on your email at the scheduled time.

Chart Data Drill-Down

Dashboard charts based on analytic data support data drill-down features, to quickly get insight into any other dimension related to a particular chart point.

Quick Explore

A 'Quick Explore' is another option to explore presented dashboard analytic data additionally. Once you define a 'Quick Explore' dimension level, every time you click on any chart point, a new window with small chart will present the same point value drilled down to the 'Quick Explore' dimension level and selected 'Quick Explore' chart type.

 More about dashboard analytics

Expanded Chart View

Chart Auto-Refresh

Optionally, set individual charts on the dashboard to automatically refresh data if the dashboard is opened for a longer time.

Chart Caching

External Content URL

Open the external content when clicking on the chart point. External content could be opened with data describing a clicked point on the chart.

Slide Show

Run created dashboard in the slideshow mode that will iterate each dashboard visualization in the fullscreen mode with defined slide time duration.

Dashboard Mobile View

Access dashboards with mobile view available with mobile devices. Browse available dashboards on http://yourkyubitapp/mobile/index.html.

 Learn more about Mobile BI

Embedded Dashboard

Dashboard created within Kyubit Business Intelligence could be easily embedded in any HTML page, allowing a number of configuration options to customize dashboard appearance to best fit visually into an existing HTML page. Learn more about Embedded BI

 Learn more about Embedded BI