Tutorial | Use dashboards to build reports#

As of the tutorial on the Lab, you have built a data pipeline in the Flow, deployed work from the Lab, and explored your data through a number of visualizations.

In this tutorial, let’s build a dashboard to communicate key insights from your project.

Get started#

Objectives#

In this tutorial, you will:

  • Publish insights to a dashboard.

  • Design a dashboard slide.

  • Export a dashboard to a PDF.

Prerequisites#

To complete this tutorial, you’ll need the following:

  • A Dataiku instance (version 9.0 and above).

Create the project#

To create the project:

  1. From the Dataiku Design homepage, click + New Project > DSS tutorials > Core Designer > Build Reports with Dashboards.

  2. From the project homepage, click Go to Flow (or G + F).

  3. Click the Flow Actions > Build all menu at the bottom left of the Flow.

Note

You can also download the starter project from this website and import it as a zip file.

Publish to a dashboard#

Let’s publish the charts from the customers_labelled dataset to a dashboard.

  1. Open the customers_labelled dataset, and navigate to the Charts tab.

  2. Click the Publish button on the top right.

  3. Select all of the charts that you’ve created.

  4. Click Create to turn the charts into insights, and publish them to Slide 1 of the project’s default dashboard in one step.

    The dashboard opens in Edit mode.

Dataiku screenshot of the dialog for adding insights to a dashboard.

Explore dashboard options#

Edit the dashboard tiles#

Now let’s modify the layout and behavior of the dashboard.

  1. Click on the New chart on customers_labelled map insight.

  2. On the right panel, on the Tile tab, enter the new name Map of labelled customers.

  3. On the top-right corner, click Save.

Dataiku screenshot of a dashboard in progress.

Note

Note how two of three insights include a Sample warning label to indicate that they do not represent the complete dataset.

Adjust the dashboard layout#

In a dashboard, you can:

  • Drag and drop each tile to change the layout.

  • Adjust the size of each tile for a clearer view of its insight.

To do so:

  1. Click on the age_first_order vs total_sum on customers_labelled scatter plot.

  2. Drag it down and increase its width to obtain a wider view of the data points.

  3. Adjust the two other insights to improve their display.

  4. Click Save.

Dataiku screenshot of a dashboard in progress.

Add an insight to a dashboard#

Let’s add another insight to a new slide on the dashboard.

  1. Click the + icon near the bottom left to add a new slide.

  2. Click the + icon near the bottom right to add a new tile.

  3. Experiment adding different kinds of tiles, such as the chart on orders_prepared or another dataset.

Dataiku screenshot of the dialog for adding a new tile to a dashboard.

Export a dashboard#

Warning

For this last step, you will need to have first enabled the graphics export feature.

When you are satisfied with your dashboard, you can export it.

  1. In the Actions tab of your dashboard, click the Export button.

  2. Adjust the file type, size, and orientation of your export as needed.

  3. Click Export Dashboard.

Dataiku screenshot of the dialog for exporting a dashboard.

What’s next?#

Congratulations on completing all of the tutorials in this series!

Follow the Tutorial | Dashboard management to master all the features of this visualization and reporting tool.