Tutorial | Use dashboards to build reports#

Let’s imagine that 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#

In this tutorial, you will:

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

To create the project:

From the Dataiku Design homepage, click + New Project > DSS tutorials > Core Designer > Build Reports with Dashboards.
From the project homepage, click Go to Flow (or G + F).
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.

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

Open the customers_labelled dataset, and navigate to the Charts tab.
Click the Publish button on the top right.
Select all of the charts that you’ve created.
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.

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

Click on the New chart on customers_labelled map insight.
On the right panel, on the Tile tab, enter the new name Map of labelled customers.
On the top-right corner, click Save.

Note

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

In a dashboard, you can:

To do so:

Click on the age_first_order vs total_sum on customers_labelled scatter plot.
Drag it down and increase its width to obtain a wider view of the data points.
Adjust the two other insights to improve their display.
Click Save.

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

Click the + icon near the bottom left to add a new slide.
Click the + icon near the bottom right to add a new tile.
Experiment adding different kinds of tiles, such as the chart on orders_prepared or another dataset.

Warning

For this last step, users on a self-managed instance will need to have an administrator first enable the graphics export feature.

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

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.