How-To Guides

How-To Guides

How to Build Executive Dashboards That Actually Get Used

Learn the principles behind executive dashboards that drive strategic decisions. Avoid common mistakes and create visualizations that executives actually look at daily.

By Darek Černý Dec 25, 2025 23 min read 278 views

bi-strategy dashboard executive-dashboard

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How-To Guides

10 Data Visualization Mistakes That Mislead Your Audience

Even experienced analysts make these visualization errors. Learn to identify and fix the most common chart mistakes that confuse audiences and hide insights.

By Darek Černý Dec 16, 2025 24 min read 196 views

analytics dashboard data-visualization

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How-To Guides

SQL Fundamentals for Business Analysts: A Practical Guide

Master the SQL skills every business analyst needs. Learn to query databases, join tables, aggregate data, and extract insights without waiting for IT.

By Darek Černý Nov 25, 2025 21 min read 90 views

analytics reporting self-service-bi

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How-To Guides

Connect PostgreSQL to clariBI: Complete Walkthrough

A step-by-step walkthrough for connecting a PostgreSQL database to clariBI. Covers connection setup, network configuration, read-only user creation, testing, and troubleshooting common issues.

By Darek Černý Nov 23, 2025 7 min read 75 views

data-sources postgresql tutorial

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How-To Guides

From CSV to Insights: Upload, Analyze, and Report

A practical tutorial for turning a CSV file into dashboards and reports in clariBI. Covers file upload, data cleaning, building visualizations, creating a shareable report, and setting up recurring updates.

By Darek Černý Nov 21, 2025 9 min read 66 views

analytics csv-upload tutorial

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How-To Guides

Set Up Automated Weekly Reports With Email Delivery

A step-by-step guide to creating automated weekly reports in clariBI that deliver to your inbox every Monday morning. Covers report creation, scheduling, recipient management, and customization.

By Darek Černý Nov 19, 2025 7 min read 72 views

automated-reports scheduling tutorial

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How-To Guides

Build a Sales Dashboard From Scratch in clariBI

A detailed, step-by-step tutorial for building a complete sales dashboard in clariBI. Covers data source connection, metric selection, chart creation, layout design, sharing, and ongoing maintenance.

By Darek Černý Nov 17, 2025 14 min read 68 views

dashboard sales tutorial

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How-To Guides

Track Business Goals With Milestones and Live Data

How to set up goal tracking in clariBI with milestones, progress indicators, and live data connections. Covers OKR setup, milestone configuration, dashboard integration, and team accountability.

By Darek Černý Nov 15, 2025 10 min read 62 views

goal-tracking milestones tutorial

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How-To Guides

Share Dashboards Publicly: Setup and Best Practices

How to share clariBI dashboards publicly via link, including setup steps, security considerations, use cases, and best practices for external sharing with clients, investors, and stakeholders.

By Darek Černý Nov 13, 2025 6 min read 71 views

dashboard public-sharing tutorial

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How-To Guides

Set Up MFA for Your Entire Team in clariBI

A step-by-step guide to rolling out multi-factor authentication across your clariBI organization. Covers TOTP setup, team rollout strategy, enforcement configuration, and troubleshooting common issues.

By Darek Černý Nov 11, 2025 7 min read 69 views

mfa-security rbac tutorial

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