How-To Guides

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 112 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 123 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 109 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 109 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 122 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 113 views

mfa-security rbac tutorial

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How-To Guides

Navigate the Template Marketplace Like a Pro

Learn how to search, filter, preview, and deploy clariBI dashboard templates across 30+ categories. This step-by-step guide shows you how to find the right template fast and customize it for your needs.

By Darek Černý Nov 9, 2025 7 min read 97 views

bi-strategy dashboard reporting

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How-To Guides

Connect Google Analytics as a Data Source

A complete walkthrough for connecting Google Analytics 4 to clariBI, including OAuth setup, property selection, metric configuration, and troubleshooting common connection errors.

By Darek Černý Nov 7, 2025 9 min read 128 views

analytics data-governance marketing

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How-To Guides

Create Custom Roles: Permission-by-Permission Guide

A detailed walkthrough of clariBI's custom role builder. Learn how to design roles that match your org structure, assign granular permissions, and avoid common RBAC mistakes.

By Darek Černý Nov 5, 2025 10 min read 96 views

bi-strategy data-governance enterprise

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How-To Guides

Multi-Source Dashboards: Combining Data Across Systems

Your data lives in multiple systems. Your insights should not. This tutorial walks through building dashboards in clariBI that pull from multiple data sources to show the complete picture.

By Darek Černý Oct 20, 2025 9 min read 92 views

dashboard multi-source tutorial

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