Dashboards
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Custom Metrics and Calculated Fields
Create custom metrics, calculated fields, and advanced formulas to derive insights specific to your business needs.
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Dashboards
Create, customize, and share AI-generated dashboards with widgets, templates, and auto-refresh.
8 articles in Dashboards
All articles
Dashboards
Beginner
Creating a dashboard step by step
The three ways to get a dashboard in clariBI: the automatic insights dashboard for each source, the AI dashboard builder, and manual mode f…
Dashboards
Intermediate
Dashboard builder reference: metrics, layout, refresh and drill-down
A reference for building and running dashboards in clariBI: the five builder steps, custom metrics, the layout grid and widget sizes, refre…
Dashboards
Intermediate
The 24 widget types and when to use each one
The 24 visualization types you can pick for a dashboard metric in clariBI, grouped by purpose, with what each one is good for and when to c…
Dashboards
Beginner
Dashboard layout: grid, widget sizes and placement
How the clariBI dashboard grid works, the five widget sizes, how to move and resize widgets in the layout editor, and how dashboards reflow…
Dashboards
Beginner
Sharing dashboards: your organization, workspaces and public links
Who can see a clariBI dashboard: everyone in your organization, the members of a workspace, or anyone with a public link. How to turn each …
Dashboards
Beginner
Dashboard templates: finding and applying them
How to find a dashboard template in the clariBI template library, filter and preview it, and turn it into a dashboard with your own data, w…
Dashboards
Beginner
Auto-Generated Dashboards from Data Sources
Every connected source gets an auto-generated insight dashboard via clariBI's preprocessing pipeline. Here's what gets analyzed, where to f…
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