Create powerful custom dashboards with the clariBI dashboard builder.
Accessing Dashboard Builder
Creating New Dashboard
- Go to Dashboards
- Click Create Dashboard
- Choose creation method:
- Template: Start from pre-built template
- Custom: Build from scratch
- AI-Assisted: Describe what you want
Builder Interface
Layout
- Canvas: Main dashboard area (center)
- Widget Panel: Available widgets (right)
- Settings Panel: Widget configuration (right)
- Toolbar: Actions and options (top)
Navigation
- Drag widgets to canvas
- Click widget to configure
- Right-click for context menu
- Use toolbar for global actions
Adding Widgets
Widget Types
- Metric Card: Single KPI display
- Line Chart: Trends over time
- Bar Chart: Comparisons
- Pie Chart: Proportions
- Table: Detailed data
- Map: Geographic data
- Text: Notes and labels
Adding a Widget
- Click widget type in panel
- Drag to desired position
- Configure data source
- Set visualization options
- Save widget
Configuring Widgets
Data Configuration
- Data Source: Select connected source
- Metric: Choose field to display
- Aggregation: Sum, average, count, etc.
- Filters: Limit data shown
Visual Configuration
- Title: Widget header
- Colors: Chart colors
- Format: Number formatting
- Size: Widget dimensions
Example Configuration
```
Widget: Monthly Revenue
- Data Source: Sales Database
- Metric: revenue
- Aggregation: SUM
- Filter: date = this_month
- Chart Type: Metric Card
- Format: Currency
```
Layout Management
Grid System
Dashboard uses responsive grid:
- 12 columns on desktop
- Widgets snap to grid
- Minimum 2-column width
Arranging Widgets
- Drag: Move to new position
- Resize: Drag edges/corners
- Stack: Widgets don't overlap
Layout Tips
- Important KPIs at top
- Related widgets grouped
- Consistent widget sizes
- White space for readability
Dashboard Settings
General Settings
- Name: Dashboard title
- Description: Purpose and contents
- Niche Domain: Industry category
- Refresh Frequency: Auto-refresh interval
Filters
Add dashboard-level filters:
- Date range selector
- Category filter
- Custom filter fields
Saving and Publishing
Save Draft
- Click Save to save progress
- Dashboard remains private
- Continue editing anytime
Publish
- Click Publish
- Set visibility options
- Choose who can view
- Dashboard goes live
Templates
Using Templates
- Click Use Template
- Browse template gallery
- Preview before applying
- Customize as needed
Template Categories
- E-commerce metrics
- SaaS dashboards
- Marketing performance
- Sales tracking
- Financial overview