Getting Started with clariBI: Your First Dashboard

Welcome to clariBI! This guide will walk you through creating your first dashboard in just a few minutes.

Step 1: Connect Your Data Source

1. Navigate to Data Sources in the sidebar
2. Click Add New Connection
3. Choose your data type (Database, File Upload, or API)
4. Enter your connection details
5. Test the connection and save

Step 2: Create Your First Dashboard

1. Go to Dashboards and click Create New
2. Give your dashboard a name and description
3. Choose a template or start from scratch

Step 3: Add Widgets

1. Click Add Widget in your dashboard
2. Select your data source
3. Choose a visualization type (Chart, Table, KPI, etc.)
4. Configure your metrics and dimensions
5. Customize colors and styling

Step 4: Save and Share

1. Click Save Dashboard
2. Use the Share button to collaborate with team members
3. Set up automated reports if needed

Next Steps

• Explore AI-powered insights in the Analytics tab
• Set up alerts for important metrics
• Create additional dashboards for different business areas

Need help? Contact our support team or browse more tutorials below.