Getting Started with clariBI: Your First Dashboard
Learn how to create your first dashboard in clariBI with this step-by-step guide. Connect data sources, add widgets, and customize your view.
Welcome to clariBI! This guide will walk you through creating your first dashboard in just a few minutes.
Step 1: Connect Your Data Source
- Navigate to Data Sources in the sidebar
- Click Add New Connection
- Choose your data type (Database, File Upload, or API)
- Enter your connection details
- Test the connection and save
Step 2: Create Your First Dashboard
- Go to Dashboards and click Create New
- Give your dashboard a name and description
- Choose a template or start from scratch
Step 3: Add Widgets
- Click Add Widget in your dashboard
- Select your data source
- Choose a visualization type (Chart, Table, KPI, etc.)
- Configure your metrics and dimensions
- Customize colors and styling
Step 4: Save and Share
- Click Save Dashboard
- Use the Share button to collaborate with team members
- 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.