Creating Your First Dashboard
Step-by-step guide to creating your first dashboard in Dashbreeze.
Understanding the Basics
Learn the core concepts of Dashbreeze, including workspaces, data sources, tables, blocks, and how dashboards are built.
Dashbreeze is built around a few simple ideas. Once you understand them, creating dashboards becomes easier.
Think of Dashbreeze as a system that organizes data and turns it into dashboards. The main parts are workspaces, data sources, tables, and blocks.
The typical flow is: connect a source, create a table, connect that table to one or more blocks, and arrange the blocks on a dashboard. Keeping this flow in mind makes it easier to know where to make a change when a report needs different data or a new visual.
The Dashbreeze flow:Data source → Table → Block → Dashboard. This sequence shows where to import data, prepare it, visualize it, and present it.
Everything lives inside a workspace
A workspace is where all your work happens in Dashbreeze.
It groups everything you create, including dashboards, tables, and integrations. It also controls who can access and collaborate on your work.
Workspaces also create a clear boundary between teams or areas of work. Content and integrations belong to the workspace in which they were created, so confirm that you are in the right workspace before importing data or inviting collaborators.
Bring your data into Dashbreeze
A data source is where your data originally lives.
Dashbreeze can import or connect to data from external tools and files, making it available inside the platform.
When you connect a data source, Dashbreeze creates one or more tables that you can use in your dashboards.
Your original data stays in its source system. Dashbreeze uses a copy to power dashboards and visualizations.
Your source stays unchanged:Creating a table, transforming its columns, or configuring a block does not edit the original spreadsheet, file, app, or database.
An integration is the saved connection between a workspace and an external service. You can often reuse one integration to create several tables, rather than authorizing the same account for every table.
Organize your data in tables
Tables store your structured data in Dashbreeze.
Each table is made of rows and columns:
- Rows represent records
- Columns represent fields like text, numbers, or dates
Tables make your data easy to read and ready to use in dashboards.
Build dashboards using blocks
Blocks are the components you use to build dashboards.
Each block is a piece of content, such as data, text, or media. By combining blocks, you can create complete dashboards.
Text, image, and embed blocks explain or enrich a report without reading from a table. Data blocks do read from tables. This means you can update the narrative and presentation independently from the underlying dataset.
Data blocks turn tables into visual content
Data blocks are blocks that display information from your tables.
There are three types of data blocks:
Charts
Reveal trends, compare categories, and make patterns easier to see.
Best for change & comparison
Highlights
Bring attention to an important KPI, total, trend, or goal.
Best for headline numbers
Details
Display the rows and columns behind your summary and charts.
Best for individual records
Each data block uses one or more columns from a table to display information in a specific way.
You can add multiple data blocks to the same dashboard and even use the same table in different blocks to explore your data from different perspectives.
One table, many views:You do not need to import the same data again for every visualization. One table can power a headline metric, a trend chart, and a detailed record list.
Dashboards combine everything
A dashboard is a layout of multiple blocks in one place.
Each block shows a part of your data or content. Together, they create a complete view.
You can move, resize, and customize blocks to organize your dashboard the way you want.
Dashboards can also include blocks connected to different tables, allowing you to combine multiple data sources in a single view.
Changes made in the editor remain part of the working dashboard. When the dashboard is ready for an external audience, publish it and choose the sharing method that matches the level of access you want to provide.
