Tutorial | Use dashboards to build reports #
As of the tutorial on the Lab , you have built a data pipeline in the Flow, deployed work from the Lab, and explored your data through a number of visualizations.
In this tutorial, let’s build a dashboard to communicate key insights from your project.
Get started #
Objectives #
In this tutorial, you will:
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Publish insights to a dashboard.
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Design a dashboard slide.
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Export a dashboard to a PDF.
Prerequisites #
To complete this tutorial, you’ll need the following:
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A Dataiku instance (version 9.0 and above).
Create the project #
To create the project:
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From the Dataiku Design homepage, click + New Project > DSS tutorials > Core Designer > Build Reports with Dashboards .
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From the project homepage, click Go to Flow (or
G
+F
). -
Click the Flow Actions > Build all menu at the bottom left of the Flow.
Note
You can also download the starter project from this website and import it as a zip file.
Publish to a dashboard #
Let’s publish the charts from the customers_labelled dataset to a dashboard.
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Open the customers_labelled dataset, and navigate to the Charts tab.
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Click the Publish button on the top right.
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Select all of the charts that you’ve created.
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Click Create to turn the charts into insights, and publish them to Slide 1 of the project’s default dashboard in one step.
The dashboard opens in Edit mode.

Explore dashboard options #
Edit the dashboard tiles #
Now let’s modify the layout and behavior of the dashboard.
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Click on the New chart on customers_labelled map insight.
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On the right panel, on the Tile tab, enter the new name
Map of labelled customers
. -
On the top-right corner, click Save .

Note
Note how two of three insights include a Sample warning label to indicate that they do not represent the complete dataset.
Adjust the dashboard layout #
In a dashboard, you can:
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Drag and drop each tile to change the layout.
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Adjust the size of each tile for a clearer view of its insight.
To do so:
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Click on the age_first_order vs total_sum on customers_labelled scatter plot.
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Drag it down and increase its width to obtain a wider view of the data points.
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Adjust the two other insights to improve their display.
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Click Save .

Add an insight to a dashboard #
Let’s add another insight to a new slide on the dashboard.
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Click the + icon near the bottom left to add a new slide.
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Click the + icon near the bottom right to add a new tile.
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Experiment adding different kinds of tiles, such as the chart on orders_prepared or another dataset.

Export a dashboard #
Warning
For this last step, you will need to have first enabled the graphics export feature .
When you are satisfied with your dashboard, you can export it.
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In the Actions tab of your dashboard, click the Export button.
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Adjust the file type, size, and orientation of your export as needed.
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Click Export Dashboard .

What’s next? #
Congratulations on completing all of the tutorials in this series!
Follow the Tutorial | Dashboard management to master all the features of this visualization and reporting tool.