This guide takes you from a blank workspace to a live dashboard with at least one chart pulling from a real data source.Documentation Index
Fetch the complete documentation index at: https://asdfasdf-c9efe8d6.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Before you begin
- Credentials for the data source you plan to connect (database hostname, username, password, or API key for a SaaS source)
- Admin or Member role in your workspace
Steps
Connect a data source
Go to Analytics → Data sources → Add source. Select your source type from the list, enter the connection details, and click Test connection. Once the test passes, save the source.See Connect a data source for a full list of supported sources and field-by-field setup instructions.
Create a dashboard
Go to Analytics → Dashboards → New dashboard. Give it a name that reflects the data or team it serves (for example, “Weekly revenue” or “Support KPIs”).
Add a chart
Inside the dashboard, click Add chart. Select your data source, choose a chart type (bar, line, or number card are good starting points), and configure the x-axis and y-axis fields. Click Save.
If your data source requires an allowlisted IP, add the platform’s outbound IP addresses to your firewall rules before testing the connection.
Next steps
- Explore charts and visualizations to learn about all available chart types.
- Set up scheduled reports to deliver insights to your team automatically.