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Essentials Path

Pin your first chart to a dashboard

Build a bar chart on top of the dataset with one widget, then pin it to a dashboard. Five minutes in simple mode.

5 min

Now that you have a dataset, it's time to make something visible on top of it. This lesson builds one widget — a bar chart — and pins it to one dashboard. Done in 5 minutes.

Create one dashboard

In the detail screen of the collection from Lesson 2, click + Add item ▾Create dashboard. Fill in name · alias and click Create.

An empty dashboard opens. In the middle, a No widgets yet placeholder; in the upper-right, a + Add widget button.

Build one bar chart

Click + Add widget to see widget type options. Pick Bar chart. The widget editor opens.

1. Data source — pick the dataset from Lesson 3

In the left panel, set the Data source to the dataset you made in Lesson 3. Notice the Simple mode and Query mode toggle. This lesson stays on Simple mode.

2. One X axis, one Y axis

Simple mode renders the chart with a single drag-and-drop.

  • X axis field — The column to group by. Categories · dates · regions — strings or dates — work naturally.
  • Y axis field — The numeric column to aggregate. Sales · counts · scores — integer / float columns.

The default aggregation is SUM. For columns where a sum doesn't make sense, switch to AVG or COUNT.

The preview on the right re-renders immediately. If too many bars appear, use the Top N option to sort and truncate (default 10).

3. Title · color

At the top of the widget card, type a one-line title. State the question the chart answers in one sentence — e.g. Top 10 branches by revenue. Start with the auto palette for colors; pin specific column colors when needed.

4. Save

Click Save in the upper-right of the widget editor. Back on the dashboard, your new chart card now occupies a slot.

Self-check

  • The dashboard holds one chart card.
  • Clicking the card opens the widget editor where you can edit dataset · axes · aggregation again.
  • The chart auto-refreshes with a freshness indicator when the underlying dataset updates.

Three out of three — lesson done.

What you should be able to do after this lesson

  • The 3-click flow for creating a dashboard
  • Build a bar chart with one widget (simple mode)
  • Treat the title as the one-line question the chart answers

Next lesson

To see what a fully assembled collection looks like, import one scenario zip in a single pass.