Building Your First Dashboard

Step 1: Create a New Dashboard

Navigate to your project and click the New Dashboard button in the top right corner. Give your dashboard a descriptive name and optional description.

You'll be taken to the dashboard builder where you can start adding visualizations.

Step 2: Add Your First Visualization

Click the + Add View button to add a new visualization. You can choose from several options:

• From Metrics Registry - Use pre-defined metrics for consistent analytics
• Custom Query - Write a custom SQL query for ad-hoc analysis
• AI Suggestion - Let Lucaro suggest visualizations based on your data

Example: Creating a Revenue Trend Chart

1. Click + Add View and select From Metrics Registry
2. Select the monthly_revenue metric
3. Choose Line Chart as the visualization type
4. Set the time dimension to date
5. Click Add to Dashboard

Step 3: Configure Chart Settings

Click on any visualization to open its configuration panel. Here you can customize:

Step 4: Arrange the Layout

Drag and drop visualizations to arrange them on your dashboard. You can:

• Resize views by dragging their corners
• Reorder views by dragging their title bar
• Group related views together for better organization

Step 5: Add Filters

Add interactive filters to let users explore the data dynamically:

1. Click + Add Filter in the dashboard toolbar
2. Select a dimension to filter on (e.g., region)
3. Choose the filter type (dropdown, multi-select, date range)
4. Configure which views the filter applies to

Filters appear at the top of the dashboard and automatically update all connected visualizations.

Step 6: Save and Share

Click Save to save your dashboard. You can then share it with your team:

• Share Link - Generate a link for team members with access
• Schedule Email - Send automated reports to stakeholders
• Embed - Embed the dashboard in other applications
• Export - Download as PDF, PNG, or CSV