Before you begin
Make sure you have the following ready before you start:- 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, enter connection details, and click Test connection. Once the test passes, save the source. See Connect a Data Source for full instructions.
Create a dashboard
Go to Analytics → Dashboards → New dashboard. Give it a name that reflects the data or team it serves.
Add a chart
Inside the dashboard, click Add chart. Select your data source, choose a chart type (bar, line, or number card), 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.