Telling stories with Custom Dashboards

In Birdie, Custom Dashboards serve as personalized interfaces that allow teams to visualize and analyze data tailored to their specific needs. By utilizing Widgets—such as text blocks, charts, and tables—users can craft dashboards that highlight the most relevant metrics and insights for their objectives. This customization ensures that teams can focus on the data that matters most, facilitating informed decision-making and strategic planning.

1. Initiate Dashboard Creation:

• Locate and click on the option to create a new dashboard. This can be found in the dashboard section.​

• Name: Enter a descriptive title for your dashboard that reflects its purpose or the data it will display.​

• Description: Provide a brief overview of the dashboard's objectives and the insights it aims to deliver.

3. Add Widgets to Your Dashboard

At the heart of Birdie's Custom Dashboards are Widgets —versatile components that allow you to display data in various formats:​

• Text Blocks: Ideal for annotations, explanations, or highlighting key insights.​

• Charts: Visual representations such as bar graphs and line charts to depict trends and patterns.​

• Tables: Structured data presentations for detailed analysis.​

• Number: Highlights a single key metric to help you quickly monitor performance and track high-level indicators.

For each widget:​

• Name: Assign a clear title that indicates the content or purpose of the widget.

• Description: Optionally, add a brief explanation to provide context.

• Filters: Applying relevant filters is crucial for tailoring the data displayed within each widget to meet specific analytical needs. In Birdie dashboards, the filtering capabilities are akin to the advanced filters used throughout the platform. For comprehensive guidance on applying these filters, please refer to the Understanding the filter clauses section in our documentation.

By following these steps, you can create a Custom Dashboard in Birdie that aligns with your team's analytical requirements, ensuring that pertinent information is readily accessible for informed decision-making.

Effectively analyzing data within Birdie's Custom Dashboards involves understanding and utilizing various features designed to enhance data interpretation and interaction. Below are key components and functionalities to consider:​

• Dashboard-Level Timeframe: Each dashboard allows you to set a specific timeframe, such as the last 6 months, to focus your analysis on a particular period.​

• Dashboard-Level Time Aggregation: You can define how data is grouped over time—by day, week, month and year.—to observe trends and patterns at different intervals.​

Individual widgets within a dashboard can have their own time aggregation settings, enabling detailed analysis tailored to specific data points. For instance, while the overall dashboard might display data monthly, a particular widget can present daily insights for a more granular view.​

• Tooltips: Hovering over elements in charts reveals tooltips that provide additional information about specific data points, aiding in a deeper understanding of the visualized data.​

• Legend Interaction: Clicking on items in the chart legend allows you to hide or highlight specific data series, facilitating customized views that focus on relevant information.​

• Row Visibility: Within table widgets, you can click on the eye icon next to each row to hide or display specific lines. This feature helps declutter the table, allowing you to concentrate on the most pertinent data entries.

Custom Dashboards in Birdie are essential tools that enhance the efficiency and effectiveness of data analysis within your organization. They ensure that:​

• Time-Efficient Analysis: By consolidating frequently used charts and data visualizations into a single, personalized interface, Custom Dashboards significantly reduce the time spent navigating through multiple pages. This streamlined approach allows teams to focus more on interpreting data and making informed decisions.​

• Enhanced Collaboration and Presentation: Custom Dashboards simplify the sharing of information and presentations across teams. By providing a tailored view of key metrics and insights, they enable more effective communication and collaboration, ensuring that all stakeholders are aligned and informed.