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Follow along to this article to get started creating your first dashboard!

Creating my first dashboard

Connecting to your database or data warehouse

This section describes the data model through which Explo organizes and connects to your databases.

Overview

This guide describes how to manage schema set up for your multiple data sources.

Managing Schema

This guide describes how to configure Explo to support multiple data sources

Multiple Data Sources

Sync New Tables

Although Explo can sit on top of almost any data model, here are a few tips to ensure better performance and ease of use when connecting to Explo.

Building your data model

Variables allow you to ensure users only see their own data and give you the flexibility to configure different components.

There are a few main ways that variables are introduced into the application:

Types Of Variables

Passing in Variables

Tips

Using Variables

Our new data panel provides more customizable, interactive, and easier-to-build charts.

Goal lines allow you to enhance your graphs and provide information on targets for the data.

Goal Lines

Chart level filters allow you to choose the categories that end users will be able to pick from to view charts.

Chart Level Filters

Custom Formulas allow you to visualize custom aggregations on charts.

Custom Formulas

Explo offers a number of components you can add onto your dashboards.

Text elements allow you to communicate information in markdown to your customers.

Text

Dropdown selects allow your customers to dynamically change the dashboard based on options they select.

Dropdown Select

Multi-selects allows your customers to select multiple values to filter down data with.

Multi-select

Date pickers allows your customers to filter the dashboard to a specific slice of data in time.

Date Picker

Date range pickers allows your customers to filter the dashboard by a date range.

Date Range Picker

Containers can be used to group other components together and organize your dashboard.

Container

Date Group Toggles can be used to allow your users to group charts by selected time intervals

Date Group Toggle

An apply filter button is used to enable your end user to trigger a refresh of the dashboard once certain filters have been changed.

Apply Filter Button

Switches allow your customers to be able to move between two configured states of your dashboard.

Switch

The text input element allows you to process user inputted text on your dashboard.

Text Input

Here's how to enable drilldowns for bar charts

Bar Charts

Here's how to enable drilldowns for data tables

Data Tables

Explo provides a straightforward way to version your dashboards. The following pages describe how this system works and how to use it.

Viewing Dashboard Versions

In Explo, versions follow a linear history. You always start editing off of the most recent version of the dashboard.

Editing the Current Draft

All changes you make to the current draft are not yet made accessible to embed until you publish the draft as a new version.

Publishing a New Version

If you found some issues with your current version or just simply want to get back to a previous version you can click on the revert version menu button and it will revert to that version.

Reverting Versions

Managing Environment Tags

Embedding Environments

Explo is a fully white-labeled solution that allows you to customize the look and feel of your dashboards such that it matches your own application.

Custom Styles

Upload your own font and use it throughout your dashboards

Custom Fonts

Scheduling Emails

You can further customize your dashboards at the end user level when you create your end users. The attributes field on end users allows you to provide key-value pairs that can display on your dashboards like any other custom variables.

Email-specific Dashboard Configuration

You can customize how you want your email to look with the Email Layout configuration, which can be found near the top middle of a dashboard page.

Email Layout Configuration

Hook your embedded dashboards up to your own analytics endpoints to receive information about page views and clicks.

Analytics Reporting

Configure how dates, numbers, and currencies are formatted in your dashboards.

Internationalization

Categorize your dashboards using attributes

Once you have created attributes and values you can start assigning them to your dashboards. There are two places that this can be done.

Assigning Values

Now that dashboards have been assigned certain values for attributes how you can you use them

Using Assigned Values

Timezones are annoying. Luckily Explo makes it easy to manage timezones for your dashboard on a granular level to enable you to serve data to your customers in the most accurate form possible.

Timezones

Sync colors for repeating categories across charts on your dashboard

Syncing Dashboard Colors

Watch for custom JS events in order to respond to Explo events in your app

Custom JS Events

Cache your data at the dashboard level to enable faster data loading

Caching

Add Explo Domains to your Content Security Policy

Add Explo Domains To CSP

Reach out to our team to whitelist your domains before embedding Explo dashboards

Whitelisting your domain

Embed Explo dashboards through a web component

Option 1: Web Component

Option 2: iFrame

Display dashboards via an authenticated portal

Option 3: Customer Portal

Manage how your data can be read or written by our API

Data Visibility Groups

User Roles

Explo prioritizes the security of your data and privacy for your customers.

Security Overview

Database Connection Errors

Common Errors

Explo's Authentication

Collection of endpoints to manage customers

Customer Endpoints

Get All

Get all customers

Get or Create

Get or Create Customer

Update

Update Customer

Delete

Delete Customer

Refresh Token

Refresh Customer Token

Configure Portal

Configure User Group Portal

Collection of endpoints to manage end users

End User Endpoints

Get or Create End User

Update End User

Delete End User

Collection of endpoints to export the dashboard

Export Dashboard Endpoints

Get Snapshot URL

Get PDF/Image Snapshot URL

Collection of endpoints to manage dashboards

Dashboard Endpoints

Get Team Dashboards

Email a Dashboard Screenshot

Collection of endpoints to manage end user groups