š¹ What is a dashboard in the BI tool?
A dashboard is a visual space within the BI tool that allows you to gather multiple charts (visualizations) to get an overview of a specific business topic (e.g., engagement, internal mobility, HR performance).
š The interface language adapts to your locationāeither in French or English.
š¹ For administrators with a Designer license (advanced creation role)
These users have the ability to create and modify dashboards and charts.
ā Creating a dashboard
Click on the "Dashboards" menu at the top of the screen.
Select ā+ Dashboardā (or āCreateā > āDashboardā).
Give it a name.
Click āSaveā.
š” Neobrain Tip: Use a clear and functional name (e.g., āTraining Completion Rate ā 2025ā).
ā Adding charts
Two options:
Check if your chart already exists in the chart library. Click on the "Charts" menu at the top of the interface. You can search for a chart by name or using filters.
If your chart doesn't exist, you can create one:
Click on ā+ Chartā / āCreate a new chartā.
Select the data source (user, job, etc.) and the desired visualization type (bar chart, table, etc.).
Click "Create a new chart".
Drag and drop the columns and metrics. Hover over them to see more information.
Click āCreate Chartā to preview the result.
Give your chart a name.
In the "Add to dashboard" list, select the dashboard(s) where you want to include it.
Donāt forget to click āSaveā to save your changes.
š You can tag your dashboards and charts.
š You can customize the colors.
ā Rearranging charts
Editing is done by drag-and-drop.
You can:
Move/resize blocks.
Add titles, separators, explanatory text boxes, and tabs.
šÆ Goal: Visually guide the end users.
ā Adding and configuring global filters
The Filters menu is on the left side of the screen. You can collapse or expand it using the arrow icon.
Click ā+ Add/Edit filtersā to add a filter box.
Configure the columns and filter types.
Check āApply to all chartsā if needed.