How-to guide

How to create a custom dashboard

A practical guide to create a custom dashboard — and how Analytify lets you do it in plain English on governed data, without an analyst or a warehouse.

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✓ Step-by-step✓ No SQL required✓ Governed & auditable
Steps

How to create a custom dashboard in three steps

Connect your data

Point Analytify at the sources involved.

Define it once

Set the metrics or logic in the governed semantic layer so results are consistent.

Do it in plain English

Ask Analytify to create a custom dashboard — it generates the governed query and result, and shows the SQL.

With Analytify

The easy way to create a custom dashboard

Analytify turns create a custom dashboard into a plain-English request.

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Plain English

Describe what you want; Analytify builds it on governed data.

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Auditable

Every result shows the SQL, so analysts can verify and reuse it.

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Repeatable

Save it as a live dashboard or scheduled report.

FAQ

Frequently asked questions

How do I create a custom dashboard?+
Connect your data to Analytify, define the relevant metrics once, and ask it to create a custom dashboard in plain English — it generates the governed query and result for you.
Do I need to know SQL?+
No — Analytify is built for business users, and shows the SQL so analysts can verify.
Is the result trustworthy?+
Yes — results run on a governed semantic layer with defined metrics and joins.
Do I need a data warehouse?+
No — Analytify works directly on your connected sources, with or without a warehouse.
Is there a free version?+
Yes — the open-source Community Edition is free forever for self-hosted use.

See how to create a custom dashboard

Book a 15-minute demo — we’ll create a custom dashboard on your data, live.

Book a demo →Try the Community Edition