Infoboard Design: Quick Steps

Welcome to the “Easy Infoboard Guide”! This comprehensive guide will assist you in creating your first Infoboard. See the steps below to learn how to craft a professional and insightful Infoboard:

1. Select Create Infoboard
   • In the Insights section, locate the ‘Create Infoboard’ option.
   • Alternatively select ‘New Infoboards’ from under Studio Infoboards .
   • Choose between two layout options: Grid Layout or Designer Layout.
     • Select the layout that best suits your visualization needs.
2. Choose from the Infoboard Source
   • Start with an Existing Datasource:
     • Select a datasource from the available options that can be used on this Infoboard.
   • Start with a Query:
     • Create a source using an SQL query based on an existing datasource.
   • Start with Raw Data:
     • Utilize an Excel file or paste data directly, which can be reused for multiple widgets.
3. Name Your Dashboard
   • In the ‘Setup’ section, provide a clear and descriptive name for your dashboard.
   • Define the Infoboard by specifying its sources, applying filters, selecting a color palette if desired, and defining the page setup.
4. Add and Configure Widgets:
   • Utilize the intuitive drag-and-drop functionality to add relevant widgets to your dashboard.
   • Configure each widget meticulously to effectively represent your data and deliver key insights.
5. Customize Your Dashboard
   • Take advantage of customization options to tailor your dashboard’s appearance and functionality.
   • Adjust layout elements, apply filters, and select appropriate data sources to enhance data visualization.
6. Save and View Your Dashboard
   • Save your dashboard configurations to protect your progress and save your customizations.
   • Access and view your completed dashboard from under Insights.

For more in-depth instructions and advanced features, consult the comprehensive Infoboards documentation.