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I have a question no pre-built report covers

Trigger: A one-off investigation, board request, or cross-functional question that doesn’t fit an existing module. Start with: Explore → Chart Builder. Find the right model: Configuration
  1. Select your model
  2. Drag a Measure to the Y-axis
  3. Drag a Dimension to the X-axis
  4. Optionally add a second dimension as a Breakdown (stacked bars / multiple lines)
  5. Apply Filters for scope — date range, channel, product, city
  6. Choose a chart: Line (trends), Bar (comparisons), Pivot/Table (multi-dim), Single Value (KPI)
  7. Save and add to a Dashboard for recurring use

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I want to build a recurring dashboard for my team

Trigger: Same questions every week, same ad-hoc analyses — automate the view so your team can self-serve. Start with: Dashboards. Build individual charts in Chart Builder, save them, then create a new Dashboard and add them. Position and resize to suit. Design guidance
  • 8–12 charts per dashboard for performance
  • Group thematically — revenue charts together, marketing charts together
  • Single Value KPI cards at the top, detailed charts below
  • Set a consistent default date range across all charts so the dashboard loads coherently

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