How to Create Your First Dashboard in Slingshot in 4 Easy Steps

How to Create Your First Dashboard in Slingshot in 4 Easy Steps

4 Minutes Read

If you are not familiar with creating dashboards in Slingshot, it can be a little overwhelming trying to figure out how to connect to all the data you have in different systems and build a dashboard to bring all your data together into a full 360-degree view of your business.

Slingshot aggregates data analytics, project and information management, chat, and goals-based strategy benchmarking – all in one, intuitive app. With a full business intelligence engine inside Slingshot, you can quickly connect to your different data sources and create dashboards within minutes. Keep reading to see how to achieve this quickly with the following steps, using a sample data Excel file provided for you inside the application.

To show you how to achieve this quickly this blog will walk you through the following steps using a sample data Excel file provided to you inside the application:

  1. Connect to an Excel file
  2. Create visualizations
  3. Add dashboard filters
  4. Save your dashboard

Steps to Data Insights

Within both your My Stuff area and any Workspace in Slingshot you can create dashboards from the Analytics tab. For this tutorial let’s work from My Stuff. First, we want to navigate to the analytics tab and click the + New button and select dashboard from the drop down:

Next you are prompted to select your data source. Using the + Data Source button you can see all of the data sources you can directly connect to inside Slingshot. We also offer you a sample data set to get your toes wet with analytics! That is exactly what we are going to use – so, let’s click sample data.

1. Connect to an Excel file

In the next screen, you will see all the sheets within the excel file and their names. You can preview the data set using the eye icon. Everyone can relate to sales – so for this demonstration, let’s choose the Sales sheet.

How to Create Your First Dashboard in Slingshot in 4 Easy Steps

Before we create our first visualization let’s give you a quick tour of the visualization editor:

How to Create Your First Dashboard in Slingshot in 4 Easy Steps
  1. Here you can see the data source that you are connected to as well as change that source using the overflow icon.
  2. These are all the available fields within your data source to create your visualizations off of. Data sources like Google Analytics, Google Ads, Microsoft Analysis Service, etc. will have these fields broken down between dimensions and measures.
  3. The pivot area is where you drag your fields from the leftover to create your charts and visualizations.
  4. This is where the drop-down for your different chart types is.

2. Create visualizations.

Now that you understand the editor – lets create your first visualization! We are going to follow these steps:

  1. Select Combo Chart from the dropdown.
  2. Bring over the field month the label, sales to chart 1, and new seats to chart 1.
How to Create Your First Dashboard in Slingshot in 4 Easy Steps

And just like that your first visualization is created! Now give it a title and hit the check-in the top right:

How to Create Your First Dashboard in Slingshot in 4 Easy Steps

3. Add Dashboard Filters

Next we are going to create some dashboard level filters. These filters allow you to connect any or all visualizations to them to further slice and dice your date. For this example we will add a date filter and a territory filter.

Simply navigate to the top left under the New Dashboard title and select + Add Filter.
You will want to select a date filter, connect our visualization set your date range, and click Create a filter.
Slingshot will automatically connect both like values in this filter as long as there is only one date field – if there is more than one you are prompted to select.

You can do the same thing with adding a dashboard filter for territory:

How to Create Your First Dashboard in Slingshot in 4 Easy Steps

4. Save your dashboard

You’ve done it! You’ve created your first dashboard in Slingshot.
So once you are happy with your dashboard – just give it a name, hit the check on the top right, and save it wherever you wish.

Want to know Slingshot even better? Check out these 9 project management features to improve your team’s productivity.

Tags: dashboard, data analytics, data-driven decision, Slingshot Categories: Data Analytics, How To