Your first dashboard
Go from a connected database to a published dashboard with a working drilldown.
Build a small dashboard against a test source first. This walkthrough uses a table with a record ID, a creation time and a status. Substitute the actual fields from your schema.
1. Connect a source
Open Sources and add a database connection. Use a database account with only the read privileges needed for the example. Test the connection, inspect its tables, and review Query safety before running queries.
For a remote database, configure TLS or the appropriate SSH connection. Connect a source explains the choices.
2. Create a view
Open Views → New view. Add a data source and choose the table. Use the visual data flow to filter a recent period and group by status, or write a native read query for that database.
Run the data flow explicitly and inspect its output. Confirm that the result contains one status field and one numeric count. Use a bounded period that has data; an empty result is a valid outcome, not a reason to invent values.
3. Add the chart
Add a chart component. Map the status to the category and the count to the measure, then choose a column or donut display. Give it a useful title such as Release outcomes.
Check its number format, labels, empty state and narrow layout. Keep source values intact when configuring readable status labels. Save the view.
4. Add a record drilldown
Create another view with a required status input and a table of records. Bind that input to the record query's filter. Include a stable record ID in the result even if you do not display it.
In the chart's interaction editor, choose Open view, select the record view, and map the chart's selected status to its status input. Choose a side panel or modal. Selecting failed should now read the failed records through the same configured filter.
A record view can open another details view using the selected record ID. Filters and drilldowns covers the selection contract and its limits.
5. Compose and publish
Create a dashboard, add the saved chart view and arrange its placement. Add shared filters only where the query bindings actually consume them. Publish after reviewing the view and any referenced destinations.
Open the published dashboard with the intended viewer access. Exercise the chart selection, nested Back navigation and a refreshed destination link. Verify that the viewer can perform the approved reads and cannot use editor controls or run unapproved effects.
6. Check the database work
Open Query cost. Compare the plan estimate with measured execution evidence when it is available. Use conservative refresh intervals and inspect source resource usage before sharing with a larger audience.
You now have one reusable chart section and a real drilldown. Add independent sections as separate views; reuse a dataset when several outputs describe the same summary.