After navigating to the dashboards page inside a project, the first step to build a dashboard is to click “Create Dashboard” in the top right corner, and give your dashboard a name. You can rename it later if needed.

Then, click on your new dashboard in the list to view it. Once in the dashboard, you will see that one tab has been created for you, and there is a prompt to create a card. 

Tabs

You can create new tabs using the "+" button in the tab bar, in order to organize your visualizations. Each tab has its own filters, model bar, and cards.

If you would like to rename or delete an existing tab, you can do that from the menu next to its name. Deleting the tab will delete all the cards and filters inside of it.

Cards

Cards allow you to visualize, analyze, and communicate your data as charts, tables, text, and more.

Click the create card button (+). You now have a card, and can continue customizing it in a variety of ways.

To create another card, hover over an empty area where you want to place the card and click the "+" button. To delete a card, click the top right menu and choose “Delete”. 

All cards can have a title and/or a description that will appear below the visualization. To add a title, click the input in the top left of the card and type in some text. To add a description, open the “...” menu in the top right corner of the card and click “Add description”, then click the input that appears at the bottom of the card to begin typing.

You can change the size and arrangement of the cards in the dashboard at any time. To move a card, click and hold on the top center portion of the card, and drag it to wherever you want to move it.

To resize a card, click and drag the resize icon in the bottom right of the card.

Card Types

There are three main card types in DeepSea:

  • Chart: a chart or graph of data, for example a line, pie, or scatter plot
  • Table: a table view of data, showing certain columns
  • KPI (“key performance indicator”): usually a number that is an average, total, min, or max, but can also display any data point, for example a year or text.

There are also a few other card types in development, which are accessible from the “Beta Card Types” option in the card menu. These include networks (node & edge graphs) and markdown text/image cards. The beta card types may have bugs and/or breaking changes at any time.

Editing and Connecting Data to a Visualization

To edit the visualization in a card, click the “Edit” button in the top right corner of the card. This will open a screen where you can connect data, create a visualization, and edit a wide variety of settings for the visualization. Any of this configuration can be changed at any time by coming back to this screen.

Choose a dataset

On the bottom half of the screen, you will be able to see the dataset that the visualization is pulling from. To get started, choose a dataset that has been imported into DeepSea from the menu. Then, you should see a table of all the columns, each of which is draggable.

Choose a visualization type

If you have not yet chosen a card type and a chart type if applicable, you will need to do that before you can visualize the data. Choose one of KPI, Chart, or Table on the card. If you chose Chart, then click one of the icons for a chart type.

Connect Data

You should see one or more areas to drag data columns into. Connecting a column of data to the visualization is done the same way for all cards, through a drag and drop interface.

Drag the name of the column you want from the dataset table into the x or y axis, or into the bottom bar for a KPI or table. Once there is enough data to create a visualization, a preview will appear in the center of the screen.

Data Series Operations & Settings

All data series have a few settings that can be applied to them.

The most important is the operation, which allows you to find the average or sum of a number column, or perform a variety of other aggregations. For example, you can get the count of a category or do date operations like finding the month, day, or year.

Another is the filter, which allows you to filter out any unwanted data from that series. This filter interface is the same for the series, card, and dashboard level filters, with the difference being how much of the data they apply to.

To filter all the data that goes into a chart or table at once, click “Filter” in the top right of the visualization.

Saving & Discarding Changes

Be sure to click “Save changes” when you are done editing a visualization, otherwise all your changes will be lost. If you want to discard your changes, you can click “Cancel” and any changes made since opening the edit visualization screen will not be saved.

Charts

Many charts require data to be specified on both axes before it can be plotted.

The chart series have a few extra options. You can change the colour of an individual chart series by clicking the coloured square. You can plot different types of xy series on the same plot, for example a line and scatter plot, by changing the chart type of one of the series.

Charts can also be grouped to create more series based on a category feature or a feature that has been transformed into categories.

Additional data can be added to the tooltip which appears while hovering over chart points by placing it in the “Tooltip” area.

Many more settings can be found in the settings side panel, especially related to the display of the chart. 

Connecting Models to a Dashboard

Once you have created a visualization containing model data, the model bar will automatically appear in the top right of the dashboard. There is no setup required to enable the model bar/panel other than using model data in the dashboard.

Up Next:

6. Build Your First Model

Learn to prepare your Python code and import it into DeepSea with a custom user-interface.