Creating Your First Dashboard in Resplendent Data

1. Create a New Dataset 📊

First, you need to bring your data into the platform.

1. Navigate to Data Settings on the left-hand menu and select Datasets.
2. Click the purple + Add Dataset button at the top right.
3. In the “Select Source” pop-up, choose the data source you want to connect to (e.g., Sample ConnectWise Connection).
4. A new screen will appear. Use the Filter… bar on the right to search for the specific data you need. In the video, “ticket” is searched, and Tickets is selected.
5. The system will load a preview. You can now add or remove columns. Use the Filter… bar on the left to find specific columns, like “Priority name” or “Owner name,” and check the box next to them to add them to your dataset.
6. Once you’re happy with your columns, click Save & Close.

2. Create a Modified Dataset ✨

Modified datasets let you clean up or change your original data without altering the source.

1. In the main menu, go to Modified Datasets (located under Datasets).
2. Click + Add Modified Dataset.
3. Select the dataset you just created (e.g., “Tickets”).
4. You are now in the Modified Dataset Editor. On the left is a list of “Transform” tools. Let’s apply two common ones:
   • Order Data: Select Order from the “Organize & Structure” list. Click the pencil icon ✏️ to edit, select + Add Column, choose a column to sort by (like “Last Updated”), and save. This will sort your data based on that column.
   • Remove Duplicates: Select Drop Duplicates. Click the pencil icon ✏️, set the rule to Keep the First Row, and choose to check for duplicates in a Specific Column (like “Ticket #”). This cleans up redundant entries.
5. Give your new modified dataset a name in the Modified Dataset Label field on the right (e.g., “Order Date”).
6. Click Save & Close.

3. Build Your Dashboard 📈

Now for the fun part—visualizing your data!

1. Click Dashboards at the top of the left-hand menu.
2. Select + New Dashboard.
3. Give your dashboard a title at the top left, like “Tickets”.
4. Click the + Widget button.
5. In the “Select Chart Type” window, choose the visualization you want. For this example, select Number.
6. You’re now in the Widget Editor. Under the Data tab:
   • In the Setup section, click the dropdown and select the modified dataset you created (“Order Date”).
   • Give your widget a title, such as “Tickets open”.
7. Click the Customization tab to change the widget’s appearance.
   • To add color-coding, toggle on Thresholds.
   • Set rules to change the widget’s color based on its value. For example:
     • Green if the value is < 5.
     • Yellow if the value is between 5 and 100.
     • Red if the value is > 100.
8. Click Save & Close to place the widget on your dashboard. You can now resize and move it as needed.
9. Finally, click the main Save button at the top to save your new dashboard.

You’ve successfully created your first dataset, modified it, and built a dashboard to display it! 🎉