Tutorial

How to create your first dashboard in Hubviz

A start-to-finish tutorial: create a project, connect a spreadsheet and let AI build the dashboard, or build each piece yourself.

By the end of this tutorial you will have a project with the data from a sales spreadsheet and a dashboard published in Hubviz Web, ready for your team to open. It takes about 15 minutes the manual way, and less with AI.

There are two ways to get there. Pick one, or do both in different projects to compare.

	Path 1: with AI	Path 2: manual
What you do	Pick the spreadsheet. AI creates fields, measures, charts and the dashboard.	You create each piece: cube, measure, chart and dashboard.
Result	A complete dashboard, which changes on every run.	One chart, just like the one described here, for you to expand.
Who it is for	Whoever wants a quick first version.	Whoever wants to understand how the pieces fit together.

Before you start

Open Hubviz Studio and sign in. See Open Hubviz Studio.
Download the sample spreadsheet: aurora-sales-2026.csv. It belongs to the fictional company Aurora and has 36 rows, one per month and business unit.

Column	What it holds	Example
Date	The month of the sale, on the first day	2026-01-01
Unit	The business unit: Industry, Retail or Services	Retail
Revenue	The month’s revenue, in reais	1196351
Cost	The month’s cost	682333
Target	The month’s revenue target	1236560

Hubviz Studio shows these column names in lowercase, such as revenue. To check the numbers at the end, use these totals from the spreadsheet: the revenue for January 2026, adding the three units, is R$ 3,519,089. December is R$ 6,184,875 (Industry 2,754,258, Retail 2,086,229 and Services 1,344,388).

Path 1: with AI

1. Create the project

Open Projects and click Add Project.
Choose Create with AI, the option marked Recommended.
Fill in the Name as “Sales 2026” and the Description as “Revenue, cost and target by business unit”. Click Next.

2. Connect the spreadsheet

Choose the CSV/Excel type and click Next.
Click Create New Connection. Fill in Connection Name with “Sales spreadsheet”, pick the downloaded file in File Path (click the folder icon) and click Save.
Click Next. Name the cube “Sales” in Cube Name and click Finish.

3. Watch the AI work

The Creating with AI window shows each stage: set up the cube, map the fields, create the measures, generate the charts, build the dashboard and final adjustments. Wait until it closes.

Creating with AI window with three stages done, Generating charts in progress and two stages pending

When it finishes, the project opens on the dashboard it created. It has a cube with the spreadsheet fields, measures, charts and a dashboard under Dashboards.

Sales 2026 project open on the Executive view dashboard with the revenue and gross profit cards, the revenue vs. target chart and the revenue by business unit donut

Want to change something? Ask the assistant, for example: “swap the donut for columns” or “create a card with the monthly target”. See the AI assistant. You can also edit each chart by hand.

Move on to Publish the dashboard.

Path 2: manual

1. Create the project

Open Projects, click Add Project and choose Blank project.
Fill in the Name as “Sales 2026” and click Create. The project opens on the settings tab, with the side menu for cubes, charts and dashboards.

2. Create the cube from the spreadsheet

The cube reads the spreadsheet and organizes the columns into fields.

In the project side menu, open Cubes and click the + button.
Click Create Manually, choose CSV/Excel and click Next.
Click Create New Connection, fill in Connection Name with “Sales spreadsheet” and pick the file in File Path. The File Type shows up by itself, and the Delimiter can stay blank, because the file uses a comma.
Click Save and Next. Name the cube “Sales” in Cube Name and click Finish.

The cube opens in the query editor, with the spreadsheet data table. Check that the five columns and the rows are there.

Sales cube open in the CSV file viewer with the date, unit, revenue, cost and target columns and the rows from January to April 2026

3. Check the fields

Each column became a field. Only the checked fields go into the measures.

Open the Field Mapping tab.
Click the Select fields list. The five fields come already checked, and Select all fields shows as checked. If any field is unchecked, check it.
Close the list. The date field is a date, unit is a category and the other three are values. See Cube fields if you need to fix a type.

4. Create the measure

A measure is the number the chart shows. Here, the sum of revenue.

Open the Integration Measures tab and click Add Integration Measure. The Create Integration Measure window opens.
Fill in Name with “Revenue” and Description with “Revenue summed by month and business unit”.
Choose the Aggregation Type Sum, the Base Date Field date, the Value Field revenue and the Grouping Field unit.
Check the preview on the right: the last column should read 6,184,875, the December total. Click Save.

Grouping by unit is optional, but it is what lets you break the chart down by unit later (drill-down). See Measures for the other options.

5. Create the chart

In the project side menu, open Charts, click the + button and choose Chart. The editor opens in a new tab.
Type “Revenue by month” in Chart Title.
Click Add New Series. The Edit Series window opens. Name it “Revenue” in Name.
Click the formula area and open the Measures tab.
Choose the Calculation Type for Formula Current Balance, which brings the value of the month itself. Then choose, in Measure, the measure Sales - Revenue (cube and measure, in that order). The list only unlocks the measure after you choose the calculation type.
Close the measure list by clicking the series name and check the formula preview: the result should be 6184875.
Click Save. Under Design, choose the Column Chart type. The preview shows one column for each month.
Save the tab with Ctrl + S.

6. Build the dashboard

A new dashboard starts empty. Before you place a chart, create a tab.

In the side menu, open Dashboards and click the + button. Name it “Sales overview” and click Create Dashboard.
Click New Tab, type “Summary” and press Enter. Hubviz Studio already creates a view called General inside the tab.
Hover the round + button in the corner of the screen and choose Add Chart.
In the Select Chart to Add window, open the Charts group and click “Revenue by month”.
The chart goes into the dashboard. Drag it to change the position and the bottom right corner to change the size. Save with Ctrl + S.

To see what the reader will see, switch Edit to View at the top of the dashboard. See more in How to build a dashboard.

Publish the dashboard

So far, the data is only in your Hubviz Studio. To let your team see it:

With the project open, save anything with an asterisk (*) in the tab name.
Click the Publish to the Web icon (up arrow) on the top bar.
Wait for the send to finish. The icon shows a spinning circle while Hubviz Studio processes and sends the data. When Publication complete shows up, click Open dashboard now.
In Hubviz Web, open the project and the dashboard. You can also get there with the Open web dashboard icon on the top bar, or by signing in at web.hubviz.com with the same Google account.

In Hubviz Web, the dashboard shows up with the same charts, and whoever reads it changes the period and filters.

Executive view dashboard open in Hubviz Web, with the cards, the revenue vs. target chart and the donut by unit, in the sample project Sales Results 2026

See the storage limits and what to do when a send fails in How to publish to Hubviz Web.

Check your work

The cube opens with the five columns of the spreadsheet.
The Revenue measure shows 6,184,875 in the last month.
The chart has one column per month, from January to December 2026.
In Hubviz Web, the dashboard opens with the same chart.

Common problems

What happened	Cause	What to do
The Add Integration Measure button is disabled	No field is checked, or the cube was not saved	Open Field Mapping, check the fields and save with `Ctrl` + `S`.
The chart measure list does not open	The calculation type is missing	Choose Current Balance before the measure.
The chart shows “No data found”	Hubviz Studio is still processing the cubes	Wait for the processing notice to disappear from the bottom bar.
The new dashboard is empty and has no buttons	The tab is missing	Click New Tab and name the tab.
The dashboard does not show up in Hubviz Web	You have not published yet, or the dashboard was not shared with a viewer user	Publish again. If the person is a viewer, whoever manages the workspace must share the dashboard with them.
The Hubviz Web numbers do not match the spreadsheet	The calendar period does not cover the 12 months	Adjust the period in Hubviz Web. See Period and comparison.

Next steps

Bring in your team: Invite your team.
Understand the pieces calmly in Concepts.
Refresh the data on its own: Automatic refresh.

Before you start

Path 1: with AI

1. Create the project

2. Connect the spreadsheet

3. Watch the AI work

Path 2: manual

1. Create the project

2. Create the cube from the spreadsheet

3. Check the fields

4. Create the measure

5. Create the chart

6. Build the dashboard

Publish the dashboard

Check your work

Common problems

Next steps

See also