What Hubviz is and how it works

Hubviz is a BI tool: it brings your company data together in dashboards your team follows in the browser, with the numbers always in the same place. It has two parts, each for a different kind of person. This page shows how they fit together and where to go next.

1. 1

   Your data

   Spreadsheets, databases, APIs, Google Sheets or systems that send data.

2. 2

   Hubviz Studio

   The creator connects, organizes and builds the dashboards, alone or with AI.

3. 3

   Publishing

   The data and the dashboards go to the Hubviz cloud.

4. 4

   Hubviz Web

   The team opens the dashboards in the browser, with filters.

Hubviz Studio: where dashboards are made

Hubviz Studio is where analyses get built. In it you:

• connect your data sources;
• organize the data into cubes and create measures, such as monthly revenue or number of orders;
• build charts and dashboards, on your own or with help from AI;
• publish the result for your team.

Whoever uses Hubviz Studio is a creator. You open Studio in the browser, at bi.hubviz.com, with nothing to install. See how in Open Hubviz Studio.

Hubviz Web: where the team checks the results

Hubviz Web shows the published dashboards, at web.hubviz.com. Your team signs in with Google, picks the project and checks the numbers, with period and dimension filters. Whoever only checks results is a viewer.

Hubviz Web is also where the workspace users live: a manager adds the people who will use Hubviz there. See Invite your team.

Who uses what

Role	Where they work	What they do
Creator	Hubviz Studio and Hubviz Web	Connects data, builds dashboards and publishes. Also checks results in Hubviz Web, sees all the dashboards and shares.
Viewer	Hubviz Web	Opens the dashboards that were shared with them and filters the numbers.
Manager	Hubviz Web	Adds the users and keeps an eye on the plan. Only shares dashboards if also a creator.

A manager can also be a creator. Without the Creator box they are a viewer and only see what is shared with them. The plan sets how many creators and viewers the workspace has. See Concepts.

Where the data comes from

When you create a connection in Hubviz Studio, you choose one of these types:

Type	What it is for	Learn more
Database	SQL Server, PostgreSQL, MySQL, Oracle, Firebird, SAP HANA and ODBC databases	Databases
API	Systems that offer a REST API	REST API
Local File	Excel spreadsheets and CSV files	Excel and CSV
Google Sheets	Google Drive spreadsheets	Google Sheets
Webhook	Systems that send data to Hubviz whenever something changes	Webhook

The role of AI

Hubviz has AI on both sides:

• In Hubviz Studio, the assistant helps you build the project. When you create a project, it can set up the cube, create the measures and build a first dashboard from your data. After that, you adjust whatever you like. See Hubviz Studio AI assistant and Create a dashboard with AI.
• In Hubviz Web, whoever checks the results can ask questions about the data. See Ask the assistant.

Only conversations in the Hubviz Web chat use the AI credits in your plan. The Hubviz Studio assistant does not. See what each plan includes in Pricing.

From Studio to your team

While you build, the data stays in Hubviz Studio. When you click Publish to the Web, the data goes to the Hubviz cloud and the dashboards show up in Hubviz Web for whoever has access. See How to publish to Hubviz Web.

Workspace and plan

Each company has a workspace: the space with the projects, the users and the subscription. The plan sets how many creators and viewers the workspace can have, the cloud storage and the AI chat credits for the month.

Plan	Creators	Viewers	Storage (GB)	AI chat credits per month
Essential	3	5	5	50
Professional	10	20	30	300
Business	30	unlimited	60	600

The AI credits in your plan are only for the Hubviz Web chat: each new conversation in that chat uses one credit. The Hubviz Studio assistant and the other AI features do not. See Ask the assistant.

Prices are on the Pricing page. See how the limits work in Users and plan limits. What each plan has for accounting is in What your Hubviz plan includes for accounting.

Where to start

You want to	Go to
Create the account and start the 7-day free trial	Create your account
Open Hubviz Studio for the first time	Open Hubviz Studio
Build your first dashboard, with AI or by hand	Your first dashboard
Bring in your team	Invite your team
Understand each piece calmly	Concepts
Only check dashboards that are already published	Sign in to Hubviz Web