Frequently asked questions about Hubviz

Short answers, with a link to the page that explains each subject in detail.

Do I need to install anything?

No. Hubviz Studio opens in the browser, at bi.hubviz.com. So does Hubviz Web, at web.hubviz.com. See Open Hubviz Studio.

What is the difference between Hubviz Studio and Hubviz Web?

In Hubviz Studio, creators connect data and build dashboards. In Hubviz Web, the team opens the published dashboards. See What is Hubviz.

How does the free trial work?

You pick a plan, sign in with Google and add a card. Nothing is charged during the 7 days of the trial. If you cancel before the trial ends, there is no charge. See Create an account and the details in Pricing.

Do I need a password to sign in?

No. You sign in with your Google account, in Hubviz Studio and in Hubviz Web. See Sign-in problems if something does not work.

What data can I connect?

Excel and CSV spreadsheets, Google Sheets, databases (SQL Server, PostgreSQL, MySQL, Oracle, Firebird, SAP HANA and ODBC), REST APIs and webhooks. See Connections overview.

Does the data refresh on its own?

Yes, if you turn on automatic refresh on the cube. It runs in the Hubviz cloud or on your computer, with a minimum frequency of 1 hour. See Automatic refresh.

What is publishing?

It is sending the data from the project’s cubes to Hubviz Web, with the Publish to the Web button. Charts and dashboards reach Hubviz Web when you save. The data only arrives when you publish or when automatic refresh in the cloud runs. See Publish to Hubviz Web.

Why does the dashboard in Hubviz Web have no new data?

Because data only reaches Hubviz Web when you publish or when automatic refresh in the cloud runs. Publish again and reload Hubviz Web. See Common problems.

What is the difference between a creator and a viewer?

A creator uses Hubviz Studio to connect data, build dashboards and publish, and sees all the dashboards of the projects. A viewer only opens in Hubviz Web the dashboards that were shared with them. The profile is set by the Creator box on the user’s registration. See Users and limits.

How many people can use Hubviz?

It depends on the plan. Essential has 3 creators and 5 viewers. Professional has 10 creators and 20 viewers. Business has 30 creators and unlimited viewers. Only active users count. See Users and limits.

Do people who only view dashboards need Hubviz Studio?

No. Viewers use Hubviz Web only. See Invite your team.

How do I share a dashboard with someone?

In Hubviz Web, open the dashboard and click the share icon. Choose the dashboard, the tabs and the people, and send the invitation. Anyone not yet in the workspace joins as a viewer. See Share.

Is there a public link for a dashboard?

No. Anyone who opens a dashboard signs in with Google. The public link, with an expiry date, exists only for presentations, on the Professional and Business plans. See Presentations.

Which plans have presentations?

Professional and Business. On Essential, the presentations icon is grayed out. See Presentations.

What does each plan have for accounting?

The financial statement chart works on every plan. Accounting data (chart of accounts, trial balance and ledger), the ready-made accounting dashboard and departments are on the Professional and Business plans. See Accounting in Hubviz.

Does the AI build the dashboard by itself?

The Hubviz Studio AI assistant creates cubes, measures, charts and dashboards from a text request. You review and adjust the result. See Dashboard with AI.

When does the AI spend credits?

Only conversations in the Hubviz Web AI chat spend credits, one per new conversation. The Hubviz Studio assistant, creating with AI, chart analysis and SQL with AI do not. Each plan includes credits per month: 50 on Essential, 300 on Professional and 600 on Business. See Plan and billing.

What happens when AI credits run out?

The Hubviz Web chat does not open new conversations until the month turns over or until you buy additional credits, on the Professional and Business plans. The rest of Hubviz keeps working. See Plan and billing.

What happens when storage runs out?

New publishes are refused until you buy additional storage or change plans. The data already published stays in Hubviz Web. See Publish to Hubviz Web.

Can I buy more users or storage without changing plans?

On the Professional and Business plans, yes, on the Subscription add-ons page. Essential does not accept add-ons. See Plan and billing.

How do I change plans or cancel?

In the billing portal, opened by the Manage subscription link in the site footer. A canceled subscription continues until the end of the paid period. See Plan and billing.

Can the same Google account be in more than one workspace?

Yes. When you sign in, you choose which workspace to open and can switch later. See Sign in to Hubviz Web.

A person cannot sign in. What do I do?

Check that the registered email is the one on the Google account they use and that the user is active. See Sign-in problems.