DashboardFox Academy
Everything you need to go from a fresh install to dashboards your team uses every day. Follow a guided track or jump straight to the lesson you need.
Admin & Setup
Connect your data, configure users, set up branding, and manage your instance. 25 of 29 lessons available now.
Orientation
2/2 lessonsData Connectivity
9/9 lessonsStart here 1/1
Direct database connections 1/1
Data warehouses (ODBC) 1/1
File imports 2/2
API connections 2/2
Semantic Layer
4/6 lessonsSemantic layer overview
What an app is, why it's the recommended path, and how Module 3 builds one.
Build your first app
Categories, tables, joins. The technical skeleton of your app.
App report tree
Folders, friendly field names, and the Composer test loop.
Formula fields
Data-type overrides, SQL formula fields, and the AI workflow.
Excel app cleanup
Coming soonAPI app cleanup
Coming soonUsers & Permissions
6/6 lessonsUsers & permissions overview
The Module 4 sequence and where the single-tenant vs multi-tenant branch happens.
Create users
User creation, the Admin-checkbox gotcha, and the profile tags RLS depends on.
Groups & folders
Groups, library folder permissions, and the two folder strategies.
Row-level security
Filter rows per user with profile tags or data tags.
Tenant mode
One instance switch that hardens isolation across every layer.
Multi-tenant walkthrough
A two-tenant configuration walked end-to-end from users to branding.
Branding
3/3 lessonsBranding basics
Universal branding setup — logos, colors, and your first Application Branding policy.
Per-group branding
Domain-specific login pages and per-group Application Branding.
Guest library
Set up the Guest Library, publish public reports, and brand the anonymous experience.
Admin Settings
1/3 lessonsServer settings
Instance-level admin: timeouts, custom domains, IP restrictions, SMTP, scheduler.
Audit App
Coming soonBilling
Coming soonBuilder
Build reports, create visualizations, and design dashboards on your connected data. 7 of 25 lessons available now.
Report Builder
7/8 lessonsYour first report
Composer tour + your first saved report.
Dataset prep
Add, reorder, rename, sort. The basics of shaping your columns.
Criteria & prompts
Hardcoded vs prompted criteria, with the wildcard rule and the dashboard caveat.
Report formulas
Aggregates, date parts, cross-field references, and bucketing.
Data Prep tools
Finishing touches before visualization.
Drill-downs
Click-through navigation between reports.
External browser field
Coming soonSQL formula reference
Recipes and per-DB syntax for Composer and App Builder formulas.
Visualizations
0/4 lessonsCharts: bar, line, pie
Coming soonPivot & aggregate
Coming soonOther viz types
Coming soonViz display options
Coming soonAdvanced Reports
0/4 lessonsDirect SQL
Coming soonVirtual App
Coming soonStored procedures
Coming soonSQL row-level security
Coming soonLibrary Structure
0/3 lessonsLibrary structure
Coming soonSave & share
Coming soonPrivate & favorites
Coming soonDashboards
0/6 lessonsDashboard intro
Coming soonDashboard filters
Coming soonAdvanced filters
Coming soonSmart prompting
Coming soonDashboard views
Coming soonDashboard options
Coming soonEnd User
Find and run reports, build personal views, and share results with your team. 0 of 9 lessons available now.
Library Navigation
0/3 lessonsFind & run reports
Coming soonFavorites & private
Coming soonSchedule & export
Coming soonUsing Dashboards
0/2 lessonsUsing dashboards
Coming soonDrill-downs (end user)
Coming soonSharing & Scheduling
0/4 lessonsSharing basics
Coming soonScheduler
Coming soonShare & embed
Coming soonGuest library
Coming soonReady to put it into practice?
Start a 90-day free trial — no credit card required. Everything in the academy works on day one.