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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.

72 lessons 14 modules ~8.3 hrs total Always free
Track 1

Admin & Setup

Connect your data, configure users, set up branding, and manage your instance. 27 of 31 lessons available now.

Module 1

Orientation

2/2 lessons
#1 7 min

Welcome

Watch the tour, then pick the path that matches what you're here to do.

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#2 5 min read

Roles & permissions

The mental model: system Admin, per-app roles, Billing Admin — and the grant-access step.

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Module 2

Data Connectivity

9/9 lessons

Start here 1/1

#3 3 min read

How connections work

Pick your path: direct DB, ODBC, files, or API. Plus the pattern they all share.

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Direct database connections 1/1

#4 6 min

Direct database

Connect Postgres, MySQL, SQL Server, Azure SQL, or Oracle.

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Data warehouses (ODBC) 1/1

#5 12 min

Connect data warehouse

BigQuery, Snowflake, Redshift, Dremio, or MongoDB Atlas. The universal ODBC flow plus per-warehouse details.

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File imports 2/2

#8 9 min

Import Excel/CSV

Bring a workbook or CSV into DashboardFox. Prep, upload, grant access.

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#9 5 min read

Update Excel data

Append vs replace, the strategy call behind it, and when to leave Excel for a database.

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API connections 2/2

#10 10 min

Connect an API

REST API connections. API key flow (Google Sheets) recorded; OAuth 2.0 coming.

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#11 5 min read

Manage API fetches

Schedule, purge & connect, preview, active toggle — the API endpoint Action menu.

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Advanced settings 2/2

#6 7 min

Additional settings

Display name, timeouts, time zone, advanced flags, table owner. Most defaults are right.

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#7 8 min

Enable advanced features

Direct SQL, stored procedures, audit reporting — granting access to the three pre-built apps.

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Module 3

Semantic Layer

4/6 lessons
#12 5 min

Semantic layer overview

What an app is, why it's the recommended path, and how Module 3 builds one.

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#13 10 min

Build your first app

Categories, tables, joins. The technical skeleton of your app.

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#14 12 min

App report tree

Folders, friendly field names, and the Composer test loop.

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#15 18 min

Formula fields

Data-type overrides, SQL formula fields, and the AI workflow.

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#16 5 min

Excel app cleanup

Coming soon
#17 5 min

API app cleanup

Coming soon
Module 4

Users & Permissions

6/6 lessons
#18 4 min read

Users & permissions overview

The Module 4 sequence and where the single-tenant vs multi-tenant branch happens.

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#19 9 min

Create users

User creation, the Admin-checkbox gotcha, and the profile tags RLS depends on.

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#20 13 min

Groups & folders

Groups, library folder permissions, and the two folder strategies.

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#21 16 min

Row-level security

Filter rows per user with profile tags or data tags.

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#22 9 min

Tenant mode

One instance switch that hardens isolation across every layer.

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#23 8 min

Multi-tenant walkthrough

A two-tenant configuration walked end-to-end from users to branding.

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Module 5

Branding

3/3 lessons
#24 8 min

Branding basics

Universal branding setup — logos, colors, and your first Application Branding policy.

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#25 8 min

Per-group branding

Domain-specific login pages and per-group Application Branding.

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#26 10 min

Guest library

Set up the Guest Library, publish public reports, and brand the anonymous experience.

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Module 6

Admin Settings

3/5 lessons
#27 11 min

Server settings

Instance-level admin: timeouts, custom domains, IP restrictions, SMTP, scheduler.

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#28 8 min

Login security

Security defaults on your site, and the three decisions that are yours.

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#29 4 min

Service accounts

Mark integration accounts so two-factor and password changes never break them.

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#30 5 min

Audit App

Coming soon
#31 4 min

Billing

Coming soon
Track 2

Builder

Build reports, create visualizations, and design dashboards on your connected data. 13 of 32 lessons available now.

Module 7

Report Builder

7/8 lessons
#32 6 min

Your first report

Composer tour + your first saved report.

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#33 5 min

Dataset prep

Add, reorder, rename, sort. The basics of shaping your columns.

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#34 8 min

Criteria & prompts

Hardcoded vs prompted criteria, with the wildcard rule and the dashboard caveat.

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#35 14 min

Report formulas

Aggregates, date parts, cross-field references, and bucketing.

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#36 8 min

Data Prep tools

Finishing touches before visualization.

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#37 13 min

Drill-downs

Click-through navigation between reports.

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#38 4 min

External browser field

Coming soon
#39 5 min read

SQL formula reference

Recipes and per-DB syntax for Composer and App Builder formulas.

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Module 8

Visualizations

6/10 lessons
#40 12 min

Viz basics

The chart mental model + your first saved chart.

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#41 10 min

KPI card

Turn a report into one headline number.

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#42 15 min

Chart data shaping

Shape real data into chartable rows.

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#43 9 min

Calendar

Dated rows as a colored or labeled month grid.

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#44 10 min

Aggregate & pivot grid

Grouped, subtotaled grids and true cross-tabs on raw data.

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#45 7 min

Financials

Coming soon
#46 4 min

Tree map

Coming soon
#47 6 min

Other viz types

Coming soon
#48 3 min

Viz display options

Coming soon
#49 4 min read

Visualization options

Every control in every visualization builder.

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Module 9

Advanced Reports

0/5 lessons
#50 6 min

Direct SQL

Coming soon
#51 6 min

Virtual App

Coming soon
#52 5 min

Stored procedures

Coming soon
#53 6 min

Linked Documents

Coming soon
#54 4 min

SQL row-level security

Coming soon
Module 10

Library Structure

0/3 lessons
#55 5 min

Library structure

Coming soon
#56 4 min

Save & share

Coming soon
#57 4 min

Private & favorites

Coming soon
Module 11

Dashboards

0/6 lessons
#58 6 min

Dashboard intro

Coming soon
#59 7 min

Dashboard filters

Coming soon
#60 6 min

Advanced filters

Coming soon
#61 5 min

Smart prompting

Coming soon
#62 4 min

Dashboard views

Coming soon
#63 4 min

Dashboard options

Coming soon
Track 3

End User

Find and run reports, build personal views, and share results with your team. 0 of 9 lessons available now.

Module 12

Library Navigation

0/3 lessons
#64 4 min

Find & run reports

Coming soon
#65 3 min

Favorites & private

Coming soon
#66 4 min

Schedule & export

Coming soon
Module 13

Using Dashboards

0/2 lessons
#67 5 min

Using dashboards

Coming soon
#68 3 min

Drill-downs (end user)

Coming soon
Module 14

Sharing & Scheduling

0/4 lessons
#69 3 min

Sharing basics

Coming soon
#70 5 min

Scheduler

Coming soon
#71 6 min

Share & embed

Coming soon
#72 4 min

Guest library

Coming soon

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