BI Builder is a tool for creating analytical reports based on your business data. In this article, you'll learn how to create a dashboard and add data to it.
Open the BI Builder section. The page displays a list of all dashboard groups. Click the group you need to open its list of dashboards.
You can create a dashboard in two ways:
Copy a built-in dashboard. Click Menu (≡) next to the dashboard name and select Clone. Bitrix24 creates a copy that you can add new charts to.
Edit dashboards in BI Builder
Add a new dashboard. Click Create at the top of the page, enter a name, and configure parameters if needed. Parameters are variables you can use to filter data or display specific values in the dashboard.
Configure dashboard parameters in BI Builder
Open BI Builder and set the dashboard period
Set the dashboard period in BI Builder filters. A report for a year may take longer to load than one for a month. To speed up loading, select only the period you need.
1. Click BI Builder in the top-right corner to open the builder.
2. Open the dashboard whose period you want to set. For a built-in dashboard, first create a copy—you can’t change its settings directly.
3. Click Settings (⚙️) in the left panel.
4. Select Add or edit filters.
5. Select the Date range section from the list on the left.
6. Open the Settings tab.
7. Confirm that Time range is selected in the Filter type field.
8. Enable Filter has default value and select the period the dashboard should open with in the Default value field.
9. Click Save.
After you save, the selected period applies automatically when you open the dashboard. If you don’t set a default value, the dashboard uses the period from the general BI Builder settings.
BI Builder settings: Set the default dashboard date range
Use BI Builder
Rename a dashboard
- Click Edit dashboard in the top right.
- Enter a new name.
Navigate the tabs
BI Builder includes four main tabs for managing dashboards and data.
Dashboards. Dashboards are pages with charts and tables that update automatically with your data. Open this tab to view all dashboards from Bitrix24.
Do not create new dashboards in this tab. If you do, they will not be available in Bitrix24.
Charts. Charts display data in a visual format. They turn numbers into graphs and tables. Use this tab to create new charts or edit existing ones.
Datasets. A dataset is a collection of data from Bitrix24, such as leads, deals, and other entities. Use this tab to view datasets created by built-in dashboards. You can use an existing dataset or create a new one.
Description of entity fields in BI Analytics
Dataset types:
- Physical dataset
Stored in the database - Virtual dataset
Created from an SQL query
Pulls data from one or more tables
Combines data from multiple sources, such as deals and custom fields
The crm_lead_status_history table is physical, it is stored in the database. The bitrix_deal_products table is virtual, it receives data when executing an SQL query.
Built-in datasets are read-only. To customize data:
- Go to the Actions column.
- Click Edit.
Dataset settings:
-
Source: Select a dataset or run an SQL query.
-
Measures: Define metrics such as total revenue, number of sales, or average value.
-
Columns: Choose which fields to include. Set names, formats, and descriptions.
-
Calculated columns: Add new fields using formulas. For example, create a column that adds 1 to the
company_idvalue.
You can also assign certification details to measures, columns, and calculated columns. This helps track ownership and identify who to contact.
SQL. Use this tab to write SQL queries. Combine data from deals, products, and custom fields. Build advanced datasets for reporting.
How to add a chart based on a virtual dataset to a report
Create a dataset and add a chart
To add data to your dashboard, create or select a dataset, then build a chart.
Create a dataset
- Go to the Datasets tab.
- Select an existing dataset or click + Dataset.
Set up the dataset
Fill in these fields:
- Trino database: Stores and manages your data.
- Bitrix24 Schema: Defines how data is structured and related.
- Table: Select a dataset for leads, deals, or other entities. Tables marked with
are used in built-in dashboards.
After you select a table, you will see available fields and data types. Click Create dataset and create chart.
Supported data types
| Data type | Description |
|---|---|
| INTEGER | Used for whole numbers. Variables or database columns will contain only integers (no fractional parts). |
| BIGINT | Used for large integers. It is suitable when the range of a regular INTEGER is not enough. For example, when working with unique IDs of deals or leads. |
| BOOLEAN | Used for representing logical values. Values can be true or false. For example, a field that returns yes or no, on or off. |
| DOUBLE | Used for numbers with a fractional part and a possible loss of accuracy. |
| VARCHAR | Means a variable character or variable string. The data type for storing text strings. |
| TIMESTAMP | Used for date and time. It is suitable to record a precise moment in time, for example, when an item was created or modified. |
| DATE | Used for dates without time. It stores information about the year, month, and day, but does not include the time of day. |
| DECIMAL | Used for numbers with fixed precision. It is suitable for storing currency data. It stores an exact number value with a certain number of digits to the right of the decimal point. |
Select a dataset from Bitrix24, decide how to present the data, and click Create new chart.
Use the Query Mode setting to control how your data is processed.
Available modes:
- Aggregate
Groups data by selected criteria.
Applies calculations such as sum, average, maximum, and minimum.
Use this mode to analyze trends or compare groups (for example, in bar or pie charts). - Raw records
Displays each record as a separate row.
Use this mode for detailed analysis of individual items, such as deals or leads.
In the chart editor, drag and drop metrics into the Columns area. As you move fields, the system highlights valid drop zones. Colors show where you can and cannot place each metric.
Click Save.
Enter a chart name, select your dashboard, and click Save & Go to dashboard.
Check your dashboard. Adjust the chart position, add other charts, or change their layout.
Save your changes. Go back to Bitrix24 and reopen the report to see updates.
In brief
- You can create a dashboard by editing a built-in one or creating a new one from scratch.
- Use an appropriate date range to improve dashboard performance.
- Dashboards include charts and tables that update automatically.
- BI Builder supports both physical and virtual datasets.
- Virtual datasets combine data from multiple sources, such as deals and custom fields.
- You can assign certification details to measures, columns, and calculated columns to track ownership.
- To populate a dashboard, select or create a dataset, then create a chart and add it to the dashboard.
