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General questions

Bitrix24 Helpdesk

Edit dashboards in BI Builder

Go to BI Builder. You can view, edit, and create dashboards there.

Use BI Builder to add new charts or tables to a built-in dashboard.

You can’t edit built-in dashboards directly. To customize one, copy it first.

For example, to customize the Deal analytics summary report, click Edit in the Actions column. Bitrix24 creates a copy that you can edit.

BI Builder is built on Apache Superset 4.0. For more information about available features, see the official Apache Superset documentation.

BI Builder opens in a new tab. To add charts to your report, click Edit dashboard.

Click + Create new chart. In this example, we’ll add a table that shows which products were sold in each deal.

To add a chart:

  1. Select a Bitrix24 dataset.
  2. Select the chart type.
  3. Click Create new chart in the bottom-right corner.

To configure the table:

  1. Select the required fields on the left.
  2. Move them to Dimensions.
  3. Save the table.

Next, enter the table name and select the dashboard where you want to add it.

After you edit a dashboard, close all open reports in Bitrix24 to update them.

Open your customized dashboard in Bitrix24 to check the changes.


In brief

  • You can edit or create reports in BI Builder.

  • To explore BI Builder features, add new charts or tables to a copied built-in dashboard.

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