How-To Guides
How-To Guides walk you through a specific task end-to-end. They're for when you know what you want to accomplish and need to get it done.
Each guide is a recipe. It's organised by the outcome you want — not by which menu the buttons live in. If you're after an exhaustive description of how a single surface works, that lives in the User Docs reference pages, which each guide cross-links to liberally.
What do you want to do?
Build a dashboard people can explore
- Add interactive filters to a dashboard —
turn a hard-coded
WHEREclause into a filter bar, with drop-down options driven by your own data.
Share a dashboard with people outside Cluvio
- Restrict who can see a sharing link — pick the right combination of IP whitelist, password, expiration, and signed-secret for your situation.
- Send a dashboard as a scheduled e-mail — deliver dashboard snapshots to recipients on a daily / weekly / monthly cadence, including to Slack.
Embed Cluvio in your own product
- Embed a dashboard scoped per customer — show each of your customers their own data through a single dashboard and a JWT-signed sharing secret.
- Embed with your own filter controls —
drive the embedded iframe from your application's UI via
postMessage, instead of using Cluvio's toolbar.
Keep an eye on your data
- Monitor your most important dashboards — get your key dashboards watched, and an e-mail when their queries start failing or running slow.
- Investigate a slow query — use the datasource Performance & Insights tab to find why a dashboard or report is slow, and what to do about it.
- Investigate query errors — group the Query Errors list by message, read the Executed SQL, and work out which change broke the query.
Don't see what you need?
The same information is somewhere in the User Docs. If you'd find a guide for a particular workflow useful, drop us a note at support@cluvio.com — recipes that multiple people ask about get written first.