This module was designed so that teams can turn data into strategic decisions by creating custom Dashboards and Widgets, enhancing the visibility and understanding of their organization’s key metrics.

Considerations - Beta Functionality:

• This module is currently in Beta version, so some features may be subject to change.

Glossary

• Component:Any visual or functional element that can be inserted within a dashboard. Includes widgets, separators, lines, andtext blocks.

• Dashboard:Space where visual components are grouped to analyze data in a consolidated way.

• Widget:Visual element that represents a chart, table, or indicator. Can be created usingBuk AIorManually (No AI).

• Text Component:Enriched content block to add explanations, titles, or context within the Dashboard.

• Underlying Data Table:Detailed view of the records that make up a specific chart.

• Widget Library:Centralized space where all created widgets are stored.

Capabilities and Limitations

Dashboards

• Path: /advanced_analytics/dashboards

• Design and structure:

  • Up to 4 widgets per row.

  • New:Now allows you to insertText Componentsto document your analyses.

  • Drag & Dropsystem to organize components.Up to 20 widgets per dashboard.

  • Download:

• PDF and PNG format.Filter:

• Specific date ranges.

  • Preset date ranges (6, 12, or 24 months).

  • Widgets

Path:

• advanced_analytics/dashboards?active_tab=widgets
  • Widget Types:
• 🟢
  • Predefined by Buk:created and configured by default.Cannot be deleted or edited.
    • 🔵
  • Custom:created by the user.Created with Buk AI (have identifier chip)
    • Created manually.
    • Download:
• PDF format.
  • PNG format.
  • XLSX format for underlying data.
  • Editing:
• You can edit the chart type, variables to consider, applied filters, grouping, data to display, or its general information at any time.
  • Deletion:
• From a dashboard → only removes the reference.
  • From the Widgets table view
  • →deletion is permanent and will remove it from all dashboards where the widget is in use.Preview limitations:
• During creation, the preview and displayed data are based only on active records from the last 6 months.
  • The data used corresponds to personal, pension, and employment information managed in the employee record, with the system’s inherent access and security restrictions.
  • Chart Types:

• Considerations:

  • Any chart type not listed here and created with Buk AI will not be editable (Note that we will continue adding new chart types) Simple Summary (KPI):

  • Ideal for highlighting a single high-impact numerical data point, such as the total number of active employees or the company’s average salary.Bar:

  • Perfect for comparing values across different categories (e.g., number of people by department or contract type). Allows you to quickly identify magnitude differences.Line:

  • The best option to visualize the evolution of a metric over time (e.g., turnover trend or headcount growth month by month).Pie:

  • Use it to show the composition of a total when you have few categories (e.g., gender distribution), allowing you to see the relative importance of each part.Donut:

  • Similar to a pie chart, but with a hollow center for a cleaner look. Very useful for modern Dashboards aiming to show distribution percentages.Radar:

  • Ideal for comparing multiple quantitative variables or dimensions of a group (e.g., comparing a team’s performance across different competencies or climate pillars).Treemap:

  • Excellent for visualizing hierarchical data or large volumes of categories using proportional rectangles. Lets you see complex structures at a glance (e.g., headcount by departments and their respective sub-areas).Advanced Data Filtering:

• Each widget has a

  • "Filter Data"section in its manual configuration.Allows you to add multiple conditions (e.g.,

  • Variable "Area" is "Technology"ANDVariable "Gender" is "Female").This makes it easier to create comparative dashboards (e.g., placing two identical widgets side by side, each with a different branch advanced filter).

  • Underlying Data Table:

• Ability to audit the chart by clicking on

  • to see the details of the records that make up the sample.⋮ > Ver datosFlows

Dashboard Creation / Editing

The Dashboard is your main canvas to consolidate indicators. You can customize it by combining automatic (AI) and manual tools to get a strategic view of your management.

Create a new one:

1. Within the Analytics module, go to the 

   • Dashboardstab and click theCreate Dashboardbutton.Assign a

   • Representative Name(e.g., "Test Dashboard")Assign a

   • Descriptionto detail the objective of the dashboard.Click

   • Saveto access editing.Edit an existing one:

2. Within the Analytics module, go to the 

   • Dashboardstab and click on the name of the dashboard you want to edit.Add Components:

3. Inside the dashboard, click theAdd Componentbutton in the upper right corner. You can choose from:Create widget with Buk AI:

   • To generate charts using natural language.Create widget with traditional view:

   • To manually configure your variables and charts.Select widget from library:

   • To reuse indicators you have previously saved.Separator:

   • To add visual lines that divide thematic sections.Text:

   • To include titles, conclusions, or context with enriched formatting.Organize information:

4. Use the 

   • Drag & Dropsystem to move widgets and other components to your preferred position.Adjust the time range:

5. Use the 

   • Time Rangefilter to view data from the last 3, 6, 12, or 24 months, or set aCustom Rangeby selecting specific dates on the calendar.Click

   • Updateto apply the changes.Update dashboard information or remove components:

6. If you need to modify the dashboard name or description, use the general information button. 

   • To adjust a specific component, click its three dots

   • to⋮Edit,Download,View dataorRemoveits reference from the panel.Download your Dashboard:

7. In theMore actionsbutton, you can export the full view inPDForPNGformat to share it outside the platform.Widget Creation - Buk AI

If you want to speed up the process or don’t know where to start, you can use our artificial intelligence to identify the variables and generate the most suitable chart for you.

Start creation:

1. From any Dashboard in the Analytics module, click theCreate widget with AIbutton.Write your request (Prompt):

2. In the text box, describe in natural language what information you need to see.Example: "Show me headcount by gender for the last 12 months."

   • Data processing:

3. The AI will analyze your request, identify the corresponding variables, and select the chart type that best represents that data.Validate the information:

4. Review the generated preview. Make sure the displayed data is in the required format and correctly answers your question.Finish and Insert:

5. Once validated, clickInsertto add it directly to your current Dashboard orSaveto store it in your widget library.Widget Creation - Manual

To create a widget from scratch, you must define its identity, select the data variables, and choose the visual format that best represents the information.

1. [On the web platform]
2. Start creation: Go to the Analytics module, select the Widgets tab, and click the Create Widget button.
   Identify your Widget: Enter a Name (e.g., "Distribution by nationality") and an optional Description so your team knows what data it shows.
3. Select the Data: Click Select a variable. You can browse categories such as Employee, Job, Plan, or Company.
4. Define the Chart Type: In the right panel, choose the visual format. Options include:
5. Simple Summary (Numerical data).
6. Bar, Line, Pie, Donut, Radar, or Treemap chart.
7. Set up the Breakdown: If you choose a pie or bar chart, use the Breakdown by option to categorize the main data (e.g., Breakdown number of employees by Nationality).
8. Group the Information: In the Group by section, you can define whether you want to count records, see the maximum, minimum, or specific dates.
9. Finish: Once satisfied with the preview, click Save. The widget will be available in your library to be added to any Dashboard.
10. Pricing and Availability

Base Plan

Text Components

• In Dashboard edit mode, select

  • "Add Text".Use the editor to format.

    • Ideal for monthly conclusions or KPI explanations.

    • Data Auditing

• In any widget, select

  • "View data".View the

  • Data Table.Export to

  • Excel (XLSX)if you need to perform external calculations or manual data cross-checks.Data Segmentation

• Use

  • Advanced Filtersin widgets to compare different groups (e.g., one widget for "Men" and another for "Women" side by side).💡Still have questions?

If this article does not fully answer your question or you need support for a particular case, our team is available through support channels.
Chat | Phone | Email

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Interested in getting certified in Buk?We invite you to take a course of your interest at Buk Academy, where you will find guided content to deepen your use of the platform and strengthen your knowledge.
Te invitamos a realizar un curso de tu interés en Buk Academy, donde encontrarás contenidos guiados para profundizar en el uso de la plataforma y fortalecer tus conocimientos.

🤖 This article was translated using artificial intelligence. View original article.