Here is how to take a raw dataset and turn it into an interactive, shareable dashboard in Hex.

Step-by-Step Guide

1. Set up your data connection

Create a project in Hex and connect your data source – a data warehouse, database, or file. Hex runs analysis on cloud infrastructure, so you can pull large datasets without burdening your local machine.

2. Write an analysis in SQL and Python

Start with a SQL cell to query and shape your data, then pull the result into Python cells for more advanced transformation and calculations. Hex lets SQL and Python share variables fluidly in the same notebook.

3. Add input controls for interactivity

Use Hex input controls – dropdowns, toggles, and numeric sliders – to turn your analysis into an app. When a stakeholder changes a filter or a date range, the notebook re-runs and updates the outputs automatically.

4. Build visualizations and charts

Add charts and tables that respond to the controls. Because everything is one notebook, your charts update live from the same code that produced the underlying analysis – no fragile copy-paste between tools.

5. Publish and share with governance

Publish the notebook as a Hex app with a shareable link, set the appropriate permissions, and schedule recurring runs if the data refreshes. Stakeholders can explore live data without needing your code or credentials.

Hex bridges the gap between exploratory notebooks and polished analytics apps. By combining SQL, Python, and interactive controls in one governed platform, you can build dashboards that decision-makers can actually use – and update – without a data team in the loop. See more on the Hex tool listing.

Start small with one clear question and a few controls, then expand as your audience grows. Interactive, self-serve dashboards built in Hex quickly become the default way your team shares data.