Installation & Setup¶
Get Dataface installed and configured in your environment.
Prerequisites¶
Before installing Dataface, ensure you have:
- Python 3.9+ installed
- dbt-core installed (version 1.5+ recommended)
- dbt Semantic Layer configured (MetricFlow)
- A dbt project with Semantic Layer metrics and dimensions defined
Installation¶
Install Dataface¶
Verify Installation¶
You should see the Dataface version number.
Configuration¶
dbt Project Setup¶
Dataface works with your existing dbt project. Ensure you have:
-
dbt project initialized:
-
Semantic Layer configured in
dbt_project.yml:semantic-models: - name: orders # ... semantic model definition metrics: - name: total_revenue # ... metric definition
-
dbt profiles configured in
~/.dbt/profiles.yml:my_project: outputs: dev: type: snowflake # or your database adapter # ... connection details target: dev
Create Dashboards Directory¶
Create a directory for your dashboards:
Place your dashboard YAML files in this directory.
Project Configuration (Optional)¶
Dataface supports project-wide configuration via a dataface.yml file in your project root. This allows you to set default values for dashboard rendering.
Create dataface.yml in your project root (same level as dbt_project.yml):
# Default board rendering settings board: width: 1200.0 # Board width in pixels padding: 20.0 # Padding around boards row_gap: 20.0 # Gap between rows
Configuration Discovery:
- Dataface automatically searches for dataface.yml starting from the current working directory
- It walks up the directory tree until it finds the config file or reaches the filesystem root
- If no config file is found, sensible defaults are used (1200px width, 20px padding)
- If you're working in a dbt project, Dataface will also detect dbt_project.yml as a project root indicator
Settings:
- board.width: Default board width in pixels (default: 1200.0)
- board.padding: Default padding around boards in pixels (default: 20.0)
- board.row_gap: Default gap between rows in pixels (default: 20.0)
- board.col_gap: Default gap between columns in pixels (default: 20.0)
These settings apply to all dashboards in your project unless overridden in individual dashboard YAML files.
Verification¶
Test Installation¶
-
Create a simple dashboard file
dashboards/test.yml:dashboard: name: test queries: test: metrics: [total_revenue] dimensions: [month] sections: - title: "Test" layout: row charts: test_chart: query: queries.test type: bar x: month y: total_revenue
-
Validate the dashboard:
-
Preview the dashboard:
-
Open your browser to
http://localhost:8080
If you see the dashboard, installation is successful!
Troubleshooting Common Issues¶
dbt Not Found¶
Error: dbt: command not found
Solution: Install dbt-core:
MetricFlow Not Available¶
Error: MetricFlow not found or semantic layer errors
Solution: Ensure MetricFlow is installed:
Or install separately:
Database Connection Issues¶
Error: Cannot connect to database
Solution:
- Check your profiles.yml configuration
- Verify database credentials
- Test dbt connection: dbt debug
YAML Syntax Errors¶
Error: YAML parsing errors
Solution:
- Check YAML indentation (use spaces, not tabs)
- Validate YAML syntax with a YAML validator
- Use face validate to check for errors
Next Steps¶
- Getting Started Guide - Create your first dashboard
- CLI Reference - Complete CLI command reference (validate, compile, serve)
- Queries Guide - Learn about queries
- Examples - See example dashboards
Related Documentation¶
- Troubleshooting Guide - Common installation and setup issues
- Best Practices Guide - Dashboard design best practices
Getting Help¶
If you encounter issues:
- Check the Troubleshooting Guide
- Validate your dashboard:
face validate - Check dbt configuration:
dbt debug - Review the Field Reference