[Yandex Cloud documentation](../../index.md) > [Yandex DataLens](../index.md) > [Tutorials](index.md) > Service analytics > Bitrix24: Direct connection
# Bitrix24: Direct connection
{% note info %}
In this tutorial, all objects will be created and stored in a workbook. If using legacy folder navigation, create an individual folder to work in.
{% cut "Create a folder" %}
1. Go to the DataLens [home page](https://datalens.ru/?skipPromo=true).
1. In the left-hand panel, select  **All objects** or  **Personal folder**.
1. In the top-right corner, click **Create** → **Folder**.
1. Enter a name for the folder.
1. Click **Create**.
{% endcut %}
{% endnote %}
In this tutorial, you will create a connection to a demo Bitrix24 data source and explore the dashboard and charts built by Bitrix24 with DataLens. You will also learn to work with [datasets](../dataset/index.md), [charts](../concepts/chart/index.md), and [dashboards](../concepts/dashboard.md).
To visualize and explore data, [set up DataLens](#before-you-begin) and follow the steps below:
1. [Create a workbook](#create-workbook).
1. [Create a connection to Bitrix24](#create-connection-bitrix24).
1. [Explore the dashboard and charts](#view-dashboard-bitrix24).
1. [Explore the dataset. Create your dataset and chart](#create-dataset-and-chart).
## Getting started {#before-you-begin}
To get started with DataLens:
{% list tabs group=datalens_user %}
- New user {#new}
1. [Log in](https://passport.yandex.com/auth) to your Yandex account. If you do not have an account, [create](https://yandex.ru/support/passport/authorization/registration.html) one.
1. Open the DataLens [home page](https://datalens.ru/promo).
1. Click **Start in cloud**.
1. Confirm that you have read the [Terms of use](https://yandex.com/legal/cloud_termsofuse/?lang=en) and click **Log in**.
- I am already using Yandex Cloud {#already}
1. [Log in](https://passport.yandex.com/auth) to your Yandex account.
1. Open the DataLens [home page](https://datalens.ru/promo).
1. Click **Start in cloud**.
1. Select one of these options:
* If you already have an organization, select it from the drop-down menu in the **Organizations** tab and click **DataLens**.
{% note info %}
To activate a DataLens instance, the user must have the `admin` or `owner` role. For more information about roles, see [Access management in Yandex Identity Hub](../../organization/security/index.md).
{% endnote %}
* If you have a cloud but no organization, click **Add new DataLens**. In the window that opens, enter a name and description for your organization and click **Create organization and DataLens**. For more information about working with organizations, see [Getting started with organizations](../../organization/quickstart.md).
{% endlist %}
If you encounter a technical issue with the service, contact Yandex Cloud [support](https://center.yandex.cloud/support). To ask for advice, discuss a solution to your issue, or explore current best practices, join the [DataLens](https://t.me/YandexDataLens) chat in Telegram.
## Create a workbook {#create-workbook}
1. Go to the DataLens [home page](https://datalens.ru/?skipPromo=true).
1. In the left-hand panel, select  **Collections and workbooks**.
1. In the top-right corner, click **Create** → **Create workbook**.
1. Enter `Bitrix24` for the [workbook](../workbooks-collections/index.md) name.
1. Click **Create**.
## Create a connection to Bitrix24 {#create-connection-bitrix24}
{% note info %}
The DataLens connection only displays data from Bitrix24. If you have issues uploading data, contact [Bitrix24 support](https://helpdesk.bitrix24.ru/).
{% endnote %}
1. In the top-right corner of the workbook, click **Create** →  **Connection**.
1. Under **Partner connections**, select the **Bitrix24** connection.
1. To connect to a demo data source, specify the following:
* **Portal**: `gds.office.bitrix.ru`.
* **Token**: `wJZIFjdYtbLRtfewYcnq71oSFyEgxlbQ`.
When connecting to a working [Bitrix24](../operations/connection/create-bitrix24.md) data source, specify the following:
* **Portal**: URL of your Bitrix24 portal in `test.bitrix24.ru` format.
* **Token**: Get a secret key in Bitrix24 by selecting **CRM** → **Analytics** → **BI analytics** in the **Yandex DataLens** tab. For more information, see [this guide](https://helpdesk.bitrix24.ru/open/17402692).
Leave the **Automatically create dashboard, charts, and dataset on top of connection** option enabled.
1. Check the connection and click **Create connection**.
1. Enter a name for the connection, e.g., `Bitrix24`, and click **Create**.
Once the connection is created, a workbook named `Bitrix24` will open with the demo `Bitrix24 dashboard`, `Leads` and `Deals` datasets, and charts inside.
## Explore the dashboard {#view-dashboard-bitrix24}
Open the `Bitrix24 dashboard`. The dashboard is interactive. You can:
* Set up a variety of filters.
* Sort rows in tables.
* Switch between charts.
* Drill down into charts.
Set the filter by creation date, `20.09.2020 - 20.09.2022`, to display the statistics for the selected period.
You can customize the standard dashboard by deleting, moving, or editing charts. In the `Leads` tab, change the `Dynamics in the number of leads by creation date` chart and add it to the dashboard:
1. Click  in the top-right corner of the chart and select  **Edit**.
1. Select **Column chart** as the chart type.
1. Under **Colors**, replace status types with the source. To do this, drag the `Source` field from **Dimensions** to the **Colors** section and hold it over the `Status type` field until the latter turns red.
The chart shows the number of generated leads across channels by month.
1. Save the chart as a new object:
1. Click  in the top-right corner and select **Save as copy**.
{% note tip %}
To replace the source chart with the edited one on the dashboard, click **Save** in the top-right corner.
{% endnote %}
1. Enter `Number of leads by channel` as the new chart name and click **Save**.
1. Add the chart to the dashboard:
1. Return to the tab with the dashboard and click **Edit** at the top of the page.
1. In the panel at the bottom of the page, click  **Chart** and drag it where you want it to be.
1. In the window that opens, click **Select**.
1. Select the `Number of leads by channel` chart. The **Name** field will be populated automatically.
1. Click **Add**. The widget will appear on the dashboard.
1. Adjust the size of the widgets with your mouse and place them on the dashboard as you prefer.
1. In the top-right corner of the dashboard, click **Save** to save your dashboard.
## Explore the connection and dataset. Create your dataset and chart {#create-dataset-and-chart}
1. Go to the `Bitrix24` workbook by clicking its name in the dashboard path.
1. Open the `Leads` dataset.
The **Fields** tab displays a list of fields from the table selected in the source. Pay attention to the following columns:
* **Name**: Field name.
* **Type**: Field [data type](../dataset/data-types.md).
* **Field source**: Field in the source table or a formula for [calculations](../concepts/calculations/index.md) (marked with the  icon).
* **Aggregation**: [Data aggregation function](../dataset/data-model.md#aggregation) if it is applied to the field.
{% cut "Viewing the Fields tab" %}
{% endcut %}
The **Source** tab shows the following:
* Connection the dataset is based on.
* List of tables available in the source.
* Workspace for the tables selected as the source of dataset fields.
* Preview area for information from the selected tables.
{% cut "Viewing the Sources tab" %}
{% endcut %}
1. Go to the `Bitrix24` workbook and open the `Deal` dataset. Check the contents of the **Fields** and **Sources** tabs.
### Create your dataset {#create-dataset}
To use the `Bitrix24` connection data, you can create a custom dataset based on it:
1. In the left-hand panel, select  **Collections and workbooks** and go to the `Bitrix24` workbook.
1. In the top-right corner, click **Create** →  **Create dataset**.
1. Go to the **Sources** tab.
1. Under **Connections**, click  **Add** and select your Bitrix24 connection.
1. Drag the `crm_activity` table to the workspace. Wait for the data to load.
1. Navigate to the **Fields** tab.
1. Create a record count field named `ID_COUNT`:
1. Duplicate the `ID` field: on the right side of the row with the field, click  and select **Duplicate**.
1. Rename the `ID (1)` duplicate field to `ID_COUNT`: click the row name, delete the current name, and enter the new one.
1. In the **Aggregation** column, select **Count** for the `ID_COUNT` field. As a result, the field will become a [measure](../concepts/chart/measure-values.md) and change its color to blue.
{% note info %}
You can add and rename fields, create [calculated fields](../concepts/calculations/index.md), and add descriptions to them.
{% endnote %}
1. Save the dataset:
1. In the top-right corner, click **Save**.
1. Enter `Activities` for the dataset name and click **Create**.
### Create a new chart {#create-chart}
To visualize interaction by type, create a column chart:
1. Click **Create chart** in the top-right corner of the dataset page.
1. Add the types of customer contacts on the chart. To do this, drag the `TYPE_NAME` field from **Dimensions** to the **X** section.
1. Add the number of contacts of each type to the chart. To do this, drag the `ID_COUNT` field from **Measures** to the **Y** section.
1. Save the chart:
1. Click  in the top-right corner and select **Save**.
1. Enter `Number of contacts by type` as the new chart name and click **Save**.
### Add the chart to your dashboard {#add-chart-on-dashboard}
Add the chart to your dashboard:
1. Go to the `Bitrix24` workbook and open `Bitrix24 dashboard` or [create a dashboard](../operations/dashboard/create.md).
1. At the top of the page, click **Edit**.
1. Click **Add** and select **Chart**.
1. Select the `Number of contacts by type` chart.
1. Click **Add**. The widget will appear on the dashboard.
1. Adjust the size of the widgets with your mouse and place them on the dashboard as you prefer.
1. Click **Save** to save your changes to the dashboard.