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Dashboards let you turn answers and data into a clear, visual story. You can build one manually with full control, or let the AI design a layout for you in seconds. Dashboards are great for telling a story by combining charts, tables, and explanatory text into a narrative. They also facilitate collaboration and scalability by allowing you to share dashboards with teammates and keep them updated on a schedule. Bag of words

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Ways to create a dashboard

  • Manual: Open a new report, and click the top right Dashboard button to open the dashboard canvas. The canvas is a visual grid, where you can add/remove widgets, resize and move them in the canvas area.
    • You can add visuals that are were created in left chat pane.
    • You can add text widgets via the plus button at the top
  • AI Generated: Simply type in chat, “Create a dashboard about …” to initiate the process. Watch as the dashboard takes shape in real-time, with blocks being added progressively. Once complete, the dashboard will display a polished layout and narrative text. Feel free to rearrange or modify any elements as needed.

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The Canvas

  • Drag & drop layout
    • Move items where you want them; resize to fit the content.
    • Items snap cleanly into a grid and won’t overlap.
  • Add and edit content
    • Visualizations: Add charts/tables tied to your queries.
    • Text widgets: Write headings, explanations, insights, lists, and links.
  • Remove
    • Use the item controls to remove a visualization or text block.
  • Fullscreen
    • Open a distraction‑free view for reviews or presentations.
  • Themes
    • Choose a theme to set background, text, and card styling; updates apply instantly.
  • Share
    • Share a dashboard link with teammates so everyone sees the same layout and visuals.
  • Schedule
    • Set dashboards to refresh and send automatic updates (e.g., periodic email summaries).

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Editing Visualizations

  • Choose a chart type
    • Bar, line, area, pie, scatter, heatmap, candlestick, treemap, radar, table, count.
  • Map your data
    • Pick the category (x‑axis or grouping), values/series, or x/y fields depending on the chart.
    • Helpful suggestions appear based on your data.
  • Style and options
    • Toggle titles, legends, axes, and grid lines.
    • Adjust label rotation and spacing for readability.
    • Set variants (e.g., smooth/area) and custom style options (colors, borders).
  • Apply vs Save
    • Apply: Updates the current view.
    • Save: Persists the visualization so it stays consistent across the dashboard.

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Tips for Great Dashboards

  • Start with a title and summary to frame the story.
  • Group related visuals side‑by‑side; keep a logical flow left‑to‑right, top‑to‑bottom.
  • Use text to explain the “so what” near each visual.
  • Balance sizes: smaller for KPIs, medium for trend lines, larger for dense tables or multifaceted charts.
  • Pick readable themes and rotate labels when categories are long.
  • Iterate with AI: ask it to add missing context, alternate views, or better layout ideas.