Create a dashboard with AI

Dashboards in Toucan AI bring together your most important charts and insights, with AI and manual tools to help you build exactly what you need.

Objective

In this tutorial, we will guide you through the process of creating a dashboard in Toucan AI. You will learn how to create a new dashboard, add charts, and apply filters to interact with the visualizations.

Prerequisites

• A connected database (as seen in previous tutorials).

• Charts created either manually or with AI (as shown in previous tutorials).

Steps

1. Access the Dashboard Creation Interface

• To begin creating a dashboard, return to the Home Page of Toucan AI.

• From here, you have two options to create a new dashboard:

  • In the Library tab on the main page, you will find an input box where you can type a prompt.

    • For example, type "Create a dashboard to track employee contracts and employee gender" and press Enter. This will open a dashboard creation interface and automatically generate three charts based on your request.

  • Alternatively, click on Add Visualization from the main page, then select Add Dashboard to begin creating a dashboard.

2. Add Charts to Your Dashboard

Once you're in the dashboard creation interface, you can:

• Generate new charts by typing prompts in the conversational interface (as seen in the previous tutorial).

• Or, add an existing chart by clicking the Add Existing Chart button on the right side of the screen. Select a previously created chart (for example, the chart you created earlier).

3. Add Additional Charts to the Dashboard

• After adding the first chart, you can add another chart.

  • For example, you could type "What is the average age of my employees?" in the prompt box.

• After sending the prompt, a second chart will be automatically generated and added to your dashboard.

• Your dashboard will now have two charts: one added from an existing chart and the second generated from the prompt.

4. Add Filters to the Dashboard

• To enhance your dashboard, you can add a filter. Click on the Add Filter button at the top-right of the interface.

• Choose the filter type (for example, Multi-select) and give it a name, such as Contract. Save the filter.

5. Link the Filter to the Charts

• After adding the filter, you can link it to the charts on the dashboard.

  • Click on the filter icon, and select the chart you want to apply the filter to.

  • A prompt will appear asking you to choose a column to filter on. For example, you can select the Contract Type column.

  • Repeat this step for the second chart.

  • Finally, click Edit on the filter and click Save to apply it.

6. Save and Finalize the Dashboard

• Once you’ve added the charts and filters, save your dashboard.

• Your dashboard will now contain two charts, with a filter that allows interaction with both charts.

Conclusion

Congratulations! You’ve successfully created your first dashboard with two charts in Toucan AI. One chart was added from the Chart menu, and the other was created directly in the Dashboard interface. You also added a filter that lets you interact with the charts in the same dashboard.

Suggested Next Steps: embed a dashboard!