Create a dashboard with AI
Target Audience: Non technical users
Goal
Create a dashboard containing multiple visualizations and synchronized filters for data interaction.
Prerequisites
Existing charts in the Library or a clear intent for AI-generated charts.
Steps
1. Initialize the Dashboard Interface
Navigate to the Library tab.
Option A (AI Prompt): Type a natural language request in the input box (e.g., "Create a dashboard to track employee contracts and gender") and press Enter.
Option B (Manual Start): Click Add a visualization and select Add a dashboard.
2. Add Visualizations
Generate with AI: Type a prompt in the conversational interface to create a new chart directly within the dashboard.
Add Existing: Click Add existing chart to select visualizations previously saved in the Library.
Organize: Arrange the charts within the dashboard layout by dragging components into position.
3. Configure Interactive Filters
Click the Add Filter button in the top-right corner.
Select a filter type (e.g., Multi-select).
Enter a factual name for the filter (e.g., "Department").
4. Link Filters to Charts
Click the Link icon on the specific filter component.
Select the chart you want the filter to control.
Choose the specific database column to map to the filter (e.g.,
team_name).Repeat this process for all charts that must respond to the filter.
Click on the Close button to finalize the mapping.
5. Save the Dashboard
Verify the dashboard configuration and chart interactivity.
Ensure the status indicates the dashboard is saved to the workspace.
Conclusion
The dashboard is created with the selected visualizations and synchronized filters. You may now proceed to configure embedding settings or apply Row-Level Security (RLS) to the source tables.
Suggested Next Steps: How-to: Embed a dashboard
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