Create a dashboard with AI

Target Audience: Non technical users

Goal

Create a dashboard containing multiple visualizations and synchronized filters for data interaction.

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Prerequisites

• A connected and active database.

• Existing charts in the Library or a clear intent for AI-generated charts.

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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.

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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