Dashboards

Dashboards turn your data into a single view of the metrics that matter.

Creating a dashboard

1. Click Dashboards in the sidebar.
2. Click New Dashboard at the top right.
3. Fill in the Dashboard setup form:
   • Data type — Spreadsheet or Database.
   • Select Spreadsheet or Select Database — pick the source.
   • Select Tables (database only) — focus the dashboard on specific tables.
   • Dashboard name — required.
   • Additional instructions — optional, free text. Use this to describe how the dashboard should look.
4. Click Next to start building.

DataXpert builds the dashboard for you in the background. It appears on the Dashboards list with a status of Processing until it’s ready.

Managing dashboards on the list

Each card on the Dashboards list shows its status (Ready / Failed / Stopped / Processing) and one of these actions:

• View — open a finished dashboard.
• Retry — try again if it failed or was stopped.
• Stop — cancel a dashboard that’s still being built.
• Remove — delete a dashboard.

Inside a dashboard

The dashboard detail page shows two sections:

• Key metrics — KPI cards.
• Visualizations — chart cards.

You can also pick a different dashboard from the dashboard selector at the top.

Adding charts to an existing dashboard

To add a chart to a dashboard:

1. Open the dashboard.
2. Click Add Chart or KPI at the bottom.
3. Type a prompt describing the chart you want.

DataXpert builds the new chart and adds it to the dashboard.

Adding charts from a chat

In a chat, the result toolbar has an Export to Dashboard action that opens a dialog showing compatible dashboards. Pick one and click Move to add the chart there. See Chat.

Chart types

Bar, pie, line, scatter, and bubble charts, plus KPI cards and statistic summaries.