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  1. Datasource
  2. Querying Datasource

Adding Datasource response to Dashboard

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Last updated 2 months ago

The "Add to Dashboard" feature enables users to save generated insights directly into a selected dashboard for quick access and future reference.

Why It Matters?

  • Helps organize and store insights within relevant dashboards.

  • Allows easy retrieval and visualization of key metrics.

  • Enhances collaboration by making insights available to other team members.

Querying the Assistant

  1. Start by querying the datasource with a specific data-related question.

  2. The datasource will generate insights in tabular or graphical format.

  3. Once the required data is retrieved, you can proceed to save it in a dashboard.

Typical Actions

  1. Click "Add to Dashboard" – Initiates the process of saving the insight.

  1. Select a Dashboard – A modal lists all available dashboards for the user.

  1. Choose a Section – After selecting a dashboard, another modal appears to pick a specific section within it.

Once the section is chosen, the insight is successfully added as widget.

This ensures seamless integration of AI-generated insights into structured reporting dashboards for ongoing analysis and decision-making.