Adding Datasource response to Dashboard
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
Start by querying the datasource with a specific data-related question.
The datasource will generate insights in tabular or graphical format.
Once the required data is retrieved, you can proceed to save it in a dashboard.
Typical Actions
Click "Add to Dashboard" – Initiates the process of saving the insight.
Select a Dashboard – A modal lists all available dashboards for the user.
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.
Last updated