How to use DashboardGPT

Your first few minutes: sign in, upload data, ask a question, build a canvas.

• What you can do in the BI Workspace
• Run your first analysis in four steps
• The product tour

7 guides

Create, switch between and manage the spaces that hold your data and analyses.

• Create a workspace
• Switch workspaces and organisations
• The workspace overview

4 guides

Upload CSV and Excel files, follow processing, and explore schema and profile.

• Upload a CSV or Excel file
• Dataset statuses explained
• Explore a dataset: overview, schema, sample and profile

9 guides

Tell DashboardGPT which columns are metrics and dimensions, and how to aggregate.

• What the semantic model is and how to generate one
• Add or edit a metric
• Add or edit a dimension

3 guides

Arrange charts, datasets, notes and insights on an infinite, auto-saving board.

• Canvas basics
• Add charts, datasets, notes and groups
• Move, resize, connect and remove items

7 guides

Chart types, editing a visualisation, filters and data tables.

• Chart types
• Change a visualisation
• Filter a chart

5 guides

Ask questions in plain language and turn the answers into charts and insights.

• Ask the assistant a question
• Ask about a specific chart or node
• Work with the answers

4 guides

Every analysis you have run, with the charts and insights it produced.

• Find, rename and delete conversations

1 guide

Trends, anomalies and recommendations DashboardGPT noticed in your data.

• Understanding insights

1 guide

Save or share a canvas as a PDF, email it to yourself, or publish it to Superset.

• Export a canvas as a PDF
• What can and can’t be exported

2 guides

Email a canvas to your team every day, week or month, with an AI-written summary.

• Email a canvas to yourself
• Set up a scheduled report for a canvas
• What a scheduled report contains

5 guides

See your workspace’s charts and published canvases as dashboards in Superset.

• The Superset page
• Publish a canvas to Superset

2 guides

What is metered, where to see it, and the limits that apply.

• Check your usage
• See your AI usage
• Plan limits and upload limits

3 guides

Plans, upgrading to Team, managing billing, invoices and payment status.

• Plans: Explore, Team and Enterprise
• Upgrade to Team
• Manage billing, invoices and cancellation

6 guides

Who can see and change what, at organisation and workspace level.

• See who did what with the audit log
• See who is in your organisation and this workspace
• Invite someone to your organisation

4 guides

AI providers, appearance, the canvas on this device, and your account.

• Connect an AI provider (bring your own key)
• Connect an OpenAI-compatible endpoint (hosted or self-hosted model)
• Connect a Google account for Google Sheets

7 guides

Get around faster with ⌘K search and canvas shortcuts.

• Search anything with ⌘K
• Canvas keyboard shortcuts
• Assistant keyboard shortcuts

3 guides

What common messages mean and how to get past them.

• My upload failed or is stuck processing
• The assistant can’t answer
• I can’t see a page or a button

5 guides