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Key takeaways
- Every canvas opens as a dashboard. Switch to Canvas when you want to arrange things freely.
- New answers appear under Your questions, and Show in the chat takes you straight to the tile.
- Full view gives the dashboard your whole screen, and AI chat brings the assistant back as a side panel.
- Export saves the whole dashboard as a PDF, with pages that break between rows of tiles.
Why a dashboard view
On a canvas you can put charts anywhere, which is handy while you are still exploring. But a board with charts scattered across it is hard to read at a glance, and harder to share with someone who wasn't there when you built it.
The dashboard view lays the same charts out in tidy rows, with your headline figures at the top. Nothing is copied or lost. The dashboard and the canvas are two ways of looking at the same work.
Switch between Dashboard and Canvas
- Dashboard is the default. Open a canvas and it shows as a dashboard.
- Prefer the canvas? Use the Dashboard | Canvas switch at the top. On a computer, your browser remembers the choice and opens the canvas next time.
- On a phone or other small screen, you always get the dashboard, because it fits the screen.
- Saved from the playground? A canvas you save from the playground opens straight on its dashboard.
How the dashboard arranges your tiles
You don't lay the dashboard out by hand. It arranges each tile by what it is:
- Headline figures come first, in a short strip that shares one row. Each shows its change in green or red, and a small trend line when there is one.
- Charts take half a row each.
- Tables take the full width.
Everything else follows in the order it sits on the canvas, top to bottom and left to right, and every row is filled edge to edge. To change the order, move tiles on the canvas. Each tile keeps its menu, so you can change a chart, explain it or remove it from the dashboard. Removing a tile offers Undo.
Ask a question, see it on the dashboard
Ask the assistant a question and the answer is added under Your questions, below the rest of the dashboard. It scrolls into view and is outlined for a moment, so you can see what changed. Click a tile first to make it the subject of your next question, for example to break it down further.
In the chat, choose Show on an earlier answer to jump to its tile. New to asking questions of your data? Start with Chat with your data: the complete guide.
Full view and the AI chat
On a wide screen, choose Full view above the dashboard. The menu and the assistant are put away, and the dashboard takes the whole width. It is a good way to present your results in a meeting.
- AI chat at the bottom right brings the assistant back as a panel over the right edge, with your whole conversation.
- An answer keeps coming while you close and open the panel, so you never lose it.
- Escape closes the chat first, then leaves full view. Or choose Exit full view.
Save or share the dashboard as a PDF
The Export menu above the dashboard has everything you need to hand your work on:
- Save as PDF downloads the whole dashboard, not just the part on your screen.
- Share as PDF opens your device's share options, or downloads the file where sharing isn't available.
- Email me this dashboard sends it to your inbox, and Scheduled reports sets up regular emails for your team.
- Review calculations runs the check described below whenever you like.
Before a PDF is made, DashboardGPT checks every chart. If one has something its picture doesn't show, the review opens first and you choose when to carry on. The PDF continues over as many A4 pages as it needs, and pages break between rows of tiles, so charts stay in one piece. A wide dashboard prints across the page and a narrower one down it. Every page is numbered, and the chart details follow at the end.
Want the dashboard in your team's inbox every week? See scheduled email reports. To try all of this on your own numbers, upload a file to the playground, sign up for a free workspace or compare plans on the pricing page.