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Documentation Index

Fetch the complete documentation index at: https://docs.datagenie.ai/llms.txt

Use this file to discover all available pages before exploring further.

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What Dashboards is

Dashboards are DataGenie’s conversational canvas — pin any Wisdom answer, Top Story chart, or Explorer view into a shareable report. Unlike traditional drag-and-drop BI, every tile is grounded in a deterministic pipeline (Wisdom, Top Stories, Explorer, or a Dataset KPI), so dashboards stay accurate as data changes. Promote any dashboard to a Quick Look so it greets you on the home screen.

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When to use Dashboards

  • You want to share an executive readout of autonomous insights with leadership
  • You want a pinned home-screen pulse on the metrics that matter most (QuickLook)
  • You want a team view that combines Wisdom answers, Top Stories, and custom scorecards
  • You want forecasts + historical performance on one canvas

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What you get

Scorecards

Current value plus change vs. the previous period — for any KPI in your dataset.

Bar & pie charts

Compare categories, segments, or dimensional contributions at a glance.

Line plots with forecasts

Trend lines extended with DataGenie’s forecasts — historical performance and future projections on one chart.

Labels & boxes

Add narrative context, section headers, and executive callouts directly on the canvas.

Global & local filters

Filter every widget at once, or focus a single tile on its own period.

Templates & QuickLooks

Start from prebuilt templates or a blank canvas. Promote any dashboard to QuickLook.

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How it works

1

Open the Dashboard module

Launch Dashboard from the left sidebar.
The Dashboard module in DataGenie
2

Start from a template or blank canvas

Pick a prebuilt template for a quick start, or Blank Dashboard to design from scratch.
Choose a dashboard template or start from a blank canvas
3

Add scorecards, charts, and narrative

Drag Scorecards, Bar charts, Pie charts, and Line plots onto the workspace. Use Labels and Boxes for narrative callouts. Line plots can extend into DataGenie’s forecasts.
Drag scorecards, charts, and labels onto the dashboard workspace
4

Align and arrange

Use Alignment and Re-Arrange to snap widgets into a clean grid layout.
Alignment and re-arrange tools for a clean grid layout
5

Configure data sources and filters

Click any chart or scorecard to set its Dataset and Variant. Apply Global filters to update every widget at once, or Local filters to focus a single tile on its own period.
Configure dataset, variant, and filters on a dashboard widget
6

Promote to QuickLook (optional)

Promote the dashboard to a QuickLook so it loads on the home screen every time you open DataGenie.
Use Global filters for the report’s reporting period, and Local filters on specific widgets when you want to compare a single metric across a different timeframe — for example, a YoY line plot on a dashboard otherwise filtered to this quarter.

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What’s next

QuickLooks

Pin any dashboard to the home screen.

Conversational Dashboards

Build a dashboard from Wisdom answers in natural language.

Data Playground

Test chart views before pinning them.