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Version: 0.0.39

Dashboard

Understanding how to create and configure dashboards within Lakehousecat is key to leveraging multiple data visualizations in a cohesive and interactive manner. This guide provides step-by-step instructions on setting up dashboards using charts generated from data interactions.

Prerequisites​

To effectively build a dashboard in Lakehousecat, ensure the following prerequisites are met:

  1. Chart Generation: You must have generated charts through interactions within the chat interface.

  2. Chart References: Ability to access and reference generated charts using the input box in the chart interface. This involves using a special add-sign to link charts into dashboards.

Creating a Dashboard​

Once charts are generated and accessible, users can proceed to create comprehensive dashboards. Follow these steps to initiate the process:

Step-by-Step Guide​

  1. Access the Workspace

    • Navigate to your Lakehousecat workspace to begin dashboard creation.

  2. Go to Analytics Section

    • Click on 'Analytics' to locate features pertaining to dashboards and chart management.

  3. Select "Create Dashboard"

    • Utilize this option to start assembling your dashboard using selected charts.

  4. Reference & Position Charts

    • In the chat input box, reference the desired charts using the add-sign. Multiple chart references can be used for diverse visual data representation.
    • Determine the positioning of each chart within the dashboard interface. Iterations may be necessary to achieve optimal layout and presentation.

  5. Generate Dashboard

    • Once all charts are correctly referenced and positioned, instruct Lakehousecat to generate the dashboard.
    • After successful generation, the dashboard will appear in the chat history and within the Analytics section of the workspace.

Dashboard Features​

Lakehousecat dashboards offer a range of features allowing users to maximize their data insights:

  • View & Metadata Access: Analyze the dashboard with integrated metadata insights for a comprehensive data overview.
  • Share: Distribute dashboards across teams or with stakeholders, supporting collaborative analysis.
  • Edit: Adjust the charts and datasets within the dashboard for refined visualization.
  • Interactive Exploration: Engage with different charts to unveil data trends and details.

Best Practices​

  • Chart Structuring: Ensure charts are well structured and their references are accurate for seamless dashboard creation.
  • Collaboration: Take advantage of sharing features for collaborative review and feedback.
  • Review & Optimize: Continuously review and optimize dashboards to maintain relevance and accuracy of the data insights.

Troubleshooting​

Should issues arise during dashboard creation or management:

  • Chart Reference Errors: Double-check chart references in the input box to ensure correct linking.
  • Layout Adjustments: Revisit positioning settings for charts within the dashboard to accommodate improved layout.
  • Permission Settings: Verify workspace permissions to ensure access and management capabilities are intact.

By following these guidelines, users can efficiently create and utilize dashboards in Lakehousecat for enhanced data visualization and decision-making processes.