Build Dashboards with AI Assistant

You can use the AI Assistant to create and update GoodData dashboards with natural-language instructions. Describe the information you want to see, and the Assistant uses existing workspace metrics and visualizations or prepares new ones when needed to build a dashboard draft that you can review, refine, and save.

You can create a dashboard from scratch or make changes to an existing one. This functionality is available to users with the required dashboard editing permissions and access to an AI agent that includes the dashboard-building skill.

Create a Dashboard with AI Assistant

You can describe the business question you want to answer or list the metrics and breakdowns you need. The Assistant prepares an editable dashboard draft using available workspace content and can generate new visualizations when needed.

1. Open Dashboards and start creating a dashboard.
2. In the AI Assistant, enter a request. For example, “Create a sales performance dashboard with net sales, orders, gross profit, and active customers by country.”
3. Review the dashboard draft created by the Assistant. You can continue the conversation to request changes or additions.
4. Review the dashboard on the canvas. In edit mode, you can manually move, resize, or remove widgets and make other supported edits.
5. Save the dashboard when you are satisfied with the result.

The dashboard remains a draft in the AI Assistant conversation until you save it. If you leave without saving, you can return to the draft from the conversation history. You can also skip the Assistant and create the dashboard manually.

Update a Dashboard with AI Assistant

You can use the AI Assistant to add or remove content on an existing dashboard without rebuilding it. For example, you can request an additional visualization, change a breakdown, remove a widget, adjust the dashboard tabs, or change standard dashboard filters.

1. Open the dashboard you want to update, or start a conversation in the AI Assistant.
2. Describe the change. For example, “Add net sales by product category to the Sales Performance dashboard.”
3. Review the Assistant’s response. If it provides an action to open the updated dashboard, use it to view the proposed change in edit mode.
4. Check the result, make any additional edits, and save the dashboard.

When the dashboard is open, you can review changes directly on its canvas. If it is not open, the Assistant can preview relevant visualizations in the conversation and provide an action to open the dashboard in edit mode.

Manage Dashboard Tabs and Filters with AI Assistant

You can ask the AI Assistant to create or update dashboard tabs and to add or change standard dashboard filters. For example, ask “Add a Details tab for product performance” or “Add a Region filter to this dashboard.”

Review the updated tabs and filters in the dashboard editor before saving.

Create New Metrics and Visualizations with AI Assistant

The Assistant can reuse existing metrics and visualizations or prepare new analytical content when needed for the dashboard. If no existing visualization matches your request, it can generate an ad-hoc visualization for the dashboard draft. If a requested metric does not exist, the Assistant can propose creating it from available workspace data when the selected AI agent has the metric creation skill. You can clarify the metric definition or skip that part of your request.

For example, ask “Add monthly churn rate for the past year.” The Assistant can prepare the relevant content and place it in the dashboard draft when enough information is available. You can then inspect the result on the dashboard canvas before saving.

Newly generated metrics and visualizations remain part of the dashboard draft while you refine it. Before saving a dashboard containing new analytical objects, review the new metrics and visualizations listed in the save confirmation, then confirm the save.

Use Additional Visualization Types

When extended visualization type support is enabled, the AI Assistant can work with the full range of visualization types supported by GoodData, including specialized types such as waterfall charts. You can request a specific type, for example, “Add a waterfall chart showing the change from the starting budget to actuals.”

The Assistant checks for an existing visualization that matches your request before creating a new one. If the data does not meet the requested visualization type’s requirements, the Assistant explains what is missing and asks for clarification. If GoodData does not support the requested type, the Assistant suggests a supported alternative rather than silently changing the type.

Clarifying Questions

When the Assistant needs more information to create or update a dashboard, it can present clarifying questions in the conversation. Depending on the question, you can select one or more options or enter information in a field. Questions without structured options can still be answered in plain text.

For example, if several metrics match the revenue metric in your request, the Assistant can ask you to choose which one to include before building the dashboard.

Use the AI Assistant Edge Panel

The AI Assistant can open in an edge panel alongside the dashboard. The panel is docked on the side of the screen, and the dashboard area adjusts so that the panel does not cover its content. This allows you to inspect and edit the dashboard while continuing the conversation.

During dashboard creation, the Assistant can initially occupy a larger view and switch to the Edge Panel when the dashboard is ready for review. You can use the panel for follow-up requests and close it when you want more space for the dashboard.

The Edge Panel is enabled separately from dashboard building. It can also be used from other supported AI Assistant entry points when enabled for your organization.

Availability and Configuration

Dashboard building with the AI Assistant and the Edge Panel are separate capabilities in the GoodData AI add-on. Both must be enabled for your organization.

You need the appropriate dashboard editing and AI Assistant permissions and access to an AI agent with the dashboard-building skill. If no available agent has that skill, starting a new dashboard opens the manual builder instead of the AI Assistant. If the feature is not available, contact your organization administrator.

Current Limitations

• The feature is in Beta, and some advanced dashboard changes may still require manual editing.
• Changes are not permanent until you save the dashboard. Leaving without saving preserves the previously saved version.
• You cannot drag a widget directly from the Assistant conversation to a specific position on the dashboard canvas. You can adjust its placement in dashboard edit mode.
• Creating dashboard drilldowns through natural-language instructions is not supported in this version.
• Changing dependent filters or parameter filters through natural-language instructions is not supported in this version.
• Without experimental extended visualization type support, the range of visualization types the Assistant can create remains limited.

AI-generated content may contain mistakes. Before saving or sharing a dashboard, verify its metrics, filters, and visualizations.