Using MetricChat
Dashboards
Dashboards transform your data and answers into visual narratives by combining charts, tables, and text on a flexible canvas.
Creating Dashboards
Manual Creation
- Open a report with existing visualizations
- Click the Dashboard button
- Arrange items on the visual grid canvas
AI-Generated Dashboards
Type "Create a dashboard about..." in the chat prompt. MetricChat progressively generates layouts with relevant visualizations.
Canvas Features
- Drag and drop — Move items anywhere on the grid
- Resize — Adjust item dimensions to fit content
- Grid alignment — Items snap to grid without overlapping
- Text widgets — Add titles, descriptions, and annotations
- Themes — Apply visual themes for consistent styling
- Fullscreen — Present dashboards in fullscreen mode
- Sharing — Share links with collaborators
- Auto-refresh — Schedule automatic data refreshes
Visualization Types
MetricChat supports a wide range of chart types:
| Category | Types |
|---|---|
| Comparison | Bar, Line, Area |
| Distribution | Pie, Scatter, Heatmap |
| Specialized | Candlestick, Treemap, Radar |
| Data | Table, Count/KPI |
Customizing Visualizations
- Data mapping — Select categories, values, and series
- Styling — Control titles, legends, axes, labels, and colors
- Formatting — Adjust number formats, date ranges, and aggregations
Best Practices
- Start with a title and executive summary
- Group related visualizations logically
- Use text widgets to explain key insights
- Balance visual sizes for readability
- Choose themes that enhance data clarity
- Iterate with AI suggestions for layout improvements