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Keep your dashboard useful as your questions change. Ask Dash for the information you need, explore the results, and organize the dashboards you return to. To create your first one, follow the Dashboard quickstart.

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Ask Dash to build or change your dashboard

Open a dashboard you own and click Ask Dash. Describe what you want to add, change, or remove. Dash uses the dashboard and its current variables as context. For example, on a sales dashboard:

Add a breakdown of sales by customer to this dashboard. Keep the current reporting period.

Screenshot placeholder: DASH-01Show a sales dashboard beside the open Dash panel with the customer-breakdown request. Keep the existing reporting period visible.
To change one result, hover over its card header to reveal the controls. Click the speech-bubble button, Ask Dash about this card. The card appears in Dash’s selected-card list. Describe the change and send your message.
GIF placeholder: DASH-03Select one saved card using Ask Dash about this card, show it in the panel’s context, and send a change request for that card.

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Review and approve changes

Dash shows a preview and a list of the changes it proposes. Check the information, labels, and time periods before saving. If you close the Dash panel while a proposal is pending, click Review in the dashboard’s pending-change notice to return to it.
Video placeholder: DASH-04Show one proposed change, request one revision, then review and approve the revised change. End with the updated dashboard visible.
Changes requested through Dash wait for approval. Direct presentation changes, such as changing a chart’s color in its menu, save immediately when you have editing access. Some menus are unavailable while a proposal is pending.

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Available cards and visualizations

Dash chooses visualizations to suit the information you request. You can also ask for a particular format, such as “Show that as a table” or “Use a line chart for the monthly trend.”

Tables

Explore records, highlight exceptions, and compare grouped results with a pivot.

Charts

View trends with lines, compare categories with bars, or see shares with pie and donut charts.

Numbers

Follow a key measure and compare it with an earlier period or a target.

Gauges

See where a measure falls within a range of colored zones.
Screenshot placeholder: DASH-02Show a gallery of a table, chart, number, and gauge from the same documentation dashboard. Label each type and keep titles and units readable.

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Explore a result with Dash

Ask Dash to explain a result or investigate a change. It can use the selected cards and current variables as context. On a shared dashboard, identify the card in your message. For a chart, turn on Data picker to inspect values. Click a plotted point or pie/donut slice to prepare a question about it in Dash. Review the draft, then send it.
Video placeholder: DASH-07Select one chart point with Data picker and send its prepared question to Dash. Show the investigation beside the original chart.
To understand the steps behind a result, open Show logic in the card’s header.
Screenshot placeholder: DASH-08Capture Show logic open on a saved dashboard card, with its steps and the original result both visible.

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Arrange and refresh your dashboard

On a dashboard you own, drag cards using their move handles and resize them to give important results more room. You can also ask Dash to arrange the dashboard for you.
GIF placeholder: DASH-05Enlarge one table and move it into a useful position. End with the saved layout and its neighboring cards visible.
Click Refresh in the dashboard header to update the dashboard using the data available to Galvant. Wait for it to finish and check for any errors before using the updated results.
GIF placeholder: DASH-06Use the dashboard’s Refresh button. Show the refreshing state and completed dashboard; do not demonstrate individual-card refresh controls.

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Find and manage saved dashboards

Open Dashboards to find Personal dashboards you own and Shared dashboards available to you. Your browser’s pinned dashboards appear under Pinned.
Screenshot placeholder: DQ-04Show Personal, Shared, and Pinned in the dashboard list. Use clear dashboard names and highlight the selected dashboard.
On a dashboard you own, click its title, enter a new name, and press Enter.
GIF placeholder: DQ-05Rename an owned dashboard and show its updated title in the dashboard list.
Hover over a dashboard in the list and click its pin control. Click it again to unpin. Pins are stored in your browser.
GIF placeholder: DASH-09Pin one dashboard and show it appearing under Pinned.
Use Duplicate on a dashboard you own or Duplicate and edit on a shared dashboard. The copy belongs to you, so you can adapt it independently.
Screenshot placeholder: DASH-10Show Duplicate and edit on a shared dashboard, paired with the resulting owned copy. Make the different dashboard titles clear.
On a dashboard you own, click Delete dashboard, the trash button in the header, and review the confirmation.
Deleting permanently removes the dashboard, its cards, and its Dash conversation history. This cannot be undone.
Screenshot placeholder: DQ-06Show the deletion confirmation for a sample dashboard. Do not confirm deletion to capture the image.
To let teammates use the same live dashboard, see Share dashboards. To change a reporting period or another shared input, see Use dashboard variables.