Before you start
BI Administrator profile.
Steps
- Open the dashboard and click + Chart.
- Choose the element type and configure the query.
- Or click Design with AI and describe what you want, for example: “Add a chart with vendor bills of the last 12 months by project”.
- Use ⋮ on each chart for its options, and the gear to configure the dashboard.
Site note
Queries are read-only: a dashboard never modifies data. Every AI response can be undone.