> For the complete documentation index, see [llms.txt](https://help.genesis.autify.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.genesis.autify.com/dashboard/dashboard.md).

# Dashboard

The Dashboard lets you create and manage widgets that visualize data from JSON files uploaded to your workspace or from Collections in Spaces as charts and KPIs.

## Prerequisites

To create a widget, your workspace must have at least one of the following:

* A JSON file uploaded to **Files**
* A Collection in **Spaces**

## Opening the Dashboard

1. Inside a workspace, select any tab.
2. Click **Dashboard** in the sidebar.

## Creating a widget

1. On the Dashboard screen, click **New widget**.
2. Under **Data source**, choose whether to use a **File** or **Collection**, then select the source.
3. If you selected **Collection**, choose which rows to chart. Use the top-level rows or pick a sub-collection field when you want to chart nested rows.
4. Select a chart type.

   | Type       | Use case                                                   |
   | ---------- | ---------------------------------------------------------- |
   | Line chart | Show trends over a sequence or time series                 |
   | Bar chart  | Compare values across categories                           |
   | Donut      | Show the proportion of each category relative to the whole |
   | Table      | Display aggregated columns in a list                       |
   | KPI        | Display a single aggregated value prominently              |
5. Configure the fields for the selected type, such as X axis, Y axis, label, value, group by, and columns.
6. Check the chart in **Preview**, then click **Save**.

### Creating a widget with AI

1. In the widget dialog, click **Use AI to create widget** in the top-right corner.
2. Under **Data source**, select the file or collection you want to visualize.
3. If you selected a collection, choose the rows to chart.
4. Describe the chart you want in natural language.
5. Review the generated chart in **Preview**.
6. If you want to fine-tune the settings manually, click **Back to manual form**.
7. Click **Save** when the preview looks correct.

{% hint style="info" %}
AI updates only the live preview. The widget is saved only after you click **Save**.
{% endhint %}

<figure><img src="/files/b2XxFrWI0QwgGBAkmEHq" alt="Create widget dialog (bar chart, preview shown)"><figcaption><p>Create widget dialog (bar chart, preview shown)</p></figcaption></figure>

{% hint style="info" %}
When selecting a **File** data source, choosing a specific version pins that version to the widget. If no version is specified, the widget always references the latest version of the file.
{% endhint %}

<figure><img src="/files/3qDW6RdvCTXa1Gl9jPso" alt="Dashboard with widgets"><figcaption><p>Dashboard with widgets</p></figcaption></figure>

## Managing widgets

From the actions menu (`⋮`) at the top right of each widget, you can perform the following actions.

* **Expand**: Display the widget in a larger view.
* **Edit**: Change the widget name, data source, or chart configuration.
* **Duplicate**: Add a copy of the widget with the same configuration to the dashboard.
* **Resize**: Set the width to **Small (1/3)**, **Medium (2/3)**, or **Full width**.
* **Delete**: Remove the widget from the dashboard.

### Reordering widgets

Drag the grip icon on the left side of a widget to change the display order.

{% hint style="info" %}
The Dashboard is shared across the workspace. Any changes to widgets — including creating, editing, and reordering — are visible to all workspace members.
{% endhint %}

## Troubleshooting

If a widget displays an error, refer to the following table.

| Error message                                      | Cause and action                                                                                                  |
| -------------------------------------------------- | ----------------------------------------------------------------------------------------------------------------- |
| The source file is no longer available.            | The file set as the data source has been deleted. Edit the widget and select a different file.                    |
| The pinned version is no longer available.         | The pinned version has been deleted. Edit the widget and update the version.                                      |
| The file is too large to visualize (over 1 MB).    | The JSON file exceeds 1 MB. Split the file or reduce the data size and re-upload.                                 |
| The file could not be read as JSON.                | The file is not valid JSON. Check the file contents.                                                              |
| There are too many data rows to visualize.         | The array exceeds the row limit (100,000 rows). Split the data and re-upload.                                     |
| A field this widget uses is no longer in the data. | The file schema changed after an update. Edit the widget and reconfigure the fields.                              |
| The source collection is no longer available.      | The collection set as the data source was archived or removed. Edit the widget and select a different collection. |
| The selected rows are no longer in the data.       | The selected row source or sub-collection no longer exists. Edit the widget and choose different rows.            |
| A field this widget uses was archived.             | A field used by the collection widget was archived. Edit the widget and choose another field.                     |

## Related links

* [Files](/resources-context/files.md)
* [Spaces](/spaces/about-spaces.md)
* [Organization Dashboard](/settings/organization-settings/organization-dashboard.md)