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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.

AI updates only the live preview. The widget is saved only after you click Save.

Create widget dialog (bar chart, preview shown)
Create widget dialog (bar chart, preview shown)

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.

Dashboard with widgets
Dashboard with widgets

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.

The Dashboard is shared across the workspace. Any changes to widgets — including creating, editing, and reordering — are visible to all workspace members.

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.

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