Dashboards

A dashboard is a set of charts arranged on a grid. Each chart holds its own SQL query and runs it when the dashboard opens, so the numbers reflect whatever your integrations hold at that moment. Nothing is stored as a snapshot. Dashboards belong to a project. Click Dashboards in the sidebar to see the ones in the project you’re working in.

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Create a dashboard

Click New Dashboard and give it a name. The description is optional and appears under the title. You can also describe one in Chat. Switch to Analyst mode and say what you want to see — for example, “a revenue dashboard with monthly trend, top products, and a breakdown by region”. BonData writes the queries, picks chart types, runs each query to check it returns rows, and saves the dashboard. Anything it produces can be edited afterwards.

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Add a chart

Click Add Widget to open the chart editor.

1. Write a query and click Run. Reference your data as "Integration".Entity — for example "Demo Shop".orders. The columns it returns are listed under Result Columns.
2. Choose a chart type.
3. Drag columns from Result Columns into the chart’s slots. A pie takes a Category and a Value; a bar takes an X-Axis and a Y-Axis.
4. Set the value format: currency, percentage or number, decimal places, and compact notation (1.2K / 1.2M).

The preview updates as you go. To change a chart without writing SQL, use Edit with AI and describe the change.

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Chart types

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Turn a KPI into a trend tile

Return one row per period — a month column and a value column — and drag the date column into the KPI’s X-Axis slot. The tile then shows the latest period’s value, a sparkline of the series, and the change against either the first period or the previous one. Give the tile some extra height so the sparkline has room.

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Move and resize charts

Drag a chart by its header to move it. Drag its bottom-right corner to resize it. The grid is 12 columns wide, and the layout saves as you go.

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Dashboard filters

Dashboard filters sit above the charts and apply to every chart whose query uses them, so one control moves the whole page. A date range, a region, or a customer segment are typical. Click Add filter and describe what you want to filter by. BonData creates the filter and adds it to the relevant queries. Once a dashboard has at least one filter, the button becomes Manage filters, where you can rename them, reorder them, and set defaults. A filter only affects charts whose query references it. If a chart doesn’t move when you change a filter, that chart isn’t wired to it — ask AI to add it.

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Chart filters

Individual charts have their own Filter button. Pick from the values already present in that chart, or drag across a time axis to narrow to a range. Chart filters aren’t saved and apply only to the chart you’re looking at. Use them to inspect something; use a dashboard filter when you want it to persist.

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Chart actions

Hover a chart and open the ⋮ menu. The </> button beside the menu shows the chart’s query and lets you edit it directly.

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Export a dashboard

Download PDF captures the dashboard as it appears on screen, including charts below the fold. Ask AI opens Chat beside the dashboard, so you can ask about what you’re looking at or change charts and watch them re-render. The ⋯ menu holds Manage Filters, Duplicate Dashboard, and Delete Dashboard.

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Further reading

• AI Chat — building and editing dashboards from a conversation
• Connecting your integrations — the sources charts query
• Bondata Cloud — where queried data is stored