Dashboards

Turn a checked analysis into an interactive view your team can reuse.

Use a dashboard for interactive charts, tables, and exploration. Define the audience and decision first, then choose the measures and filters they need.

Create a dashboard with Dawn

Attach the relevant datasets to a conversation and describe the intended result:

Create a sales dashboard for the regional managers using these datasets.
Show monthly net revenue, change from the previous complete month, and sales
by region. Include a region filter and a table of underlying totals. State
the revenue definition, currency, and data period on the dashboard.

Open the generated dashboard from the conversation or Workspace. Use Create → Dashboard when you want to start a dashboard asset directly.

Check the data and interactions

Before sharing, compare at least one headline measure with a direct calculation from the source. Check that each filter affects the intended charts and tables and that empty selections are understandable.

Check	Why it matters
Metric definitions and units	Similar-looking totals can represent different calculations.
Date range and completeness	A partial month should not be compared as if it were complete.
Filter behaviour	Different panels may use different sources or calculations.
Missing values and categories	Excluding unknown values can change a headline total.
Latest source refresh	Opening a dashboard does not prove the upstream data was refreshed.

Make changes

Attach the dashboard to a conversation and ask for a specific change. Use Split mode to inspect the asset alongside the discussion.

Update this dashboard to show a rolling 12-month trend. Keep the existing
revenue definition and region filter. Explain which panels you will change.

Review the updated calculations as well as the visual layout. Changes to shared context do not automatically update an existing dashboard’s calculations.

Share and maintain

Use the sharing controls available for the asset and confirm who should have access. Check the result from the intended audience’s perspective rather than assuming every colleague has the same permissions as you.

Keep upstream imports and pipelines on an appropriate refresh schedule. For recurring commentary or review, use a Job. Use a Report when the primary output is a written explanation.