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Dashboards

AI dashboard generation

GoPie designs dashboards for you: it profiles the data, proposes the metrics that matter, validates every query against your actual schema, and lays out the canvas. Nothing lands on the dashboard that didn't execute.

Generate from a dataset or view

Click Generate dashboard on a dataset or view page. GoPie opens the dashboard and streams its progress phase by phase, each with its timing:

  1. Analyzing your data
  2. Selecting key metrics
  3. Validating queries
  4. Designing the layout
  5. Finalizing your dashboard

Expect seconds to a minute. The result is the full canvas from the introduction — KPI tiles, charts, and an AI-written summary. The walkthrough with a real dataset is in Generate your first dashboard.

Note

If the AI layout step can't produce a valid canvas, GoPie falls back to a deterministic design built from the dataset's profile — you still get a working dashboard, just a plainer one. Metrics that fail validation are replaced the same way, so every tile always runs.

Compose a project dashboard

Generate from project (on the Dashboards tab) opens a four-step wizard for multi-dataset dashboards:

The project dashboard wizard on the dataset-selection step with AI recommendations
The wizard recommends datasets for your goal — adjust and continue
  1. Intent — describe the goal in a sentence or two ("Track revenue, margin by supplier, and monthly trends"). Suggest from project context drafts one from your project's descriptions.
  2. Datasets — GoPie profiles the project's datasets and pre-selects the ones Recommended for your goal; adjust the selection freely (dashboards cap the number of sources for performance).
  3. Suggested Views — where the chosen datasets share join keys, the wizard proposes joined views to power cross-dataset tiles. Inspect each View SQL definition, toggle any off, or Skip all.
  4. Generate — the same streamed phases as above, then Open Dashboard.

The suggested views are created as real saved views alongside the dashboard, so you can query and reuse them independently.

Regenerate

Running Generate dashboard again on a dataset or view that already has one asks before overwriting — regeneration replaces the canvas (the old design stays recoverable in version history). Generating the first dashboard is open to anyone who can see the dataset; regenerating an existing one follows the edit rules.

When generation fails

If generation fails outright, the progress card says so with Try Again and Edit Selections; cancelling mid-run saves nothing and keeps your wizard selections. A stall notice appears if a phase takes unusually long — generation continues in the background either way.

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