Bonnard

Charts and dashboards

Build a dashboard

Updated

A dashboard is a saved set of tiles: charts, KPIs, and text. Build one from your AI client, or in the console at app.bonnard.ai.

Requirements

  • Access to the data source.
  • To work from your AI client: Bonnard connected and the Dashboards switch on in Settings, AI tools. Save charts and Export data have their own switches.

Save a chart

In your AI client

Ask for a chart, then ask to keep it:

Save that chart as <title>.

The agent can save a chart for 30 minutes after drawing it, or up to 24 hours if it drew that chart alone. After that, ask the agent to draw it again.

To find it again, ask:

Show my saved charts.

In the console

  1. In the console, select Charts, then New chart.
  2. Select a Data source, enter a SQL query, then select Run. A successful run saves the chart as Untitled chart and opens it.
  3. To keep later changes, select Save.

To find it again, select Charts. Charts saved from an AI client show there too.

Change or delete a chart

You can change or delete your own saved charts. You cannot undo a delete.

In your AI client

To change it, ask:

Change my saved chart <title> to show <measure> by <column>.

To delete it, ask:

Delete my saved chart <title>.

In the console

  1. In the console, select Charts, then the menu in the chart’s row.
  2. To rename it, select Rename, then enter the name.
  3. To change it, select Edit, change the SQL or Chart options, then select Save.
  4. To delete it, select Delete, then Delete in the dialog.

Create a dashboard

A dashboard holds up to 16 chart and KPI tiles. A save over that limit is refused, and text tiles do not count.

In your AI client

Ask:

On <data source>, build a dashboard named <title> with a KPI for <measure> and a chart of <measure> by <column>.

In the console

  1. In the console, select Dashboards, then New dashboard.
  2. Select a Data source, enter a Name, then select Create.
  3. Under the name, select Add a description, then enter one. Save stays off without it.
  4. Under Add a tile, select Chart, KPI, or Text.
  5. Enter the tile’s SQL, then select Run. A text tile takes text.
  6. Repeat steps 4 and 5 for each tile.
  7. Select Save.

The console has no field for a KPI’s change or caption, so set those from your AI client.

Duplicate a dashboard

In the console

Console only

In the console, select Dashboards, then Duplicate in the menu in the dashboard’s row. The editor has it under Dashboard actions.

Anyone who can open a dashboard can duplicate it. The copy is named Copy of <title>, is unverified, and only you can open it. Use it to change a dashboard you can only read.

Export data

In your AI client

AI client only

Ask for a chart, then ask:

Export that result as a CSV file and the chart as a PNG.

The agent exports what it has in the chat, so the query does not run again. The file lasts 30 minutes.

Make sure that it opens

In your AI client

Ask:

Show the <title> dashboard.

The agent draws the tiles and gives a link to the dashboard in the console.

In the console

Select Dashboards, then the dashboard. It opens with its tiles.

If its data source was removed, the dashboard opens with no results and cannot be duplicated. It runs again when a database with the same name is connected.

Change or delete

You can change or delete your own dashboards. With the Viewer role, you cannot change one that customers have, and you can delete it only in the console. An Admin or higher can delete any dashboard in the console. You cannot undo a delete. To change a verified dashboard, read Change a verified dashboard.

In your AI client

To change it, ask:

Add a chart of <measure> by <column> to <title>.

To delete it, ask:

Delete the <title> dashboard.

In the console

  1. In the console, select Dashboards, then the menu in the dashboard’s row.
  2. To change it, select Edit, change a tile, then select Save.
  3. To delete it, select Delete, then Delete in the dialog.