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How to Use AI Copilot for Chart on Custom Dashboard

Updated over a month ago

AI Copilot makes chart building faster with natural language prompts.

Step 1: Open AI Copilot

  1. In the New Chart window, click Ask AI Copilot.

  2. Select from suggested prompts (e.g., “Show monthly revenue by channel”).

  3. Or type your own request (e.g., “Build a table of CAC and ROAS by channel for last 3 months”).

Step 2: AI Chart Generation

  1. Enter your prompt.

  2. AI will automatically select data set, metrics, and visualization type.

  3. The chart preview appears instantly.

Step 3: Review and Refine

  1. If needed, adjust metrics, dimensions, or filters in the Chart Builder.

    1. Note: Not all AI generated charts are editable, especially if it's combinations of multiple data sets.

  2. Regenerate by editing your prompt.

  3. Use history to revisit previous prompts.

Step 4: Save and Track Prompt

  1. Click Save to add the chart.

  2. Saved AI-generated charts display the AI prompt used for transparency.

  3. Prompts can be edited later, and charts can be converted into manual editor mode.

Step 5: Advanced: SQL View

  • For power users, Copilot can reveal the SQL query behind the chart.

  • This allows advanced debugging and validation of how metrics are calculated.

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