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Dash AI Charts

Dash AI can create chart widgets from natural language and update charts you are actively editing. These AI charts are separate from charts you add manually with Add Chart, but they use the same dashboard data and can be arranged alongside other widgets.

Create A Chart With Dash AI

Section titled “Create A Chart With Dash AI”
  1. Open Dash AI and make sure Dashboard Actions is selected.
  2. Load dashboard data into the grid.
  3. Ask for a chart in natural language.

Example prompts:

  • Create a bar chart of revenue by region
  • Show top 10 customers by amount as a column chart
  • Make a pie chart of status counts
  • Create a treemap of revenue by item category grouped by year
  1. Review the Preview Changes section.
  2. Confirm any column mappings if Dash AI asks for them.
  3. Click Apply.

NimbusDash adds a new AI chart widget to the dashboard and scrolls it into view.

Update An Existing AI Chart

Section titled “Update An Existing AI Chart”

To update a chart with Dash AI:

  1. Click the chart menu on an AI chart widget and choose the Dash AI option, or
  2. Set the chart as the active chart and send a follow-up message.

When a chart is active, Dash AI shows an Editing chart banner with the chart title.

Example prompts:

  • Change this to a line chart
  • Sort ascending by category
  • Show only the top 5 and add a subtitle by Region
  • Use amount instead of quantity

Review the preview, then click Apply.

Preview, Apply, And Undo

Section titled “Preview, Apply, And Undo”

AI chart changes follow the same preview flow as grid changes:

  • Preview/Explain shows chart details before applying them.
  • Auto Apply may apply supported chart changes immediately.
  • Undo can remove a newly created chart or restore the previous chart definition after an update.

If Dash AI needs you to choose columns, complete those selections before applying.

AI Chart Widget Controls

Section titled “AI Chart Widget Controls”

Each AI chart widget includes controls on the widget header:

  • Edit opens the Edit Dash AI Chart modal.
  • Refresh rebuilds the chart from the current dashboard data.
  • Dash AI sets the chart as the active chart and opens Dash AI.
  • Remove deletes the chart widget.

Saved Dashboards And Filters

Section titled “Saved Dashboards And Filters”

AI charts save their configuration with the dashboard, not the chart data itself. When you reload a saved dashboard, NimbusDash rebuilds each AI chart from the current grid data using the saved chart definition.

This means:

  • Saved filters and grid state affect what the chart displays after reload.
  • Changing filters after loading a dashboard refreshes AI charts that use Current filtered rows.
  • Save the dashboard after adding or editing AI charts if you want to keep them.

See Saving Dashboards for save behavior.

Edit Dash AI Chart Modal

Section titled “Edit Dash AI Chart Modal”

Use Edit on an AI chart widget to adjust the chart without sending a new AI prompt. The modal is grouped into four sections.

General & Display

Section titled “General & Display”
  • Title is required.
  • Subtitle is optional. When present, it appears below the chart title in smaller text.
  • X-Axis Label and Y-Axis Label control axis titles. Leave a field blank to hide that axis label.
  • Show legend toggles the chart legend.
  • Show Series Labels toggles value labels on chart series when supported by the chart type.

Chart & Data

Section titled “Chart & Data”
  • Chart Type uses an icon picker for supported chart families such as bar, column, line, area, pie, donut, scatter, bubble, treemap, histogram, and waterfall.
  • Data chooses whether the chart uses Current filtered rows or All loaded rows.

Chart Fields

Section titled “Chart Fields”
  • Category is the primary grouping column for most chart types.
  • Split By adds a secondary grouping level when supported.
  • Metrics define the values plotted on the chart. Each metric includes a field, aggregation, and optional label.

Use Add Metric to add another metric row. Some chart types require a specific number of metrics.

If a chart type requires more metrics than you configured, NimbusDash shows a validation message when you click Update Chart.

Data Rules

Section titled “Data Rules”
  • Top N limits the chart to the top categories or groups. Remaining values are not grouped into an Other bucket.
  • Sort By can sort by category, value, or split-by grouping.
  • Sort Direction can be ascending or descending.

Chart Type Notes

Section titled “Chart Type Notes”

Some chart types have special requirements:

  • Bubble requires three metrics: X, Y, and Size.
  • Scatter requires two metrics: X and Y.
  • Histogram requires one numeric metric.
  • Treemap supports Split By as a parent grouping level, such as Year > Item Category.
  • Waterfall supports Show Series Labels, but label rendering follows the waterfall chart format.

Refresh Behavior

Section titled “Refresh Behavior”

AI charts refresh when dashboard filters change if the chart uses Current filtered rows.

Use Refresh on the widget if you want to rebuild the chart immediately after data changes.

AI Charts Vs Manual Charts

Section titled “AI Charts Vs Manual Charts”

Manual charts created with Add Chart and AI charts created with Dash AI both appear as dashboard widgets, but they are configured differently.

  • Manual charts use the standard chart editor tied to the grid chart model.
  • AI charts use the Edit Dash AI Chart modal and are created from Dash AI chart definitions.

For manual chart workflows, see Adding And Editing Charts and Charts And Layouts.

Section titled “Related Docs”