How to edit the source of your Boardly dashboard

Steps to edit your dashboard source

  1. On your dashboard, click the "More" button and click on "Edit source"Edit source button
  2. A modal window will open, allowing you to modify the source settingsEdit source modal
  3. Choose your settings and options
  4. Once you've made your changes, click "Edit source" to confirm

AI Integration Features

Allow AI Access to Data

You can now choose to allow AI to access your data values. This enables:

  • Better query suggestions based on your actual data
  • More accurate data analysis recommendations
  • Reduced chances of AI hallucinations

⚠️ If your data is confidential, you may want to keep this option disabled.

AI Query Assistant

The new AI query assistant helps you create queries without knowing the exact syntax:

  1. Simply describe what you want to see in your dashboard
  2. AI will suggest appropriate queries based on your description
  3. Click on a suggested query to use it

Example: Type "Show me all users over 18 years old sorted by name" and the AI will generate the appropriate query for you.

Modifying Cell Range

To specify the cell range to import, use the following syntax:

SheetName!StartCell:EndCell

Example: Users!A1:K

  • This range will import all data from column A to column K of the "Users" sheet
  • Make sure to include all necessary columns for your dashboard

Creating Queries

You can now create queries in two ways:

1. Using AI Assistant (Recommended)

Simply describe what you want to see in plain English, and the AI will suggest appropriate queries. For example:

  • "Show active users sorted by registration date"
  • "Display sales above $1000 grouped by region"
  • "List all products with low inventory"

2. Manual Query Writing

If you prefer, you can still write queries manually using the Google Sheets QUERY syntax:

SELECT A, B, C WHERE D > 100 ORDER BY A DESC

For more information about query syntax, check the official documentation.

Important Note

Make sure to reconfigure your dashboard columns if you modify the cell range or add filtering queries to avoid display issues. For more information, check the column configuration section.

Best Practices

  • Start with the AI query assistant for the easiest experience - it's designed to help you create efficient queries
  • Enable AI data access if your data isn't confidential - this will provide more accurate and relevant suggestions
  • Verify that your new cell range contains all necessary data for your dashboard
  • Consider the impact on performance when working with large datasets
  • Save your most useful queries somewhere safe - you can reuse them later

Next Step

Delete a Dashboard

Learn how to remove a dashboard from your Boardly workspace when you no longer need it

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