Dashboards

Dashboards are interactive, visual canvases that let you explore and monitor your data in real time without writing code. In TrueState, a dashboard is built by connecting one or more data sources—each defined by a SQL query and optional filters—to a collection of visual components like tables, bar charts, line graphs, pie charts or scatter plots. You can arrange these visuals on a flexible grid, apply and save filters, and even enable embedding search on datasets with vector embeddings. Dashboards make it easy for business and technical users alike to drill down, spot trends, compare metrics across categories or time, and share insights across your organisation—all within a no-code, self-service interface.

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Dashboard AI Assistance

The TrueState AI Assistant is able to create and modify Dashboards. This is the preferred way to get started with a Dashboard. Describe what you want the Dashboard to do, and the bot will create it for you. A Dashboard must be added to the chat context for the bot to be able to modify it. Click the + icon above the chat and select the Dashboard to add it to the context.

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Data Sources

A data source is the source of the data which will be displayed on the dashboard. You can select a dataset to use as a data source, or write a custom SQL query—the query result will act as the data source. Dashboards can include multiple data sources at the same time. Data sources must be defined before adding and configuring visualisations. You can hover over the Data Source to see previews or query against the dataset

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Dashboard Canvas

The Dashboard Canvas consists of a set of interactive visual displays of the data. These displays can be added, removed, resized and filtered. The below documentation outlines each type of visualisation, and documents the configuration settings.

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Adding, Editing or Removing a Visual Item

To add a Visual Item, use the button in the top right of the screen.

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Visualisation Item Settings

Each visualisation item requires a title and a source of the data.

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Standard Table

The only configurable field on a standard table is to set the columns which will be shown.

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Searchable Table

If a column in the dataset has been made searchable (check the section Pipelines -> Make Searchable), the search field will be automatically shown in the standard table.

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Scatter Plot

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Bar Chart

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Pie Chart

The Pie Chart illustrates numerical proportions, with each slice of the pie representing a category. If there are too many categories, a bar char will be more appropriate.

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Line Chart

The Line chart shows trends over time or continuous data.

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Filters

Filters are applied globally to all Visual Items in the Dashboard. These can be set to display a subset of the original data