> AI agents: this is one page from Mammoth Analytics documentation. The index of all pages as Markdown is https://mammoth.io/docs/llms.txt. Append `.md` to any docs URL, or send `Accept: text/markdown`, to get Markdown.

# Build dashboards in Mammoth with AI

> Build AI dashboards, docs, slides, Q&A and Explore pages on your Mammoth data, then add charts, filters and themes and share them by link or sign-in.

Dashboards turn the data in your Mammoth project into interactive, shareable reports, built through a conversation with AI. You describe what you want to see, and the AI builds a styled dashboard from your columns. Open them from **Dashboards** in the left sidebar; anyone who builds or shares reports can use this section, and you need edit rights in a project to create one there.

## Which page do I need?

| I want to... | Go to |
| --- | --- |
| Build my first dashboard from my data | [Create a dashboard](https://mammoth.io/docs/learn/dashboards/create/) |
| Rebuild a Power BI, Tableau, PDF or screenshot report | [Import an existing report](https://mammoth.io/docs/learn/dashboards/import-a-report/) |
| Start from a finished design on sample data | [Start from a template](https://mammoth.io/docs/learn/dashboards/templates/) |
| Change a dashboard by asking the AI | [Edit with AI in the dashboard editor](https://mammoth.io/docs/learn/dashboards/editor/) |
| See or swap the data a dashboard reads | [See the data behind a dashboard](https://mammoth.io/docs/learn/dashboards/dashboard-data/) |
| Add a chart or pick the right chart type | [Add and change charts](https://mammoth.io/docs/learn/dashboards/charts/) |
| Change a chart's fields, Top N or axes | [Set up a chart](https://mammoth.io/docs/learn/dashboards/edit-a-chart/) |
| Style a chart, add a target line or a caption | [Chart style, annotations and captions](https://mammoth.io/docs/learn/dashboards/chart-options/) |
| Let readers filter, drill down or see rows | [What readers can do with a chart](https://mammoth.io/docs/learn/dashboards/chart-reader-actions/) |
| Draw a chart the library doesn't have | [Custom charts](https://mammoth.io/docs/learn/dashboards/custom-charts/) |
| Edit a table, KPI cards, key insights or a note | [Tables, KPI cards, insights and text](https://mammoth.io/docs/learn/dashboards/tables-kpis-text/) |
| Change the header or add a cover page | [Title band and cover page](https://mammoth.io/docs/learn/dashboards/title-band-and-cover/) |
| Add filters for readers | [Filters](https://mammoth.io/docs/learn/dashboards/filters/) |
| Split a dashboard into pages | [Pages and navigation](https://mammoth.io/docs/learn/dashboards/pages/) |
| Change colours, fonts and layout style | [Themes](https://mammoth.io/docs/learn/dashboards/themes/) |
| Write a doc or a slide deck instead | [Docs and slides](https://mammoth.io/docs/learn/dashboards/docs-and-slides/) |
| Let readers ask questions or dig through rows | [Explore and Q&A pages](https://mammoth.io/docs/learn/dashboards/explore-and-qa/) |
| Teach the AI my terms and goals | [Give the AI context](https://mammoth.io/docs/learn/dashboards/context/) |
| Search, tag, sync, archive or delete dashboards | [Manage your dashboards](https://mammoth.io/docs/learn/dashboards/manage/) |
| Rebuild a dashboard on new data, copy it, or export it to Power BI or Tableau | [Change data, copy or export](https://mammoth.io/docs/learn/dashboards/change-data-and-export/) |
| Fix a dashboard that won't load or update | [Fix dashboard problems](https://mammoth.io/docs/learn/dashboards/troubleshooting/) |
| Publish and share a dashboard | [Publish and share a dashboard](https://mammoth.io/docs/learn/share-and-export/share-a-dashboard/) |

## Find your dashboards in the library

The **Dashboards** page has three tabs: **Dashboards**, **Context** and **Templates**. The **Dashboards** tab lists everything you can open. It is a searchable library with a shelf of collections on the left. Select a row to open a details panel.

![Dashboards library with the details panel open on a selected dashboard, showing its tabs and Share and Edit buttons](https://mammoth.io/docs/images/20261009_003147_Dashboards-library-details-panel.webp)

## What you can do with Mammoth dashboards

- Create with AI: Pick your data, choose a format and describe what you want. The AI builds it from your columns. See [Create a dashboard](https://mammoth.io/docs/learn/dashboards/create/).
- Build five formats: Each item in the library is a Dashboard, Doc, Slides deck, Q&A page or Explore page. See [Docs and slides](https://mammoth.io/docs/learn/dashboards/docs-and-slides/) and [Explore and Q&A pages](https://mammoth.io/docs/learn/dashboards/explore-and-qa/).
- Start from something that exists: Use a [template](https://mammoth.io/docs/learn/dashboards/templates/), copy one of your own, or [bring a report over](https://mammoth.io/docs/learn/dashboards/import-a-report/) from a PDF, a screenshot, Power BI, Tableau, Markdown or plain text.
- Edit with AI or by hand: Ask the AI chat for changes, or edit [charts](https://mammoth.io/docs/learn/dashboards/charts/), [tables, KPI cards and text](https://mammoth.io/docs/learn/dashboards/tables-kpis-text/), and the [title band and cover](https://mammoth.io/docs/learn/dashboards/title-band-and-cover/) directly.
- Filter and explore: Add chips, checklists, dropdowns, search boxes, range sliders and a playable date timeline. See [Filters](https://mammoth.io/docs/learn/dashboards/filters/).
- Organise across pages: Group charts into pages, including pages built on other tables. See [Pages and navigation](https://mammoth.io/docs/learn/dashboards/pages/).
- Give the AI context: Attach definitions, goals and reference files so the writing matches how your business talks. See [Give the AI context](https://mammoth.io/docs/learn/dashboards/context/).
- Choose a style: Pick a system style or build your own from your logo or website, in light or dark mode. See [Themes](https://mammoth.io/docs/learn/dashboards/themes/).
- Publish and share: Share with signed-in users, anyone with the link, or anyone with the link and a password. Send [email updates](https://mammoth.io/docs/learn/share-and-export/email-updates/), [embed it in a web page](https://mammoth.io/docs/build/embedding/), and see who reads it in [audience and engagement](https://mammoth.io/docs/learn/share-and-export/audience/).
- Manage: Search, filter, tag, pin, archive and group dashboards into [collections](https://mammoth.io/docs/learn/share-and-export/collections/). See [Manage your dashboards](https://mammoth.io/docs/learn/dashboards/manage/).

## How Mammoth builds a dashboard from your data

You pick the data a dashboard is built on. The AI reads its column names, data types and sample values. It then suggests the most relevant charts and filters for your data. You refine the result in the editor with the AI chat, the **Design** tab and the **Add** menu.

![Dashboard editor with the AI Chat, Design and Data tabs on the left, the dashboard on the right, and the Preview, Add and Share buttons at the top](https://mammoth.io/docs/images/20261108_160020_Dashboard-editor-overview.webp)

## Dashboards compared with Views and Published Views

A View is the prepared version of your data in a project. A Published View shares that raw data.

|  | Dashboards | Views | Published Views |
| --- | --- | --- | --- |
| Purpose | Interactive visualization | Data preparation | Raw data sharing |
| AI-built | Yes | No | No |
| Shareable externally | Yes (3 modes) | No | Yes |
| Interactive filters | Yes | N/A | No |
| Best for | Executive reports, stakeholder updates | Data cleaning, transformation | Data exports |

## Who can see a dashboard

Everyone in a dashboard's project has access to it. You can also invite people outside the project by email. Or publish it as **Anyone with the link** or **Anyone with the link and password**, for clients and external stakeholders who don't have Mammoth accounts. Invited people are always viewers. See [Publish and share a dashboard](https://mammoth.io/docs/learn/share-and-export/share-a-dashboard/).

## Related

Sharing lives in its own section:

- [Publish and share a dashboard](https://mammoth.io/docs/learn/share-and-export/share-a-dashboard/): publish, share by sign-in, link or password.
- [Row-level security](https://mammoth.io/docs/learn/share-and-export/row-level-security/): show each reader only their rows.
- [What viewers see](https://mammoth.io/docs/learn/share-and-export/what-viewers-see/): the reader's side, on desktop and phone.
- [Email updates](https://mammoth.io/docs/learn/share-and-export/email-updates/): send the dashboard by email on a schedule.
- [Audience and engagement](https://mammoth.io/docs/learn/share-and-export/audience/): who read it and what they asked.

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Source: https://mammoth.io/docs/learn/dashboards.md · Updated: 2026-11-08