Replace a dashboard template's sample data with your own
A dashboard made from a template runs on sample data, and publishing and sharing stay locked until you connect your own with Use my data. Mammoth fits the template to your data in the background, then shows you your version to accept.
| Ribbon across the top |
|---|
| "These numbers come from sample data, not yours. Explore and edit freely — publishing and sharing stay locked until you connect your own data." |
Start Use my data
Click Use my data in any of these places:
- The sample-data ribbon on the dashboard.
- The Publish button's caret menu (the top item while the dashboard is on sample data).
- The share panel.
- The editor's Data tab, on the source card.
Pick the data to fit
- In the Use your own data window, choose Upload a file ("CSV or Excel. We'll fit the template while you keep working."), Other ways to add data (such as connecting a database or app), or a dataset already in your library.
- Click Fit to my data. The window closes and the fit runs in the background.
Watch the fit run
A strip under the ribbon shows Uploading, Reading the file, Checking columns and Fitting the template.
| Strip shows | Meaning |
|---|---|
| "Keep this tab open until the upload finishes." | Your file is still uploading. |
| "You can keep working or leave — we'll let you know." | The upload is done. |
| "Sales.xlsx has 3 sheets. Pick the one to use." | Your workbook has more than one sheet. |
When it finishes, you get a toast and a notice in the bell, for example "Your data is ready for “Sales overview”." or "Your data doesn't fit “Sales overview” well. See the options." Click Review (or See options) on the strip.
Review your version of the template
The review is titled with the template's name and "· your version", with the fit grade and source file (for example "Fit: good · built from Sales.xlsx"). "Keeps this template's look": only the data changes.
- What changed counts what was kept, adapted, added and removed. Remove drops an addition; Add back restores one you removed.
- Calculated fields show "Calculated when you accept".
- Adjust… opens the field-mapping table, where you change which of your columns each field uses.
| Message | Meaning |
|---|---|
| "Matched by rules only — the AI adaptation wasn't available." | The AI step wasn't available. |
Click Use this version to switch the dashboard to your data, or Back to sample to keep the sample. The change is undoable: the sample version stays in history. When it's done, you see "Your data is in. Publishing is unlocked."
When your data doesn't fit the template
A poor match shows, for example, "Sales.xlsx doesn't fit this template well" and "3 of 8 parts of the template work with this data", with these options:
| Option | What it does |
|---|---|
| Reshape & retry | Offered when your months sit in columns. Turns them into rows so the template gets the date it needs. This adds a step to your dataset, and may remove total columns that would otherwise repeat on every month row. |
| Keep what fits | Keeps only the parts your data can fill (for example 3 of 8). Nothing is added. |
| Build it | Builds a new board for your data in this template's design. Click Describe it… to say what you want, or leave it blank and Mammoth picks from your columns. Takes about a minute. |
| Templates that fit this data | Lists other templates scored against your data. |
To move a dashboard that already runs on your data onto different data, use Change data. See Change a dashboard's data or copy it.
Related
- Use a dashboard template: find a template and check its fit first.
- Restore a version: undo a data swap.
- See the data behind a dashboard: the source card in the Data tab.
Something wrong? support@mammoth.io