How to

Describe a dashboard, get one built from your data

Add your data and pick a starting point. Mammoth suggests dashboards that fit your columns, or builds the one you describe, and every number on it is calculated from your rows.

56 seconds, real app, made-up orders. The dashboard stays a draft; nothing is published. Follow along with the same file: Orders, July to September (CSV, 240 rows). Download the video (MP4)

The steps

1
Add your data
In Data, choose New dataset and upload your file. Here, 240 orders with a date, channel, region, category, product, units and revenue.
2
Pick a starting point
Go to Dashboards and choose Create. Start from your data by picking a dataset, or from a template, a report you already send, or one of your dashboards.
3
Choose an idea, or describe your own
Mammoth reads your columns and suggests three dashboards, each from a different angle, with a sketch of the layout. Choose one and Build this dashboard, or type the dashboard you want in the box underneath.
4
Check the board
In about a minute you have the whole board as a draft: totals, charts, filters, and Q&A and Explore pages. The numbers are calculated from your rows, so check one you know. Here, 157.4k is the file's total revenue.
5
See what it assumed
Where your data doesn't say something, the board tells you what it assumed. Here, no column named a currency, so amounts show without a symbol. Ask the assistant to change it.
6
Filter it
Tick a filter and the totals and charts are recalculated. Wholesale only: 103.0k from 31 orders.

Dashboards you can describe

If none of the ideas fit, say who it's for and what they need to see.

Revenue by month and channel, with the top 10 products
A weekly board for store managers: orders, units and returns by store
Compare regions: revenue, average order value and growth

Once it's built, ask for changes in the chat beside the board, such as “make the bars blue” or “add a page on returns”.

If it doesn’t look right

A number looks wrong: Check what the card adds up and which column it uses. A card that should count orders should count Order ID, not add up revenue. Ask the assistant to change it, and check again.
Amounts show without a currency: Open the assumptions note at the top of the board and tell the assistant which currency to use, or set it on the column.
A column is missing from the charts: The board uses the columns the data had when it was built. If you add a column later, such as revenue from units × price, ask the assistant to use it.