How to
Let viewers ask their own questions
42 seconds, real app, made-up orders, seen in Preview. Nothing is published. Follow along with the same two: Orders, July to September (CSV, 240 rows) and Orders, October (CSV, 85 rows). Download the video (MP4)
The steps
- 1
Open the Q&A page
Dashboards built in Mammoth come with a Q&A page next to the others. To see it as a viewer does, open the dashboard and choose Preview, then Q&A. Answers come only from this dashboard's data.
- 2
Ask in your own words
Type a question the way a viewer would, such as: which product brought in the most revenue in August?
- 3
Read the answer and how it was read
The answer comes first: 26,940 from the Canyon 4P tent. Under it, Mammoth says how it read the question, here revenue summed for orders dated 1 to 31 August, and draws a chart of every product so the answer is easy to check. If it read the question wrong, choose Not what I meant?
- 4
See the source, get the CSV
Each answer names the dataset it came from. Open the answer as a table, or download it as a CSV. Suggested follow-up questions sit underneath.
Questions viewers ask
Follow-ups the dashboard doesn't show on its own:
- Which product brought in the most revenue in August?
- Revenue by channel in August
- Which region bought the most Canyon 4P tents?
- How did tent revenue trend by month?
Questions are shared anonymously with the dashboard's editors, so you can see what viewers want and add it to the board.
If it doesn’t look right
- The answer read the question differently
- Choose Not what I meant? and rephrase, naming the column or the dates you mean.
- It won't answer a question
- Q&A answers what the dashboard's data can answer. It says so when a question needs a column the data doesn't have, and it doesn't do forecasts, medians or regressions.
- You don't see the Q&A page
- Viewer Q&A comes with the Team and Pro plans. Compare plans on the pricing page.
Share it
More how-tos
- Tell it what to pull, in plain wordsName the fields you want from an invoice PDF and get them as one row.
- Put two files on one dashboardJoin sales to targets on the store they share and chart them side by side.
- Describe the change, skip the formulaSplit a name column into first and last by saying so, then check the preview.
- Next month's file, same stepsAdd next month's file and every cleaning step runs again; a changed layout stops to ask.
- Next month's statement, zero reworkRead a PDF statement once; next month's goes through the saved recipe into the same columns.
- Share it with the whole team, no seats to buyPublish a dashboard and send the link; viewers are free on every plan.
- Every table in your PDF, joined into oneTables that share columns come back as one dataset, even across pages.
- Describe a dashboard, get one built from your dataPick one of the dashboards Mammoth suggests from your columns, or describe your own.
- Drop in your messiest spreadsheetStacked headers, merged cells and subtotals, turned into a clean table you check first.
- Scans and phone photos work tooMammoth reads documents with no text layer, such as scanned PDFs and photos of receipts.
- Add next month, and your dashboard followsUpload the new month to the same dataset and every chart picks it up. Works on Free.
Ask your own dashboard a question.
Open it, choose Preview, then Q&A.
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