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Tired of writing SQL, drawing charts in Excel, and pasting into slides every time you make a data analysis report? The BI Dashboard auto-generates SQL charts from a single natural language line. Add and edit panels by chatting with the AI assistant, then share the completed dashboard with your team or export to HTML.
MethodProcessTime
ManualWrite SQL → execute → Excel chart → slide30 min ~ hours
BI DashboardNatural language input → AI auto-generates chart30 sec

Access Path

Access via Admin > Monitoring > Dashboard.
PermissionDashboard ListCreate/Edit/DeleteShared Dashboards
Admin (monitoring write)All
Admin (monitoring read)All
Regular userOwned + public/shared only

Creating Dashboards

1

Create dashboard

Click Create Dashboard in the dashboard list.
FieldRequiredDescription
NameDashboard name (must be unique system-wide)
DescriptionDashboard purpose
DB connection isn’t configured at this stage. Different DBs can be used per panel, so DB is selected when adding panels.
2

Add panels

From the created dashboard, add panels via Add Panel or AI Assistant. See Panel Composition and AI Assistant below.
3

Adjust layout

In Edit mode, drag panels to move them and use the bottom-right handle to resize. Layout is on a 12-column grid.

Panel Composition

A dashboard consists of individual panels. Each panel has its own DB connection and SQL.

Panel Types

Visualize SQL execution results as various charts. Enter a natural language question in the panel editor and AI auto-generates SQL.Supported chart types:
ChartDescriptionUse Case
TableDisplay data in table formDetailed data viewing
BarPer-item comparisonPer-model usage count
Grouped BarCompare multiple grouped seriesPer-model · per-period cost comparison
LineTrend over timeDaily token usage trend
AreaTrend + area emphasisCumulative usage change
PieRatio distributionPer-agent usage share
ScatterCorrelation between two variablesResponse time vs. token count
HistogramNumeric distributionResponse time distribution
Heatmap2D matrix value distributionPer-time-of-day · per-day-of-week usage
Click the chart-type icon at the top of the panel in edit mode for instant switching.

Panel Editor

Click Add Panel or the edit icon on an existing panel to open the panel edit modal.
FieldDescription
Panel namePanel title (required)
DatabasePick the DbSphere to connect
ModelAI model used for SQL generation
Natural language queryDescribe the data you want in natural language
Generate SQLAI auto-generates SQL + shows explanation
SQL editingEdit the generated SQL directly
ExecuteRun SQL and show chart preview
Period filterSpecify date column to integrate with the dashboard period filter
The generated SQL can be edited freely. When the AI-generated SQL isn’t accurate, edit directly and click Execute.

AI Assistant

Click the purple AI Assistant button at the bottom-right of the dashboard to open the chat panel.

Conversational Dashboard Builder

Add, edit, and delete panels by chatting in natural language.
1

Open AI Assistant

Click the bottom-right purple button. Pick DB and model at the top.
2

Request in natural language

Examples:
  • “Make a chart of this month’s per-model token usage”
  • “Add a per-user cost card too”
  • “Change the period to 30 days”
  • “Change the pie chart to a bar chart”
3

Review AI results

The AI generates SQL and auto-places panels. Positions are auto-adjusted to avoid overlap.
4

Iterate

Continue panel edits/deletes/relayouts via additional conversation. Conversation history is saved on the dashboard.
The AI sometimes presents button-form choices. Click for quick responses.

One-shot Generation

Starting fresh with an empty dashboard, describe the dashboard’s purpose to the AI to generate a suitable panel set at once. DB connection is auto-tested first, generating only when valid.

Filtering

The dashboard top has period filter and custom filters.

Period Filter (TimeRangePicker)

PresetDescription
Today / YesterdayToday / Yesterday
This Week / Last WeekThis week / Last week
This Month / Last MonthThis month / Last month
7d / 30dLast 7 / 30 days
AllEntire period
CustomSpecify start/end dates directly
Default is Yesterday. Changing the period auto-re-executes SQL on all panels with period filter enabled.

Custom Filters (FilterBar)

In edit mode, use the Add Filter button to add filters that apply to the entire dashboard.
Filter TypeDescription
TextFree text input (e.g., username)
Date RangeStart ~ end date range
SelectSelection options
When adding a filter, specify the display label and DB column name. Active filters appear as blue badges at the top of each panel.

Sharing

Share completed dashboards with team members.
1

Click Share button

Click the Share button at the top of the dashboard.
2

Set access scope

Access ScopeDescription
PublicAll signed-in users can access
RestrictedOnly specified groups or organizational units can access
PrivateOnly owner and Admin can access
3

Generate and copy link

Click Create & Copy Link to generate a share link copied to the clipboard.Share URL format: https://{domain}/dashboard/{share_id}
Shared dashboards operate as view-only — period filter and custom filters can query data, but panel edit/add/delete and AI Assistant are disabled.
Sign-in is required to access share links. Non-signed-in users go to the sign-in page and auto-return to the dashboard.

HTML Export

Export dashboards as standalone HTML files. Click the Export button at the top of the dashboard to execute SQL with the currently applied period and filter conditions, downloading the HTML file with the latest data. Exported file characteristics:
ItemDescription
FormatSingle HTML file (no external dependencies)
Chart interactionHover, zoom, and other Plotly default features supported
ThemeLight/dark mode auto-supported (follows system setting)
LayoutSame 12-column grid as the dashboard
ResponsiveCharts auto-adjust on window resize
Exported HTML files can be email-attached, uploaded to internal share drives, or integrated with scheduled tasks for regular reports. See Schedules for details.

Security

ItemPolicy
SQL executionOnly SELECT queries allowed. INSERT/UPDATE/DELETE/DROP and other modification queries are blocked
Filter inputSpecial character escaping to prevent SQL Injection
Share accessAccess control (Public/Restricted/Private)-based verification
DB connectionOnly read-only connections registered in DbSphere

Use Cases

  1. AI auto-generation via “Make a key KPI dashboard for this month”
  2. Card panels show key values (total revenue, active user count, etc.)
  3. Line charts show daily trends
  4. Share as Public for team-wide access
  1. Compose monthly report panels in the dashboard
  2. Integrate HTML export with scheduled tasks
  3. Auto-generate HTML reports and email every Monday morning
  1. Generate charts via “Compare per-model token usage and cost”
  2. Grouped Bar for per-model · per-period comparison
  3. Analyze across last 7 days/30 days/all via period filter

Database (DbSphere)

Configure databases that BI Dashboard connects to

Schedules

Scheduler for automating dashboard exports

Usage

Token usage and cost statistics dashboard