How To Use the Dashboard

Your home for saved charts, metrics, and workflow insights.

The Dashboard is where you can view all your saved charts, explore live metrics, and monitor the performance of your workflows.
When you first create your DataPeak account, your dashboard will be empty, this is normal.
You’ll fill it by creating and saving graphs through DataPeak Chat.

This guide walks you through how to populate, customize, and manage your dashboard.

1. What the Dashboard Is For

The Dashboard gives you a quick visual overview of your data by displaying:

• Saved charts

• Key performance metrics

• Workflow summaries

• Trend visualizations

It updates in real-time as your datasets or agents change.

2. How to Add Your First Chart to the Dashboard

Because new users start with an empty dashboard, the first step is to generate a chart inside DataPeak Chat.

Step-by-step: Creating a Chart in Chat

1. Go to DataPeak Chat
   Click DataPeak Chat in the left-hand menu.

2. Start a new chat
   Click New Chat (top-left in the Chat page).

3. Switch to Data Mode
   Click the three-dot menu in the bottom-right corner of the chat window.
   Select Data.
   (If you stay in Graph mode, the system may generate unexpected visuals — this is a common beginner mistake.)

4. Choose your Dataset
   If you haven’t uploaded one yet, Chat will prompt you to upload or select an existing dataset.

5. Generate an Advanced Graph
   From the three-dot menu, choose Advanced Graph.
   You can select your graph type (e.g., line, bar, scatter, multi-axis, etc.) and adjust parameters.

6. Review your graph
   Chat will create the visualization and show it directly in the chat.

7. Save the graph to your dashboard
   Look for the Save button in the lower-right corner of the generated chart.
   Give your chart a name.
   Click Save.

Your graph is now added to your dashboard.

3. Viewing Your Dashboard

Once saved, your graph appears on the Dashboard page.

All graphs on your dashboard follow your permission level, meaning:

• Users with the same access level can see the same charts

• Admins can assign graphs to specific teams or groups

Charts belonging to deactivated datasets will not display.

4. Customizing Your Dashboard

Admins have access to full dashboard customization; regular users may have limited access based on their role.

Available Customizations

Rearrange Charts

Drag and drop charts to new positions on the dashboard.

Resize Charts

Use the resize handles to change width or height for better layout control.

Full-Screen View

Click the expand icon to open a chart in full-screen mode.

Edit Chart

Admins can:

• Rename the chart

• Edit filters

• Adjust the target line

• Change the graph type

• Show or hide the summary table

• Generate an embed code

• Delete the chart

Users may or may not see these options depending on permissions.

Assign to Group

Admins can assign charts to specific user groups or teams.
Assigned charts appear automatically on those users’ dashboards.

5. Editing Data Within Charts

DataPeak provides powerful tools to refine your data directly from the chart settings.

Graph Filters

Two ways to filter your dataset:

Filter by Condition

Examples include:

• Is Null

• Is Empty / Not Empty

• Equals / Not Equals

• Begins/Ends With

• Contains / Does Not Contain

• Greater Than

• Less Than

Filter by Value

See all unique values in a column and select the ones you want to include or exclude.

Column Management Tools

Rearrange Columns

Drag columns into a new order to improve readability.

Hide Columns

Remove irrelevant columns to cut clutter.

Rename Columns

Give columns more meaningful labels, improving understanding in your visualizations.

Column Data Updates

Create new columns, apply transformations, or correct erroneous values using the alias column tool.

Where to find the Filter & Management Tools

• Choose the chart you will be modifying

• Click on the three-dot menu in the upper right corner of the chart

• Click Edit Graph Filters, the Edit Graph window will open

• Click one of the Filter buttons in the header of your table

• The Filter Options widow will open

• Edit as needed

• Click Apply to save your selections

6. Advanced Graph Options

Show Multiple Vertical Axes

Perfect for comparing metrics with different scales.

Reference / Target Lines

Add:

• A constant threshold

• Mean value

• Percentile value

Manual Threshold Values

Set different thresholds for each x-axis point.

Show Summary Table

View the full dataset behind the chart in table format.

7. Exporting Dashboard Charts

You can export any chart for reporting or presentations.

To export a chart:

1. Hover over the chart

2. Click the download icon

3. Choose your format:

Available formats:

• XLSX

• CSV

• PDF

• JPEG

• PNG

Your file will download immediately or prompt you to choose a location depending on your browser settings.

8. Saving Dashboard Layout Changes

After rearranging, resizing, or modifying charts:

• Click Save in the upper right corner

This ensures all layout changes persist across sessions.

9. When You Should Use the Dashboard

The Dashboard is great for:

• Monitoring KPIs

• Tracking agent-generated metrics

• Reviewing real-time data updates

• Comparing trends across datasets

• Sharing reusable charts across teams

• Exporting visuals for presentations

It becomes more valuable the more charts and agents you build.