Web Dashboards Overview

Create, manage, refresh, rename, and share interactive Better Analyst web dashboards.

Web dashboards turn an analysis into an interactive page with charts, tables, filters, and a shareable link. Use them when people need to explore the result in a browser instead of receiving a static image or file.

Create a Web Dashboard

  1. Start a chat and attach the files or connected sources you want to analyze.
  2. Ask Better Analyst to build a web dashboard.
  3. Describe the audience, decisions, metrics, filters, and comparisons the dashboard should support.
  4. Review the generated dashboard and request any changes in chat.

For example:

Build an executive web dashboard for weekly revenue, margin, and target attainment. Include date and region filters, a monthly trend, and the five largest variances.

Manage a Dashboard

Open Dashboards from the sidebar, then select a dashboard. Depending on its data sources and runtime, the header can include controls to:

  • Refresh connected data
  • Schedule eligible refreshes
  • Swap a source file or connector
  • Review or download the dashboard's datasets
  • Restore an earlier dashboard version
  • Rename the dashboard by selecting its title or pencil icon
  • Make the dashboard public and copy its share link

Some controls are available only when the dashboard has a compatible saved data recipe or source. Better Analyst leaves the last successful dashboard available when a refresh cannot run.

On Free, you can refresh a dashboard by hand up to 5 times a day. Paid plans can also refresh dashboards on a daily schedule.

Refresh Support by Source

A refresh re-runs the request saved with each dataset against its connected source. It never applies a partial result: if a source fails, the dashboard keeps its last successful data.

SourceRefreshesNotes
Google Analytics 4YesRelative date ranges move forward on each refresh.
Google Search ConsoleYesRolling windows move forward on each refresh.
Google AdsYesRelative date ranges move forward on each refresh. Switch account can point the dashboard at another Google Ads account.
Meta Ads (coming soon)Once availableRelative date ranges move forward on each refresh, read in the ad account's time zone. Switch account can point the dashboard at another ad account. A refreshed dataset keeps its original columns.
Databases and warehouses — Snowflake, BigQuery, PostgreSQL, Supabase, MySQL, SQL ServerYesThe saved read-only query runs again.
Airtable, Tableau, Power BIYesThe saved request runs again against the same base, view, or dataset.
Google Sheets linked to the chatYesReads the sheet's current contents.
Public datasets and Custom APIsYesThe saved request runs again.
Uploaded files and information read from a web pageNoCaptured once. Use Swap a source file to replace an uploaded file.

A dataset fetched before its source supported refresh, or fetched as a preview, partial, or one-time result, stays a snapshot. Fetch it again in chat to make it refreshable. When a connected source's sign-in expires, the refresh stops with a reconnect message; reconnect the source from Connected Data Sources and refresh again.

A dashboard is private until you enable Public in its Share panel. A public link opens a hosted share page that anyone with the link can view.

The embed code uses the dashboard content in an iframe. Public-page branding and embed customization are separate features: assigning a Brand Kit to a public dashboard changes the hosted share-page header, not the embedded dashboard or its charts.

Learn how to share and brand a web dashboard.

Dashboard Styling

A Brand Kit selected while building a dashboard can guide its colors, typography, and number formatting. The dashboard saves the styling used when it is generated.

Public-share branding is configured separately. Workspaces on a paid plan can assign a saved Brand Kit to replace Better Analyst branding in the header of a public dashboard link.

In a Team

The list follows the project you pick in the project switcher. See Projects. Only the person who created a dashboard, or an owner or admin, can change, publish, or delete it. See Roles & Permissions.

Next Steps