Build a Dashboard from Your Charts

In ChartBrick a dashboard is born from a dataset, not from an empty shell. There are three ways to get one:

• Connect or upload a dataset. After a dataset is ready, ChartBrick analyzes it with AI and, when there's enough to chart, generates several charts grouped into a dashboard named after your dataset (e.g. Sales Analysis). If there's only one suggestion — or you've already used your dashboard slot on the free plan — it creates a single standalone chart instead, which you can move into a dashboard later.
• Move a chart into a new dashboard. Open a chart's More options menu, choose Move to…, and create a new dashboard for it.
• Duplicate an existing dashboard from its More options menu to start from a copy.

Either way you land in the dashboard editor at its own URL.

Creating dashboards requires an Admin or Editor role — Viewers cannot create or edit them. On the free plan the number of dashboards is limited; you'll be prompted to upgrade if you reach the cap.

In the dashboard editor, click Add chart in the top bar. Pick a dataset and ChartBrick creates a new chart already bound to this dashboard, then drops it onto the grid.

Repeat Add chart for each visualization you want on the board. Every chart on a dashboard is a normal chart — open one to edit its type, fields, and styling, and your changes show up on the board.

Drag a chart by its header to move it, and drag its corner to resize it. The grid reflows the other tiles around it.

Your layout saves automatically — every move and resize is stored as you go, so there is no separate save button. If the arrangement gets messy, open the More options menu (the three-dot icon) and choose Reset layout to return the tiles to their default positions.

New dashboards start with a generated name. Rename the dashboard from the title in the top bar, or with the rename keyboard shortcut, so it's easy to find later.

When the underlying data changes, open the More options menu and click Refresh all datasets. This queues a background refresh for every dataset on the board in one action; a toast reports how many are refreshing in the background, plus any that are static (and must be replaced manually) or that couldn't be queued.

Click Publish in the top bar to open the Publish & share dialog, then click Publish to web. The whole dashboard — all its charts — becomes available at a public link and as an embeddable iframe.

Once published you can:

• Copy the Public link to send the board to anyone.
• Copy the Embed snippet to drop the dashboard into your own website.
• Use Download PDF to export the board as a file.
• Open Appearance & protection to set the Color scheme (Auto, Light, or Dark), add Password protection, or limit embedding with Domain restriction.

To take it offline again, reopen the dialog and click Unpublish — the link and any embeds stop working immediately.