How to create a dashboard in Boardly

First, open your Google Sheets

For the best experience, we recommend having your Google Sheets handy while creating the dashboard.

Option 1: Second screen

Perfect if you have multiple screens: display Boardly on one and Google Sheets on the other.

Option 2: New tab

Easily switch between browser tabs to access Boardly and Google Sheets.

Steps to create a dashboard

Sheet and data range selection
- Choose the sheet on which the dashboard will be created
- Select the desired data range
- Click on "Next"
Dashboard name definition
- Give your dashboard a name (you can modify it later)
- AI will try to guess data filters based on this name
- Click on "Next"
Allow AI to access all your data
By default, AI only sees column headers. Enabling this option will:
- Allow AI to analyze cell values for better suggestions
- Make AI hallucinations less likely
- ⚠️ Do not enable if your data is confidential
Query configuration
Default
Get all data without any filtering
Custom
You know what you're doing, just write your own query
AI Help
Get helped by AI to filter, aggregate or sort the data. Describe what you want, click on an AI suggestion that fills up the query.
For example, from a database of dishes, I can ask the AI to only retrieve dishes of type 'Lunch'.

Dashboard Creation Process

Understanding the steps involved in creating your dashboard

Standard Process

1Check the validity of the data format
2Pre-configure data types

AI-Assisted Process

1Set filters
2Ensure data types are correct
3Set card design
4Set what elements are visible

Note: The AI-assisted process may take a few moments as our AI carefully analyzes and optimizes your dashboard configuration.

Important reminder

By default, AI doesn't have access to your Google Sheets data, only to column headers. This ensures the confidentiality of your information while allowing optimal dashboard customization.

Tip

If you want to create your own Google Sheets query, check out the official documentation: Google Visualization API Query Language

Next step

Share your dashboard

Learn how to share your brand new dashboard with your colleagues or clients 🚀

How to create a dashboard in Boardly

First, open your Google Sheets

For the best experience, we recommend having your Google Sheets handy while creating the dashboard.

Option 1: Second screen

Perfect if you have multiple screens: display Boardly on one and Google Sheets on the other.

Option 2: New tab

Easily switch between browser tabs to access Boardly and Google Sheets.

Steps to create a dashboard

Sheet and data range selection
- Choose the sheet on which the dashboard will be created
- Select the desired data range
- Click on "Next"
Dashboard name definition
- Give your dashboard a name (you can modify it later)
- AI will try to guess data filters based on this name
- Click on "Next"
Allow AI to access all your data
By default, AI only sees column headers. Enabling this option will:
- Allow AI to analyze cell values for better suggestions
- Make AI hallucinations less likely
- ⚠️ Do not enable if your data is confidential
Query configuration
Default
Get all data without any filtering
Custom
You know what you're doing, just write your own query
AI Help
Get helped by AI to filter, aggregate or sort the data. Describe what you want, click on an AI suggestion that fills up the query.
For example, from a database of dishes, I can ask the AI to only retrieve dishes of type 'Lunch'.

Dashboard Creation Process

Understanding the steps involved in creating your dashboard

Standard Process

1Check the validity of the data format
2Pre-configure data types

AI-Assisted Process

1Set filters
2Ensure data types are correct
3Set card design
4Set what elements are visible

Note: The AI-assisted process may take a few moments as our AI carefully analyzes and optimizes your dashboard configuration.

Important reminder

By default, AI doesn't have access to your Google Sheets data, only to column headers. This ensures the confidentiality of your information while allowing optimal dashboard customization.

Tip

If you want to create your own Google Sheets query, check out the official documentation: Google Visualization API Query Language

Next step

Share your dashboard

Learn how to share your brand new dashboard with your colleagues or clients 🚀

How to create a dashboard in Boardly

First, open your Google Sheets

Option 1: Second screen

Option 2: New tab

Steps to create a dashboard

Allow AI to access all your data

Default

Custom

AI Help

Dashboard Creation Process

Standard Process

AI-Assisted Process

Important reminder

Tip

Next step

Share your dashboard

How to create a dashboard in Boardly

First, open your Google Sheets

Option 1: Second screen

Option 2: New tab

Steps to create a dashboard

Allow AI to access all your data

Default

Custom

AI Help

Dashboard Creation Process

Standard Process

AI-Assisted Process

Important reminder

Tip

Next step

Share your dashboard