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Publish a live dashboard

Your operations table tracks supplier costs, delivery times and exceptions, and the team keeps asking for "the current numbers". In this recipe you let AI propose a dashboard, shape its widgets by hand and through chat, add filters, and share a read-only link the team can bookmark.

What you need: a project with a table worth charting, for example the import from Sync with Google Sheets.

Step 1: Create the dashboard with AI

Open the Dashboards page of the project and click Create, then Create with AI. The dialog asks What should the dashboard show? The objective is optional, but a clear one gives a better first draft:

Delivery performance by supplier and month, late orders first.

The dashboard is built in the background and appears in the list when it is ready. To build everything yourself, choose Empty dashboard instead.

Step 2: Arrange the widgets

In the editor, the Add tab of the panel on the right groups widgets into Charts, Numbers and Content. Click one or drag it onto the dashboard, or use the + between rows to insert a widget exactly there. Give each widget a size (S, M, L or Full) and drag it where it belongs. Click Save to keep the layout: changes wait for it.

Select a widget to set it up in the Settings tab, under Data and Appearance. For a KPI, a chart, a progress widget or a ranked list choose From the table, then the column, the aggregation and the sorting. The preview updates while you edit.

Step 3: Shape the widgets with AI

Open Edit with AI and ask for exactly what you want:

Add stacked columns of cost by supplier and month, and a KPI with the average delivery time.

The assistant adds, changes, moves and removes widgets and binds them to the table.

Step 4: Add filters

Click Add filter, pick a column such as Supplier or Status, and a condition such as is any of, then Save filter. A filter applies to every widget built from the same table, and a dashboard holds up to 6 filters. Set Default values if the dashboard should open already narrowed.

Colleagues who open the dashboard in Quanty can change the filter values for their own view. The saved dashboard does not change.

Step 5: Keep the numbers current

Widgets bound to the table refresh from it. Refresh data recomputes them from the latest values at any time. Use Rename dashboard to give the dashboard a name people will find.

Click Share, choose Public or Organization only, then Create link and copy. With a public link, anyone who has it can view the dashboard without a Quanty account.

Keep in mind that a shared public link shows the saved state of the dashboard, without the filter controls. What outside readers see is decided by the default values you saved.

Step 7: Manage the lifecycle

  • Copy link gives you the link again at any time.
  • Revoke link turns it off; visitors then see "This link is invalid or has been revoked."
  • Deleting the dashboard removes its link too. The source table is not affected.

All dashboards live on the project's Dashboards page and in the Presentations & dashboards hub.

Where to go next