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Dashboards are a special, interactive artifact type. You give the Persona AI some data and describe what you want to see, and it builds the dashboard for you, no manual chart-building required. This guide covers providing data, creating a dashboard, refining it, and the limitations to keep in mind.

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Provide the data

A dashboard is built from data you give the Persona AI. You can provide it in three ways.
  • Upload a file - CSV, Excel, PDF, and other common formats.
  • Paste data - Paste it directly into the chat.
  • Use a connected source - Where your workspace has one set up.
The Persona AI reads what you provide and works from that. If your file has multiple sheets or sections, tell the Persona AI which part matters.

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Create a dashboard

With data in hand, describe the outcome you want in plain language, not the chart mechanics. For example:
“Here’s our usage export. Build a dashboard showing adoption over time, the top Skills, and which teams are most active.”
The Persona AI then does the following.
  1. Reads your data and identifies the relevant metrics.
  2. Chooses appropriate visualizations, for example, line, bar, table, and KPI cards.
  3. Lays them out into a single dashboard artifact in the side panel.

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Refine a dashboard

Iterate conversationally to shape the dashboard.
  • Add or remove views - “Add a card for total active users.” / “Drop the geography map.”
  • Change visualizations - “Make the usage trend a bar chart instead.”
  • Filter and segment - “Break this down by team.” / “Only show the last 30 days.”
  • Reorder layout - “Move the KPI cards to the top.”

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Refresh a dashboard

If a dashboard was built from a connected data source, you can refresh it in place instead of asking the Persona AI to rebuild it with new data.
  • Refresh in place: Click refresh on the dashboard to pull the latest data from the connected source, re-bake the dashboard, and update it — without navigating away or starting a new chat.
  • Pin directly from preview: You can also pin the dashboard straight from the Copilot preview panel using the Move to Dashboard action, without opening it first.
Refresh only applies to dashboards built from a connected source. Dashboards built from an uploaded file or pasted data still require fresh data from you to update — see Limitations to keep in mind.

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Good practices

A few habits produce a sharper dashboard.
  • Give clean, well-labeled data. Clear column headers and consistent formatting help the Persona AI pick the right metrics and charts.
  • Be specific about the question. “How is adoption trending?” produces a sharper dashboard than “show me some metrics.”
  • Name your time window and segments. Specify the period, for example, “this quarter”, and how you want data sliced, for example, by team, by Skill, or by org.
  • Download or link a snapshot when you need to share results, since a downloaded dashboard is a point-in-time snapshot rather than a live view.

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Limitations to keep in mind

Dashboards built this way are fast and conversational, with a few trade-offs.
  • A dashboard built from an uploaded file or pasted data reflects that data as of creation. To update it, give the Persona AI fresh data — it doesn’t refresh on its own. A dashboard built from a connected source can instead be refreshed in place; see Refresh a dashboard.
  • A shared or downloaded dashboard is a snapshot from when it was created, not a live, continuously updating view.
  • Very large files or highly custom analytics may need a dedicated analytics tool. The Persona AI is built for fast, conversational dashboards rather than deep BI workflows.
For deep, continuously updating business intelligence, see the Agentic BI tab.