Send to dashboard

Exporting a file is one way to get value out of your cleaned data; visualizing it is another. Send to dashboard is the bridge — it takes the cleaned dataset you're looking at and hands you a dashboard ready for charts, without leaving the dataset to set one up by hand. This article explains what Send to dashboard does, the one requirement it enforces, how it avoids creating duplicate dashboards, and where to go from there.

What Send to dashboard does

Send to dashboard creates a new dashboard pre-loaded with your cleaned dataset. You find it in the dataset's Export menu, and one click drops you into a fresh dashboard already wired to the data you just cleaned. There's no separate step to choose a data source or import anything — the dashboard opens bound to the cleaned dataset, so you can begin building charts immediately.

Because dashboards read from the cleaned data, everything you chart there reflects the cleaning you already did, and it stays linked to the dataset so it keeps up as your cleaning evolves.

The cleaning requirement

Send to dashboard only works once you've actually cleaned the data. At least one cleaning step must have been run — raw files cannot be sent directly to a dashboard. This is deliberate: a dashboard is something you put in front of a client, and Dotwave won't build one on data you haven't looked at. Running even a single cleaning operation signals that you've engaged with the file, and it unlocks the button.

Note

Send to dashboard requires at least one cleaning operation. If you upload a file and immediately click Send to dashboard, you'll see an error — apply at least one cleaning step first.

The duplicate check

You don't have to worry about accidentally littering your workspace with repeat dashboards. If a dashboard already exists for this dataset, Send to dashboard opens the existing one instead of creating a second copy. Clicking the button again after you've already made a dashboard simply takes you back to the board you were building, so there's a single, canonical dashboard per dataset rather than a pile of near-identical ones.

What to do next

Once you're on the dashboard, the work is visualization. Build charts — the fastest route is to ask your data a plain-English question like "revenue by month" and let Dotwave generate the chart — arrange them into a board that tells the story, then share it with the client. From cleaned dataset to a shareable dashboard is only a click plus the charts you choose to add.

Tip

Do your cleaning first and your charting second. One cleaning step is enough to unlock Send to dashboard, but a fully cleaned dataset makes every chart on the resulting board trustworthy from the start.

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