Data Build Dashboard

---
name: data-build-dashboard
description: Build an interactive HTML dashboard with charts, filters, and tables
---

# Build Interactive Dashboards

> If you see unfamiliar placeholders or need to check which tools are connected, please ask about available integrations.

Build a self-contained interactive HTML dashboard with charts, filters, tables, and professional styling. Opens directly in a browser -- no server or dependencies required.

## Usage

You can ask to build a dashboard with a description (e.g., "Build a sales dashboard" or "Create a support ticket dashboard").

### Arguments

- `description` — Description of the dashboard purpose and content
- `data source` — (Optional) The data to use

### Workflow

### 1. Understand the Dashboard Requirements

Determine:

- **Purpose**: Executive overview, operational monitoring, deep-dive analysis, team reporting
- **Audience**: Who will use this dashboard?
- **Key metrics**: What numbers matter most?
- **Dimensions**: What should users be able to filter or slice by?
- **Data source**: Live query, pasted data, CSV file, or sample data

### 2. Gather the Data

**If data warehouse is connected:**

1. Query the necessary data
2. Embed the results as JSON within the HTML file

**If data is pasted or uploaded:**

1. Parse and clean the data
2. Embed as JSON in the dashboard

**If working from a description without data:**

1. Create a realistic sample dataset matching the described schema
2. Note in the dashboard that it uses sample data
3. Provide instructions for swapping in real data

### 3. Design the Dashboard Layout

Follow a standard dashboard layout pattern:

```
┌──────────────────────────────────────────────────┐
│  Dashboard Title                    [Filters ▼]  │
├────────────┬────────────┬────────────┬───────────┤
│  KPI Card  │  KPI Card  │  KPI Card  │ KPI Card  │
├────────────┴────────────┼────────────┴───────────┤
│                         │                        │
│    Primary Chart        │   Secondary Chart      │
│    (largest area)       │                        │
│                         │                        │
├─────────────────────────┴────────────────────────┤
│                                                  │
│    Detail Table (sortable, scrollable)           │
│                                                  │
└──────────────────────────────────────────────────┘
```

**Adapt the layout to the content:**

- 2-4 KPI cards at the top for headline numbers
- 1-3 charts in the middle section for trends and breakdowns
- Optional detail table at the bottom for drill-down data
- Filters in the header or sidebar depending on complexity

### 4. Build the HTML Dashboard

Generate a single self-contained HTML file that includes:

**Structure (HTML):**

- Semantic HTML5 layout
- Responsive grid using CSS Grid or Flexbox
- Filter controls (dropdowns, date pickers, toggles)
- KPI cards with values and labels
- Chart containers
- Data table with sortable headers

**Styling (CSS):**

- Professional color scheme (clean whites, grays, with accent colors for data)
- Card-based layout with subtle shadows
- Consistent typography (system fonts for fast loading)
- Responsive design that works on different screen sizes
- Print-friendly styles

**Interactivity (JavaScript):**

- Chart.js for interactive charts (included via CDN)
- Filter dropdowns that update all charts and tables simultaneously
- Sortable table columns
- Hover tooltips on charts
- Number formatting (commas, currency, percentages)

**Data (embedded JSON):**

- All data embedded directly in the HTML as JavaScript variables
- No external data fetches required
- Dashboard works completely offline

### 5. Implement Chart Types

Use Chart.js for all charts. Common dashboard chart patterns:

- **Line chart**: Time series trends
- **Bar chart**: Category comparisons
- **Doughnut chart**: Composition (when <6 categories)
- **Stacked bar**: Composition over time
- **Mixed (bar + line)**: Volume with rate overlay

### 6. Add Interactivity

**Filters:**

```javascript
// All filters update a central filter state
// Charts and tables re-render when filters change
function applyFilters() {
  const filtered = data.filter((row) => matchesFilters(row));
  updateKPIs(filtered);
  updateCharts(filtered);
  updateTable(filtered);
}
```

**Table sorting:**

- Click column headers to sort ascending/descending
- Visual indicator for current sort column and direction

**Tooltips:**

- Charts show detailed values on hover
- KPI cards show comparison to previous period

### 7. Save and Open

1. Save the dashboard as an HTML file with a descriptive name (e.g., `sales_dashboard.html`)
2. Open it in the user's default browser
3. Confirm it renders correctly
4. Provide instructions for updating data or customizing

## Output Template

The generated HTML file follows this structure:

```html
<!DOCTYPE html>
<html lang="en">
  <head>
    <meta charset="UTF-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
    <title>[Dashboard Title]</title>
    <script
      src="https://cdn.jsdelivr.net/npm/chart.js@4.5.1"
      integrity="sha384-jb8JQMbMoBUzgWatfe6COACi2ljcDdZQ2OxczGA3bGNeWe+6DChMTBJemed7ZnvJ"
      crossorigin="anonymous"
    ></script>
    <style>
      /* Professional dashboard CSS */
    </style>
  </head>
  <body>
    <div class="dashboard">
      <header><!-- Title and filters --></header>
      <section class="kpis"><!-- KPI cards --></section>
      <section class="charts"><!-- Chart containers --></section>
      <section class="details"><!-- Data table --></section>
    </div>
    <script>
      const DATA = [
        /* embedded JSON data */
      ];
      // Dashboard initialization and interactivity
    </script>
  </body>
</html>
```

## Tips

- Dashboards are fully self-contained HTML files -- share them with anyone by sending the file
- For real-time dashboards, consider connecting to a BI tool instead. These dashboards are point-in-time snapshots
- Request "dark mode" or "presentation mode" for different styling
- You can request a specific color scheme to match your brand