How To: Edit a Visualization

Purpose

Once your dashboard is generated, you may want to adjust how a chart looks or what data it shows. Generative Dashboards allow you to edit one visualization at a time using either plain English prompts or direct code edits.

Steps

1. Open the Edit Menu

   • On the top right corner of any visualization, click the three dots (⋮) menu.

   • From the dropdown, select Edit.

2. Choose Your Editing Method

   • Prompt Editing (Recommended):

     • Type in plain English what you’d like to change.

     • Example: “Change this to a bar chart and add CTR as a metric.”

   • Code Editing (Advanced):

     • Switch to Code View to directly update the JavaScript/React code.

     • Useful for making precise design or data changes.

3. Update Chart Settings
   You can edit:

   • Chart Type (line, bar, pie, etc.)

   • Metrics/Columns (spend, impressions, CTR, etc.)

   • Colors & Styling

   • Titles & Labels

4. Preview Your Changes

   • The updated chart will render in real time.

   • If something breaks, use the error message to guide fixes.

5. Save Your Edits

   • Click Save to update the visualization in your dashboard.

Notes & Best Practices

• Edits apply only to the selected chart, not the whole dashboard.

• If you edit metrics in the code, make sure they match what’s selected in the Available Columns panel.

• Use prompt editing first — reserve code edits for advanced customizations.

• You can always regenerate a visualization if edits don’t look right.