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What you’ll build

An interactive, data-connected dashboard — with charts, KPI cards, filters, and drill-downs — deployed as a shareable web app with built-in authentication.

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Before you start

1

Create a Workshop account

Sign up at app.workshop.ai. Workshop Cloud is the recommended platform for dashboards.
2

Connect your data

Dashboards need data. Workshop supports a wide range of data connectors — connect at least one before you start building.
Connect directly to your production or analytics database:
  • PostgreSQL, MySQL, Microsoft SQL Server, MongoDB
  • Supabase, Neon (managed Postgres)
  • TiDB, TigerGraph
Go to Hub → Connectors, select your database type, and enter the connection credentials.

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Step-by-step flow

1

Connect your data source

Open the Hub → Connectors and set up a connection to your database, warehouse, or spreadsheet. Workshop stores credentials securely and makes the data available to your projects.
You can also mention connectors inline: type @ in the chat and select a connector to reference it directly in your prompt.
2

Describe the dashboard you want

Tell Workshop what metrics and visualizations you need. Reference the connected data source.Example prompts:
  • “Build a sales analytics dashboard from my Postgres database showing revenue trends over time, top customers, regional performance on a heatmap, and key KPI cards with quarter-over-quarter comparisons.”
  • “Create a financial reporting dashboard with P&L statement, cash flow analysis, budget vs. actuals, and drill-down by department.”
  • “Build a product analytics dashboard with user cohort retention heatmap, feature adoption funnel, and daily/weekly active users with date range filtering.”
3

Iterate on the visualizations

Refine specific charts, add filters, or change the layout:
  • “Change the revenue chart to a stacked area chart broken down by product line.”
  • “Add a date range picker that filters all charts on the page.”
  • “Replace the table with a bar chart for the regional breakdown.”
  • “Add a row of KPI cards at the top: total revenue, new customers, average deal size, and churn rate.”
4

Share the dashboard

Click Publish and Workshop handles hosting and compute. Anyone you share it with gets a live, interactive view — not a static screenshot. Make it public or limit access to specific people or teams. Built-in authentication controls who can see the data.

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Tips and best practices

You don’t need to know SQL. Say “Show me monthly recurring revenue by customer segment” and Workshop will write the queries for you. If you do know SQL, you can paste queries directly for more precise control.
If your organization uses dbt, Workshop can read your dbt models, metrics, and documentation natively. This means your dashboards are built on governed, version-controlled metric definitions — not ad-hoc queries that drift over time.
For even deeper governance, compile your dbt project into a structured agent skill using dbt-skillz — an open-source compiler available on PyPI:
pip install dbt-skillz
dbt-skillz compile --project-dir ./analytics --output ./skills/data
Push the compiled skill to a GitHub repo and import it into Workshop. The agent will use your metric definitions, column documentation, and lineage graph to write correct queries from the start. See Skills for import instructions.
Begin with the 3-5 key numbers your audience cares about. Once those are right, add supporting charts and drill-downs. This keeps the dashboard focused.
Ask for date range pickers, dropdown filters, and search bars: “Add filters for date range, region, and product category that affect all charts.” Interactive dashboards are far more useful than static reports.
If your production database has millions of rows, tell Workshop: “This table has 10M+ rows — make sure the queries are performant and use appropriate aggregations.” Workshop will optimize accordingly.

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Trusted dashboards lifecycle

Building the dashboard is step one. Keeping it accurate as your data model evolves is the real challenge. Workshop supports a full trusted dashboards lifecycle — from grounded creation through automated review and maintenance.

Learn about the Trusted Dashboards lifecycle

Automated review on deploy, downstream impact analysis, and dashboard maintenance when your dbt models change.

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Next steps

Start Building Free

Connect your data and build a dashboard you can trust.