Dashboards & Reporting

A hands-on workshop for anyone who turns analysis into something others consume: charts that communicate, polished reports, and live interactive dashboards — built entirely through conversation, then published, shared, refreshed, and maintained like real products. It’s structured as short, hands-on modules, each with a clear goal, copy-paste prompts, what you’ll see, and a checkpoint before moving on. Total time: about 2 hours.

Prompt

Prerequisite — Assumes basic fluency asking and refining questions with Ana — Self-Service Analytics (Modules 1–2) covers it. For automating delivery of what you build here, see the Automation Deep-Dive.

For facilitators — running this as a guided session

T-minus-1-day pre-flight: run the workshop’s key prompts end-to-end in the session workspace — confirm logins, connectors, and the features this workshop touches are enabled for every attendee; have a fallback demo workspace ready in case a customer connector fails live. Pacing: when a long prompt is running (2–4 min), fire it first, then discuss the concept while Ana works — never watch a spinner in silence. If behind schedule, cut sections marked optional, never the checkpoints. Group sessions: attendees drive, you narrate; collect every miss or wrong answer in a shared doc — that list is the ontology backlog. With 10+ attendees on one warehouse, stagger the heavy prompts.

🤖 Prefer to have Ana run this workshop? Open a thread with your data connected and paste the prompt below — Ana walks you through it on your own data, one step at a time. You run each prompt; she coaches. (Air-gapped / VPC tenants where Ana can’t reach the web: download ana-runner.md and paste its module list instead.)

Run with Ana

Hey Ana — facilitate the "Dashboards Reporting" workshop with me in this thread, on the data connected here. Pull the steps from https://textqllabs.github.io/workshops/dashboards-reporting/ and run it interactively: look at my data first (2–3 lines), then go ONE module at a time. For each module, give ME the prompt to copy and run as my next message, tell me what to look for, then wait and coach me on my result. Start with what you see, then Module 0.

▶ Open in Ana — prompt loaded Ana fetches the steps from the link — no copy/paste of the workshop needed. (Air-gapped / VPC tenants where Ana can’t reach the web: paste the module list from this workshop’s ana-runner.md instead.)