build-dashboard

name build-dashboard description Build an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI cards, turning query results into a shareable self-contained report, building a team monitoring snapshot, or needing multiple charts with filters in one browser-openable file. argument-hint <description> [data source] /build-dashboard - Build Interactive Dashboards If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md . 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 /build-dashboard <description of dashboard> [data source] 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: Query the necessary data Embed the results as JSON within the HTML file If data is pasted or uploaded: Parse and clean the data Embed as JSON in the dashboard If working from a description without data: Create a realistic sample dataset matching the described schema Note in the dashboard that it uses sample data 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 using the base template below. The file 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 Use the Chart.js integration patterns below for each chart type. 6. Add Interactivity Use the filter and interactivity implementation patterns below for dropdown filters, date range filters, combined filter logic, sortable tables, and chart updates. 7. Save and Open Save the dashboard as an HTML file with a descriptive name (e.g., sales_dashboard.html ) Open it in the user's default browser Confirm it renders correctly Provide instructions for updating data or customizing Base Template Every dashboard follows this structure: <!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 > < script src = "https://cdn.jsdelivr.net/npm/chartjs-adapter-date-fns@3.0.0" integrity = "sha384-cVMg8E3QFwTvGCDuK+ET4PD341jF3W8nO1auiXfuZNQkzbUUiBGLsIQUE+b1mxws" crossorigin = "anonymous" > </ script > < style > /* Dashboard styles go here */ </ style > </ head > < body > < div class = "dashboard-container" > < header class = "dashboard-header" > < h1 > Dashboard Title </ h1 > < div class = "filters" > <!-- Filter controls --> </ div > </ header > < section class = "kpi-row" > <!-- KPI cards --> </ section > < section class = "chart-row" > <!-- Chart containers --> </ section > < section class = "table-section" > <!-- Data table --> </ section > < footer class = "dashboard-footer" > < span > Data as of: < span id = "data-date" > </ span > </ span > </ footer > </ div > < script > // Embedded data const DATA = []; // Dashboard logic class Dashboard { constructor ( data ) { this . rawData = data; this . filteredData = data; this . charts = {}; this . init (); } init ( ) { this . setupFilters (); this . renderKPIs (); this . renderCharts (); this . renderTable (); } applyFilters ( ) { // Filter logic this . filteredData = this . rawData . filter ( row => { // Apply each active filter return true ; // placeholder }); this . renderKPIs (); this . updateCharts (); this . renderTable (); } // ... methods for each section } const dashboard = new Dashboard ( DATA ); </ script > </ body > </ html > KPI Card Pattern < div class = "kpi-card" > < div class = "kpi-label" > Total Revenue </ div > < div class = "kpi-value" id = "kpi-revenue" > $0 </ div > < div class = "kpi-change positive" id = "kpi-revenue-change" > +0% </ div > </ div > function renderKPI ( elementId, value, previousValue, format = 'number' ) { const el = document . getElementById (elementId); const changeEl = document . getElementById (elementId + '-change' ); // Format the value el. textContent = formatValue (value, format); // Calculate and display change if (previousValue && previousValue !== 0 ) { const pctChange = ((value - previousValue) / previousValue) * 100 ; const sign = pctChange >= 0 ? '+' : '' ; changeEl. textContent = ` ${sign} ${pctChange.toFixed( 1 )} % vs prior period` ; changeEl. className = `kpi-change ${pctChange >= 0 ? 'positive' : 'negative' } ` ; } } function formatValue ( value, format ) { switch (format) { case 'currency' : if (value >= 1e6 ) return `$ ${(value / 1e6 ).toFixed( 1 )} M` ; if (value >= 1e3 ) return `$ ${(value / 1e3 ).toFixed( 1 )} K` ; return `$ ${value.toFixed( 0 )} ` ; case 'percent' : return ` ${value.toFixed( 1 )} %` ; case 'number' : if (value >= 1e6 ) return ` ${(value / 1e6 ).toFixed( 1 )} M` ; if (value >= 1e3 ) return ` ${(value / 1e3 ).toFixed( 1 )} K` ; return value. toLocaleString (); default : return value. toString (); } } Chart.js Integration Chart Container Pattern < div class = "chart-container" > < h3 class = "chart-title" > Monthly Revenue Trend </ h3 > < canvas id = "revenue-chart" > </ canvas > </ div > Line Chart function createLineChart ( canvasId, labels, datasets ) { const ctx = document . getElementById (canvasId). getContext ( '2d' ); return new Chart (ctx, { type : 'line' , data : { labels : labels, datasets : datasets. map ( ( ds, i ) => ({ label : ds. label , data : ds. data , borderColor : COLORS [i % COLORS . length ], backgroundColor : COLORS [i % COLORS . length ] + '20' , borderWidth : 2 , fill : ds. fill || false , tension : 0.3 , pointRadius : 3 , pointHoverRadius : 6 , })) }, options : { responsive : true , maintainAspectRatio : false , interaction : { mode : 'index' , intersect : false , }, plugins : { legend : { position : 'top' , labels : { usePointStyle : true , padding : 20 } }, tooltip : { callbacks : { label : function ( context ) { return ` ${context.dataset.label} : ${formatValue(context.parsed.y, 'currency' )} ` ; } } } }, scales : { x : { grid : { display : false } }, y : { beginAtZero : true , ticks : { callback : function ( value ) { return formatValue (value, 'currency' ); } } } } } }); } Bar Chart function createBarChart ( canvasId, labels, data, options = {} ) { const ctx = document . getElementById (canvasId). getContext ( '2d' ); const isHorizontal = options. horizontal || labels. length > 8 ; return new Chart (ctx, { type : 'bar' , data : { labels : labels, datasets : [{ label : options. label || 'Value' , data : data, backgroundColor : options. colors || COLORS . map ( c => c + 'CC' ), borderColor : options. colors || COLORS , borderWidth : 1 , borderRadius : 4 , }] }, options : { responsive : true , maintainAspectRatio : false , indexAxis : isHorizontal ? 'y' : 'x' , plugins : { legend : { display : false }, tooltip : { callbacks : { label : function ( context ) { return formatValue (context. parsed [isHorizontal ? 'x' : 'y' ], options. format || 'number' ); } } } }, scales : { x : { beginAtZero : true , grid : { display : isHorizontal }, ticks : isHorizontal ? { callback : function ( value ) { return formatValue (value, options. format || 'number' ); } } : {} }, y : { beginAtZero : !isHorizontal, grid : { display : !isHorizontal }, ticks : !isHorizontal ? { callback : function ( value ) { return formatValue (value, options. format || 'number' ); } } : {} } } } }); } Doughnut Chart function createDoughnutChart ( canvasId, labels, data ) { const ctx = document . getElementById (canvasId). getContext ( '2d' ); return new Chart (ctx, { type : 'doughnut' , data : { labels : labels, datasets : [{ data : data, backgroundColor : COLORS . map ( c => c + 'CC' ), borderColor : '#ffffff' , borderWidth : 2 , }] }, options : { responsive : true , maintainAspectRatio : false , cutout : '60%' , plugins : { legend : { position : 'right' , labels : { usePointStyle : true , padding : 15 } }, tooltip : { callbacks : { label : function ( context ) { const total = context. dataset . data . reduce ( ( a, b ) => a + b, 0 ); const pct = ((context. parsed / total) * 100 ). toFixed ( 1 ); return ` ${context.label} : ${formatValue(context.parsed, 'number' )} ( ${pct} %)` ; } } } } } }); } Updating Charts on Filter Change function updateChart ( chart, newLabels, newData ) { chart. data . labels = newLabels; if ( Array . isArray (newData[ 0 ])) { // Multiple datasets newData. forEach ( ( data, i ) => { chart. data . datasets [i]. data = data; }); } else { chart. data . datasets [ 0 ]. data = newData; } chart. update ( 'none' ); // 'none' disables animation for instant update } Filter and Interactivity Implementation Dropdown Filter