Enhance AI/BI dashboard skill with comprehensive widget documentation#374
Open
QuentinAmbard wants to merge 10 commits intomainfrom
Open
Enhance AI/BI dashboard skill with comprehensive widget documentation#374QuentinAmbard wants to merge 10 commits intomainfrom
QuentinAmbard wants to merge 10 commits intomainfrom
Conversation
calreynolds
requested changes
Mar 25, 2026
Collaborator
calreynolds
left a comment
calreynolds
left a comment
There was a problem hiding this comment.
can we separate this from the previous PR? I see both in here -- this one should just be ai/bi dashboards I think
Added missing documentation from production dashboard generation: 1-widget-specifications.md: - Combo charts (bar + line on same widget) with version 1 - Counter number formatting (currency, percent, plain number) - Widget name max length (60 characters) - Color scale restrictions (no scheme/colorRamp/mappings) - Quantitative color encoding for gradient effects - Bar chart group vs stacked decision criteria with examples 2-filters.md: - Date range picker complete example - Multi-dataset filter binding (one query per dataset) - Global filter performance note (auto WHERE clause) SKILL.md: - ORDER BY guidance for time series and rankings 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
When a dimension has too many values (50+ stores, products, etc.), charts become unreadable. Added guidance to: - Check cardinality via get_table_details before charting - Use TOP-N + "Other" SQL pattern to bucket low-value items - Aggregate to higher abstraction level as alternative - Use table widgets for high-cardinality data 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
The codebase doesn't use async anywhere else, so remove the unused async version of deploy_dashboard and keep only the synchronous one. - Remove asyncio import - Remove async deploy_dashboard function (was using asyncio.to_thread) - Rename deploy_dashboard_sync to deploy_dashboard - Update exports in __init__.py 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
Allow linking a Genie space to a dashboard by passing genie_space_id. This enables the "Ask Genie" button on the dashboard UI. The Genie space config is injected into the serialized_dashboard JSON under uiSettings.genieSpace with isEnabled=true and enablementMode=ENABLED. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
Allow setting default catalog and schema for dashboard datasets via the dataset_catalog and dataset_schema API parameters. These defaults apply to unqualified table names in SQL queries. 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
- Document field-based filtering (automatic IN_RANGE on date fields) - Document parameter-based filtering (:date_range.min/max in SQL) - Show how to combine both approaches in one filter - Add guidance on when NOT to apply date filtering (MRR, all-time totals) - Update SKILL.md tools table with new genie_space_id, catalog, schema params 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
- Split widget specs into basic (1-widget-specifications.md) and advanced (2-advanced-widget-specifications.md) files - Add area chart, scatter plot, combo chart, and choropleth map documentation - Rename files for consistent numbering (3-filters, 4-examples, 5-troubleshooting) - Remove duplicate information across files (versions, naming rules, etc.) - Add widget display formatting guidance (currency, percentage, displayName) - Simplify SKILL.md quality checklist with link to version table - Shorten verbose examples while preserving all critical information - Clarify query naming convention for charts vs filters 🤖 Generated with [Claude Code](https://claude.com/claude-code) Co-Authored-By: Claude <noreply@anthropic.com>
QuentinAmbard
force-pushed
the
dashboard-improvements
branch
from
5586f10 to
618b2d4
Compare
added 3 commits
March 28, 2026 19:40
- Counter: full Pattern 2 example with CRITICAL field name matching note - Table: disaggregated:true guidance and bold emphasis - Line/Bar: x,y,color encodings and disaggregated guidance - Pie: 3-8 category limit for readability
- 5-troubleshooting.md: Restore full troubleshooting content with version guidance, filter debugging, and detailed error explanations - SKILL.md: Restore full 10-item quality checklist - SKILL.md: Restore standard dashboard structure example - SKILL.md: Restore cardinality guidance table (with softer 'suggested' language)
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
2 participants
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Summary
Comprehensive improvements to the AI/BI dashboard skill documentation and tooling.
Documentation Improvements
Restructured skill files for better organization:
1-widget-specifications.md) and advanced (2-advanced-widget-specifications.md)3-filters.md, examples to4-examples.md, troubleshooting to5-troubleshooting.mdSKILL.mdto focus on workflow and key guidelinesEnhanced widget specifications with clearer field expression patterns and version requirements
Added comprehensive date range filtering documentation with examples for relative date filters
Added TOP-N + "Other" bucketing guidance for handling high-cardinality dimensions in charts
Restored critical behavioral instructions:
MCP Tool Improvements
genie_space_idparameter tocreate_or_update_dashboardfor linking dashboards to Genie spacescatalogandschemaparameters tocreate_or_update_dashboardfor setting defaults for unqualified table namesdeploy_dashboardfunction for API consistency (sync-only now)Test plan
genie_space_idparametercatalog/schemaparameters🤖 Generated with Claude Code