Edilitics Visualize: Dashboard and Chart Builder
Build charts and dashboards from your connected data. Govern metrics in one place, share with 1-click, and embed on any website. No conflicting numbers.
In most BI tools, every analyst defines their own version of revenue, churn, or conversion. The numbers look confident. They disagree. Nobody knows which is right.
Visualize is built differently. Charts are assembled from the fields and transformations you have already defined in Integrate and Transform. There is no ad hoc calculation layer inside the chart builder. The same field always computes the same way, regardless of who builds the chart or which dashboard it appears on. The same definition also powers AskEdi. A revenue figure in a Visualize chart and a revenue answer from AskEdi are the same number, from the same source.
Before You Build
Visualize reads from your connected integrations. If you have not connected a data source yet, start in the Integrate module first.
If you want AI chart suggestions or AskEdi answers from the same table, AI Column Insights must be generated for it first.
What You Can Do
Building Charts
Every chart starts with a connected table. You assign fields to Rows, Columns, and Values, pick a chart type from the full chart types catalog, and the builder generates and runs the query for you. A live preview updates after every change and the underlying query is always visible. Follow Build Your First Chart for a step-by-step walkthrough, or use Auto-Generate Charts to let AI suggest a full set of charts from your table metadata with fields and types pre-assigned.
Controlling What the Data Shows
Two mechanisms control what data a chart displays. Filters can be hidden, silently scoping the data for everyone who views the chart, or exposed as show filters that viewers can interact with themselves. Both apply at query time. Aggregations control how field values are computed. Every field type has a default and a full set of alternatives, from sum and mean to percentile and top-N groupings. Understanding both is what separates a chart that answers the right question from one that just looks right.
Assembling and Publishing Dashboards
A chart lives inside a dashboard. Dashboard Assembly covers how to arrange charts on a canvas, add title blocks, notes, and images, configure the layout, and save. Once saved, a dashboard can be shared with teammates or external recipients by email (internal users get notified via email, in-app, and Slack; external recipients verify with a one-time code), or embedded in any website or product via an iframe with domain whitelisting and per-domain expiry.
The Dashboard Card
Every saved dashboard appears as a card on the Visualize home screen. The card shows:
- Dashboard title and a live preview image of the canvas (or the connected integration logos if no preview exists yet)
- Description written at save time
- Auto Updates interval, showing how frequently the chart queries re-run against your source (or "Never" if Auto Update is off)
- Sheet count and connected source count in the footer
- View count, last modified date, and last synced date for live dashboards
- Draft expiry countdown for unsaved drafts (drafts are auto-deleted 7 days after the last edit)
- Creator avatar on dashboards shared with you by someone else
The home screen has a Live / Drafts toggle so you can switch between published dashboards and work in progress. Use the filter menu to show dashboards created by you, shared with you, or all dashboards in the organization. The search bar filters by title, creator name, source type, or table name.
Card actions
Hover over any dashboard card to reveal the action menu.
| Action | Who can use | What it does |
|---|---|---|
| View Visualization | All authorized users | Opens the dashboard in full-screen view |
| Edit | Creator, superadmin | Opens the chart builder to modify charts, layout, or filters |
| Duplicate | Creator, superadmin | Creates a copy of the dashboard in your workspace |
| Share | Creator, superadmin | Opens the Share modal to add internal or external recipients |
| Embed | Creator, superadmin | Opens the Embed modal to generate an iframe snippet |
| Delete | Creator, superadmin | Permanently deletes the dashboard and removes all active shares |
Data Freshness
When you save a dashboard you can enable Auto Update and set an interval in hours and minutes (or a custom cron expression on eligible plans). Edilitics re-runs all chart queries against your connected database on that interval and replaces the cached result for all viewers. The last synced timestamp on the card shows when the most recent run completed.
If Auto Update is off, the data reflects the last time the queries ran. You can trigger a manual refresh from inside the dashboard view.
Frequent Auto Update intervals may incur additional query charges from your database provider. Edilitics shows a cost disclaimer the first time you enable Auto Update on a dashboard.
Notifications
Edilitics sends notifications for key dashboard events.
| Event | Who receives it | Channels |
|---|---|---|
| Dashboard shared | Each newly added internal recipient | Email, in-app, Slack |
| Access revoked | The revoked internal user | In-app, Slack |
External recipients receive their share link by email only. Revocation of external access does not trigger a notification.
FAQs
In This Section
Build Your First Chart
Connect a table, assign fields, pick a chart type, and publish a dashboard. Step-by-step.
Auto-Generate Charts
Let AI suggest a full chart set from your table metadata. Rows, Columns, and types pre-assigned.
Aggregations
How each field type is aggregated by default and every option available per type.
Filters
Hidden filters that scope the data and show filters that viewers can interact with.
Dashboard Assembly
Arrange charts, add titles, notes, and images, configure the canvas, and save.
Sharing and Permissions
Share dashboards with team members or external recipients via email with OTP verification.
Embed
Generate an iframe snippet and publish a dashboard to any website. Domain whitelist and viewer controls.
Chart Types
Every supported chart type with field requirements and when to use each one.
Need help? Email support@edilitics.com with your workspace, job ID, and context. We reply within one business day.
Compute & Billing
Transform pipelines consume compute seconds per phase. Learn how execution is metered, how balances are validated, and what happens when compute runs low.
Build Your First Chart
Connect a table, assign fields to Columns and Rows, and publish a governed dashboard in Edilitics Visualize. No code required. From integration to published chart in under 10 minutes.