How-to

How to create a project with a ready dashboard using AI in Hubviz

Create a new project with the Create with AI option: pick the data source and let the AI build the cube, measures, charts and a first dashboard.

By the end of this guide you will have a new project with a cube, measures, charts and a first dashboard, all built by AI from your data source. After that, you adjust whatever you like.

Use it to start fast with a new source and get a first version to discuss with your team, or to learn how Hubviz organizes cubes, measures and charts by looking at what the AI built. If you already know what you want in each chart, build it by hand (Your first dashboard shows both paths) or ask the assistant with details.

Before you start

Have your data source at hand: an Excel or CSV spreadsheet, a Google spreadsheet, a database, an API or a system that sends data by webhook. To try it out, use the Aurora sample spreadsheet: download the CSV. It has one row per month and unit, with date, unit, revenue, cost and target.
For files, keep the column names in the first row. See Connect an Excel or CSV spreadsheet.
You need to be a creator in the workspace. See Open Hubviz Studio.

Create the project with AI

Under Projects, click Add Project. The Create New Project window opens.
Click Create with AI, the option marked Recommended.
Fill in the project Name and, if you like, the Description. The name is required. Click Next.
Under Select Data Source Type, choose the source, such as CSV/Excel. Click Next.
Under Select or Create Connection Profile, pick an existing connection in Connection Profile or click Create New Connection. For a spreadsheet, fill in Connection Name, pick the file in File Path and click Save. Click Next.
Under Configure cube, give the cube a Cube Name and click Finish.

You do not need the connection ready beforehand: step 5 creates it right there. To try it without a file of your own, click Use Example Spreadsheet (CSV/Excel sources only). It uses the Hubviz Studio sample spreadsheet, which has other columns.

Follow the AI at work

After Finish, Hubviz Studio creates the project and the cube and opens the Creating with AI window. The AI is asked to build a complete dashboard for management, and the window shows the stage in progress.

Creating with AI window in the middle of the work: Setting up cube, Mapping fields and Creating measures done, Generating charts in progress, Building dashboard and Final adjustments pending, and the Cancel button

Stage	What happens
Configuring cube	The cube is created with the source you chose. On an API, the AI tests the request.
Mapping fields	Each column becomes a field, with a type (date, value or category). The AI can also create calculated fields, such as gross profit.
Creating measures	Creates the measures: the calculation, the value field, the date and the grouping of each number.
Generating charts	Creates the charts and links each one to its measures.
Building dashboard	Builds the dashboard with tabs and arranges the charts on the screen.
Final adjustments	Checks what was created.

Wait until the window closes. When it finishes, the project opens on the dashboard it created. If the AI did not get to create a dashboard, the project opens on the cube.

Sales 2026 project open on the Executive view dashboard created by the AI, with the revenue and gross profit cards, the revenue vs. target chart and the revenue by business unit donut

The result changes on every run: the AI decides which measures and charts make sense for your data. The dashboard in the image is an example, made with the Aurora spreadsheet.

Cancel midway

Click Cancel in the progress window. The Cancel AI creation window asks what to do with what was already created:

Option	What happens
Go back	Closes the question and the AI carries on.
Keep project and continue later	Stops the AI and opens the project as it is. You carry on by hand or with the assistant.
Delete created project	Stops the AI and deletes the project that was created.

If the AI does not build everything

Hubviz Studio checks the result at the end. If the AI created no chart, it creates four default charts (Evolução temporal, Totais por categoria, Distribuição and Tabela base) and a Visão Inicial dashboard, with the Resumo tab and the Geral view. If there were charts but no dashboard, it creates only the dashboard. These names stay in Portuguese, even with Hubviz Studio in English.

In that case Hubviz Studio also tries to link the existing measures to the charts and puts all the project charts on the dashboard. These pieces are only a starting point: check that each chart shows what you expect. Open the assistant and ask for what is missing, or see How to create and edit a chart.

Sources and what changes in each

Source	In step 5	Notes
CSV/Excel	Pick the file.	Without the file selected, the AI creation does not start: Hubviz Studio shows To create with AI, select the local file.. In the browser, the file is uploaded as a copy.
Google Sheets	Sign in with Google and pick the spreadsheet and the sheet.	The chosen spreadsheet shows in the step.
Database	Pick the connection and write the SQL query, or click Generate SQL with AI.	See SQL with AI.
API	Pick the connection and check the endpoint, the method and the pagination.	The AI tests the request when it creates the cube.
Webhook	Pick the connection.	The send URL shows in a window after the cube is created. Data arrives when your system sends it.

After creation

To adjust the result, open the assistant in Agent mode and ask for the changes, such as:

“Swap the donut chart for columns.”
“Create a margin measure and put it on the dashboard.”
“Add a filter by unit.”

Always check the measures the AI created, especially the calculation type and the date field. See Measures. To publish, see How to publish to Hubviz Web.

Tips and common problems

Name the project after the goal. The form itself suggests it: use a goal-oriented name, not just the client or the period.
The numbers do not match the spreadsheet. Open the measures and check the value field and the date field. The AI may have picked the wrong column.
The dashboard came out generic. Describe better what you want to see. See How to ask AI well.
Could not start creating with AI. showed up. Hubviz Studio could not start. Check the connection and try again.
You want to stop for good. Use Cancel and choose what to do with the project.
The AI creation does not show in the assistant history. It runs without opening a saved conversation.