Hype Dash

# Example Conversation 5: Multi-source Dashboard This example demonstrates creating a dashboard that combines data from multiple tables. --- ## Conversation Flow ### User Message 1 ``` Create dashboard "Executive Summary" with app_token: ExecutiveBase456 ``` ### Bot Response 1 ``` ⏳ Creating dashboard "Executive Summary"... ✅ Dashboard Created Successfully Executive Summary [View Dashboard] ``` --- ### User Message 2 ``` Add heading "Company Overview - Q1 2025" ``` ### Bot Response 2 ``` ✅ Text block added successfully! ``` --- ### Section 1: Sales Metrics ### User Message 3 ``` Add text "Sales Performance" ``` ### Bot Response 3 ``` ✅ Text block added successfully! ``` --- ### User Message 4 ``` Add sum of Revenue metric with table_id: tblSales, field: Revenue ``` ### Bot Response 4 ``` ⏳ Adding metrics block... ✅ Metrics block added successfully! ``` --- ### User Message 5 ``` Add bar chart showing revenue by region, table_id: tblSales, x_axis: Region, y_axis: Revenue ``` ### Bot Response 5 ``` ⏳ Adding bar chart... ✅ Bar chart added successfully! ``` --- ### Section 2: Customer Metrics ### User Message 6 ``` Add text "Customer Acquisition" ``` ### Bot Response 6 ``` ✅ Text block added successfully! ``` --- ### User Message 7 ``` Add count of customers metric with table_id: tblCustomers, field: CustomerID ``` ### Bot Response 7 ``` ⏳ Adding metrics block... ✅ Metrics block added successfully! ``` --- ### User Message 8 ``` Add line chart showing new customers over time, table_id: tblCustomers, x_axis: SignupDate, y_axis: CustomerID ``` ### Bot Response 8 ``` ⏳ Adding line chart... ✅ Line chart added successfully! ``` --- ### Section 3: Product Performance ### User Message 9 ``` Add text "Top Products" ``` ### Bot Response 9 ``` ✅ Text block added successfully! ``` --- ### User Message 10 ``` Add bar chart with table_id: tblProducts, x_axis: ProductName, y_axis: UnitsSold ``` ### Bot Response 10 ``` ⏳ Adding bar chart... ✅ Bar chart added successfully! ``` --- ### Section 4: Team Activity ### User Message 11 ``` Add text "Team Activity" ``` ### Bot Response 11 ``` ✅ Text block added successfully! ``` --- ### User Message 12 ``` Add metrics for completed tasks, table_id: tblTasks, field: TaskID, aggregation: count ``` ### Bot Response 12 ``` ⏳ Adding metrics block... ✅ Metrics block added successfully! ``` --- ### User Message 13 ``` Add kanban view with table_id: tblTasks ``` ### Bot Response 13 ``` ⏳ Adding kanban view... ✅ Kanban view added successfully! ``` --- ## Final Dashboard Structure **Dashboard Name:** Executive Summary **Data Sources:** - tblSales (Sales data) - tblCustomers (Customer data) - tblProducts (Product data) - tblTasks (Task tracking) **Blocks:** 1. Text Block: "Company Overview - Q1 2025" (Heading) **Sales Performance:** 2. Text Block: "Sales Performance" 3. Metrics: Total Revenue (from tblSales) 4. Chart: Revenue by Region (from tblSales) **Customer Acquisition:** 5. Text Block: "Customer Acquisition" 6. Metrics: Total Customers (from tblCustomers) 7. Chart: New Customers Over Time (from tblCustomers) **Top Products:** 8. Text Block: "Top Products" 9. Chart: Products by Units Sold (from tblProducts) **Team Activity:** 10. Text Block: "Team Activity" 11. Metrics: Completed Tasks (from tblTasks) 12. View: Task Kanban Board (from tblTasks) **Dashboard URL:** `https://feishu.cn/base/ExecutiveBase456?table=blk_xxxxx` --- ## Key Features 1. **Multiple Data Sources**: Combines 4 different tables 2. **Organized Sections**: Text blocks create clear sections 3. **Varied Visualizations**: Metrics, charts, and views 4. **Comprehensive Overview**: Sales, customers, products, and tasks 5. **Executive-friendly**: High-level summary with drill-down options --- ## Dashboard Organization Tips ### Use Text Blocks as Section Headers ``` Add text "Sales Performance" Add text "Customer Metrics" Add text "Product Analysis" ``` ### Logical Flow 1. Start with overview/summary 2. Group related metrics together 3. Progress from high-level to detailed 4. End with actionable views (kanban, grid) ### Visual Hierarchy - **Heading**: Main dashboard title - **Text**: Section headers - **Metrics**: Key numbers first - **Charts**: Supporting visualizations - **Views**: Detailed data exploration --- ## Multi-source Patterns ### Pattern 1: Departmental Dashboard Combine data from different departments: - Sales team (tblSales) - Marketing team (tblCampaigns) - Support team (tblTickets) - Product team (tblFeatures) ### Pattern 2: Customer Journey Track customer lifecycle: - Leads (tblLeads) - Opportunities (tblOpportunities) - Customers (tblCustomers) - Support (tblTickets) ### Pattern 3: Project Overview Monitor project health: - Tasks (tblTasks) - Milestones (tblMilestones) - Resources (tblResources) - Budget (tblBudget) --- ## Data Integration Best Practices ### 1. Consistent Naming Use consistent field names across tables: - `CustomerID` (not `customer_id`, `custID`, etc.) - `Revenue` (not `sales`, `income`, etc.) ### 2. Shared Dimensions Ensure tables share common dimensions: - Date fields (for time-based analysis) - Category fields (for grouping) - ID fields (for relationships) ### 3. Data Freshness Keep data up-to-date: - Use Lark Base automations - Set up API integrations - Schedule regular imports ### 4. Access Control Verify bot has access to all tables: ``` Check permissions for: - tblSales - tblCustomers - tblProducts - tblTasks ``` --- ## Advanced Multi-source Scenarios ### Cross-table Calculations For metrics that span tables, pre-calculate in Lark Base: 1. Create calculated fields 2. Use Lark Base formulas 3. Reference in dashboard blocks Example: ``` # In Lark Base Customer Lifetime Value = LOOKUP(tblOrders, CustomerID, SUM(OrderTotal)) ``` Then display in dashboard: ``` Add metrics for CLV, table_id: tblCustomers, field: CustomerLifetimeValue ``` ### Time-aligned Views Ensure all data uses same time periods: ``` Add line chart (sales) for Jan-Mar 2025 Add line chart (customers) for Jan-Mar 2025 Add line chart (products) for Jan-Mar 2025 ``` Use view filters or date range parameters to align timeframes. --- ## Conversation Tips 1. **Plan Structure First**: Decide on sections before creating 2. **Create Incrementally**: Add blocks one at a time 3. **Test Data Sources**: Verify each table_id is correct 4. **Add Context**: Use text blocks liberally 5. **Review Layout**: Check dashboard after each section 6. **Iterate**: Add/remove blocks as needed The bot makes it easy to build complex multi-source dashboards through natural conversation!