Dashboard CopilotAbout

About

Dashboard Copilot for Humanitarian Aid

Dashboard Copilot helps teams turn CSV and XLSX datasets into a prepared dataset, quality checks, recommended visualizations, and exportable dashboard artifacts without hiding the data preparation steps that shaped the result.

What It Does

The workflow profiles uploaded or sample data, recommends safe harmonization steps, applies typed row-preserving cleaning transforms, validates the prepared dataset, and generates a dashboard with charts and insights tailored to the available fields.

What Stays Visible

Joins, cleaning operations, quality warnings, assumptions, and exportable transformation logs remain visible so analysts can review what changed before sharing a dashboard or prepared data.

How AI is Used

When enabled, the server asks the configured LLM for structured recommendations using minimized profile metadata. The app keeps deterministic fallbacks available when AI is off, unavailable, rate limited, or unable to return valid structured output.

Workflow

Designed for Review Before Publication

  1. Upload dataLoad CSV/XLSX files or use the bundled humanitarian sample datasets.
  2. Profile fieldsIdentify likely join keys, metrics, categories, missingness, and duplicates.
  3. Harmonize safelyApply typed transforms such as trimming whitespace and converting numeric strings.
  4. Validate and generateReview quality checks, then generate recommended charts and insights.
  5. Export artifactsDownload prepared data, dashboard images, PDF reports, and transformation logs.

Data handling

Current Prototype Boundaries

Uploaded files are held in browser session memory. The browser never reads the server LLM API key. When AI recommendations are enabled, the server sends minimized profile metadata and capped sample values to the configured provider; full uploaded rows are not sent to the recommendation route.

This application does not replace operational review, statistical validation, or accountability processes. Use it to speed up first drafts, surface quality issues, and make preparation steps easier to inspect.

Resources

Helpful References

Code RepositoryThe open-sourced code behind Dashboard Copilot.LicenseOpen-source licensing for Dashboard Copilot.DocumentationHelpful documentation and sample datasets for Dashboard Copilot.DataKindA nonprofit focused on applying data science and AI in service of social impact organizations.