Academy
6. Building Visualizations and Pinning Them
Generate charts from query results and pin them to the dashboard to create a living data overview.
OUPI Data lets you turn any query result into a chart without leaving the platform. When you run a natural-language question — for example, "monthly revenue by product line" — the AI returns a table of results. From that result, you can ask for a visualization (e.g., "show this as a bar chart") or click the chart option directly. The AI picks an appropriate chart type based on your data shape, though you can adjust it. Each visualization is generated on the fly and consumes credits per operation, which are displayed before you confirm.
Once a chart looks right, you can pin it to your OUPI Data dashboard. A pinned visualization stays connected to its underlying query, so when your dataset is refreshed or updated, the chart reflects the latest numbers automatically. This is how you build a living data overview: pin the five or six charts that matter most and your dashboard becomes a real-time summary of your business, without maintaining a separate BI tool.
Start by saving the query behind each visualization. That way you can re-run or tweak it later without rebuilding from scratch. Saved queries live under Saved queries and serve as the foundation for any pinned chart.
Be specific in your question to get a better chart. "Total orders per month as a line chart" gives the AI clear guidance on both the aggregation and the visual format, reducing the need for manual adjustments.
Pinned charts are not static images — they are query-driven widgets. If you apply a transformation to your dataset (e.g., filtering out test records), any chart built on that transformed view updates accordingly. Because transformations never mutate the original dataset, you can experiment freely and pin multiple perspectives of the same data side by side.
Open your OUPI Data dashboard. Run a natural-language query on an existing dataset (e.g., "top 10 customers by total spend"). Generate a chart from the result, then pin it to your dashboard. Verify it appears on the main overview page.
You now know how to generate visualizations from query results and pin them to your dashboard. Key takeaways: ask for a chart directly in your question or create one from a result table; pin the charts that matter to build a living overview; save the underlying queries so you can iterate; and remember that pinned charts stay connected to your data, updating automatically when the dataset changes.