Shape a source table into a dashboard tile dataset

A tile-ready aggregated table with its written definition of metric, filters, grain and time zone.

Choose one of three approaches. The steps for that option appear below.

Choose an option above. On a phone, swipe the tabs left or right to see all options →

Better Analyst: drafts tile definitions and weekly values

Better Analyst drafts definitions and aggregation; you approve the definition first and reconcile the returned values.

  1. You

    Collect the table and tile

  2. Better Analyst

    Draft the definition and aggregate

  3. You

    Check the code and reconcile

  1. Collect the table and tile description

    Use: You

    Have ready: complete, unmodified source table and tile description.

    Check

    Confidential business data goes into an external tool only if your organisation's rules allow it.

  2. Draft the definition and aggregate the table

    Use: Better Analyst

    Ask Better Analyst for metric, filters, grain and time zone; check and correct the definition before requesting aggregation and its SQL or Python.

    Details

    What to paste into the tool

    Task: Draft definition (Bullet list: metric, filters, grain, time zone). From this table and tile description, draft a definition with four bullets: metric, filters, grain and time zone. State week boundaries explicitly. Do not aggregate yet. Task: Draft tile table and the SQL or Python behind it. Aggregate the source table to this definition. Show the SQL or Python behind the answer and return the tile table.

  3. Check the code and reconcile totals

    Use: You

    Check SQL or Python applies the approved definition and week boundaries; recompute one week from filtered source rows and store table with definition.

    Check

    Recompute one week's value from filtered source rows and compare with the tile table. If the totals differ, the table is not used until the gap is explained.

Before you paste into any AI tool, remove any confidential information. Put it back at the end.

Tools in this workflow

Final check

The tile total equals the source total under the written definition.

Week boundaries are stated in the definition.

The analyst recomputes one week from filtered source rows.

The definition is stored together with the table.

Check data-handling rules before uploading the source table to any tool.

Check the result against your original inputs. Approve it before sharing or acting.

What still needs checking
  • Correctness of tool-drafted aggregations is unchecked; each option requires reconciliation against the source total.
  • Option C loads the source table into DataGPT as a one-off import; the cited page describes connecting and setting up data once, so whether a file-only import route fits this workflow is still to confirm and needs checking before use.

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