Creating and Editing a Dashboard

This section covers everything you need to build and customize dashboards in AIQ Data. 

You need the User Create or Company Admin role to access these features.

Entering Edit Mode

To create a new dashboard

1. Click the Create Dashboard button in the header or go to a category and click Create Dashboard from within it.
2. This will take you to the dashboard canvas where you can click to add charts.
3. Configure your metrics and dimensions, add a drill path if needed, and click Save to create your dashboard.
4. Click Exit Edit Mode to view your dashboard.

To edit an existing dashboard

1. Click the Edit Dashboard button at the top right of the dashboard.
2. On the widget you want to update, click the widget menu icon.

From the widget menu you can:

• Edit: Update data or apply filters.
• Change Widget: Switch to a different chart type while keeping the existing data configuration.
• Duplicate: Copy the widget onto the canvas.
• Delete: Permanently remove the widget.

3. When done, click Save, then select Exit Edit Mode to return to the live dashboard view.

Note: You can add multiple charts to the same canvas. Drag them to rearrange and use the resize handle at the edge of each chart to make it larger or smaller.

Adding Charts (Widgets)

Charts in AIQ Data are called widgets. To add a chart to your dashboard:

Once in edit mode on the dashboard canvas:

1. Select a widget type based on the data you want to visualize
2. Click Continue.
3. Configure the data for the widget. 
4. Click Save to add the widget to the canvas.
5. Click the Exit Edit Mode button to view your final dashboard.

Types of Widgets in AIQ

Cerebri AIQ offers over 40 widgets; the table below highlights the five most used, along with their best use cases, examples, and when to avoid them.

Chart Type	Best Used For	Example	Avoid When
Bar Chart	Comparing values across categories	Total spend by department or employee	Showing trends over time (use Line instead)
Line Chart	Showing trends over time	Monthly T&E spend over a 12-month period	Comparing unrelated categories (use Bar instead)
Tree Map	Showing data across categories and sub-categories	Breaking down total spend by category and sub-category	Precise comparisons between values are needed
Pie Chart	Showing proportions of a whole	Percentage of spend by expense category	Too many categories (more than 5–6 slices)
Table	Displaying detailed or raw data	Line-item expense submissions with dates and amounts	Presenting data that is better visualized in a chart

Configuring Data

After selecting a chart type, you will be taken to the data configuration panel. This is where you define what data the chart will show.

Data Sources

AIQ Data pulls from multiple sources, which form the foundation for all data configuration within the platform. Each source is represented by a short code used to identify and organize the available data.

Code	Stands for	What It Includes
A	All-Sources	Data combined from all available sources. This is the broadest view. This includes every transaction that has been processed and loaded into AIQ. Use this when you want a complete picture across all data types.
C	Corporate Card	Transactions made on company-issued credit cards, such as Visa or Mastercard corporate cards.
T	Travel (TMC)	Bookings made through a Travel Management Company (TMC), for example, flights, hotels, and ground transport booked through a managed travel booking tool.
E	Expenses	Out-of-pocket expenses submitted by employees through an expense management system, such as invoices or personal card charges.
HR	HR Records	Employee data from your HR system

Data Sources

Data Configuration Fields

When you configure a chart, you will see the following fields:

API Options

• Expense Type – Select a cube (e.g., Hotel, Travel, Ground, Air Contract) to define the type of transaction.
• Date Range – Specify the time-period for the data.
• Dimension – Choose a dimension to group your data (e.g., Data Source, Department, Meeting Type).

Note: Available dimensions depend on the selected Expense Type cube.

• Measure – Select metrics to calculate against the chosen dimension.
• Limit – Set the maximum number of rows to display in the widget.

Filters

• Apply additional filters to refine the dataset (e.g., City, Vendor, Trip Type).
• Some filters are cube-specific, like Hotel Filters for hotel-related data.

Calculations

• Works primarily on tables.
• Click Add Calculations, then select measures from your table to apply functions (Sum, Average, etc.).

Chart

• Varies based on the selected widget.
• Live preview shows how visual changes affect the chart before saving.

Title

• Customize or preview the chart title.
• Alternatively, use the auto-generated title by enabling Use Custom Title.

Data configuration page