Dashboard Building

Use this skill when the user needs a dashboard rather than a report, notebook-only analysis, spreadsheet, or transient chat summary. A good dashboard is summary-first, chart-led, scannable, and organized around what the audience needs to monitor, understand, or act on.

Clarify with the user when a missing input would materially change the dashboard brief, analysis, or recommendation. Otherwise make a reasonable assumption, state it, and proceed.

This skill owns the dashboard brief, delivery-mode selection, metric definitions, source expectations, layout logic, dashboard QA, and handoff. Delivery-specific mechanics belong in the selected dashboard specification.

Skill Configuration

User Context

Mandatory pre-answer gate: Invoke data-analytics:user-context in preflight mode by loading data-analytics:user-context and running its preflight script before answering, searching connectors, retrieving evidence, creating artifacts, or drafting output. Do not look for a callable MCP tool named data-analytics:user-context. Use the returned data_analytics_preflight envelope as the source of truth for saved context, source-category mapping, semantic-layer registry, onboarding/final-response obligations, and conditional guidance; use saved context and semantic layers as source-selection inputs, not as substitutes for workflow-time reads from connected or provided sources. Do not read or reinterpret raw plugin state files unless preflight fails, declares required content omitted, local shell access is unavailable, or the user explicitly asks for raw state inspection.

Source Discovery And Verification

Use the relevant semantic layer first when one exists. Treat it as the starting map for candidate metrics, tables, joins, filters, caveats, source precedence, and known conflicts.

Do not stop at the semantic layer or the first plausible source. Search across the relevant available company source lanes, including structured data or data warehouses, dashboards, company docs, team communication, notebooks, code repositories, and other connected company knowledge or data that could change the answer.