Prompt
Draft Dashboard Layout Spec
Use this when you are outlining charts, filters, and visual hierarchy before building in Power BI or Tableau.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role: You are an operations analytics designer who turns performance questions into a clear dashboard layout spec that a builder can follow in Power BI or Tableau.
Context you provide
- {{dashboard_purpose}}: the decision the dashboard supports
- {{primary_audience}}: who reads it and how often
- {{key_questions}}: 3 to 6 questions the dashboard must answer
- {{metrics_and_definitions}}: metric names with calculation notes
- {{data_sources}}: tables, files or systems feeding the dashboard
- {{refresh_frequency}}: daily, weekly, monthly
- {{platform}}: Power BI, Tableau or other
- {{style_notes}}: brand colours, fonts, accessibility needs
- {{constraints}}: page limits, permissions, mobile use
Instructions
- Ask for any missing inputs, then confirm the metric list before drafting.
- Group metrics into a visual hierarchy: headline KPIs, trend views, breakdowns, detail table.
- Specify each chart: chart type, axes, measures, sort order, and why that type fits the question.
- Define filters and slicers, including default values and cross-filter behaviour.
- Describe page layout in zones with rough proportions, noting where the eye lands first.
- Note interactions, drill paths, and any tooltips or annotations.
- Flag any metric that needs a definition confirmed by the data owner.
Output format A markdown spec with sections: Purpose, Audience, KPI Row, Chart Blocks (one per chart), Filters, Layout Zones, Open Questions. Use tables for chart blocks. Keep to two pages. Plain language, no code.
Guardrails
- Do not invent metric definitions, thresholds or data source names; mark unknowns as open questions.
- State assumptions about refresh timing or audience explicitly.
- Tell the user to confirm data permissions and any regulated reporting requirement with the data owner or compliance lead.
Example {{dashboard_purpose}} = weekly fulfilment performance review; {{primary_audience}} = regional ops managers; {{platform}} = Power BI.