Learning Timeline
Key Insights
Canvas Mode Requirements
The interactive dashboard feature only works if you have 'Canvas Mode' enabled. Without this, Gemini might only provide a standard text analysis without interactive visual charts.
Automated AI Categorization
Gemini has the ability to logically categorize data without being explicitly told. For example, it can automatically distinguish between 'Owned Media' (Email, Webinar) and 'Paid Media' (Ads) and apply different color codes to them.
Data Accuracy Limits
While Gemini is powerful at processing data, always double-check critical figures. Use the suggestions from the 'Planner' section as inspiration or an 'idea generator' rather than an absolute roadmap.
Prompts
Quarterly Marketing Dashboard Generation
Target:
Gemini
Create an interactive dashboard where I can play with the marketing performance data from the last quarter to prepare me for our quarterly review with the CEO.
Step by Step
Building an Interactive Dashboard with Gemini Canvas
- Launch Gemini AI and ensure 'Canvas' mode is enabled in your account settings or interface.
- Click the 'Plus' (+) icon or the 'Attach' button in the chat input area.
- Select and upload a CSV file containing your business performance data (e.g., marketing performance, channel data, or topline numbers).
- Enter a specific prompt directing Gemini to analyze the file and build visualizations (refer to the Prompt Card).
- Press 'Enter' and wait for Gemini to process the data (crunch the numbers) and generate the dashboard within the Canvas window.
- Explore the resulting interactive dashboard to view charts, efficiency metrics, and automated category breakdowns (such as Owned vs Paid media).
- Use the AI-generated 'Planner' section to get new strategic ideas based on the analyzed data.
