Build Dashboard

anthropics/knowledge-work-plugins/data/skills/build-dashboard

作者 anthropicsae1513ea94dc无许可证27K 个星标收录于 2026年10月8日更新于 2026年10月8日仓库今天更新

Build an interactive HTML dashboard with charts, filters, and tables. Use when creating an executive overview with KPI cards, turning query results into a shareable self-contained report, building a team monitoring snapshot, or needing multiple charts with filters in one browser-openable file.

AI 生成的概览

构建一个自包含的交互式 HTML 仪表板,包含 KPI 卡片、Chart.js 图表、筛选器和可排序表格。

功能
该技能指导智能体生成一个自包含的 HTML 仪表板文件,可直接在浏览器中打开,无需服务器或依赖。流程涵盖收集或生成数据、以 JSON 形式嵌入数据、布局 KPI 卡片、图表和明细表格,并添加下拉、日期范围和组合筛选以及可排序列。它提供基础 HTML 模板、折线图、柱状图、环形图、堆叠图和混合图的 Chart.js 模式,以及专业卡片式外观的 CSS 样式。
适用场景
适用于需要带 KPI 卡片的高管概览、将查询结果转化为可分享报告、团队监控快照,或在一个可在浏览器打开的文件中呈现多个带筛选器的图表。适合交付物是独立可视化仪表板而非电子表格或书面报告的场景。
运行要求
仅为说明文档,不附带脚本。生成的仪表板从 CDN 加载 Chart.js 和 date-fns 适配器,因此打开文件时需要网络访问;数据可来自已连接的数据仓库、粘贴或上传的数据,或生成的示例数据集。

/build-dashboard - Build Interactive Dashboards

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md.

Build a self-contained interactive HTML dashboard with charts, filters, tables, and professional styling. Opens directly in a browser -- no server or dependencies required.

Usage

/build-dashboard <description of dashboard> [data source]

Workflow

1. Understand the Dashboard Requirements

Determine:

  • Purpose: Executive overview, operational monitoring, deep-dive analysis, team reporting
  • Audience: Who will use this dashboard?
  • Key metrics: What numbers matter most?
  • Dimensions: What should users be able to filter or slice by?
  • Data source: Live query, pasted data, CSV file, or sample data

2. Gather the Data

If data warehouse is connected:

  1. Query the necessary data
  2. Embed the results as JSON within the HTML file

If data is pasted or uploaded:

  1. Parse and clean the data
  2. Embed as JSON in the dashboard

If working from a description without data:

  1. Create a realistic sample dataset matching the described schema
  2. Note in the dashboard that it uses sample data
  3. Provide instructions for swapping in real data

3. Design the Dashboard Layout

Follow a standard dashboard layout pattern:

┌──────────────────────────────────────────────────┐│  Dashboard Title                    [Filters ▼]  │├────────────┬────────────┬────────────┬───────────┤│  KPI Card  │  KPI Card  │  KPI Card  │ KPI Card  │├────────────┴────────────┼────────────┴───────────┤│                         │                        ││    Primary Chart        │   Secondary Chart      ││    (largest area)       │                        ││                         │                        │├─────────────────────────┴────────────────────────┤│                                                  ││    Detail Table (sortable, scrollable)           ││                                                  │└──────────────────────────────────────────────────┘

Adapt the layout to the content:

  • 2-4 KPI cards at the top for headline numbers
  • 1-3 charts in the middle section for trends and breakdowns
  • Optional detail table at the bottom for drill-down data
  • Filters in the header or sidebar depending on complexity

4. Build the HTML Dashboard

Generate a single self-contained HTML file using the base template below. The file includes:

Structure (HTML):

  • Semantic HTML5 layout
  • Responsive grid using CSS Grid or Flexbox
  • Filter controls (dropdowns, date pickers, toggles)
  • KPI cards with values and labels
  • Chart containers
  • Data table with sortable headers

Styling (CSS):

  • Professional color scheme (clean whites, grays, with accent colors for data)
  • Card-based layout with subtle shadows
  • Consistent typography (system fonts for fast loading)
  • Responsive design that works on different screen sizes
  • Print-friendly styles

Interactivity (JavaScript):

  • Chart.js for interactive charts (included via CDN)
  • Filter dropdowns that update all charts and tables simultaneously
  • Sortable table columns
  • Hover tooltips on charts
  • Number formatting (commas, currency, percentages)

Data (embedded JSON):

  • All data embedded directly in the HTML as JavaScript variables
  • No external data fetches required
  • Dashboard works completely offline

5. Implement Chart Types

Use Chart.js for all charts. Common dashboard chart patterns:

  • Line chart: Time series trends
  • Bar chart: Category comparisons
  • Doughnut chart: Composition (when <6 categories)
  • Stacked bar: Composition over time
  • Mixed (bar + line): Volume with rate overlay

Use the Chart.js integration patterns below for each chart type.

6. Add Interactivity

Use the filter and interactivity implementation patterns below for dropdown filters, date range filters, combined filter logic, sortable tables, and chart updates.

7. Save and Open

  1. Save the dashboard as an HTML file with a descriptive name (e.g., sales_dashboard.html)
  2. Open it in the user's default browser
  3. Confirm it renders correctly
  4. Provide instructions for updating data or customizing

Base Template

Every dashboard follows this structure:

html
<!DOCTYPE html><html lang="en"><head>    <meta charset="UTF-8">    <meta name="viewport" content="width=device-width, initial-scale=1.0">    <title>Dashboard Title</title>    <script src="https://cdn.jsdelivr.net/npm/[email protected]" integrity="sha384-jb8JQMbMoBUzgWatfe6COACi2ljcDdZQ2OxczGA3bGNeWe+6DChMTBJemed7ZnvJ" crossorigin="anonymous"></script>    <script src="https://cdn.jsdelivr.net/npm/[email protected]" integrity="sha384-cVMg8E3QFwTvGCDuK+ET4PD341jF3W8nO1auiXfuZNQkzbUUiBGLsIQUE+b1mxws" crossorigin="anonymous"></script>    <style>        /* Dashboard styles go here */    </style></head><body>    <div class="dashboard-container">        <header class="dashboard-header">            <h1>Dashboard Title</h1>            <div class="filters">                <!-- Filter controls -->            </div>        </header>
        <section class="kpi-row">            <!-- KPI cards -->        </section>
        <section class="chart-row">            <!-- Chart containers -->        </section>
        <section class="table-section">            <!-- Data table -->        </section>
        <footer class="dashboard-footer">            <span>Data as of: <span id="data-date"></span></span>        </footer>    </div>
    <script>        // Embedded data        const DATA = [];
        // Dashboard logic        class Dashboard {            constructor(data) {                this.rawData = data;                this.filteredData = data;                this.charts = {};                this.init();            }
            init() {                this.setupFilters();                this.renderKPIs();                this.renderCharts();                this.renderTable();            }
            applyFilters() {                // Filter logic                this.filteredData = this.rawData.filter(row => {                    // Apply each active filter                    return true; // placeholder                });                this.renderKPIs();                this.updateCharts();                this.renderTable();            }
            // ... methods for each section        }
        const dashboard = new Dashboard(DATA);    </script></body></html>

KPI Card Pattern

html
<div class="kpi-card">    <div class="kpi-label">Total Revenue</div>    <div class="kpi-value" id="kpi-revenue">$0</div>    <div class="kpi-change positive" id="kpi-revenue-change">+0%</div></div>
javascript
function renderKPI(elementId, value, previousValue, format = 'number') {    const el = document.getElementById(elementId);    const changeEl = document.getElementById(elementId + '-change');
    // Format the value    el.textContent = formatValue(value, format);
    // Calculate and display change    if (previousValue && previousValue !== 0) {        const pctChange = ((value - previousValue) / previousValue) * 100;        const sign = pctChange >= 0 ? '+' : '';        changeEl.textContent = `${sign}${pctChange.toFixed(1)}% vs prior period`;        changeEl.className = `kpi-change ${pctChange >= 0 ? 'positive' : 'negative'}`;    }}
function formatValue(value, format) {    switch (format) {        case 'currency':            if (value >= 1e6) return `$${(value / 1e6).toFixed(1)}M`;            if (value >= 1e3) return `$${(value / 1e3).toFixed(1)}K`;            return `$${value.toFixed(0)}`;        case 'percent':            return `${value.toFixed(1)}%`;        case 'number':            if (value >= 1e6) return `${(value / 1e6).toFixed(1)}M`;            if (value >= 1e3) return `${(value / 1e3).toFixed(1)}K`;            return value.toLocaleString();        default:            return value.toString();    }}

Chart.js Integration

Chart Container Pattern

html
<div class="chart-container">    <h3 class="chart-title">Monthly Revenue Trend</h3>    <canvas id="revenue-chart"></canvas></div>

Line Chart

javascript
function createLineChart(canvasId, labels, datasets) {    const ctx = document.getElementById(canvasId).getContext('2d');    return new Chart(ctx, {        type: 'line',        data: {            labels: labels,            datasets: datasets.map((ds, i) => ({                label: ds.label,                data: ds.data,                borderColor: COLORS[i % COLORS.length],                backgroundColor: COLORS[i % COLORS.length] + '20',                borderWidth: 2,                fill: ds.fill || false,                tension: 0.3,                pointRadius: 3,                pointHoverRadius: 6,            }))        },        options: {            responsive: true,            maintainAspectRatio: false,            interaction: {                mode: 'index',                intersect: false,            },            plugins: {                legend: {                    position: 'top',                    labels: { usePointStyle: true, padding: 20 }                },                tooltip: {                    callbacks: {                        label: function(context) {                            return `${context.dataset.label}: ${formatValue(context.parsed.y, 'currency')}`;                        }                    }                }            },            scales: {                x: {                    grid: { display: false }                },                y: {                    beginAtZero: true,                    ticks: {                        callback: function(value) {                            return formatValue(value, 'currency');                        }                    }                }            }        }    });}

Bar Chart

javascript
function createBarChart(canvasId, labels, data, options = {}) {    const ctx = document.getElementById(canvasId).getContext('2d');    const isHorizontal = options.horizontal || labels.length > 8;
    return new Chart(ctx, {        type: 'bar',        data: {            labels: labels,            datasets: [{                label: options.label || 'Value',                data: data,                backgroundColor: options.colors || COLORS.map(c => c + 'CC'),                borderColor: options.colors || COLORS,                borderWidth: 1,                borderRadius: 4,            }]        },        options: {            responsive: true,            maintainAspectRatio: false,            indexAxis: isHorizontal ? 'y' : 'x',            plugins: {                legend: { display: false },                tooltip: {                    callbacks: {                        label: function(context) {                            return formatValue(context.parsed[isHorizontal ? 'x' : 'y'], options.format || 'number');                        }                    }                }            },            scales: {                x: {                    beginAtZero: true,                    grid: { display: isHorizontal },                    ticks: isHorizontal ? {                        callback: function(value) {                            return formatValue(value, options.format || 'number');                        }                    } : {}                },                y: {                    beginAtZero: !isHorizontal,                    grid: { display: !isHorizontal },                    ticks: !isHorizontal ? {                        callback: function(value) {                            return formatValue(value, options.format || 'number');                        }                    } : {}                }            }        }    });}

Doughnut Chart

javascript
function createDoughnutChart(canvasId, labels, data) {    const ctx = document.getElementById(canvasId).getContext('2d');    return new Chart(ctx, {        type: 'doughnut',        data: {            labels: labels,            datasets: [{                data: data,                backgroundColor: COLORS.map(c => c + 'CC'),                borderColor: '#ffffff',                borderWidth: 2,            }]        },        options: {            responsive: true,            maintainAspectRatio: false,            cutout: '60%',            plugins: {                legend: {                    position: 'right',                    labels: { usePointStyle: true, padding: 15 }                },                tooltip: {                    callbacks: {                        label: function(context) {                            const total = context.dataset.data.reduce((a, b) => a + b, 0);                            const pct = ((context.parsed / total) * 100).toFixed(1);                            return `${context.label}: ${formatValue(context.parsed, 'number')} (${pct}%)`;                        }                    }                }            }        }    });}

Updating Charts on Filter Change

javascript
function updateChart(chart, newLabels, newData) {    chart.data.labels = newLabels;
    if (Array.isArray(newData[0])) {        // Multiple datasets        newData.forEach((data, i) => {            chart.data.datasets[i].data = data;        });    } else {        chart.data.datasets[0].data = newData;    }
    chart.update('none'); // 'none' disables animation for instant update}

Filter and Interactivity Implementation

Dropdown Filter

html
<div class="filter-group">    <label for="filter-region">Region</label>    <select id="filter-region" onchange="dashboard.applyFilters()">        <option value="all">All Regions</option>    </select></div>
javascript
function populateFilter(selectId, data, field) {    const select = document.getElementById(selectId);    const values = [...new Set(data.map(d => d[field]))].sort();
    // Keep the "All" option, add unique values    values.forEach(val => {        const option = document.createElement('option');        option.value = val;        option.textContent = val;        select.appendChild(option);    });}
function getFilterValue(selectId) {    const val = document.getElementById(selectId).value;    return val === 'all' ? null : val;}

Date Range Filter

html
<div class="filter-group">    <label>Date Range</label>    <input type="date" id="filter-date-start" onchange="dashboard.applyFilters()">    <span>to</span>    <input type="date" id="filter-date-end" onchange="dashboard.applyFilters()"></div>
javascript
function filterByDateRange(data, dateField, startDate, endDate) {    return data.filter(row => {        const rowDate = new Date(row[dateField]);        if (startDate && rowDate < new Date(startDate)) return false;        if (endDate && rowDate > new Date(endDate)) return false;        return true;    });}

Combined Filter Logic

javascript
applyFilters() {    const region = getFilterValue('filter-region');    const category = getFilterValue('filter-category');    const startDate = document.getElementById('filter-date-start').value;    const endDate = document.getElementById('filter-date-end').value;
    this.filteredData = this.rawData.filter(row => {        if (region && row.region !== region) return false;        if (category && row.category !== category) return false;        if (startDate && row.date < startDate) return false;        if (endDate && row.date > endDate) return false;        return true;    });
    this.renderKPIs();    this.updateCharts();    this.renderTable();}

Sortable Table

javascript
function renderTable(containerId, data, columns) {    const container = document.getElementById(containerId);    let sortCol = null;    let sortDir = 'desc';
    function render(sortedData) {        let html = '<table class="data-table">';
        // Header        html += '<thead><tr>';        columns.forEach(col => {            const arrow = sortCol === col.field                ? (sortDir === 'asc' ? ' ▲' : ' ▼')                : '';            html += `<th onclick="sortTable('${col.field}')" style="cursor:pointer">${col.label}${arrow}</th>`;        });        html += '</tr></thead>';
        // Body        html += '<tbody>';        sortedData.forEach(row => {            html += '<tr>';            columns.forEach(col => {                const value = col.format ? formatValue(row[col.field], col.format) : row[col.field];                html += `<td>${value}</td>`;            });            html += '</tr>';        });        html += '</tbody></table>';
        container.innerHTML = html;    }
    window.sortTable = function(field) {        if (sortCol === field) {            sortDir = sortDir === 'asc' ? 'desc' : 'asc';        } else {            sortCol = field;            sortDir = 'desc';        }        const sorted = [...data].sort((a, b) => {            const aVal = a[field], bVal = b[field];            const cmp = aVal < bVal ? -1 : aVal > bVal ? 1 : 0;            return sortDir === 'asc' ? cmp : -cmp;        });        render(sorted);    };
    render(data);}

CSS Styling for Dashboards

Color System

css
:root {    /* Background layers */    --bg-primary: #f8f9fa;    --bg-card: #ffffff;    --bg-header: #1a1a2e;
    /* Text */    --text-primary: #212529;    --text-secondary: #6c757d;    --text-on-dark: #ffffff;
    /* Accent colors for data */    --color-1: #4C72B0;    --color-2: #DD8452;    --color-3: #55A868;    --color-4: #C44E52;    --color-5: #8172B3;    --color-6: #937860;
    /* Status colors */    --positive: #28a745;    --negative: #dc3545;    --neutral: #6c757d;
    /* Spacing */    --gap: 16px;    --radius: 8px;}

Layout

css
* {    margin: 0;    padding: 0;    box-sizing: border-box;}
body {    font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, sans-serif;    background: var(--bg-primary);    color: var(--text-primary);    line-height: 1.5;}
.dashboard-container {    max-width: 1400px;    margin: 0 auto;    padding: var(--gap);}
.dashboard-header {    background: var(--bg-header);    color: var(--text-on-dark);    padding: 20px 24px;    border-radius: var(--radius);    margin-bottom: var(--gap);    display: flex;    justify-content: space-between;    align-items: center;    flex-wrap: wrap;    gap: 12px;}
.dashboard-header h1 {    font-size: 20px;    font-weight: 600;}

KPI Cards

css
.kpi-row {    display: grid;    grid-template-columns: repeat(auto-fit, minmax(200px, 1fr));    gap: var(--gap);    margin-bottom: var(--gap);}
.kpi-card {    background: var(--bg-card);    border-radius: var(--radius);    padding: 20px 24px;    box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08);}
.kpi-label {    font-size: 13px;    color: var(--text-secondary);    text-transform: uppercase;    letter-spacing: 0.5px;    margin-bottom: 4px;}
.kpi-value {    font-size: 28px;    font-weight: 700;    color: var(--text-primary);    margin-bottom: 4px;}
.kpi-change {    font-size: 13px;    font-weight: 500;}
.kpi-change.positive { color: var(--positive); }.kpi-change.negative { color: var(--negative); }

Chart Containers

css
.chart-row {    display: grid;    grid-template-columns: repeat(auto-fit, minmax(400px, 1fr));    gap: var(--gap);    margin-bottom: var(--gap);}
.chart-container {    background: var(--bg-card);    border-radius: var(--radius);    padding: 20px 24px;    box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08);}
.chart-container h3 {    font-size: 14px;    font-weight: 600;    color: var(--text-primary);    margin-bottom: 16px;}
.chart-container canvas {    max-height: 300px;}

Filters

css
.filters {    display: flex;    gap: 12px;    align-items: center;    flex-wrap: wrap;}
.filter-group {    display: flex;    align-items: center;    gap: 6px;}
.filter-group label {    font-size: 12px;    color: rgba(255, 255, 255, 0.7);}
.filter-group select,.filter-group input[type="date"] {    padding: 6px 10px;    border: 1px solid rgba(255, 255, 255, 0.2);    border-radius: 4px;    background: rgba(255, 255, 255, 0.1);    color: var(--text-on-dark);    font-size: 13px;}
.filter-group select option {    background: var(--bg-header);    color: var(--text-on-dark);}

Data Table

css
.table-section {    background: var(--bg-card);    border-radius: var(--radius);    padding: 20px 24px;    box-shadow: 0 1px 3px rgba(0, 0, 0, 0.08);    overflow-x: auto;}
.data-table {    width: 100%;    border-collapse: collapse;    font-size: 13px;}
.data-table thead th {    text-align: left;    padding: 10px 12px;    border-bottom: 2px solid #dee2e6;    color: var(--text-secondary);    font-weight: 600;    font-size: 12px;    text-transform: uppercase;    letter-spacing: 0.5px;    white-space: nowrap;    user-select: none;}
.data-table thead th:hover {    color: var(--text-primary);    background: #f8f9fa;}
.data-table tbody td {    padding: 10px 12px;    border-bottom: 1px solid #f0f0f0;}
.data-table tbody tr:hover {    background: #f8f9fa;}
.data-table tbody tr:last-child td {    border-bottom: none;}

Responsive Design

css
@media (max-width: 768px) {    .dashboard-header {        flex-direction: column;        align-items: flex-start;    }
    .kpi-row {        grid-template-columns: repeat(2, 1fr);    }
    .chart-row {        grid-template-columns: 1fr;    }
    .filters {        flex-direction: column;        align-items: flex-start;    }}
@media print {    body { background: white; }    .dashboard-container { max-width: none; }    .filters { display: none; }    .chart-container { break-inside: avoid; }    .kpi-card { border: 1px solid #dee2e6; box-shadow: none; }}

Performance Considerations for Large Datasets

Data Size Guidelines

Data SizeApproach
<1,000 rowsEmbed directly in HTML. Full interactivity.
1,000 - 10,000 rowsEmbed in HTML. May need to pre-aggregate for charts.
10,000 - 100,000 rowsPre-aggregate server-side. Embed only aggregated data.
>100,000 rowsNot suitable for client-side dashboard. Use a BI tool or paginate.

Pre-Aggregation Pattern

Instead of embedding raw data and aggregating in the browser:

javascript
// DON'T: embed 50,000 raw rowsconst RAW_DATA = [/* 50,000 rows */];
// DO: pre-aggregate before embeddingconst CHART_DATA = {    monthly_revenue: [        { month: '2024-01', revenue: 150000, orders: 1200 },        { month: '2024-02', revenue: 165000, orders: 1350 },        // ... 12 rows instead of 50,000    ],    top_products: [        { product: 'Widget A', revenue: 45000 },        // ... 10 rows    ],    kpis: {        total_revenue: 1980000,        total_orders: 15600,        avg_order_value: 127,    }};

Chart Performance

  • Limit line charts to <500 data points per series (downsample if needed)
  • Limit bar charts to <50 categories
  • For scatter plots, cap at 1,000 points (use sampling for larger datasets)
  • Disable animations for dashboards with many charts: animation: false in Chart.js options
  • Use Chart.update('none') instead of Chart.update() for filter-triggered updates

DOM Performance

  • Limit data tables to 100-200 visible rows. Add pagination for more.
  • Use requestAnimationFrame for coordinated chart updates
  • Avoid rebuilding the entire DOM on filter change -- update only changed elements
javascript
// Efficient table paginationfunction renderTablePage(data, page, pageSize = 50) {    const start = page * pageSize;    const end = Math.min(start + pageSize, data.length);    const pageData = data.slice(start, end);    // Render only pageData    // Show pagination controls: "Showing 1-50 of 2,340"}

Examples

/build-dashboard Monthly sales dashboard with revenue trend, top products, and regional breakdown. Data is in the orders table.
/build-dashboard Here's our support ticket data [pastes CSV]. Build a dashboard showing volume by priority, response time trends, and resolution rates.
/build-dashboard Create a template executive dashboard for a SaaS company showing MRR, churn, new customers, and NPS. Use sample data.

Tips

  • Dashboards are fully self-contained HTML files -- share them with anyone by sending the file
  • For real-time dashboards, consider connecting to a BI tool instead. These dashboards are point-in-time snapshots
  • Request "dark mode" or "presentation mode" for different styling
  • You can request a specific color scheme to match your brand

来源与署名

来源:anthropics/knowledge-work-plugins位于data/skills/build-dashboard提交ae1513e

许可证: 无许可证

内容归原作者所有。SourceWeft 从公开仓库中收录这些内容。

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anthropics

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Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."

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