> For the complete documentation index, see [llms.txt](https://dots.gitbook.io/dots-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dots.gitbook.io/dots-docs/discovery/overview.md).

# Overview

The Overview tab is an auto-generated dashboard for the whole dataset - a grid of charts, one per field, plus a running total of responses. It is your pulse check: the first stop when you want to see what is in the data before diving into a single field or record.

It is one of up to three tabs for the same dataset - Documents, Responses, and **Overview** - all reading the same published records.&#x20;

### **Why use the Overview tab?**

Overview gives you the shape of the whole dataset at a glance, with no setup. From here you can:

* **Get a real-time summary** of every text field in the dataset.
* **See every field charted automatically**, each in a default bar chart visualization.
* **Filter and break down** the entire dashboard at once.
* **Spot patterns** before drilling into a specific field or record.

#### Understanding the interface

\
The tab has two parts:

<figure><img src="https://2208645187-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgczwnwqbMALFEXVtg0t1%2Fuploads%2FQ8QCgsAZYcJe4dLxzBod%2Fimage.png?alt=media&amp;token=1def1ce5-5d7b-4f7d-afaf-f2abc2ef4ad0" alt=""><figcaption></figcaption></figure>

* A **left sidebar** with **Filters** and **Breakdown** sub-tabs, each showing an active-count badge.
* A **main area** with a **Total Responses** count at the top (which respects your active filters) and a responsive grid of chart widgets below — one widget per field.

**How the charts are generated**

The dashboard reads every field in your template and creates one widget for each, choosing a chart type automatically:

* An **author chart** always comes first - responses grouped by contributor.
* **Choice and number fields** become **bar charts.**
* **Open-text fields** become an **AI summary** or **AI categorization**, depending on what is available for your workspace.

There is nothing to set up, the dashboard builds itself from your template.

**Changing what a widget shows**

<div align="center"><figure><img src="https://2208645187-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgczwnwqbMALFEXVtg0t1%2Fuploads%2F8qyOmKVr3abzp8fEQHFt%2Foverview-switchToPie%2CSumamry.gif?alt=media&amp;token=4aa4f08e-f2a0-4f5e-bcc8-47058c48fe74" alt="" width="375"><figcaption></figcaption></figure></div>

* For charts, switch between **Bar & Pie**.
* For AI widgets, where they are enabled, switch between **Summary, Thematic, & Attributes.**

**Filtering and breaking down the whole dashboard**

<figure><img src="https://2208645187-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FgczwnwqbMALFEXVtg0t1%2Fuploads%2FN15u1oNpXNNEpptOjTzM%2Ffilters-breakdown-clear-selectfilterfromwidget%20(1).gif?alt=media&amp;token=9660b538-0d7b-4232-be84-284556894fde" alt=""><figcaption></figcaption></figure>

* The **Filters** sub-tab holds the same automatically generated filters as the other tabs. The Total Responses count and every widget respect them, and your selections carry across Documents, Responses, and Overview within a session.
* The **Breakdown** sub-tab lets you pick a second field; every chart then re-runs, grouped by it.
* **Click any chart segment** to add it as a filter across the whole dashboard — every widget updates to match.

When filters are active, any widget with no matching data is **hidden**, so you never end up looking at a page of empty charts.&#x20;

{% hint style="info" %}
*Widgets load as you scroll to them, so a large dashboard stays responsive. A chart you have not reached yet may take a moment to draw when it comes into view.*
{% endhint %}

**Tips for working in Overview**

* Start here for a pulse check before moving into Documents or Responses.
* Use **Breakdown** to slice the entire dashboard by one dimension at once — for example, every field grouped by region.
* Click a chart segment to filter everything to it; it is faster than building the filter by hand.
* Empty charts disappearing under a filter is expected behavior, not a fault.
