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Overview

In Bricks, the Actions menu enables you to manage your data and dashboards. Each Action initiates a workflow, a process that automatically refreshes your Grids, dashboards, and reports. Using Actions you can:
  • Replace, add, or import data in your Grids
  • Refresh dashboards, reports, and AI insights in your Boards

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When to Use Data Actions

Use Data Actions in Bricks when you want to:
  • Keep dashboards and visualizations updated automatically
  • Avoid manual table edits that might break chart configurations
  • Quickly import or append new datasets
  • Refresh AI-generated insights
  • Reuse dashboards as templates for recurring reports
Each page type has its own Data Actions:
  • Grid Data Actions – for managing tables and spreadsheets
  • Board Data Actions – for dashboards, reports, and AI insights

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Grid Data Actions

Grid Data Actions are available on Grid pages, where your source tables live.
You can access them via the Data Actions button on the left navigation panel or top toolbar. Grid Data Actions panel in Bricks These actions help you maintain tables, import new files, and automatically refresh dashboards when data changes.

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Replace Table

Use to completely replace an existing table with a new dataset.
How it works:
  • Click Actions -> Replace table
  • Select new data from your device
  • Headers must match exactly in both files
  • Linked dashboards update automatically with new data
  • Bricks shows a mismatch error if headers do not match
Example: Replace your old “Q3 Sales” table with the “Q4 Sales” dataset — dashboards instantly refresh.

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Add to Table

Append new rows to an existing table without replacing old data.
How it works:
  • Click Actions -> Add to table
  • Select new data from your device
  • Headers must match exactly in both files
  • New rows are added below existing ones
  • Linked dashboards update automatically with the added data
Example: Add a week 2 sales CSV (or Excel) file to your “Sales Tracker” table where you already had week 1 sales data — charts update immediately.

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Import New Sheets

Import a completely new dataset, creating a new Grid page.
How it works:
  • Click Actions -> Import new sheets
  • Select new data from your device
  • Existing data remains untouched
  • A new Grid and table are created
  • Can be used to create multi-sheet dashboards anytime
Example: Import a “Marketing Campaign Results” sheet alongside your existing “Sales Data” grid. You can now create a multi-sheet dashboard that compares sales performance against marketing campaigns in one unified view.

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Board Data Actions

Board Data Actions are available on Board pages.
They let you refresh insights or reuse dashboards as templates, perfect for recurring reporting. Board Data Actions menu in Bricks

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Reuse Dashboard

Copy an existing dashboard layout and connect it to new data.
How it works:
  • Select a dashboard to reuse as template
  • Click Actions -> Reuse dashboard
  • Choose your new data — this can be a new file or an updated dataset
  • Bricks will automatically create a new dashboard in a new file, using the same layout, charts, and configuration as your previous dashboard
💡 Example: Reuse your “Monthly Sales Summary” dashboard for the next month using the latest dataset.

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Refresh Insights

If you change a dashboard’s source data, all charts and tables in that dashboard will update automatically. Use the Refresh Insights action to update your dashboard’s AI-generated summaries, KPIs, and trends.
How it works:
  • Update your dashboard’s source data in the Grid using Grid Data Actions or manual edits.
  • Click Actions -> Refresh Insights
  • Updates AI-powered summaries only
  • Ensures accuracy after data updates
How to refresh key insights in Bricks
💡 Example: After adding new rows, click Refresh Insights to regenerate AI commentary and KPIs.

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Best Practices

  • Verify that headers match before replacing or adding data
  • Use clear and descriptive Grid names for easy linking
  • Enable Auto-Refreshable Dashboards under Beta Features
  • Avoid manual edits to preserve dashboard connections
  • Refresh insights regularly to keep AI summaries up to date

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Need Help?

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