The Scenario
You are a BI team lead. Your company is rolling out Lakeview dashboards to five business units — Sales, Finance, Operations, Marketing, and Customer Success. Each unit needs a starter dashboard tied to their dedicated SQL warehouse.
The dashboard display names and warehouse IDs are already in an Excel workbook that the business unit leads filled in during a planning call. You promised them live dashboard links by end of business today.
The bad version:
- You open the Databricks workspace UI
- You navigate to Dashboards, click "Create," fill in the name, pick the warehouse, save
- You copy the dashboard URL and paste it back into the workbook
- You do this five times
- You realize you named the fourth one wrong and delete and recreate it
- It is 5:45 PM and you still need to send five links.
The fast version is one prompt before lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that calls the Databricks Lakeview API directly, so you do not have to click through the dashboard creation flow five times.
Open the SheetXAI sidebar and type:
For each row in the DashboardList table (DisplayName in column A, WarehouseID in column B), create a new Databricks Lakeview dashboard with a blank starting page. Write the returned dashboard ID into column C and the dashboard URL into column D. Process all rows.
SheetXAI reads the DashboardList table, calls the Databricks Lakeview API once per row, creates each dashboard, and writes the ID and URL back into the workbook. You send the column D links to the business unit leads. Done before noon.
What You Get
The DashboardList table with two new columns:
- Column C — dashboard ID
- Column D — dashboard URL
Each dashboard is live and tied to the correct SQL warehouse. The business unit leads can start building their charts immediately without waiting on BI.
What If the Data Is Not Quite Ready
Bulk dashboard creation hits edge cases when the input is imperfect. SheetXAI handles them in the same prompt.
When some warehouse IDs in the workbook are placeholder text
A few rows have "TBD" or "ask-john" instead of a real warehouse ID.
For each row in the DashboardList table, check whether column B looks like a valid Databricks warehouse ID (alphanumeric, no spaces). If it does not, skip that row and write "INVALID WAREHOUSE ID" into column D. For valid rows, create the Lakeview dashboard and write the URL into column D.
When the business unit leads want their dashboards immediately published
A newly created Lakeview dashboard is in draft state. They want them published so internal viewers can access them without editor permissions.
For each row in the DashboardList table, create a new Databricks Lakeview dashboard using the DisplayName and WarehouseID columns. After creating each dashboard, immediately publish it. Write the published dashboard URL into the DashboardURL column and the dashboard ID into the DashboardID column.
When only some rows should be processed this run
Three business units are ready. Two are still waiting on IT to provision their warehouses. Those rows have "PENDING" in column B.
For each row in the DashboardList table where column B does not say "PENDING," create a Databricks Lakeview dashboard using DisplayName and WarehouseID. Write the dashboard URL into column D. For PENDING rows, write "SKIPPED — PENDING" in column D.
When you want the dashboards created and notification messages drafted in one pass
You need to email each business unit lead with their dashboard link. You want the messages drafted while the dashboards are being created.
For each row in the DashboardList table, create a Databricks Lakeview dashboard using columns A and B. Write the dashboard URL into column D. Then write a one-sentence notification message into column E: "Hi [business unit name] team — your Lakeview dashboard is ready: [URL]. Let me know if you need any changes."
The pattern: what normally takes a round-trip per dashboard takes one prompt, regardless of how many rows are in the workbook.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a list of dashboard specs, then ask it to create the Databricks Lakeview dashboards and write the links back. The Databricks integration is included in every plan. For related workflows, see how to run a SQL query and land results in Excel or the Databricks in Excel overview.