Terminal.skills
Skills/evidence
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evidence

Expert guidance for Evidence, the open-source BI framework that generates beautiful, interactive dashboards from SQL queries and Markdown. Helps developers build data reports as code, deploy them as static sites, and create self-service analytics without heavy BI tools.

#bi#dashboards#sql#markdown#reporting
terminal-skillsv1.0.0
Works with:claude-codeopenai-codexgemini-clicursor
Source

Usage

$
✓ Installed evidence v1.0.0

Getting Started

  1. Install the skill using the command above
  2. Open your AI coding agent (Claude Code, Codex, Gemini CLI, or Cursor)
  3. Reference the skill in your prompt
  4. The AI will use the skill's capabilities automatically

Example Prompts

  • "Analyze the sales data in revenue.csv and identify trends"
  • "Create a visualization comparing Q1 vs Q2 performance metrics"

Documentation

Overview

Evidence, the open-source BI framework that generates beautiful, interactive dashboards from SQL queries and Markdown. Helps developers build data reports as code, deploy them as static sites, and create self-service analytics without heavy BI tools.

Instructions

Project Setup

bash
# Create a new Evidence project
npx degit evidence-dev/template my-dashboard
cd my-dashboard
npm install
npm run dev    # Dashboard at localhost:3000

Writing Reports

Evidence reports are Markdown files with embedded SQL:

markdown
<!-- pages/sales-overview.md — Sales dashboard page -->
# Sales Overview

```sql monthly_revenue
SELECT
  date_trunc('month', created_at) AS month,
  SUM(amount) AS revenue,
  COUNT(*) AS orders,
  SUM(amount) / COUNT(*) AS avg_order_value
FROM orders
WHERE created_at >= '2025-01-01'
GROUP BY 1
ORDER BY 1

Revenue has grown {fmt(monthly_revenue[monthly_revenue.length - 1].revenue, 'usd')} this month, a {pct_change} change from last month.

<LineChart data={monthly_revenue} x=month y=revenue yFmt=usd title="Monthly Revenue" />

<BarChart data={monthly_revenue} x=month y=orders title="Orders per Month" />

Revenue by Product

sql
SELECT
  p.name AS product,
  SUM(oi.quantity * oi.unit_price) AS revenue,
  SUM(oi.quantity) AS units_sold
FROM order_items oi
JOIN products p ON p.id = oi.product_id
JOIN orders o ON o.id = oi.order_id
WHERE o.created_at >= current_date - interval '30 days'
GROUP BY 1
ORDER BY 2 DESC
LIMIT 10
<DataTable data={product_breakdown} rows=10> <Column id=product title="Product" /> <Column id=revenue title="Revenue" fmt=usd /> <Column id=units_sold title="Units Sold" fmt=num0 /> </DataTable>

<BarChart data={product_breakdown} x=product y=revenue yFmt=usd swapXY=true title="Top 10 Products by Revenue" />


### Data Source Configuration

Connect to your databases:

```yaml
# sources/mydb/connection.yaml — PostgreSQL connection
name: mydb
type: postgres
host: localhost
port: 5432
database: analytics
user: evidence_reader
password: ${POSTGRES_PASSWORD}    # From environment variable
ssl: true

# sources/duckdb/connection.yaml — DuckDB for file-based analytics
name: local
type: duckdb
filename: data/analytics.duckdb

# sources/bigquery/connection.yaml — Google BigQuery
name: warehouse
type: bigquery
project_id: my-gcp-project
dataset: analytics
credentials_path: ./gcp-key.json

# sources/csv/connection.yaml — CSV files
name: csvdata
type: csv
path: data/        # All CSV files in this directory become tables

Interactive Components

markdown
<!-- pages/cohort-analysis.md — Interactive filters -->
# Cohort Analysis

<!-- Dropdown filter -->
<Dropdown name=time_period title="Time Period">
  <DropdownOption value="7 days" valueLabel="Last 7 Days" />
  <DropdownOption value="30 days" valueLabel="Last 30 Days" />
  <DropdownOption value="90 days" valueLabel="Last 90 Days" />
</Dropdown>

<Dropdown name=segment title="Customer Segment" data={segments} value=id label=name />

```sql cohort_data
SELECT
  date_trunc('week', first_purchase) AS cohort_week,
  weeks_since_first AS week_number,
  COUNT(DISTINCT customer_id) AS customers,
  SUM(revenue) AS revenue
FROM customer_cohorts
WHERE first_purchase >= current_date - interval '${inputs.time_period}'
  AND segment = '${inputs.segment.value}'
GROUP BY 1, 2
ORDER BY 1, 2

<Heatmap data={cohort_data} x=week_number y=cohort_week value=customers title="Customer Retention by Cohort" />

<!-- Big number KPIs -->

<BigValue data={cohort_data} value=customers title="Total Customers" fmt=num0 comparison=revenue comparisonTitle="Total Revenue" comparisonFmt=usd />


### Templated Pages

Generate pages dynamically from data:

```markdown
<!-- pages/products/[product_name].md — One page per product -->
# {params.product_name}

```sql product_detail
SELECT * FROM products WHERE slug = '${params.product_name}'
sql
SELECT
  date_trunc('day', o.created_at) AS date,
  SUM(oi.quantity) AS units,
  SUM(oi.quantity * oi.unit_price) AS revenue
FROM order_items oi
JOIN orders o ON o.id = oi.order_id
JOIN products p ON p.id = oi.product_id
WHERE p.slug = '${params.product_name}'
  AND o.created_at >= current_date - interval '90 days'
GROUP BY 1
ORDER BY 1
<LineChart data={product_sales} x=date y=revenue yFmt=usd /> <LineChart data={product_sales} x=date y=units /> ```

Deployment

bash
# Build static site
npm run build

# Deploy to any static hosting
# Vercel
npx vercel

# Netlify
npx netlify deploy --prod --dir=build

# Evidence Cloud (managed hosting)
npx evidence deploy

# Schedule refreshes with cron
# Evidence rebuilds queries at build time
# Set up a cron job to rebuild periodically:
# 0 */4 * * * cd /app/dashboard && npm run build && cp -r build /var/www/dashboard

Examples

Example 1: Creating a weekly SaaS metrics report

User request:

Build an Evidence dashboard that shows our weekly SaaS metrics — MRR, churn rate, new trials, and conversion rate — from our PostgreSQL database.

The agent scaffolds an Evidence project, configures the PostgreSQL connection in evidence.plugins.yaml, creates SQL queries for each metric (select date_trunc('week', created_at) as week, sum(amount) as mrr from subscriptions...), builds a Markdown page with <LineChart>, <BigValue>, and <DataTable> components, and adds date range inputs with <DateRange> for filtering.

Example 2: Building a templated customer health page

User request:

I need a per-customer detail page in Evidence that shows usage trends, support tickets, and renewal date for each customer.

The agent creates a templated page at pages/customers/[customer_id].md, writes SQL queries that filter by ${params.customer_id}, adds a customer index page with <DataTable> linking to each detail page, and includes <BarChart> for usage and <Alert> components for upcoming renewals.

Guidelines

  1. SQL is the source of truth — Write queries directly in Markdown; no abstraction layer between you and the data
  2. Use parameterized queries carefully — Evidence supports ${inputs.x} but sanitize inputs; prefer dropdown constraints over free text
  3. One page per topic — Keep reports focused; use navigation for different areas (sales, product, customer)
  4. Templated pages for catalogs — Use [param].md for product pages, customer profiles, or any entity-level reports
  5. Read-only database users — Connect Evidence with a read-only database user; it should never write data
  6. Version control reports — Evidence projects are code; store in Git, review in PRs, deploy via CI
  7. Build-time queries — Queries run at build time, not on page load; schedule rebuilds based on data freshness needs
  8. DuckDB for local analysis — Use DuckDB as a data source for CSV/Parquet files; no database server needed

Information

Version
1.0.0
Author
terminal-skills
Category
Data & AI
License
Apache-2.0