Strategy ONE

Create a Chapter

Use Auto Dashboard to generate a chapter with multiple pages to answer specific questions or supply information about a topic. You can type your own query or, if you’re not sure how to start analyzing your data, use Auto Dashboard’s list of analysis suggestions.

Create a Chapter Using Auto Dashboard

  1. In Library, create a new dashboard or edit an existing dashboard.
    • To edit an existing dashboard, right-click the dashboard and select Edit.

    The dashboard must contain at least one dataset.

  2. If the Auto Dashboard icon is not displayed in the toolbar, as shown below, enable Auto Dashboard.

  3. If the Auto Dashboard panel is not displayed, click the Auto Dashboard icon in the toolbar.

    The Auto Dashboard panel displays a list of AI-generated content suggestions. The suggestions depend on the attributes and metrics in the dashboard's dataset.

  4. Create a chapter for your dashboard using any of the following methods:

    • Use AI-generated chapter templates:

      • Select one of the chapter suggestions from the list.

      • If none of the suggestions meets your needs, click Regenerate Suggestions to view alternative options.

    • Create a chapter with an initial blank page:

      1. In the question box, type Create a chapter.

      2. Click Submit or press Enter.

    • Type a custom request using the steps below:

      1. In the question box, describe the specific chapter and pages to create, such as “Create a chapter about Merit Department performance analysis for all Location".

      2. Select dataset objects from the suggestions list that displays as you type. This improves answer accuracy by avoiding ambiguity, especially when multiple objects share a similar name.

      3. Click Submit or press Enter.

    Auto Dashboard generates your chapter structure based on your selection or description. For custom requests, Auto Dashboard analyzes your datasets and creates appropriate visualizations organized into logical pages within the new chapter.

    The results shown below are from the query “Create a chapter about AI hiring growth rate analysis for all Country". The bolded text is the dataset objects selected from the suggestions list. A multi-page chapter is generated.

  5. If the results do not quite meet your needs, you can refine them by providing follow-up instructions to Auto Dashboard. Continuing with the example, you can ask Auto Dashboard to remove the hire date filter.

  6. Edit content generated by Auto Dashboard directly in the layout, as you would any other content.
  7. To generate more content using Auto Dashboard, select another suggestion or enter a new query in the Auto Dashboard panel. If the suggestions are not listed, you can view them by expanding the I Think You May Be Looking For section. You can also:
  8. To start a new chat without using previous responses as context, clear the conversation history. In the Auto Dashboard panel, click Clear History and click Yes. .

    Save the Dashboard

  9. Do one of the following:

    • To save the dashboard and continue editing, click Save and select Save.

    • To save the dashboard, exit editing, and view the dashboard, click Save and select Save and View.

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