Strategy ONE

Create a Single Visualization

Use Auto Dashboard to generate a single visualization to answer a specific question or supply information about a topic. You can type your own request or, if you’re not sure how to start analyzing your data, use Auto Dashboard’s list of analysis suggestions. A request can include specific instructions on what type of visualization to generate and what data to use, or it can be a simple query such as "display regional income".

Create a Visualization 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 your visualization using either method:

    • Use AI-generated suggestions:

      • Select one of the visualization suggestions from the list.

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

    • Type a custom request using the steps below:

      1. In the question box, type a business question or visualization request.

      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.

      Your visualization is added to the current dashboard page, and the Dashboard panel lists the changes.

      The example below is the response to "add a bar chart of # of Employees by Commuting Method". The bolded text is the dataset objects selected from the suggestions list.

  5. If the visualization does not quite meet your needs, you can refine it by selecting the visualization and providing follow-up instructions to Auto Dashboard. Supported interactions include:

    • Change the visualization type.

    • Add, remove, or replace an object in the visualization.

    • Change the visualization title, as shown in the example below, which asks to make the title more user friendly. The title is updated to "Employee Count by Commuting Method".

    • Change the background color of the visualization, as shown in the example below.

    • Add a filter for the visualization, as shown in the example below, which created a filter for Commuting Method.

  6. You can Undo the latest action taken by Auto Dashboard.

  7. Edit content generated by Auto Dashboard directly in the layout, as you would any other content.
  8. To remove the visualization from the dashboard, click the context menu for the visualization and select Delete.
  9. To generate another visualization 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:
  10. 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

  11. 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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