Quick BI:Dashboard Q Chat with Quick BI

Limits

Dashboards embedded into third-party systems using the enhanced embedding solution do not support the Quick BI Q Chat feature.

Configuration

1. On the dashboard edit page, follow the steps shown in the figure to open the Q Chat Configuration interface.

   

2. Click Enable Q Chat.

   

3. On the Q Chat configuration page, view the Q Chat enablement and learning status for the dashboard's datasets. Configure Q Chat settings and manage permissions for the dashboard and its datasets as needed.

   Note

   • Enabled datasets are added to the Q Chat resource pool. Users can retrieve data from these datasets by asking questions in natural language.

   • Disabled datasets cannot be used in Q Chat. This means no user can ask questions about these datasets.

   Ensure that at least one dataset is enabled.

   1. Configure Q Chat and manage permissions for datasets

      In the Operations column on the Q Chat configuration page, click the icon to navigate to the dataset. There, you can configure Q Chat settings and set Q Chat permissions.

      

      1. If Q Chat is not enabled for a dataset that the dashboard uses, click Enable Q Chat and configure the Q Chat settings. Skip this step for datasets where Q Chat is already enabled.

         

      2. After enabling Q Chat and completing the configuration, click Add Authorization in the Q Chat Permissions section.

         

      3. Select users to grant permissions to and set an expiration date.

         

      4. Click Done. You can now view and manage the authorized users for this Q Chat dataset.

         

   2. Manage Q Chat permissions for the dashboard

      On the Q Chat configuration page, click the Quick BI Q Chat Permission Management button and grant users Q Chat permissions for the dashboard as needed.

      

      1. On the Quick BI Q Chat Permission Management page, follow the steps in the figure to select a user. Then, on the By Dashboard tab, click Add Authorization.

         

      2. Select a dashboard in the target workspace to grant Q Chat authorization, and then click Done.

         

      3. You can now view and manage the dashboard Q Chat resources that the user has permissions for.

         

Access Quick BI Q Chat on a dashboard

1. On the dashboard preview page, click the icon to open the Quick BI Smart Analysis page by default.

   Note

   If data interpretation is not enabled for the dashboard, the Quick BI Q Chat page opens directly.

   

2. Switch to Q Chat.

   

3. Go to the Q Chat dashboard.

Responsive page layout

On the dashboard Q Chat page, you can manually drag to change the width. The page layout adjusts automatically.

• When the Q Chat page width is below a certain range, the page appears as follows:

  You can then click the icon in the upper-left corner of the conversation interface to expand the conversation history list.

  In the conversation history list, view and switch between historical conversations (①) or create a new conversation (②).

• When the Q Chat page width is above a certain range but below the width threshold, the page appears as follows:

  

  You can click the icon (①) to create a new conversation, or click the icon (②) to expand the conversation history list.

  

• When the Q Chat page width exceeds the threshold, the page overlays the report and appears as follows:

  Note

  The maximum width of the Q Chat page is 90% of the screen.

Preview and select datasets

• On the dashboard Q Chat page, you can see the datasets that the dashboard uses. Hover over a dataset to preview it or ask questions based on it.

  • Click (①) to view the dataset's field details and data preview. You can also use quick questions or click Ask in the upper-right corner to open the dashboard Q Chat dialog box.

    • Field details

      

    • Data preview

      

    • Quick questions

      

    • Ask

      

  • Click Ask (②) to open the dashboard Q Chat dialog box and ask questions about the current dataset.

• After selecting data, click the icon to the right of the selected data to preview data fields. You can view the Key Metrics and Analysis Dimensions fields.

  

  You can expand or collapse the data fields.

  

• During the Q Chat process, you can preview data and switch datasets.

  • Preview data

    Click the icon next to the selected data name to preview the data.

    

  • Switch datasets

    Click the dataset name (①), hover over the target dataset, and then click Ask (②) to switch datasets.

Ask questions and get answers

• You can enter a question in the dialog box and send it. You can ask a question directly, use quick questions, or use speech input.

  • Ask a question directly

    • For example, enter "What is the total order amount from mobile clients?" and send it. The system returns the data analysis results.

      

      To see the analysis process, click Analysis complete to display it.

      

    • When you type, matching recommended fields and recommended questions may appear. For example, if you enter "2024", the following recommended fields and questions appear. You can select them as needed.

      

  • Favorite questions

    Note

    You can add up to 30 questions to your favorites.

    • Click the icon to the left of a question to add it to your favorites.

      

      After you add a question to your favorites, you can use it from Quick questions.

      

      If no data is selected, you can click a favorite question to ask it directly.

      

    • Click the icon again to remove the question from your favorites.

      

  • Reproduce the Issue

    Click the icon to the left of a question to copy it.

    

  • Quick questions

    Click the icon in the lower-left corner of the text box to open the quick questions page. Then, click a question from Recommended, Favorites, Smart Insights, or Recent Questions to ask it.

    

    • For information about how to configure Recommended questions, see Quick questions. Click Show another batch to see a different set of recommended questions.

      

    • Smart Insights supports anomaly detection and fluctuation analysis.

      

      • Click "Help me detect anomalies in the report" to return the anomalies in the data.

        

        You can click to view the specific anomaly details.

        

      • For information about fluctuation analysis, see Use fluctuation analysis in Quick questions.

        

    • For questions in Favorites, you can select Automatically switch datasets. This option is selected by default. If selected, clicking a favorite question switches to the attached dataset and asks the question. If not selected, the question is asked on the current dataset.

      

  • Speech input

    Note

    After you enable the voice Q Chat switch, you can ask questions using speech input.

    • Click the speech input icon to open the voice conversation interface.

      

    • Ask a question in the voice conversation interface.

      

    • The system recognizes your speech and converts it to text.

      You can click the icon on the left to cancel input, or click the icon on the right to switch to text input.

    • Click Send or press Enter. The system queries based on the converted text and returns the data analysis results.

      

• While viewing the data, you can use the following features.

  

  • Switch chart type (①)

    

  • View AI data retrieval process (②)

    

  • View in full screen (③)

  • Rename (④)

    

  • Share (⑤)

    You can copy the link to share.

    

  • Export (⑥)

    You can export the data to a local Excel file and specify a custom file name.

    

    Note

    Export is supported only on PCs, not on mobile devices.

  • Data interpretation (⑦)

    If you did not select a data interpretation model when asking the question, you can perform data interpretation here. If you already selected a data interpretation model, you can perform a secondary interpretation.

    

    You can refer to the interpretation examples, enter your own interpretation logic, select a model, and click Generate Interpretation. The system automatically interprets the data for you.

    

    You can stop the interpretation while the results are being generated.

    

    You can accept or modify the interpretation result. After you accept it, a data interpretation report is generated as follows.

    

  • Ask a follow-up question (⑧)

    You can use the follow-up question feature to ask another question about the result of the previous one. This helps you understand the data from a more precise angle.

    

  • Like or dislike (⑨)

    Click to like the answer. Click to dislike it. When you dislike an answer, you can provide feedback.

  • Copy Trace_ID (⑩)

    

Inference and interpretation methods

Method description

The default inference and interpretation methods use the official inference model. You can also select a built-in large language model (LLM) or a custom LLM. Select the appropriate inference and interpretation methods to analyze your data as needed.

For the analysis results returned by specific inference and data interpretation methods, see Examples.

Conversation history list

• Entry Point

  • When the Q Chat page width is below a certain range, click the icon in the upper-left corner of the conversation interface to expand the conversation history list.

    

  • When the Q Chat page width is above a certain range but below the width threshold, click the icon to expand the conversation history list.

    

• Create a new conversation

  At the top of the conversation history list, click Quick BI Q Chat to open a new dashboard Q Chat page.

  

• Rename

  Click the icon to the right of the target conversation and select Rename.

  

  You can also double-click the name of the target conversation to rename it.

  

• Delete

  Click the icon to the right of the target conversation and select Delete.

  

  In the confirmation dialog box that appears, click OK.