Quick BI:Dashboard Interpretation Component

Entry points

You can generate a global dashboard interpretation or a single chart component interpretation from the following entry points.

• Global dashboard interpretation

  On the dashboard edit page, click the icon at the top to open the Global Dashboard Interpretation panel.

• Single chart component interpretation

  Click the icon on the right side of the target chart and select Insert Intelligent Advisor Interpretation to open the Single Chart Component Interpretation panel.

  

Select interpretation scope

In the Intelligent Advisor interpretation panel, the system selects All Components by default. You can switch to one or more specific charts.

After you select the interpretation scope, click Preview Interpreted Data.

The following figure shows a preview example.

Select a model

You can select a built-in large model or a custom large model.

Enable enterprise knowledge base search

After you enable Enterprise knowledge base search, select a knowledge base to associate.

With Enterprise knowledge base search enabled, the large model uses business information from the associated knowledge base to generate reports that better align with your company's business context and logic.

Specify analysis logic

After you enable the Specify an analysis logic option, select an analysis logic from Enterprise Knowledge or Personal Knowledge.

1. The Enterprise Knowledge tab displays shared knowledge content configured and maintained across your organization. This standardizes data analysis approaches and content structure, ensuring reports from different members meet organizational standards.

   You can select the required analysis logic or content template.

   

   • Analysis logic: Defines only the analysis logic. By configuring an analysis logic, you guide the system to generate report content that better aligns with your business logic and avoids generic results.

     In this case, the large model generates the display structure of the report content. If you have specific requirements for the presentation layer, switch to the Content Templates tab to select a content template. You can also define the content display structure by using a prompt or uploading an attachment.

   • Content templates: Defines both the analysis logic and the display output structure. By setting a content template, you pre-configure standard report frameworks and ensure the report's analysis logic meets expectations.

   Click the icon next to an analysis logic or content template to preview its details in the Specify an analysis logic dialog box.

   Note

   • If you disable the Specify an analysis logic option, the large model automatically plans the analysis logic based on your prompt.

   • To select an analysis logic or content template, an organization administrator must first configure and enable it in Organization Management. For information about how to configure an analysis logic or content template, see Knowledge Base Management.

2. The Personal Knowledge tab displays private knowledge that you uploaded. You can upload local files containing personal knowledge from your business experience. Applying this knowledge tailors the Intelligent Advisor interpretation to your work needs and perspective.

   Follow these steps:

   1. Click Add New Personal Knowledge. In the Add Knowledge Document dialog box, click or drag a knowledge file to area ①.

      Note

      Only .doc and .pdf files are supported. The file size cannot exceed 10 MB.

      

   2. After the upload, the Content Preview step begins. The Document Parsing tab shows the source document information and lets you perform related operations.

      • ① Click Learn on the analysis logic card. The system learns the analysis logic from the document. After learning is complete, you can view the details on the Analysis Logic tab.

        The extracted analysis logic is displayed as a mind map. You can double-click the name of the analysis logic or a node to edit its text. You can also click the icon or use the Delete key to add or delete a node.

      • ② Click Learn on the content template card. The system learns the content output template from the document. After learning is complete, you can view the details on the Content Template tab.The extracted content template is displayed as a document. You can edit the text, adjust the format, or use AI to help you optimize and refine the content.

      • ③ Click Intelligent Learning. Quick BI automatically learns from the document content and extracts the corresponding type of knowledge.

   3. Click Done. After the knowledge is added, you can find it in the personal knowledge list. You can perform the following operations:

      • Select a knowledge item to apply it during report generation.

      • Click the icon and enter a keyword in the search box to quickly find a knowledge item.

      • Click the icon to delete unneeded knowledge content.

      • Click the icon to preview the knowledge content in the Specify an analysis logic dialog box.

   Note

   • Personal knowledge can only be used by the user who uploaded it. It is not visible to other members of the organization and is not synchronized with the enterprise knowledge base in Organization Management.

   • If a report creator shares a report generated from personal knowledge with another user for editing, the authorized user can update the data and regenerate it. However, they cannot use the creator's personal knowledge when performing operations outside the report, such as one-click report generation.

Enter interpretation guidance

Enter a brief summary of your requirements or ideas.

You can also create a prompt from a template.

Get analysis results

Click the icon in the lower-right corner or press Enter to send your request. The system returns the data analysis results.

You can click Stop Answering during the interpretation process.

Apply interpretation results

Below the generated Intelligent Advisor interpretation result, you can Copy Trace_ID, Regenerate, Discard, or Apply the result.

When the generated interpretation meets your expectations, click Apply to add the result to the dashboard or the corresponding chart.

• If you are using a global dashboard interpretation, the result is applied to the dashboard.

• If you are using a single chart component interpretation, the result is applied to the corresponding chart.

  

Quick templates

In the Quick Templates section, select a component template based on your business needs. Quick templates differ for the global interpretation component and the single chart component.

• The global interpretation component supports Standard, Compact, and Report templates.

• The single chart component supports Standard, Compact, Highlight, and Right of Title templates.

  

Title and card

In the Title and Card section, configure the Title and Component Container.

• In the Title section, you can enable the main title, style the title and icon, and control icon visibility.

  • Enable Show Main Title to configure the Title, Text and Icon, and Divider.

    

    • ① Title: Enter a title for the interpretation component, such as "Overall interpretation of regional sales data."

    • ② Icon: Show or hide the icon and set its shape and color.

      You can Use a Material or upload a Custom Image.

      

      • When you Use a Material, you can configure Custom Color Settings.

      • If you select Custom Image, you can choose to Upload Local Image or Upload via Image Link.

        Note

        Only JPG, JPEG, PNG, GIF, and SVG images are supported. The maximum file size is 20 MB.

    • ③ Text and Icon: Set the style of the interpretation component title and icon.

    • ④ Divider: Set the color and thickness of the divider line.

• In the Component Container section, configure Custom Background Fill (①), Rounded Corner (②), Chart Area and Top Spacing (③), and Card Padding (④).

  

  • ① Custom Background Fill: Enable Custom Background Fill to customize the background color and background image of the interpretation component to match your corporate branding. You can choose from system-provided images or upload your own.

    

  • ② Rounded Corner: Set the corner radius value for the interpretation component.

    

  • ③ Chart Area and Top Spacing: The spacing between the non-chart area and the chart area.

    

  • ④ Card Padding: The space between the interpretation content and the card border.

    

Style configuration

In the Style configuration section, set the font size, color, line height, and container layout for the interpretation text.

• You can set the font size and color for the title and body text.

  

  If you are not satisfied with the font size and color settings, click Restore Default to revert to the defaults.

  

• You can set the line height to a value from 1.0 to 6.0.

  

• The container layout settings differ for the global interpretation component and the single chart component.

  • The container layout for a global interpretation component supports Adaptive Height or Manual Setting. The Manual Setting option lets you adjust the height by dragging. A vertical scrollbar appears if the content exceeds the set height.

    

  • The container layout for a single chart component allows you to set the Control Position to Bottom of Chart or Right of Title.

    

    • When the Control Position is set to Bottom of Chart, you can set the Content Area Height.

      

    • When the Control Position is set to Right of Title, you can view the interpretation content in the upper-right corner of the chart.

      

Update mode

In the Update Mode section, configure whether the interpretation component should Automatically Update Daily or Automatically Update upon Subscription.

• Automatically Update Daily: If enabled, the interpretation result automatically updates on its first view of the day. If disabled, visitors can manually click Regenerate to update the interpretation.

• Automatically Update upon Subscription: If enabled, the result is automatically updated in subscription scenarios.

Update

Click the icon in the lower-left corner of the interpretation component and click OK in the confirmation dialog box. The system clears the previous version and regenerates the interpretation based on the current dashboard data.

Copy

Click the icon in the lower-left corner of the interpretation component to copy its content.

Edit

1. Click the icon in the upper-right corner of the interpretation component to open the interpretation settings interface.

2. In the interpretation settings interface, you can edit the interpretation guidance and update the result.

Move to

Click the icon in the upper-right corner of the interpretation component, select Move To, and then select the target Tab page or Dashboard as needed.

Hide

1. Click the icon in the upper-right corner of the interpretation component and select Hide.

2. After the component is hidden, you can find it in Hidden Chart Components.

3. Click the icon in the upper-right corner to show the component again.

Copy and paste

Click the icon in the upper-right corner of the interpretation component and select Copy or Paste. You can also use keyboard shortcuts to copy and paste.

Export

1. Click the icon in the upper-right corner of the interpretation component and select Export.

2. On the export page, click OK.

   Note

   The interpretation component can be exported in PDF and image formats. Embedded pages and images that do not allow cross-origin access cannot be exported. In addition, gradient text colors are not supported in exported files and are replaced by solid colors.

Full screen

1. Click the icon in the upper-right corner of the interpretation component and select Full Screen.

2. You can now view the interpretation component in full-screen mode.

3. Click the Exit Full Screen button in the upper-right corner to return to the dashboard edit page.

Delete

Click the icon in the upper-right corner of the interpretation component and select Delete to remove the component.