Quick BI:Dashboard Q Chat with Quick BI

Limits

Dashboards embedded in third-party systems through the enhanced embedding solution do not support Q Chat.

Configure Q Chat

1. On the dashboard edit page, open the Q Chat Configuration panel as shown.

   

2. Click Enable Q Chat.

   

3. On the Q Chat configuration page, review the enablement and learning status for each dataset. Configure settings and permissions as needed.

   Note

   • Enabled datasets join the Q Chat resource pool. Users can query these datasets in natural language.

   • Disabled datasets are excluded from 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 permissions for datasets

      In the Operations column, click the icon to go to the dataset and configure Q Chat settings and permissions.

      

      1. If Q Chat is not yet enabled for a dataset, click Enable Q Chat and configure the Q Chat settings. Skip this step if Q Chat is already enabled.

         

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

         

      3. Select the users and set an expiration date.

         

      4. Click Done. You can then view and manage authorized users for this dataset.

         

   2. Manage Q Chat permissions for the dashboard

      On the Q Chat configuration page, click Quick BI Q Chat Permission Management to grant users Q Chat permissions as needed.

      

      1. On the permission management page, select a user. On the By Dashboard tab, click Add Authorization.

         

      2. Select a dashboard in the target workspace and click Done.

         

      3. You can then view and manage the user's dashboard Q Chat permissions.

         

Access Q Chat on a dashboard

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

   Note

   If data interpretation is not enabled, the Q Chat page opens directly.

   

2. Switch to Q Chat.

   

3. Go to the Q Chat dashboard.

Responsive page layout

Drag to resize the Q Chat panel. The layout adjusts automatically.

• When the Q Chat panel is narrow:

  Click the icon in the upper-left corner to expand conversation history.

  View and switch between conversations (①) or create a new one (②).

• When the Q Chat panel is at medium width:

  

  Click the icon (①) to create a new conversation, or the icon (②) to expand conversation history.

  

• When the Q Chat panel exceeds the width threshold, it overlays the report:

  Note

  Maximum Q Chat panel width is 90% of the screen.

Preview and select datasets

• The Q Chat page lists the datasets used by the dashboard. Hover over a dataset to preview it or ask questions.

  • Click (①) to view field details and data preview, use quick questions, or click Ask in the upper-right corner to open the Q Chat dialog.

    • Field details

      

    • Data preview

      

    • Quick questions

      

    • Ask

      

  • Click Ask (②) to open the Q Chat dialog for the current dataset.

• Click the icon next to the selected dataset to preview its Key Metrics and Analysis Dimensions fields.

  

  Expand or collapse the data fields as needed.

  

• During a Q Chat session, you can preview data and switch datasets.

  • Preview data

    Click the icon next to the dataset name to preview.

    

  • Switch datasets

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

Ask questions

• Enter a question in the dialog box. You can ask 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 analysis results.

      

      Click Analysis complete to view the analysis process.

      

    • As you type, matching recommended fields and recommended questions appear. 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.

      

  • Copy a question

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

    

  • Quick questions

    Click the icon in the lower-left corner to open quick questions. Select a question from Recommended, Favorites, Smart Insights, or Recent Questions.

    

    • To configure Recommended questions, see Quick questions. Click Show another batch to refresh the list.

      

    • 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.

        

      • You can also use fluctuation analysis. Use fluctuation analysis in Quick questions.

        

    • In Favorites, Automatically switch datasets is enabled by default. When enabled, clicking a favorite question switches to the associated dataset. When disabled, the question runs on the current dataset.

      

  • Speech input

    Note

    After you enable the voice Q Chat switch, you can use speech input.

    • Click the speech input icon to open voice input.

      

    • Speak your question.

      

    • The system converts your speech to text.

      Click the icon on the left to cancel input, or the icon on the right to switch to text input.

    • Click Send or press Enter. The system queries the data and returns results.

      

• The following features are available for each result.

  

  • 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, you can perform data interpretation here. If you already selected a model, you can perform a secondary interpretation.

    

    Refer to the examples, enter your interpretation logic, select a model, and click Generate Interpretation.

    

    You can stop the interpretation while results are being generated.

    

    Accept or modify the result. After acceptance, a data interpretation report is generated.

    

  • Ask a follow-up question (⑧)

    Ask a follow-up question about the previous result to drill deeper into the data.

    

  • Like or dislike (⑨)

    Click to like or to dislike an answer. You can provide feedback when disliking.

  • Copy Trace_ID (⑩)

    

Inference and interpretation methods

Method description

The default methods use the official inference model. You can also select a built-in large language model (LLM) or a custom LLM. Choose the methods that best suit your analysis needs.

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

Conversation history

• Entry Point

  • When the Q Chat panel is narrow, click the icon in the upper-left corner to expand conversation history.

    

  • When the Q Chat panel is at medium width, click the icon to expand conversation history.

    

• Create a new conversation

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

  

• Rename

  Click the icon next to a conversation and select Rename.

  

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

  

• Delete

  Click the icon next to a conversation and select Delete.

  

  Click OK in the confirmation dialog.