Quick BI:Q Chat on Dashboards

Limits

The Q-Chat feature for dashboards is not supported for dashboards that are embedded in third-party systems using the enhanced embedding solution.

Prerequisites

• You have enabled the Q&A feature in the dashboard's Q&A Configuration settings.

  For more information, see Configuration entry point.

• The user has the required permissions to access the dashboard data.

  For more information, see Permission management.

• You have enabled the Q&A feature for the corresponding dataset.

  For more information, see Prepare data.

Configuration entry point

1. On the dashboard editing page, follow the steps in the following figure to go to the Q&A configuration interface.

2. Click Enable Q&A and configure the Q&A Configuration and Permission Management for the dashboard dataset.

   

   • On the Q&A configuration interface, you can view the Q&A status for the dashboard dataset. Click the icon in the Actions column to go to the dataset and edit its Q&A configuration. For more information, see Prepare data.

   • To grant users Q-Chat permissions for the dashboard, go to the Q-Chat Q&A Permission Management interface to grant the permissions. For more information, see Permission management.

Dashboard Q&A entry point

1. On the dashboard preview interface, click the icon. The Q-Chat data interpretation interface opens by default.

   Note

   If data interpretation is not enabled for the dashboard, the Q-Chat Q&A interface opens directly.

   

2. Switch to Q-Chat Q&A.

   

3. The dashboard Q-Chat Q&A interface opens.

Responsive Q&A page

On the dashboard Q-Chat Q&A page, you can drag the border to change the width. The Q&A page layout adjusts accordingly.

• If the width of the Q&A page is below a specific threshold, the page appears as follows:

  Click the icon in the upper-left corner of the chat interface to expand the chat history list.

  In the chat history list, you can view and switch between previous chats (①) or create a new chat (②).

• If the width of the Q&A page is above a specific threshold but below the maximum width, the page appears as follows:

  

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

  

• If the width of the Q&A page exceeds the threshold, the Q&A page overlays the report and appears as follows:

  Note

  The maximum width of the Q&A page is 90%.

Preview and select datasets

• On the dashboard Q-Chat Q&A interface, you can view the datasets used by the dashboard. You can hover over a dataset to preview it or ask questions based on it.

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

    • Field details

      

    • Data preview

      

    • Quick questions

      

    • Ask

      

  • Click Ask (②) to open the Q-Chat interface and ask questions based on the current dataset.

• After you select a dataset, you can click the icon to the right of the selected dataset to preview the data fields and view the Key Metrics and Analysis Dimensions fields.

  

  You can expand or collapse the data fields.

  

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

  • Preview data

    Click the icon next to the selected dataset 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

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

  • Enter a question directly

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

      

      To view the analysis process, you can click Analysis Complete to display the process.

      

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

      

  • Favorite questions

    Note

    You can add a maximum of 30 questions to your favorites.

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

      

      Favorited questions appear under Quick Questions.

      

      If no dataset is selected, you can click a favorited question to ask it directly.

      

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

      

  • Replication issues

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

    

  • Quick questions

    Click the icon in the lower-left corner of the question box to open the quick questions interface. Then, click a question from the Recommended, Favorites, Smart Insights, or Recently Asked tabs to ask it.

    

    • For more information about how to configure Recommended questions, see Quick questions. Click Change to view a new set of recommended questions.

      

    • Smart Insights supports anomaly detection and fluctuation attribution analysis.

      

      • Click "Help me detect anomalies in the report", and the system returns the anomalies in the data.

        

        You can click an anomaly to view its details.

        

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

        

    • For questions in Favorites, you can select Automatically switch dataset. This option is selected by default. If you select this option, when you click a favorited question, the system switches to the attached dataset and asks the question. If you clear this option, the question is asked in the current dataset.

      

  • Speech input

    Note

    After you enable the Voice Q&A switch, you can ask questions using speech input.

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

      

    • In the voice chat interface, ask your question.

      

    • The system detects 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 runs a query based on the speech-to-text content and returns the data analytics results.

      

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

  

  • Switch charts (①)

    

  • View AI data retrieval process (②)

    

  • View in full screen (③)

  • Rename (④)

    

  • Share (⑤)

    You can copy the link to share the result.

    

  • Export (⑥)

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

    

    Note

    The export feature is supported only on PCs, not on mobile devices.

  • Data interpretation (⑦)

    If you did not select a data interpretation model when you asked 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 ideas in the example, enter your own ideas, select a model, and then click Generate Interpretation. The system automatically interprets the data.

    

    You can stop the interpretation while it is being generated.

    

    You can accept or modify the interpretation result. After you accept the result, a data interpretation report is generated as shown in the following figure.

    

  • Follow-up question (⑧)

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

    

  • Like or dislike (⑨)

    Click to like the result. Click to dislike the result. When you dislike a result, you can provide feedback.

  • Copy Trace_ID (⑩)

    

Inference and interpretation methods

Method description

The default inference and interpretation method is the official inference model. You can also select a built-in large model or a custom large model. You can choose the appropriate inference and interpretation methods to analyze your data.

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

Chat history list

• Entry point

  • If the width of the Q&A page is below a specific threshold, you can click the icon in the upper-left corner of the chat interface to expand the chat history list.

    

  • If the width of the Q&A page is above a specific threshold but below the maximum width, you can click the icon to expand the chat history list.

    

• Create a new chat

  At the top of the chat history list, you can click Q-Chat Q&A to open a new Q-Chat interface for the dashboard.

  

• Rename

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

  

  Alternatively, you can double-click the chat name to rename it.

  

• Delete

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

  

  In the confirmation dialog box, click OK.