To perform an operation on a chart, please select the chart first, then issue the directive.
The directives listed are supported exclusively within the dashboard module.
Create charts/reports
Feature Name | Capability Introduction | Directive Description Example | Supported Scope |
Create a Chart | Express your data analysis requirements in natural language, and the AI will generate the appropriate chart automatically. | “Use the XX dataset to display the signing amount for each province.” | dashboard, cross table, detail table, line chart, column chart, pie chart, scatter chart, leaderboard |
Modify Chart Type | Change the type of a chart component. | “Change the chart type to leaderboard” “Switch all column charts to line charts” | Cross table, detail table, trend analysis table, heat map, dashboard, indicator trend chart, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, indicator relationship chart, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, building heat map, flight line map, symbol map, word cloud, timeline |
Modify Chart Title | Toggle the visibility of a component's title or edit its content. | “Show the component title” "Help me change the chart title to Customer Source Channel Analysis," “Hide all dashboard titles” | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, circular bar, leaderboard, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, symbol map, flight line map, building heat map, word cloud, timeline, cross table, detail table, trend analysis table, dashboard, indicator trend chart, heat map, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, indicator relationship chart, tab component, query control, composite query control, rich text, splice container |
One-Click Report Generation | Generate reports swiftly by analyzing data from your saved datasets. | “Create a report using XX dataset” | Report-level operation |
Modify Report Title | Edit the name of the dashboard title. | “Change the dashboard title to Sales Statistics Analysis” | Report-level operation |
Add a Specified Type of Chart | Incorporate a specific type of component into the dashboard. | “Add rich text” | Query control, composite query control, tab, rich text, image, embedded page, cross table, detail table, trend analysis table, dashboard, indicator trend chart, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, symbol map, word cloud, timeline |
Delete a Chart | Remove a dashboard component or keep a specific one while deleting the rest. | “Delete all dashboards” “Keep target completion rate and remove other charts” | Operate on components already added to the report |
Adjust data
Feature Name | Capability Introduction | Directive Description Example | Supported Scope |
Modify Chart Fields | Allows you to alter the data fields within a chart | "Help me replace signing amount with sales amount." | Cross table, detail table, trend analysis table, dashboard, indicator trend chart, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, symbol map, word cloud, timeline |
Modify Field Display Name | Change the display name of a field in the chart without altering the data field content | "Help me rename contact count to lead volume" | Cross table, detail table, trend analysis table, dashboard, indicator trend chart, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, symbol map, word cloud, timeline |
Add Field Description | Update the field's description in the chart without changing the data field content | "Help me add a description to business opportunity lead volume, stating it's the number of valid business opportunities pending follow-up | Cross table, detail table, trend analysis table, dashboard, indicator trend chart, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, symbol map, word cloud, timeline |
Add Field Suffix | Append a suffix to the field, often used for adding units of measurement | “Add the suffix $ to contract amount.” | Indicator card, indicator trend chart, ticker board, indicator relationship chart |
Modify Field Aggregation Method | Change the statistical method used for the field | "Help me change the aggregation method of business opportunity lead volume to remove duplicates" | Cross table, detail table, trend analysis table, dashboard, indicator trend chart, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, circular bar, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, symbol map, word cloud, timeline |
Modify Field Sort Order | Rearrange the data in a specified order | "Help me sort sales volume in descending order" "Help me sort the fields in all pie charts by descending order" | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, circular bar, leaderboard, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, building heat map, word cloud, timeline, cross table, detail table, trend analysis table, dashboard, indicator trend chart, heat map, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, indicator relationship chart |
Modify Data Format | Adjust the data format to suit display requirements | "Help me format the data display as integer" "Help me set the data display format of all charts to two decimal places" | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart Stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, circular bar, leaderboard, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, heat map, flight line map, building heat map, word cloud, timeline, cross table, detail table, trend analysis table, dashboard, indicator trend chart, heat map, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, indicator relationship chart |
Add Year-on-Year and Month-on-Month Comparison | Facilitate the observation of data trends with year-on-year and month-on-month comparisons | "Help me add a year-on-year comparison field" "Help me include a month-on-month comparison field based on sales volume" | Cross table, detail table, trend analysis table, dashboard, indicator card trend chart, progress bar chart, water wave chart, radar chart, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, leaderboard, bar chart, stacked bar chart, 100% stacked bar chart |
Add Total | Enable the display of aggregate data values | "Help me activate the total display" "Help me show the total for all pie charts" | Cross table, detail table, pie chart, rose chart, treemap chart, colored map, bubble map |
Add Subtotal | Display a subtotal for distinct categories | "Enable subtotals, grouped by channel" | Cross table |
Add Target | Incorporate a performance target to visualize progress towards goals | "Help me set a target of 100,000" "Help me define a target value of 100,000 for sales amount" | Progress bar chart, water wave chart |
Modify Combination Chart Field Display Style | Alter the field's visual representation, with options to switch between line, column, and area styles | "Switch the growth rate field to a line display" | Combination chart |
Auxiliary analysis
Feature Name | Capability Introduction | Directive Description Example | Supported Scope |
Conditional Formatting | Highlight abnormal data by setting a data range to quickly identify business anomalies. | “Help me mark the data with sales amount greater than 1000 in red” “Help me mark the year-on-year less than or equal to 30% in green” | dashboard, indicator card trend chart, indicator relationship chart, ticker board, cross table, detail table |
“Help me add a bar display to the sales amount field, with green for amounts greater than 1000 and red for less than 1000” “The sales amount field value<20% should have a red background” | Cross table, detail table | ||
Auxiliary Line | Assess the difference between the current measure value and the reference value. | “Help me add an average auxiliary line” “Help me add a red auxiliary line for the maximum value of the sales amount field” | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart Stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, dynamic bar chart, indicator trend chart, scatter chart, bubble chart, leaderboard, radar chart |
Trend Line | Forecast the overall development trend of data. | “Help me add a trend line to view the changes in the next three months” “Help me add a yellow trend line to the sales amount field” | Line chart, area chart, column chart, bar chart, scatter chart, bubble chart |
Extreme Value | Understand the extreme distribution of data by viewing maximum and minimum values. | “I want to see the boundary values” “Help me display the maximum and minimum values of the sales amount” | Line chart, area chart, column chart, bar chart, combination chart, dashboard, indicator trend chart |
Annotation | Emphasize focused data content by setting a data range to better understand data distribution. | “Help me display the maximum and minimum values of the sales amount field” “Help me highlight the range of the sales amount field from 100,000 to 150,000” | Line chart, area chart, column chart, bar chart, leaderboard, pie chart, rose chart, radar chart, treemap chart, colored map, bubble map, word cloud, indicator trend chart |
Automatic Filter Interaction | Once enabled, all charts under the same dataset in the dashboard will automatically associate with each other. | “Help me enable automatic filter interaction for the charts” “Help me disable automatic filter interaction” | Report-level operation, no need to select charts |
Query and filter
Feature name | Capability introduction | Directive description example | Supported scope |
Create a filter bar | Add a filter bar to filter data under certain conditions for analysis Queries can be added based on the entire report or a single chart | “In the report, add a filter bar based on the test dataset to query data for 2023” | Filter bar |
“In the report, add a filter bar based on the test dataset to query data for each channel” | Filter bar | ||
(Select one tab) “Add a filter bar based on the test dataset to query data from January to October 2023” | Filter bar | ||
(Select one chart) “Add a filter bar to query data for each channel” | Filter bar | ||
(Select one chart) “Filter data for the East China region” | Filter bar | ||
Pin filter bar | Keep the filter bar pinned to the top | “Keep the filter bar at the top of the report” | Global filter bar |
Insights
Feature name | Capability introduction | Directive description example | Supported scope |
Insights | Automatically generate report summaries and analyze fluctuation reasons | “Help me generate a report summary” | Report-level insights |
Smart retouching
Feature name | Capability introduction | Directive description example | Supported scope |
Smart retouching | Automatically beautify report styles, choose built-in styles, or upload your company's logo image to beautify reports with reference to brand colors, quickly build beautiful report styles without a professional designer | “Help me beautify the report” | Report-level style beautification |
“Beautify the report according to my company's logo” | Report-level style beautification | ||
Edit report theme | Edit dashboard theme style | “Help me adjust the dashboard style to be more minimalist” | Report-level style beautification |
Edit report background color | Edit dashboard background color | “Help me set the dashboard background to light blue” | Report-level style beautification |
Edit report chart spacing | Edit dashboard chart spacing | "Help me adjust the chart spacing a bit larger" | Report-level style beautification |
Edit report font type | Edit dashboard font type | “Help me set the dashboard font to SimSun” | Report-level style beautification |
Edit component background color | Edit the background color of components | “Set the card background to red” “Help me set the background of all line charts to blue” | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, circular bar, leaderboard, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, flow analysis chart, Sankey diagram, colored map, bubble map, flight line map, building heat map, word cloud, timeline, cross table, detail table, trend analysis table, dashboard, indicator trend chart, heat map, ticker board, progress bar chart, dashboard, water wave chart, indicator decomposition tree, indicator relationship chart, tab component, query control, composite query control, rich text, splice container |
Edit component visual element color scheme | Edit the color scheme of component visual elements, such as the line color of a line chart | “Help me modify the color scheme of the Customer Source Channel Analysis chart” | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, dynamic bar, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, facet scatter chart, funnel chart, comparison funnel chart, Sankey diagram, arc chart, colored map, bubble map, flight line map, building heat map, indicator trend chart, heat map, progress bar chart, water wave chart, timeline |
Enable/disable data labels | Enable or disable data labels | "Help me enable the data tag" "Help me hide the data tags of all line charts" | Line chart, area chart, stacked area chart, 100% stacked area chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, combination chart, dynamic bar chart, waterfall chart, pie chart, rose chart, radar chart, treemap chart, scatter chart, bubble chart, funnel chart, comparison funnel chart, Sankey diagram, colored map, bubble map, symbol map, flight line map, heat map, indicator trend chart |
Switch line display type | Switch line display type, can switch between straight line/curve | “Help me switch the line type to curve” “Help me change the line type of all line charts to straight line” | Indicator trend chart, line chart, combination chart |
Edit column chart column width | Edit the column width of the column chart | “Help me set the column width to 50%” "Help me adjust the column width to be wider." "Help me adjust the width of all bar charts to be a bit narrower." | Indicator trend chart, combination chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, waterfall chart |
Enable/disable table ordinal number column | Enable or disable the table ordinal number column | “Enable the ordinal number column” “Help me display the ordinal number column of all cross tables” | Cross table, detail table |
Edit field alignment | Edit field alignment, including horizontal and vertical alignment | “Set the sales amount field to align center” | Leaderboard, cross table, detail table |
Show or hide table header | Show or hide table header information | "Help me hide the table header" "Help me display the table header of all cross tables" | Cross table, detail table |
Edit table header font style | Edit table header font style | “Help me set the table header font to red bold” “Help me set the table header font size of all cross tables to 24px” | Cross table, detail table, trend analysis table |
Show/hide indicator name | Show or hide indicator name | “Hide main indicator name” | dashboard |
Show/hide dimension value name | Show or hide dimension value name | “Hide dimension value name” | dashboard |
Modify dashboard layout | When there are many indicators, you can adjust the display layout and choose to display in a primary-secondary relationship or in parallel | “Change the indicators to parallel display” “Display these indicators in tile” | dashboard |
Enable/disable indicator decoration chart | Add a decoration chart to the indicator to better meet your style needs | “Add a decoration chart to the indicator” “Add an icon to the indicator” | dashboard, indicator trend chart, ticker board |
Edit axis title and unit | Edit axis title and unit, commonly used in scenarios where the Y-axis has multiple indicators | "Change the x-axis title to Contract Amount and the unit to $." “Help me change the left vertical axis title to channel” | Indicator trend chart, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart, dynamic bar chart, waterfall chart, bubble chart, scatter chart |
Edit axis label display rules | Edit the display density of axis labels, can choose to display the most, sparsely, or intelligently | “X-axis label sparse display” | Indicator trend chart, line chart, area chart, stacked area chart, 100% stacked area chart, combination chart, column chart, stacked column chart, 100% stacked column chart, bar chart, stacked bar chart, 100% stacked bar chart |
Modify table header background color | Edit table header background style | “Change the table header background to blue” | Cross table, detail table, trend analysis table, multidimensional analysis table |
Configure progress bar chart layout | Edit the number of progress bars displayed per row | “Display 1 progress bar per row” | Progress bar chart, water wave chart |
Report operation
Feature name | Capability introduction | Directive description example | Supported scope |
Enable/disable watermark | Enable or disable the dashboard watermark (note: limited by the organization's database permission) | “Help me turn off the watermark” “I want to display the watermark” | Report-level operation |
Save dashboard | Save dashboard content | “Help me save the dashboard” “Save the dashboard and name it Sales Statistics Analysis” | Report-level operation |
Publish a dashboard | Publish the dashboard. After publishing, visitors can view the dashboard content | “Help me publish it” | Report-level operation |
Share a dashboard | Share the dashboard with others | “Share the report” “Help me share the dashboard to DingTalk” | Report-level operation |