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Quick BI:Use Intelligent Assistant Q to Build Dashboards

Last Updated:Jun 23, 2026

Intelligent Assistant Q combines the Alibaba Cloud Qwen large language model with ChatBI so you can build dashboards using natural language. As a core component of Analysis Copilot, it lets you generate reports in one click, create and configure charts through conversation, apply smart beautification, and surface data insights automatically.

Capabilities are being expanded continuously.

Important
  • Intelligent Assistant Q is a value-added module. Contact your sales representative to purchase it.

  • Currently available only in the China (Hong Kong) and Malaysia regions. More regions coming soon.

  • Supported in Advanced Edition and Professional Edition only. Not available in Personal Edition.

Access Intelligent Assistant Q

On the Create dashboard page, click the image icon in the upper-right corner to open the conversational interface.image

Create from conversation

Create a chart

Create charts using natural language. Provide ① the dataset name, and ② your analysis request.

  1. Select a dataset from the list or search by name.image

  2. The assistant parses the dataset, displays its fields, and suggests questions. Select a suggestion or enter your own request, such as "total number of business opportunities by region".

    image

  3. Click Send. The assistant retrieves data and generates the chart.

    image

  4. The model selects the chart type automatically, and the title defaults to your request. Modify either through conversation:

    Feature

    Description

    Example command

    Change chart type

    Switch the chart type.

    "Change the chart type to leaderboard."

    "Change all bar charts to line charts."

    Change chart title

    Show or hide the component title, or change the title text.

    "Show the component title."

    "Change the chart title to Customer Source Channel Analysis."

    "Hide the titles of all metric boards."

Generate a report

Beyond single charts, the assistant can generate a full report from your saved datasets. Provide only the dataset name.

  1. Select a dataset from the list or search by name.

    image

  2. Click Send. The assistant retrieves data and generates the report.image

  3. Click Regenerate for a different approach, or Undo to discard the content.image

Input methods

  1. On a new empty dashboard, enter commands directly in the dialog box.image

  2. Open the dialog box from the right panel of the dashboard.image

  3. Click Command Center in the dialog box, select a command, and provide the required information.image

Adjust and analyze data

Use conversational commands to configure charts and add analytical elements. Supported commands are listed in List of Supported Commands.

Important

For chart operations, select the target chart first before sending a command.

Adjust data

Feature

Description

Example command

Modify chart fields

Change the data fields in a chart.

"Replace Contract Amount with Sales Amount."

Modify field display name

Change the display name of a field without changing the underlying data field.

"Rename Contact Method Count to Lead Volume."

Add field description

Add a description to a field without changing the underlying data field.

"Add the description 'Number of valid business opportunities to follow up on' to the Lead Volume field."

Add field suffix

Add a suffix to a field, typically used for units.

"Add the suffix $ to the Contract Amount field."

Modify field aggregation

Change the aggregation method of a field.

"Change the aggregation method for Lead Volume to count distinct."

Modify field sort order

Sort data in a specified order.

"Set Sales Volume to display in descending order."

"Set the fields in all pie charts to descending order."

Modify data format

Change the data format for display.

"Set the data format to integer."

"Set the data format for all charts to two decimal places."

Add YoY/MoM

View year-over-year or month-over-month data to track changes.

"Add a year-over-year (YoY) field."

"Add a month-over-month (MoM) field based on the Sales Volume field."

Add grand total

Display a grand total for the data.

"Turn on the grand total."

"Show the grand total for all pie charts."

Add subtotal

Display subtotals by category.

"Turn on subtotals, summarized by channel."

Add target

Add a target to your KPI to show progress.

"Add a target of 100,000."

"Set a target value of 100,000 for Sales Amount."

Modify combo chart field display style

Switch a field's display style between line, bar, and area.

"Change the Growth Rate field to display as a line."

Assisted analysis

Enter commands directly or select features from Assisted Analysis in the Command Center.

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Feature

Description

Example command

Conditional formatting

Highlight anomalies by setting data range thresholds.

"Highlight data where Sales Amount is greater than 1000 in red."

"Highlight data where YoY is less than or equal to 30% in green."

"Add data bars to the Sales Amount field, with green for values greater than 1000 and red for values less than 1000."

"For the Sales Amount field, highlight the background in red for values <20%."

Reference line

Compare current values against a reference value.

"Add an average value reference line."

"Add a red maximum value reference line to the Sales Amount field."

Trendline

Predict overall data trends.

"Add a trendline to see the changes over the next three months."

"Add a yellow trendline to the Sales Amount field."

Extremes

View maximum and minimum values in the data.

"Show me the extremes."

"Show the maximum and minimum values for Sales Amount."

Annotation

Highlight a specific data range for emphasis.

"Annotate the sales peak in Q3."

"Highlight the part of the Sales Amount field between 100,000 and 150,000."

Auto linkage

When enabled, all charts in the dashboard that use the same dataset are automatically linked.

"Turn on auto linkage for charts."

"Turn off auto linkage."

Add a query control

Feature

Description

Example command

Add query control

Add a query control to filter and analyze data based on specific conditions.

You can add a query for the entire report or for a single chart.

"In the report, add a query control based on the test dataset to query data from 2023."

"In the report, add a query control based on the test dataset to query data for each channel."

(With a tab selected) "Add a query control based on the test dataset to query data from January to October 2023."

(With a chart selected) "Add a query control to query data for each channel."

(With a chart selected) "Filter data for the East China region."

Pin query control to top

Keep the query control pinned to the top of the report.

"Pin the query control to the top of the report."

Discover data fluctuations

The assistant generates report summaries, analyzes fluctuation causes, and detects anomalies to help you spot data changes.

  1. Say "Generate a summary," or click Smart Insights > Generate Report Summary in the Command Center.image

  2. Click YoY or MoM data to view fluctuation causes.image

  3. Enter "anomaly detection" to detect and display anomalies in the report.

    image

Style reports

Smart beautification

Automatically beautify your report. Choose from built-in styles or upload your company logo to apply brand colors.

  1. Built-in style: Say "Beautify the report," or click Beautify Style > Beautify Report in the Command Center.image

  2. Brand-based style: Click Smart Beautification > Beautify from Image in the Command Center, then upload an image to apply its style to the report.image

  3. Single chart color palette: Click Smart Beautification > Change Chart Color Palette, then select the chart.imageimage

Click Undo to discard changes, or Adjust Style to customize further.

Adjust styles through conversation

Use conversational commands to modify chart and report styles. Supported features are listed in List of Supported Commands.

Important

For chart-specific features, select the chart component first before sending a command.

Feature

Description

Example command

Edit report theme

Edit the dashboard theme.

"Make the dashboard style more minimalistic."

Edit report background color

Edit the dashboard background color.

"Set the dashboard background to light blue."

Edit report chart spacing

Adjust the spacing between charts.

"Increase the spacing between charts."

Edit report font type

Change the dashboard font.

"Set the dashboard font to SimSun."

Edit component background color

Change a component's background color.

"Set the card background to red."

"Set the background for all line charts to blue."

Edit component visual element colors

Change the colors of visual elements, such as line colors in a line chart.

"Change the color palette for the Customer Source Channel Analysis chart."

Toggle data labels

Turn data labels on or off.

"Turn on data labels."

"Hide data labels for all line charts."

Switch line display type

Switch lines between straight and curved.

"Change the line type to curve."

"Change the line type for all line charts to straight."

Edit bar width in a bar chart

Adjust bar width in a bar chart.

"Set the bar width to 50%."

"Make the bar width larger."

"Make the bar width for all bar charts smaller."

Toggle table index column

Turn the table's index column on or off.

"Show the index column."

"Show the index column for all crosstabs."

Edit field alignment

Change the alignment of a field.

"Set the Sales Amount field to center align."

Show or hide the header

Show or hide the header.

"Hide the header."

"Show the header for all crosstabs."

Edit header font style

Change the header font style.

"Set the header font to red and bold."

"Set the header font size for all crosstabs to 24px."

Publish and share reports

  • Publish

    Say "Publish the report" to publish it.image

  • Share

    Say "Share the report" to share it with others.

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  • Other related operations

    Use conversational commands for other report actions. Supported features are listed in List of Supported Commands.

    Feature

    Description

    Example command

    Toggle watermark

    Turn the dashboard watermark on or off (subject to your organization's data permissions).

    "Turn off the watermark."

    "Show the watermark."

    Switch between edit/preview mode

    Switch between edit and preview mode.

    "Switch to edit mode."

    "Switch to preview mode."

    Save dashboard

    Save the dashboard.

    "Save the dashboard."

    "Save the dashboard and name it Sales Statistics Analysis."

    Publish dashboard

    Publish the dashboard so viewers can access it.

    "Publish the dashboard."

    Share dashboard

    Share the dashboard with others.

    "Share the report."

    "Share the dashboard to DingTalk."

Important

The model supports multi-turn conversations and understands intent from context.

Click new session in the lower-right corner to start a new conversation and clear context memory.