Automatically generate insights for key metrics to streamline reporting, highlight trends, and track performance shifts in an adaptive, accessible summary.
Availability
Users, Editors and Admins
All accounts
Exclusive to select subscription plans
The AI Summary visualization offers automatically generated insights, making data analysis quicker and more accessible by summarizing key metrics’ performance at a glance. Ideal for high-level overviews, it provides quick narratives around your metrics' trends, comparisons, and performance indicators.
Features
The following features highlight the key functionalities of the AI Summary visualization:
- Summarizes up to 10 metrics or dimensions at once.
- Metrics can be added quickly via the Add all metrics from this Databoard option.
- Each metric’s comparison period is configurable.
- Multi-language support is available.
- Performance indicators can be toggled on or off.
- Summary length and narrative style are adjustable.
- Summaries refresh automatically to incorporate updated data.
Considerations
- As summaries are generated using paid third-party language models, regeneration timing differs from standard data syncs and is limited by user/account quotas.
- Text editing is limited to preset options for length and style.
Use Cases
The AI Summary visualization is particularly helpful in scenarios such as:
- Executive Reports: Provide high-level summaries for leadership without overwhelming detail.
- Client Dashboards: Offer clients an easily digestible summary of key metrics.
- Team Meetings: Generate quick insights for discussing current trends and performance.
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