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How to Create a Dashboard using the AI Assistant in Embedded Analytics | Bold BI

Howto & Style

Introduction

Welcome to our comprehensive guide on utilizing the AI Assistant feature within Bold BI dashboards. This article will explore the creation of dashboards using this innovative AI conversational tool, allowing users to design and render visualizations effortlessly.

Overview of the Bold BI AI Assistant

The Bold BI AI Assistant revolutionizes the way users create dashboards by enabling quick generation based on selected data sources. Utilizing natural language queries, this tool simplifies the dashboard design process, allowing users to create relevant visualizations without any hassle. Users can generate visuals directly within the design canvas or access them through the chat dialogue on the viewer page, ensuring seamless customization and instant responses.

Architecture of the Bold BI AI Assistant

The architecture of the Bold BI AI Assistant is centered around an AI-driven system that utilizes natural language processing to generate and render data visualizations. Key components include:

  • Bold BI Dashboard: The user-facing interface where interactions occur.
  • Bold BI Dashboard Service: It prepares, validates, and retrieves data based on user queries.
  • Bold AI Service: Manages AI-driven components, including prompt preparation and processing of AI responses.
  • Data Storage: Houses raw data and metadata for AI processing.
  • Message Bus: The central communication system that ensures smooth operation by managing data transmission.

Creating a Dashboard with the AI Assistant

To create a dashboard, follow these steps:

  1. Create a New Dashboard: Start by naming your dashboard (e.g., "Sales Analysis Dashboard").
  2. Add a Data Source: Utilize an existing data source to visualize the data.
  3. Access the AI Assistant: Open the chat tool via the designer mode to use the AI Assistant for query suggestions.
  4. Generate Visualizations:
    • Multi-Line Chart: Input the query to compare sales for the years 2023 and 2024 for each month. Adjust the widget size and layout thereafter.
    • Stacked Bar Chart: Use a relevant query to showcase the top five products by sales across different sales channels. Adjust its positioning and size as needed.
  5. Chart Formatting: Update chart titles, legend shapes, disable tooltips, and enable borders using natural language queries.
  6. Preview the Dashboard: This feature is also available on the viewer page with limited editing capabilities.

On the viewer page, users can interact with existing visual items. For example, you can display total order amounts by shipping mode through a pie chart or filter sales data by countries.

Enabling the AI Assistant in Embedded Dashboards

In embedded dashboards, the AI Assistant can be enabled or disabled based on user preferences. This can be done by modifying the index.js file and adjusting the enable AI assistant API property to either True or False. This feature is applicable in both design and preview modes.

Conclusion

In conclusion, this article provided a step-by-step guide on designing a dashboard using natural language queries with the Bold BI AI Assistant. This innovative tool enhances user experience while interacting with dashboard data, making it easier to generate insights and visual analyses.

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Keyword

AI Assistant, Bold BI, dashboard design, data visualizations, natural language processing, user interaction, embedded analytics, multi-line chart, stacked bar chart, programming.

FAQ

Q: What is the Bold BI AI Assistant?
A: It is a feature that allows users to create dashboards using natural language queries to produce relevant visualizations quickly.

Q: How do I create a new dashboard?
A: Start by creating a new dashboard within the Bold BI interface and adding your desired data source.

Q: Can I customize visualizations using the AI Assistant?
A: Yes, you can customize visualizations directly in the design canvas or modify them in the viewer page via AI queries.

Q: How can I enable the AI Assistant in embedded dashboards?
A: You need to modify the index.js file and set the enable AI assistant API property to True to activate the feature.

Q: Is the AI Assistant accessible on both design and viewer pages?
A: Yes, the AI Assistant is available on both pages, but with limited functionalities in the viewer page.