Dashboard AIPro

Feature access

On the dashboard preview page, click the AIPro icon to open the dashboard AIPro interface.

Select questioning mode

Click the model selector in the lower-right corner of the dialog box to choose a questioning mode for your analysis.

You can choose a different questioning mode for different scenarios. The following table describes the use cases and available capabilities for each mode.

Select data

Follow these steps to select the data asset you want to analyze.

• Click the icon in the lower-left corner of the dialog box to select your data asset.

  

  Alternatively, you can type @ directly in the dialog box to select a data asset.

• To upload a local file for analysis, click Add from Local File or drag and drop the file directly into the dialog box.

  You can also click Add from Corporate Marketplace to navigate to the Data Marketplace and add the required data.

Extended capabilities

Internet search

Click the icon in the lower-left corner of the dialog box to enable internet search. When enabled, AIPro can access the internet to retrieve and analyze content from URLs.

Questions and answers

Dashboard AIPro uses conversational intent recognition to automatically map your natural language input to operations, such as data query, visualization, diagnostics, report generation, or scheduled task creation. Based on your question, the system generates analysis results, such as reports, visual reports, HTML reports, PPT documents, or generated skills. For more information, see Get analysis results.

1. In the input box, type your analysis question in natural language. For example: "What is the year-over-year change in sales for each region last month?"

   

   You can click the icon to use Voice Input.

   Note

   Voice input is supported only in the public cloud environment, not in private deployment environments.

   You can click the icon to start a Real-time Conversation.

   Note

   Real-time conversation is supported only in the public cloud environment, not in private deployment environments.

2. After entering your question, press Enter or click Send and wait for the AI to generate the analysis results.

   You can click Stop Generating while the result is being generated.

   

3. View the returned result.

   

4. This feature supports multi-turn follow-up questions.

   You can continue to ask related analysis questions in natural language. The system uses the conversation context to provide coherent answers, helping you explore your data in depth.

Manage results

• You can generate smart charts.

  Move your pointer over the analysis result and click the icon to generate a chart.

  

  After the chart is generated, you can switch between different chart types.

  

• While viewing the data, you can also use the following features.

  

  Note

  The Convert to Document feature is not available in the Dashboard AIPro interface. To use this feature, click the icon in the upper-right corner to go to the Quick BI AIPro interface.

  

  No.	Feature	Description
  ①	Like/Dislike	Click the icon to like or the icon to dislike. When you dislike a response, you can provide feedback.
  ②	Copy	Copy the content of the analysis result.
  ③	Share	Click the icon to share one or more conversations. You can share via a Private Link or a Public Link. Private Link: Only logged-in users can view the conversation and its data artifacts via the link. Public Link: Anyone with the link can view the conversation without logging in. After opening a shared link, you can view the data artifacts (such as dashboards and HTML reports) within the conversation. Note Data artifacts opened via a shared link are view-only. Operations such as Edit, Go to My Analysis, and Version History are not supported.
  ④	Data retrieval process	View the data retrieval process to verify that the results meet your requirements. Note Information about the data retrieval process is displayed only when data retrieval was used to generate the result.
  ⑤	Copy Trace_ID	Copy the Trace_ID to assist with technical support.
  ⑥	Delete	Click the Delete button to delete the current message, which includes both the question and the reply.

Manage scheduled tasks

1. Click the icon in the upper-right corner to open the Subscription Task panel.

   

2. View the tasks for the current dashboard in the Subscription Task list.

   

3. You can perform the following operations on a task:

   

   Parameter	Description
   ① Enable / Disable	Controls whether the task runs.
   ② Settings	Click to open the edit panel and modify the task configuration.
   ③ Execute Now	Immediately runs the current subscription task.
   ④ Execution History	View the execution history of the current task.
   ⑤ Delete	Click Delete, and then click Confirm to delete the current subscription task.

4. Click a target subscription task to open its edit page.

   You can modify the Task Name, Execution Time, and Task Description, and configure Push to Specified Users as needed.

   

New scheduled task

1. In the Subscription Task panel, click the Create Subscription Task button.

   

2. On the Create Subscription Task page, configure the following parameters.

   

   Parameter	Description
   Task Name	A custom name for the task.
   Scheduled Execution Time	Set the execution schedule for the subscription task.
   Task Description	Use natural language to describe the recurring analysis task. You can select the data asset (①), skill (②), internet search (③), and large model (④) to use for the analysis. Note Internet search is supported only in the public cloud environment, not in private deployment environments.
   Push to Specified Users	You can send the subscription task results to DingTalk, Feishu, WeCom, and Email. For the DingTalk, Feishu, and WeCom channels, you can send to an Individual or a Group.