Canvas mode is a visual workspace for smart conversational analysis. You can move analysis results from dialogue mode to the canvas to arrange, combine, and present them freely. This document explains how to use Canvas mode.
Prerequisites
You have generated analysis results in dialogue mode.
Use cases
In AI Pro, conversations follow a question-and-answer format. This is efficient for getting quick answers, but can be cumbersome for in-depth analysis that requires many rounds of questions. Charts and results become scattered across a long Q&A thread, making it difficult to compare them side-by-side or build on previous findings. The Analysis Canvas is designed to solve this problem. Think of it as a large "desk" next to your conversation: you can move charts and results from the dialogue to this desk, spread them out for a holistic view, ask follow-up questions, and assemble them into a final deliverable. Specific use cases include:
In-depth follow-up: Select one or more charts to ask follow-up questions directly. This creates an uninterrupted workflow, eliminating the need to scroll back and forth through the conversation.
Clarify connections: When you ask a follow-up question based on a chart, the system automatically draws relationship lines between them. You can follow these lines to view the data lineage—see which question generated a chart, what subsequent analyses it led to, and click a chart to jump back to that turn in the conversation for the full context.
Free-form organization: Drag charts that you want to compare into the same area. Remove irrelevant items from the canvas, leaving only the content relevant to your analysis.
Combine results: Select multiple charts at once to combine them into a final deliverable.
Access
In the upper-right corner of dialogue mode, click Analysis Canvas.
The Analysis Canvas page opens.
Features
Mode switching
The canvas supports immersive mode and non-immersive mode.
Immersive mode: Only the Analysis Canvas is visible, allowing you to focus on your analysis without distractions.
In immersive mode, you can perform the following operations:
You can continue the conversation.
Click a card to add its label to the dialogue box. You can then ask follow-up questions about one or more selected cards.
Click Executing in the upper-left corner of the dialogue box to view the task progress.
Click the
icon in the upper-right corner to exit immersive mode.
Non-immersive mode: This mode features a two-column layout. You can start a conversation in the dialogue box on the left or interact directly with charts on the Analysis Canvas.
In non-immersive mode, you can perform the following operations:
Click a chart or deliverable label in the conversation to automatically locate the corresponding card on the canvas.
Enter a question below a card to Continue Analysis.
Click the
icon in the upper-right corner to re-enter immersive mode.
icon in the upper-right corner to exit immersive mode.
icon in the upper-right corner to re-enter immersive mode.
Free-form layout
You can move cards on the canvas to arrange them according to your analysis workflow.
Card actions
You can perform the following operations on a card.
No.
Action
Description
①
Locate in conversation
Locates the card in the conversation.
②
Remove from canvas
Removes the card from the canvas.
③
Focus on lineage
Highlights the card's data lineage.
You can select multiple cards by using marquee selection or shortcuts, and then perform the following actions.
No.
Action
Description
①
Generate report
Analyzes the selected cards and generates a report.
②
Align
Aligns the selected cards.
③
Remove
Removes the selected cards from the canvas in bulk.
Canvas controls
You can perform the following operations on the canvas.
No. | Control | Description |
① | Search | Searches the content of nodes. |
② | Zoom | Adjusts the zoom level. Options include 200%, 100%, 50%, and fit to view.
|
③ | Organize layout | Automatically rearranges all cards on the canvas based on their relationships. |
④ | Hide nodes and connections | Toggles the visibility of question nodes and connection lines.
|
⑤ | Layout | Switches between a horizontal and vertical layout.
|
⑥ | Pan mode | When enabled, click and drag to pan the canvas, and use the mouse wheel to zoom. |
⑦ | Minimap | Shows or hides the canvas minimap.
|
⑧ | Reset canvas | Moves all items from the dialogue to the canvas and automatically organizes the layout. |
⑨ | Shortcuts | Displays a list of available keyboard shortcuts.
|
⑩ | Tutorial | Opens the user tutorial.
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