Dashboard Q-Answers

Use cases

As a core dashboard feature, Q-Answers uses large models to help you interpret data and gain deeper insights.

For example, as a data analyst in a sales department, you need to perform an overall analysis of the current year's sales data. You can use the one-click interpretation feature. To analyze specific metrics in more detail, you can use Q-Answers to interpret multiple charts. For more information, see Use case examples.

Limitations

• The dashboard data volume must fit within the context length of the selected model. Keep the report data volume within 80% of the large model's context length. For example, for the Qwen-Max model with a 32K context length, your report data should not exceed 25,000 characters.

• Dashboard Q-Answers is supported in the Advanced and Professional editions but not in the Personal edition. The Q-Answers feature is not supported for embedded or publicly shared dashboards.

Prerequisites

• You have enabled Q-Answers.

  

• You have configured Q-Answers.

Entry points

On the dashboard preview page, click the icon shown below to open the dashboard Q-Answers page.

Entry point 1: Intelligent Q-Answers home page

1. On the Intelligent Q-Answers home page, select Q-Answers in the super input box.

   

   Alternatively, you can select Q-Answers from the left-side navigation pane on the Intelligent Q-Answers home page.

   

2. Select the dashboard components that you want to interpret and click OK.

   

3. Enter a question or click one-click interpretation.

   

   1. You can Enable Enterprise Knowledge Base Search. For more information, see Enable enterprise knowledge base search.

   2. You can enable Specify Analysis Logic. For more information, see Specify analysis logic.

      

4. The system automatically returns the interpretation results.

   

   Note

   • For the current dashboard, the system automatically generates recommended questions. You can click a question to ask it directly. For more information, see Recommended Questions.

   • To reuse a question, you can favorite or copy it. For more information, see Favorite and copy questions.

   • To open the Q-Answers panel in the dashboard preview page in a new tab, click Open in new window in the upper-right corner.

Entry point 2: Dashboard preview page

1. Go to the dashboard management page. Click the icon next to the target dashboard's name or the icon in the Actions column to open the dashboard preview page.

   

2. On the dashboard preview page, click the icon to open the dashboard Q-Answers panel.

3. To interpret data from a single chart, hover over the chart, click the icon in the upper-right corner, and select Q-Answers.

Recommended questions

• For the current dashboard, the system automatically generates recommended questions. You can click a question to ask it. Click the icon to see a different set of recommended questions.

• You can also click the icon in the lower-left corner for Quick questions. Click Refresh to see a different recommended question.

Select an interpretation scope

In the Q-Answers panel, the entire dashboard is selected for interpretation by default. You can change the scope as shown in the following figure.

• You can select multiple charts by checking their boxes and then clicking OK.

• You can Select in Canvas to choose multiple charts, then click Done.

  

Preview interpretation data

After selecting the interpretation scope, you can click Preview interpretation data.

The following figure shows a preview:

Select a model

You can select a system-built-in large model or a custom large model.

Enable enterprise knowledge base search

After you enable enterprise knowledge base search, you can select a knowledge base to use.

When enterprise knowledge base search is enabled, the large model can use relevant business information from the associated knowledge base to generate reports tailored to your company's business context.

Specify analysis logic

After you enable this option, you can select an analysis logic from Enterprise Knowledge or Personal Knowledge.

1. The Enterprise Knowledge tab displays centrally managed knowledge for your organization. This feature helps standardize analysis definitions and content structures to ensure reports are consistent across your team.

   You can select the required analysis logic or content template.

   

   • Analysis logic: This option specifies only the analysis logic. By configuring the analysis logic, you can guide the system to generate report content that aligns with your company's analytical framework, avoiding generic or irrelevant results.

     In this case, the large model generates the display structure of the report content. If you have specific requirements for the display layer, you can switch to the Content template tab and select the desired template. You can also define the content display structure by using a prompt or uploading an attachment.

   • Content template: This option allows you to specify both the analysis logic and the output structure. By setting up a content template, you can pre-configure standard report frameworks in the system and ensure that the analysis logic in the reports meets your expectations.

   Click the icon next to an analysis logic or content template to preview its details in the Specify Analysis Logic dialog box.

   Note

   • If you do not specify an analysis logic, the large model automatically plans the analysis logic based on your prompt.

   • An organization administrator must first configure and enable the desired analysis logic or content template in organization management. For instructions, see Knowledge base management.

2. The Personal Knowledge tab displays knowledge you have uploaded. You can upload local files with knowledge specific to your role and experience. Using this knowledge helps Q-Answers generate content tailored to your work.

   Follow these steps:

   1. Click Add New Personal Knowledge. In the Add Knowledge Document dialog box, click or drag a file to area ① to upload it.

      Note

      Only .doc and .pdf files are supported, and the file size must be within 10 MB.

      

   2. After the upload, the Content Preview stage begins. On the Document Parsing tab, you can view the source document information and perform related operations.

      • ① On the analysis logic card, click Learn to extract the analysis logic from the document. After the process is complete, you can view the details on the Analysis logic tab.

        The extracted analysis logic is displayed as a mind map. You can double-click the name or a node to edit the text. You can also click the icon or press the Delete key to add or remove a node.

      • ② On the content template card, click Learn to learn the content output template from the current document. After the process is complete, you can view the details on the Content template tab. The extracted content template is displayed as a document. You can edit the text, adjust the format, or use AI to help you optimize and refine the content.

      • ③ Click Intelligent Learning to have Quick BI automatically learn from the document and extract the corresponding knowledge.

   3. Click Done. After the knowledge is added, it appears in your personal knowledge list. You can:

      • Select a knowledge item to apply during report generation.

      • Click the icon and enter keywords in the search box to quickly locate a specific knowledge item.

      • Click the icon to delete knowledge that is no longer needed.

      • Click the icon to preview the knowledge details in the Specify Analysis Logic dialog box.

   Note

   • Personal knowledge can be used only by the individual who uploaded it. It is not visible to other members of the organization and is not synchronized with the enterprise knowledge base in organization management.

   • When a report creator shares a report generated using personal knowledge and grants editing permissions to others, the authorized users can update data and regenerate the report. However, they cannot use the creator's personal knowledge for other analysis, such as generating a new interpretation with one click.

One-click interpretation

You can click one-click interpretation to quickly interpret the dashboard data.

Enter interpretation ideas

Simple input

You can enter a simple prompt or question, then click the icon or press Enter.

Composite interpretation idea

1. Click the icon on the right side of the dialog box to configure a composite interpretation idea.

2. On the Composite interpretation idea configuration page, configure the following items.

   Parameter	Description
   Dashboard preset interpretation idea	If you have configured a preset prompt, the Dashboard Preset Interpretation Idea option is enabled by default, which adds the preset idea to the analysis. You can disable this option to exclude it. This option is not displayed if no preset prompt is configured.
   Overall interpretation idea	You can refer to the Examples to enter an overall interpretation idea for the dashboard. You can Copy (①) or Insert (②) the example idea.
   Chart-level interpretation idea	Interpretation ideas set individually for each chart on the dashboard.
   Estimated input characters	The total character count from the interpretation scope, overall and chart-level ideas, and the preset idea.
   Select model	Supports selecting a system-built-in large model or a custom large model.
   Model context estimation	Estimated context character limit for the selected model. Note If the estimated input characters exceed the model's context length, interpretation may fail. You can select a model with a longer context length or choose to proceed with the interpretation.

Get analysis results

The analysis results for recommended questions, simple input prompts, and composite interpretation ideas may differ. For more information, see Use case examples.

The following is an example using recommended questions.

1. You can select one of the recommended questions to ask.

2. After you click the question, the system returns the analysis results.

   

   You can click stop generating while the results are being returned.

3. After the analysis is complete, the thinking process automatically collapses. You can expand it manually.

Favorite and copy questions

• Favorite a question

  Note

  You can favorite up to 10 questions.

  • Click the icon to the left of a question to favorite the interpretation idea.

    

  • After you favorite a question, it becomes available under Quick questions.

    

  • Click the icon again to unfavorite.

    

• Copy a question

  Click the icon to the left of a question to copy the question.

  

Responsive Q-Answers panel

On the dashboard Q-Answers page, you can manually drag the border to change the panel's width. The layout of the panel adjusts responsively.

• When the panel width is less than the threshold, the page appears as follows:

  

• When the panel width exceeds the threshold, the panel overlays the report, appearing as follows:

  Note

  The maximum width of the Q-Answers panel is 90% of the page.

Use case examples

Dashboard-level Q-Answers

As a sales data analyst who needs to analyze the current year's sales, you can use recommended questions to perform a one-click Q-Answers interpretation.

1. Select a model. In this example, the built-in DeepSeek-R1-0528 large model is selected.

2. Select one of the recommended questions to ask.

3. After you click it, the system returns the analysis results.

   

Ask with simple input

As a sales data analyst answering key questions from your manager, you can enter specific questions in the dialog box to interpret the dashboard or multiple key charts.

1. Select a model. In this example, the built-in DeepSeek-R1-0528 large model is selected.

2. Enter your question.

   

3. Click the icon in the lower-right corner or press Enter.

4. Get the data analysis results.

   

Use a composite interpretation idea

As a sales data analyst who needs to gain deeper insights into specific metrics beyond a general analysis, you can perform a more detailed Q-Answers interpretation on multiple charts.

1. Select a model. In this example, the built-in DeepSeek-R1-0528 large model is selected.

2. Select the Q-Answers interpretation scope and click OK.

   

3. Click the icon to configure a composite interpretation idea.

4. On the Composite interpretation idea configuration page, set up your interpretation ideas.

5. (Optional) Select a model.

   If you need to change the model selected in Step 1, you can switch models here.

   

6. Click Data Interpretation at the bottom.

7. Get the data analysis results.

   

Single-chart Q-Answers

Assume you are a data analyst in a company's sales department. If you notice that the data in a specific chart is unusual or requires in-depth analysis, you can directly select that chart for a Q-Answers interpretation.

1. Hover over the target chart, click the icon in the upper-right corner, and select Q-Answers.

2. The Q-Answers panel opens.

   

3. Select a model. In this example, the built-in DeepSeek-R1-0528 large model is selected.

   

4. Enter your interpretation idea and click the icon in the lower-right corner or press Enter.

   

5. Get the data analysis results.