In-report AI assistant

Create a blank report

1. On the Quick BI report home page, click Create Blank Report.

   

   Alternatively, you can click New and select Create Blank Report, as shown in the following figure.

   

2. The Quick BI report editor opens.

   

Open the AI assistant

To open the AI assistant in the editor, use one of the following methods:

• Method 1: In the Quick BI report editor, click More and select AI Assistant.

  

• Method 2: Press cmd+/ to open the AI assistant.

• Method 3: Type / to open the menu and select AI Assistant.

  

• Method 4: Hover over a blank area, click the plus icon to open the menu, and select AI Assistant.

  

After you open the AI assistant, enter a prompt in the dialog box to generate report content.

• You can configure the following options based on your business requirements:

  

• You can also select a feature at the bottom to start an AI creation, generate an analysis outline, use Ask Q, perform an insight analysis, or create a text visualization.

  

AI creation

AI creation provides an open-ended conversational space where no specific assistant role is assigned. Report creators can interact directly with the AI model in the input box without selecting a specific function like Ask Q or insight analysis. Simply enter your questions, requirements, or ideas, and the AI model generates a response. Use this feature for free-form conversations with the AI to brainstorm ideas or find inspiration.

Analysis outline

To generate an analysis outline based on your business requirements, follow these steps:

1. Open the AI assistant.

2. In the AI assistant, select Analysis Outline.

   

3. In the Analysis Outline pane, enter the topic and requirements for the report you want to create.

   You can configure the following options based on your business requirements:

   

   Parameter	Description
   Prompt	Click the icon to open a prompt template, select a template, and modify it to fit your business needs.
   Upload reference materials	Upload charts from a dashboard or a local file.
   Online search	Enable online search to allow the assistant to access the internet for external information.
   Select large model	You can select a system-built-in large model or a custom large model for analysis.

   In this example, we enter custom content and upload a local file as a reference.

   

4. Click Send. The system generates an analysis outline.

   

   Below the generated analysis outline, you can perform the following actions: Like/Dislike, Regenerate, Discard, and Apply.

   Action	Description
   Like/Dislike	Provide feedback on the generated outline.
   Regenerate	The system generates a new analysis outline based on the content in the dialog box.
   Discard	Discards the generated outline and returns to the previous step.
   Apply	Applies the analysis outline to the Quick BI report.

5. If you are satisfied with the outline, click Apply to add it to your Quick BI report.

   

   On the right side of the report editor, you can see the uploaded local resource in the Referenced resources list. You can Preview or Delete the resource. For more information, see Quick BI report management.

   

   After closing the Referenced resources list, you can display the Outline by hovering over the collapsed outline on the right or by clicking the icon in the lower-right corner.

   

   To keep the outline pinned to the page, click the icon to Pin Outline.

   

6. If you need to revise the analysis outline, you can edit it directly in the document.

Ask Q

After generating an analysis outline, use the Ask Q feature to query a dataset or data file to populate it with data. Follow these steps:

1. In the Quick BI report editor, click Ask Q.

   

   Alternatively, you can first open the AI assistant and then select Ask Q.

   

2. In the Ask Q dialog box, select the data you want to query. You can query a dataset or a data file.

   Type	Description
   Dataset	The dataset tab displays the datasets for which the relevant Ask Q configuration has been completed and for which you have Ask Q permissions. You can perform the following operations: Preview: Hover over a dataset and click Preview to view its content in a pane on the right. After reviewing the content, you can click the Ask button in the upper-right corner of the pane to query the current dataset. Ask: Hover over a dataset and click Ask to query the current dataset. View All Available Data: If there are more than five datasets available and they are not all displayed, click View All Available Data to view all available datasets and data files in a pane on the right.
   Data File	The Data File tab displays the data files that your account has uploaded through any Ask Q entry point in Quick BI. You can perform the following operations: Preview: Hover over a data file and click Preview to view its content in a pane on the right. After reviewing the content, you can click the Ask button in the upper-right corner of the pane to query the current data file. Ask: Hover over a data file and click Ask to query the current data file. View All Available Data: If there are more than five data files available for querying and they are not all displayed, click View All Available Data to view all available data files and datasets in a pane on the right. Upload File: If the data file you want to query is not in the list, you can upload it to Ask Q in one of the following two ways: In the current Ask Q dialog box, click Upload File in the upper-right corner to upload the file in the File Upload dialog box. For more information, see Upload a data file. In the Data File pane, click the Upload File button in the upper-right corner to open the File Upload dialog box and perform the upload. For more information, see Upload a data file. Note The following limitations apply to uploaded data files: Only CSV and XLSX files are supported. Currently, only the first sheet can be parsed. By default, the system identifies the first row of the data file as the header row and starts processing data from the second row. The size of a single uploaded file cannot exceed 10 MB. Uploaded query files are associated with your account and can be shared across different reports. For example, a query file uploaded in Report A can be directly used in the query interface of Report B without needing to be re-uploaded. Configure: After uploading a file, if you want to adjust the file name, field type, or other configurations, hover over a data file, click the icon in the upper-right corner of its card, and select Configure. The Data File Configuration dialog box provides options to Modify display name (①), Preview data content (②), Switch field type (③), Modify field name (④), and View field details (⑤). Delete: If you no longer need a data file, hover over it, click the icon in the upper-right corner of its card, select Delete, and then click OK in the confirmation dialog box to delete the file.

   After you select a dataset or data file in the Ask Q dialog box, you can start a query. This example uses the Automotive Fault and Repair Record Details dataset.

3. In the Ask Q dialog box, enter a custom question.

   

   You can also click the icon and select a suitable question type in the Quick question dialog box to quickly start a query. You can also select a reasoning and interpretation method.

   Question type	Description
   Recommended	When you query a dataset, the Recommended tab suggests common questions based on the dataset and common analysis use cases. Click a question to ask it instantly. If the current recommended questions do not meet your needs, click the icon to get a new set of questions.
   Q-Insight	When you query a dataset, you can use the Q-Insight tab to perform multi-dimensional, multi-step root cause analysis on metric changes in the selected dataset. This generates a Q-Insight component that helps you quickly identify the key drivers of business fluctuations. Click a question template under Q-Insight to quickly insert the Q-Insight component settings into the input box. You then need to configure the Comparison Period and Comparison Metric. You can also click the icon next to a question template to enter the Q-Insight component settings in a form in the Attribution Report Settings dialog box. Note Q-Insight is a value-added module that requires a separate purchase. For information about the prerequisite configurations for using Q-Insight, see Metric Insight and Metric Insight. For information about the configuration options and usage of Q-Insight, see Metric Insight.
   Recent questions	The Recent Questions tab displays the historical questions that the current account has asked based on the selected data resource. You can click a historical question to ask it again.

4. After entering your question, click the icon in the lower-right corner of the dialog box or press Enter to send it and get the analysis result.

   

   If you are not satisfied with the generated chart, you can switch to a different chart type.

   

   Below the generated Ask Q result, you can perform the following actions: Like/Dislike, Regenerate, Discard, and Apply.

5. If the generated result meets your expectations, click Apply to add the Ask Q result to your Quick BI report.

   

6. After a chart generated by Ask Q is applied to the report, you can perform the following operations on it.

   No.	Action	Description
   ①	Show title	When enabled, the chart title is displayed. When disabled, the title is hidden.
   ②	Rename	Double-click the title or click the Rename button to change it.
   ③	View in full screen	View the chart in full screen mode. You can click Exit Full Screen in the upper-right corner.
   ④	View data	View the chart's underlying data. You can view formatted or raw data and click Copy Data to copy all the table data to your clipboard. Note The View Data feature is unavailable for table-like charts, such as crosstabs, detail tables, trend analysis tables, multidimensional analysis tables, and heat maps.
   ⑤	View SQL	View the chart's underlying query statement in the SQL dialog box to verify data logic.
   ⑥	AI assistant	Opens the AI assistant to perform operations like intelligent querying and insight analysis. For more information, see In-report AI assistant.
   ⑦	Insight analysis	Interprets the data of the chart component and generates an insight analysis report. For more information, see Insight analysis.
   ⑧	Indent	Supports increasing or decreasing indentation. The effect is as follows:
   ⑨	Copy	Copies the current chart. The system duplicates all chart information, allowing you to paste it elsewhere in the report to create an identical copy.
   ⑩	Cut	Removes the chart from its current location and saves it to the clipboard. You can then paste it to move the chart to a new location.
   ⑪	Delete	Deletes the current chart.
   ⑫	Insert Below	Inserts other content below the current paragraph of the chart.

7. In the report, you can perform the following actions on the Ask Q area.

   Action	Description
   Drag	Click and hold the icon to drag the current query result area within the report.
   AI assistant	Opens the in-report AI assistant.
   Unlink dynamic reference	By default, Ask Q results are added to the report as a dynamic reference. This means that if the underlying data changes, you can update the data to have the AI model regenerate the result. If you need to fix the query result, click this option to unlink the dynamic binding between the result and its source. After unlinking, this area will no longer be updated when the data source is updated.
   Update data	Click this option to update the current query result. The system regenerates the result based on the latest data and the configured prompt. Unlike the global Update Data button at the top of the page, this option updates a single query result individually. This is useful when a report contains multiple query results and only some of them need to be regenerated due to changes in the source data. When you click Update Data, the current area enters a regeneration state. You can then: Click Expand Update Process to view the execution progress and reasoning process in a pane on the right. After the update is complete, the corresponding result area on the left will be refreshed with the newly generated content. Click Stop and confirm in the dialog box to terminate the data update. The original content in the area will not be changed. If an error occurs during generation, copy the trace_id and contact support to troubleshoot the issue.
   Indent	Adjusts the hierarchical indentation of the result area for a more structured layout.
   Copy	Copies the content of the current insight analysis result area, allowing you to quickly paste it into other documents or reports.
   Cut	Cuts the content of the current insight analysis result area to the clipboard. This can be used to move the result area or replace content.
   Delete	If the current analysis result is no longer needed in the report, click Delete to remove it.
   Insert Below	Inserts a new blank line after the current result area.

Insight analysis

After you generate an Ask Q result, you can perform an insight analysis on the result or other content. Follow these steps:

1. Hover over a chart generated by Ask Q, click the icon, and select Insight Analysis.

   Alternatively, you can first open the AI assistant and then select Insight Analysis, or directly click Insight Analysis in the upper-left corner of the editor. After inserting a chart, if you need to summarize an entire section, you can use the insight analysis capability by selecting Current Section as the analysis object.

   In this example, we choose to perform an insight analysis on the following section.

   

   In the Insight Analysis dialog box, you can perform the following operations.

   Action	Description
   ① Enter summary requirements	Enter your custom summary requirements based on your analysis needs.
   ② Ask a quick question	Click the icon to open the Quick question dialog box (⑦), which displays the last five questions you asked. You can select a question here to ask it again quickly.
   ③ Select large model	You can select a system-built-in large model or a custom large model for analysis.
   ④ Enable enterprise knowledge base search	Click the icon to enable enterprise knowledge base search and then specify the knowledge base to associate. When enterprise knowledge base search is enabled, this feature allows the large model to use your enterprise knowledge base to produce results that align with your company's business context. Note A knowledge base can be selected here only if an organization administrator has configured and enabled it in Organization Management. For information on how to configure a knowledge base, see Knowledge base management.
   ⑤ Specify analysis logic	Select whether to specify the analysis logic. Once enabled, you can select the knowledge content to apply from the drop-down list. For more information, see Analysis logic.
   ⑥ View generation records	To compare a generated result with previous versions or refine a prompt, click the icon. The Generation records panel on the right will display the last five insight analysis records for the current report. You can hover over a generation record and perform the following actions: Click View Record. The right pane will automatically switch to the details page for that record. You can then compare the current result on the left with the historical result. You can click the icon to expand and view the detailed execution process of the historical result. If you want to apply this historical result to your report, click Apply This Result. Note If the record contains a dynamic result (for example, the analysis object was a section or chart), you must choose between a Static Application and a Dynamic Application in a pop-up dialog. Static application: The generated result is saved as fixed text. Subsequent data updates to the report will not affect the applied result. Dynamic application: The generated results are dynamically updated to reflect changes in the analysis object. When you later perform a data update on the report, the analysis results are regenerated based on the latest content. If the record contains a static result (for example, the analysis object was highlighted text), the application will default to Static Application without confirmation. If the analysis object in the record is different from the currently selected one, you must confirm whether to apply it. Click Copy Prompt to quickly copy the prompt corresponding to the current generation record. Click Delete to immediately delete the current generation record.

2. Click the icon in the lower-right corner or press Enter to send the command and start the analysis. During the process, you can click to expand the analysis process to view the large model's data analysis steps in a panel on the right and verify the result's credibility.

3. After obtaining the insight result, you can perform the following actions below the generated result: Like, Dislike, Regenerate, Discard, and Apply.

   Action	Description
   Like, Dislike	Provide feedback on your satisfaction with the current result by clicking Like or Dislike to help improve the model's output quality.
   Regenerate	The system immediately regenerates an analysis result based on the same analysis object and prompt.
   Discard	If you no longer need the current analysis result or it does not meet your expectations, click Discard to remove it from the report.
   Apply	Click Apply to add the current generated result to the report. The application method depends on the type of analysis object: If the analysis object is a chart component from a dashboard, the result is dynamic content, and it defaults to a dynamic application when added to the report. If the analysis object is highlighted text, the result is static content, and it defaults to a static application when added to the report. If the analysis object is the current report section, the result is dynamic content, and you can choose either dynamic or static application when adding it to the report. In the example of the fault report, the analysis object for the insight analysis is a report section. Therefore, the generated result is dynamic content, and you must choose an application method in the pop-up dialog. If you choose Static Application, the result is saved as fixed text. Future data updates in the report will not affect this applied result. If you choose Dynamic Application, the result is dynamically linked to its analysis object. Future data updates in the report will trigger a regeneration of the analysis result based on the latest content. Important Dynamic application is not supported in the following cases: When there is a dynamic dependency chain in the report (that is, a subsequent insight analysis is based on a previous dynamic result). For example, generating section A from a chart insight, then generating a dynamic result section B based on section A, and then generating section C based on section B. If the dynamic dependency chain exceeds three levels, it can lead to long update times or inaccurate content during subsequent data updates. Therefore, dynamic application is not supported. Multiple sections in the report form a circular dependency. For example, the generation of section B depends on section A, section C depends on section B, and section C in turn affects the analysis result of section A. This circular dependency prevents the system from determining a clear execution order for data updates, thus making dynamic updates impossible. Therefore, dynamic application is not supported.

4. If the generated insight analysis result meets your expectations, click Apply to add it to the Quick BI report. When the application method is Dynamic Application, you can hover over the insight analysis result area and use the right-side menu to manage its content.

   Action	Description
   Drag	Click and hold the icon to drag the current insight analysis result area within the report.
   AI assistant	Opens the in-report AI assistant.
   View prompt	Click View prompt to see the complete prompt used to generate the current insight analysis result in a pane on the right. This helps you understand the question and requirements that produced the result, allowing you to reuse effective prompts, or optimize them. Here you can: Click the icon to copy the prompt for reuse or modification in other analysis scenarios. Click the icon to directly modify the prompt content and regenerate a result that better fits your analysis needs. After generation, click Apply to overwrite the original analysis content.
   Unlink dynamic reference	For dynamically applied insight analysis content, when the analysis object's data changes, you can use the update data function to prompt the AI model to regenerate the insight result. If you need to fix the insight result, click this option to unlink the dynamic binding between the result and its source. After unlinking, the insight result will no longer be updated when the data source is updated.
   Update data	Click this option to update the current insight analysis result. The system will recall the AI model to generate a new insight result based on the latest data and the configured prompt. Unlike the global Update Data button at the top of the page, this option updates a single insight result individually. This is useful when a report contains multiple insight analyses and only some need to be regenerated due to changes in the source data. When you click Update Data, the current area enters a regeneration state. You can then: Click Expand Update Process to view the execution progress and reasoning process in a pane on the right. After the update is complete, the corresponding insight result on the left will be refreshed with the newly generated content. Click Stop and confirm in the dialog box to terminate the data update. The original content in the area will not be changed. If an error occurs during insight analysis generation, you can copy the trace_id and contact support to troubleshoot the issue.
   Indent	Adjusts the hierarchical indentation of the insight analysis result area for a more structured layout.
   Copy	Copies the content of the current insight analysis result area, allowing you to quickly paste it into other documents or reports.
   Cut	Cuts the content of the current insight analysis result area to the clipboard. This can be used to move the result area or replace content.
   Delete	If the current analysis result is no longer needed in the report, click Delete to remove it.
   Insert Below	Inserts a new blank line after the current result area.

Text visualization

You can generate charts directly from text, not just from dashboard components. This is useful when you have completed a text-based analysis and want to display the results more intuitively as a chart, such as converting text from a generated analysis outline. Follow these steps:

1. Select the text to visualize and click Text visualization in the toolbar.

   

   Alternatively, you can open the AI assistant, select Text Visualization, and enter the content you want to generate.

   

2. The system generates a chart based on the selected text.

   

   Below the generated chart, you can perform the following actions: Like/Dislike, Regenerate, Discard, and Apply.

3. If the generated result meets your expectations, click Apply to add the text visualization result to your Quick BI report.

Example result

You have now created a basic Quick BI report. The result is shown below:

Next steps

• To add a dashboard chart to a Quick BI report, see Add a dashboard chart.

• To configure the style of a Quick BI report, see Configure style.