Usage Instructions
1. Overview
Dashboard Intelligent Insights automatically parses dashboard data through AI, identifies abnormal fluctuations, hidden correlations, and business opportunities with one click, providing users with deep insights and actionable recommendations beyond visualization.
2. Version Requirements
Upgrade to version "7.0" and above to experience Dashboard Intelligent Insights.
Note: You need to upgrade to the corresponding hotfix version to use Dashboard Intelligent Insights normally. If you are unsure whether the current version can be used, please contact Guandata business personnel or customer success manager for confirmation.
3. Usage Guide
3.1. Prerequisites
Intelligent Insights License has been activated and the corresponding large model service has been configured in the BI platform.
3.1.1. Activate License
- Apply for License
- Apply for "Dashboard Intelligent Insights" feature License through Guandata internal process, usually assisted by the customer success team.
- For special cases, you can directly contact the corresponding Guandata personnel, or contact after-sales support through service groups or official phone numbers.
- Activate License
Go to the BI platform "Management Center > About > Version and License" page, click "Update License", upload the license file to complete activation. After activation, the "Intelligent Insights" button will be displayed on all dashboard editing pages in this environment. Dashboard editors can configure intelligent insights through this button.
3.1.2. Configure Large Model Service
Go to "Management Center > System Integration > Large Model Service" page, click "Edit" to configure large model related information. After completing the large model service connection configuration, all dashboard pages can normally use "Intelligent Insights".
Note: After configuration, you need to test the connection validity to ensure the large model service responds normally.
| Configuration Item | Example Value | Description |
|---|---|---|
| Interface Address | https://api.deepseek.com/ | Large model service API endpoint |
| Secret Key | ****** | Secret key for authentication |
| Default Model | deepseek-chat | Supports custom selection of large model types |
3.2. Usage Process
3.2.1. Dashboard Editor
3.2.1.1. Enable Intelligent Insights
- Click "Edit" on the dashboard homepage to enter the dashboard editing page.
- Click the "Intelligent Insights" entry, and the "Intelligent Insights" page will pop up on the right.
- Click the "Settings" button/"Go to Enable" to enter the intelligent insights configuration page for insight prompt configuration and function activation.
3.2.1.2. Configure Insight Prompts
Dashboard editors can provide background knowledge to the large model for generating intelligent insights. The quality of prompt descriptions directly affects the accuracy and value of dashboard intelligent insights generation results.
Output Requirements
Relatively general setting content has been provided by default, you can directly use the default values or make fine adjustments based on the default values.
Insight Ideas, Business Knowledge
It is recommended to make custom fine adjustments, fill in the analysis framework that you expect the large model to use for intelligent insights, business knowledge related to different dashboards, etc. The more precise the background knowledge provided in this part, the more the intelligent insights generated by the large model will meet the scenario requirements.
During the process of configuring prompts, you can click "Preview" at any time to view the insight effects.
3.2.1.3. Publish Intelligent Insights
- After adjusting the prompts, turn on the intelligent insights switch and "Save" the current configuration content.
- Click the dashboard "Publish" button to publish the current "Intelligent Insights" configuration content online for dashboard users to use.
3.2.2. Dashboard User
3.2.2.1. Insight Viewing Methods
For dashboards with "Intelligent Insights" enabled, you can see the "Intelligent Insights" entry on the dashboard homepage.
After clicking "Intelligent Insights", the large model will conduct comprehensive and in-depth analysis of the entire dashboard data, and based on the background knowledge provided by the dashboard editor, finally provide concise and clear insight conclusions and suggestions.
3.2.2.2. Interactive Analysis
Follow-up Questions Function
Enter questions in the dialog box, click "Send", you can flexibly ask follow-up questions about the current insight conclusions, supporting multi-round dialogue to deeply explore the reasons behind the data.
Custom Insights
Users can set temporary analysis frameworks through "Custom Insight Ideas" to generate personalized insight reports.
Copy Function
The output results of intelligent insights support "Copy", preserving the corresponding text format (bold, indentation, list numbering, etc.).
4. Data Processing Mechanism
Data Scope
The data that users "see is what they get" in the current dashboard will be extracted as knowledge for large model intelligent insights, including:
- Visible data based on current filter conditions
- Card data under different tab pages
Dynamic Update Logic
After changing filter conditions or card drilling, the data presented in the current dashboard will change. Click "Regenerate" to update the insight report.
5. Limitations
- Currently does not support analysis: Chinese-style reports, custom charts, image cards, external link cards.
- Table-type cards provide initial 200 rows of data for analysis.