Summarize Visualizations and Dashboards with AI Assistant

You can use the AI Assistant to summarize visualizations and dashboard tabs on demand.

A visualization summary explains what a single visualization shows. A dashboard tab summary provides a short narrative across all visualizations on the active dashboard tab. Both summaries are generated inline in the AI Assistant and reflect the semantic context and data currently shown to the user.

You can summarize:

• ad-hoc visualizations created by the AI Assistant during a conversation
• saved visualizations on a dashboard
• saved dashboard tabs

Summarize an Ad-Hoc Visualization

After the AI Assistant creates a visualization in the conversation, you can ask it to summarize that visualization.

The Assistant uses the visualization configuration and the computed values it already holds from the conversation. No additional data fetch is needed.

Examples

• What does this chart show?
• Summarize this visualization.
• Explain this chart.

Summarize a Saved Visualization on a Dashboard

You can also summarize a saved visualization directly from a dashboard.

Steps:

1. Open the dashboard.
2. On the visualization you want to summarize, click the … (ellipsis) button.
3. Click Summarize.

This opens the AI Assistant and immediately starts the summarization request for that visualization.

The summary reflects the exact state currently shown on the dashboard, including:

• active filters
• drill level
• time comparison settings

The Assistant reads the current computed result, so the summary describes the visualization as the user currently sees it.

Summarize a Dashboard Tab

You can summarize a saved dashboard tab from the dashboard UI. Use this when you want a concise narrative that brings together the most important points across the visualizations on the active tab.

Steps:

1. Open the dashboard.
2. Open the tab menu for the tab you want to summarize.
3. Click Summarize tab.

If the dashboard has only one tab, use the dashboard menu and click Summarize dashboard instead.

The AI Assistant opens and returns the summary in the same Assistant turn. The summary is generated synchronously, so there is no background queue or separate notification. Large or complex dashboard tabs may take longer to summarize.

The dashboard tab summary reflects the current dashboard state, including:

• active dashboard filters
• visualization-level filters
• drill state
• time comparison settings
• the current user permissions
• the current user locale

Date filters are expressed as resolved date ranges where possible, for example Mar 13-20, instead of relative expressions such as Last 7 days.

The summary is not a chart-by-chart list. It is intended to synthesize the visible dashboard tab into a short analytical narrative that highlights common themes, notable trends, outliers, and the filter context.

How Summaries Work

Summaries are generated synchronously and inline. The Assistant returns the result in the same response, without using a background queue or a separate waiting step.

For saved dashboard visualizations and dashboard tabs, the Assistant reads the current computed results. It does not trigger a new computation or export to produce the summary.

For dashboard tab summarization, the Assistant summarizes the visualizations that are available in the current tab context and creates one combined narrative.

What the Summary Includes

Depending on the summarized content, the summary can explain:

• what the visualization or dashboard tab represents
• which metrics and attributes are used
• the current breakdown or drill context
• notable trends, top contributors, or outliers
• the active filter or time context
• common themes across multiple visualizations on a dashboard tab

When a Summary Cannot Be Generated

If a visualization on a dashboard tab has not been computed for the current user, the Assistant cannot include it in the dashboard tab summary. In this case, the Assistant asks you to open the visualization on the dashboard first and try again.

If all visualizations on the tab have no data under the current filters, the Assistant explains that no data is available for the current filters and suggests checking the filter configuration. It does not generate values that are not present in the data.

Notes

• Summaries reflect the current visualization or dashboard tab state, not a static saved summary.
• No summaries are stored on dashboards.
• If you change dashboard filters, drill state, or time comparison settings, a new summary reflects the updated state.
• The summary only describes data available in the current visualization or dashboard tab context.

Limitations

• This feature is experimental.
• Dashboard tab summarization is available from the dashboard menu only. Natural-language requests in the chat direct users to the dashboard menu action.
• Dashboard tab summaries are generated synchronously. There is currently no background processing, queue, or follow-up delivery.
• The summary covers the active dashboard tab only. It does not summarize multiple tabs or an entire multi-tab dashboard at once.
• The feature is currently basic and does not cover all edge cases. Very large or complex dashboard tabs may take longer to summarize.
• If a dashboard tab contains visualizations that are not available in the current computed state, open the visualizations on the dashboard first and try again.