Generate Widget Level Insights

Generate Widget Level Insights

Widget-Level Insights (Narration)


  1. The RubiAI Widget-Level Narration feature enables AI-generated summaries specific to each individual widget.
  2. This allows users to derive insights based on the data visualized in a single chart or graph, considering its applied filters, splits, aggregations, calculated columns, and user-level security.
You can use this option as below:

·         Access 'Insight' from a widget's menu

·         View AI-generated summary or narration per chart

·         Get results influenced by applied filters, highlights, DLS, splits, or calculated fields

·         Choose narration mode (paragraph or bullet list)


1.1 Generate Widget-Level Narration


To generate a widget-level GenAI summary, follow the steps below:

1.       Plot a visual/chart widget on the dashboard.

2.       Navigate to view mode of dashboard.

Figure 1: Dashboard with plotted widgets

3.       Click the three-dot menu (More Options) on the widget.

4.       Select the 'Insight' option.

Figure 2: Generate Insight option from widget menu

5.       The Generate Insight modal will appear, presenting multiple options to generate AI-driven interpretations.

6.       Choose the further required option to generate insights

Figure 3: AI-generated Insight popup


1.2 Widget-Level Narration Options


Below are the available options for widget insights.
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Modal Components

1 Buttons

  • Generate Narrations
    Produces a detailed, paragraph-style explanation of the data.
    Use when you need a story-like, descriptive interpretation.
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  • List Key Insights Using Bullet Points
    Displays insights in a structured, bullet-point format.
    Use when you want a concise, scannable list of findings.
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  • Generate Summary
    Creates a short, high-level overview of the dataset.
    Use when you need an executive summary.
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  • Show Me Anomaly
    Identifies unusual patterns, spikes, or drops in the dataset.
    Use when validating data quality or monitoring exceptions.
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2 Insight Output Box

  • Displays the AI-generated content (narration, summary, insights, or anomaly findings).
  • Users can scroll within the box to review the full generated text.
  • The content can be copied for use in reports, dashboards, or presentations.


1.3 Notes


·         Only visual widgets support this feature. Text, shape widget, Filter Widget, Parameter Widgets are excluded.

·         The 'Insight' option is disabled when RubiAI is not configured in Admin. A tooltip will indicate this.

·         Summaries are temporary and disappear upon refresh.

·         Drill-down views will generate insights as per the current level.

·         Summary content will respect DLS rules. Data visibility will vary by user access.


Usage Best Practices

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  • Review Carefully: AI-generated content may contain inaccuracies; always validate with raw data.
  • Choose the Right Format: Select narration for detailed reports, summaries for quick overviews, and bullet points for presentations.
  • Anomaly Check: Always confirm anomalies against source data before acting on them.
  • Iterate if Needed: Regenerate insights if the initial version doesn’t align with expectations.


Limitations

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  • Generated insights are interpretative and may not always be statistically precise.
  • Anomalies flagged are suggestions, not confirmed errors.
  • Complex datasets may produce overly generalized summaries.