RubiAI as Rubisight Designer Assistant

RubiAI as Rubisight Designer Assistant


1.1 RubiAI -Insights

The RubiAI-Insights option allows users to interactively generate and visualize insights from their data. This enables user to suggest the charts based on the columns from the set dataset, suggest the KPIs and best suitable chart types for the data in the set dataset and  respond to the user queries based on datasets in the dashboard.

Users can type a simple prompt or question, and RubiAI automatically generates relevant charts, tables, or summaries.

Below are the RubiAI capabilities and details:

Sr. No

Task

Mode

How To

1

Plot the chart based on columns

Edit/View

Use a prompt with keywords ‘Plot’ or ‘Show’ with the columns from the Set dataset.
Note: Plot chart on dashboard page is available only from Edit Mode.

Ex. Plot chart with Region, Sales or plot table chart with region and sales

2

Suggest the charts based on the data

Edit/View

Use a prompt with keywords- ‘suggest’, ‘tell me’

Ex. Suggest charts based on the data

3

Q and A based on the data

Edit/View

Use a prompt with the question words and ask a question.

Ex. What is the total profit

4

Smart Data Insights wrt Dashboard data and the attached file

Edit/View

·         Select the file in allowed text/image format

·         Use prompt to compare or as required to show insights

 

1.2 How RubiAI assists in chart generation
​

Natural Language Queries:

Users can describe the desired visualization in plain English (e.g., "Show sales by region as a bar chart," or "plot line chart of manager vs revenue"). RubiAI interprets these prompts and automatically generates the corresponding chart.

Automated Visual Creation:

It can automatically select the appropriate visual type (bar chart, line graph, pie chart, etc.) and configure the data fields (group, value) based on the natural language input.

Visual Summary for Generated Chart:

Chart summary is shown below the generated chart which narrates the chart insights for ease of interpretation.


1.3 How to use the functionalities
​

Before you get started to explore the RubiAI functionalities, make sure that RubiAI model is configured by your administrator.

Follow the steps below to use RubiAI functionalities.
1.      Navigate to Edit Mode of dashboard.
2.      Set the dataset for RubiAI Insights. This dataset will be considered for generate and plot chart. This option is available in the dataset ellipsis in the data panel.

Figure 1: Set for RubiAI Insights- option in Dataset Ellipsis options

 

 3.      click on RubiAI option available in the main tool bar.

4.      Set dataset for RubiAI insights is displayed on the hover of ‘I’ icon in the insights panel of the RubiAI.

Figure 2: RubiAI option in Main Toolbar options


 5.      RubiAI click opens the right side pane for RubiAI-Insights. On click pf ‘I’ icon shows the dataset set for RubiAI insights.

A screenshot of a computer AI-generated content may be incorrect.

Figure 3: Insights modal showing the set dataset for RubiAI Insights


​6.     In the side pane, on the lower side input box, add the prompt as per required assistance in chart plotting, chart suggestions or the queries based on the dataset.
7.     The prompt has input box, tools icon and generate icon. Using input box, Queries can be entered and with Generate button those are sent to RubiAI assistant for response. Tools button enables the user to attach the file with different formats to add the inputs to the prompt.
8.     Click Expand icon beside Insights to expand the modal.

 


 

KPI/Chart suggestions based on Data:

This allows you to suggest the possible charts to get the insights from the data. This is shown in the table format and details – Chart Name, Chart Type, Data, Filter, Description.
1.     Navigate to RubiAI Insights pane.
2.     Add the prompt to suggest the suitable charts based on the data.
3.     Click Generate button.
4.     Table with KPI and chart suggestions is displayed detailing-

Figure 2: Chart/KPI suggestions based on the data

Smart Data Insights - Dashboard Data vs External Text/Image:

1.     
Navigate to RubiAI Insights pane.

2.     
Click the Tools icon

Figure 2: Tools Options for File Processing

3.     
Click ‘Attach’ option to browse and upload the file in text/image format. Only single file attachment is allowed.

4.     
The attached file is displayed in the input box with name.

A screenshot of a computer

Figure 3: Attached File displayed in Input Box

5.     
Add a prompt to query with respect to the attached file and the dashboard data (displayed data on the charts).

6.     
Click Generate

7.     
The data as per the query is displayed as the response in the panel.

Figure 4: Response for the query with Text processing

 

Supporting Options:

Below are the options available in the recent query conversation.

Name

Icon

Purpose

Refresh

To ask the model to give another version of the same answer to your last prompt.

Copy

To copy the entire response text to your clipboard.
You can then paste it anywhere (e.g., docs, code editor, email) without manually selecting text.

Download

To save the response as a file (.pdf format) directly to your device.

 

 

Limitations

·         The table charts generated and plotted on dashboard page are not added with Title

·         Currently, column referencing may or may not match if not added exactly.

·         The context of previous conversation in the side pane is not considered for successive prompts.

·          The conversation or response in the side pane will disappear on page refresh and not stored anywhere for the retrieval.

·         The querying based on image/html/python/map/google map/filter widget/parameter widget is not supported.

·         The summary displayed below all types of table charts is currently given considering first 500 data points plotted in the chart.

·         Prompt added with multiple chart type references considers the first mentioned chart type for processing.

·         The chart configuration suggestions in table for suggested charts is not shown with the aggregations for the column.

·         The querying based on the associated datasets and context based on more than 2 datasets is not supported and may not respond to the accurate data as expected.

·         Only data displayed on the dashboard charts is considered for answering the queries of data processing.

 

 


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