Dashboard Page/Widget Narration with Commentary

Widget Narrations

1. The RubiAI Executive Summary feature provides an AI-generated textual summary of key insights based on the visualizations plotted on a dashboard page.
   
2. The summary highlights trends, patterns, and important data points in a structured natural language format.
   

You can generate and use the widget narrations for further reference with below available options:

1. Select chart/s or entire page for narration
   
2. Regenerate summary/narration using RubiAI
   
3. Refresh to regenerate summary
   
4. Download or copy the summary
   

To generate the RubiAI Executive Summary, follow the steps below.

Step 1: Open the dashboard page in view mode.

Step 2: Click the RubiAI (marked as 1 in below figure) option from the toolbar

Figure 1: Dashboard with Executive Summary Button

Step 3: The Insights panel appears on the right side.

Step 4: Click on Toggle button (marked as 2 in figure) to enable the Commentary option.

Step 5: Click on Select Charts/Dashboard dropdown.

Step 6: The current dashboard page name and Widget names (as set in Chart configuration -Widget Name formatter) of the available charts on the page are displayed. 

Only visual charts are supported and displayed in the list. Excluded charts : Text, Shape, Image, Python Widget, Parameter Widget, Filter Widget.

Step 7: Select the charts or the entire page for summarization.

Figure 2: Summary Panel with Chart Selection

Step 8: Click the Generate button () to generate the summary.

Figure 3: Summary Generation with Sparkle Icon

Step 9: Review the generated summary in the panel.

Figure 4: Final Generated Summary

To use further, click on the available options below the generated summary:

Name	Icon	Purpose
Refresh		To regenerate the summary
Copy		To copy the entire generated summary for that respective response
Download		To save the summary as a file (.pdf format) directly to your device.

Notes:

1. The summary is not editable.
   
2. It is not stored permanently. Refreshing the dashboard clears the summary.
   
3. It works based on selected visualizations on the current page.
   
4. Hidden widgets will not be considered for generating commentary and won’t display in the chart list.
   
5. Only supported charts with visual representations/insights are available in the chart list for narrations.
   

 

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