How-to
How to add an AI analysis to a Hubviz Studio dashboard
Add a Smart Analysis block linked to a chart: AI writes a summary of what the data shows and updates it when the data changes.
The Intelligent Analysis block sits on the dashboard next to the charts. You link the block to a chart and AI writes a summary of what the data shows: who grew, who dropped and what is worth a look.
When to use it
- For people who open the dashboard and want the reading done for them, without interpreting every chart.
- For monthly reports: the text follows the data when the period changes.
- For a fixed question about a chart, such as “which business unit drifted furthest from the target?” (advanced mode).
For questions that change with every conversation, use the project assistant.
Add the analysis
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Open the dashboard in Edit mode.
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Hover over the round + button in the corner of the screen and choose Add Intelligent Analysis (the sparkles icon). The block is added at the end of the dashboard.
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In Linked chart, pick the chart AI should read. The list shows every chart in the project.
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In Mode, keep Standard or choose Advanced (see below).
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Switch to View mode. AI generates the analysis and the text shows up in the block, with the last update date in the footer.
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Save the dashboard with Ctrl + S.
Modes
| Mode | What AI does | When to use it |
|---|---|---|
| Standard | Analyzes the linked chart with Hubviz’s default instructions: indicators, relevant changes, trends and recommendations. | Most of the time. You do not need to write anything. |
| Advanced | Follows the request you write in AI prompt. | When you want a specific focus, such as comparing units against the target or answering in short bullet points. |
Advanced mode and the prompt gallery
- Write the request in AI prompt. Be specific: say what to compare, the period and the answer format.
- Use Save to Gallery to keep a request that worked. It shows up in the Prompt Gallery for use in other blocks.
- The gallery + (Add new prompt) starts a new request.
Sample request for the Revenue by business unit chart: “Compare each unit’s revenue in the last quarter with the previous quarter. Answer in up to three bullet points and end with a recommendation.”
When the analysis updates
- In View mode, the analysis is generated when the chart data changes, for example after refreshing the cube or changing the period.
- If the data did not change, the block shows the last saved analysis, without calling AI again.
- To generate it again right away, click Refresh analysis (the circular arrow at the top of the block).
- Before the first analysis, the block shows No analysis has been generated yet. and the footer shows Not updated yet.
Example: revenue by business unit
On the Executive view dashboard of the sample project, a block in Standard mode linked to the Revenue by business unit chart sums up that Industry has the highest revenue, that Services has the lowest revenue but the highest margin and that revenue grows until December.
Watch out
- Check the numbers. AI summarizes and interprets. Before you make a decision, check the values in the chart.
- No data, no analysis. If the cubes have not been loaded yet, the block shows No data found for AI analysis..
- One chart per block. To analyze two charts, add two blocks.
- Remove. In Edit mode, use the block’s Options menu and Remove element.
- In Hubviz Web, readers can also ask for an AI chart analysis. See Chart AI analysis.