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How to get an AI analysis of a chart in Hubviz Web
Open the analysis AI writes about a chart in Hubviz Web, pick the tone, give business context and send it by email or as a PDF.
Click the AI icon on a chart and get a short text that explains what the numbers show: trends, highlights and points of attention. Ready to read right away or send to someone.
Use it before a meeting, to get a summary of a chart without writing the analysis by hand.
Generate the analysis
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Open the dashboard and, if needed, adjust the period and the filters. The analysis uses what the chart shows on screen.
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In the top right corner of the chart, click the AI icon (a line chart with sparkles). Its tooltip is Hubviz AI.
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The Hubviz AI window opens with the chart on the left. On the right, The report is being generated. Wait a moment... shows while the AI writes.
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Read the text on the right, under the Report generated by Hubviz AI heading. It comes with headings and lists, ready to copy.
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To close, click Close.
If the AI icon doesn’t show on the chart, your user doesn’t have access to AI analysis, or it was turned off in the workspace. Ask your admin.
If the month’s chat credits have run out, the analysis keeps working. Running out of credits only blocks new conversations in the chat.
Change the tone of the text
In Select the type of analysis, at the top of the window, choose:
| Option | How the AI writes |
|---|---|
| Normal | Direct text, for everyday use. This is the default. |
| Relaxed | Lighter text, with informal language. It may not show if the workspace turned this option off. |
| Analytical | More technical text, with more numbers and comparisons. |
Changing the tone generates the analysis again. To get a new text in the same tone, close the window and open the analysis again.
Give the AI business context
The analysis gets better when the AI knows what the company does.
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In the analysis window, click the gear, Click to edit AI settings.
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Fill in the fields, such as Briefly describe what the company does. and Briefly describe the company's business model.. Each field takes up to 150 characters (Maximum 150 characters).
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Save. The next analyses for the project use this context.
Send or keep the analysis
| Button | What it does |
|---|---|
| Send by email | Opens the Send to customer by email area. Type one or more email addresses and send the analysis. |
| Export to PDF | Downloads a PDF with the window content: the chart and the analysis text. The file is named Relatorio Hubviz AI.pdf. |
| Close | Closes the window. |
The first two buttons only become active after the AI finishes the text.
Example: Revenue vs. target analysis
In the Sales Results 2026 project, Executive view dashboard:
- Click the period button and pick July to December 2026, with monthly frequency.
- On the Revenue vs. target chart, click the AI icon.
- With Normal, the AI describes the revenue for the period, the months above and below target and the trend.
- Switch to Analytical for a text with more numbers, such as the gap between revenue and target in each month.
- Click Export to PDF and attach the PDF to the meeting agenda.
Tips and common problems
- The analysis talks about the wrong period: it uses the chart’s period and filters at the moment you click. Adjust them before opening it.
- The AI analysis could not be generated right now. Please try again in a few moments. appeared: the AI didn’t answer in time. Close the window and try again in a moment.
- The text is generic: fill in the business context under the gear and pick Analytical.
- I want to ask questions about the chart: use the chat. See How to ask the AI assistant in Hubviz Web.