Generate Visualizations from Your Home Page

You can enter questions using natural language or search terms into the search bar on your home page to generate visualizations.

When you ask a question using natural language, the AI Assistant finds and displays the most relevant dashboards and data. The resulting dashboard displays an LLM-created insights summary section, up to five visualizations, and links to related content. You can ask follow-up questions to update visualizations. These dashboards are saved as a thread on the left side of the page so you can quickly toggle between results.

You must index your datasets before you or other users with access to them can use them to build visualizations from your home page. See Index a Dataset.

You can certify datasets to ensure that their contents rank high in search results. See Certify a Dataset.

You can assign synonyms to dataset columns. Use synonyms that are familiar to users to ensure successful searches. See Specify Synonyms for Dataset Columns.

  1. On your home page, click the search bar.
  2. Enter a question in natural language about the data that you want to visualize, for example "Show me total sales and profit by product category" and press Shift+Enter.
  3. Ask follow-up questions, such as "Can you add the city?" or "Can you only show information for this fiscal year?" and press Enter.
  4. On the left side of the page, click the breadcrumbs to toggle through previously asked questions.
  5. Optional: Explore or modify your results.
    • Click Data to the name of the dataset or subject area to select a different set or area to apply your question to.
    • Click Explore as Workbook Explore as workbook icon to open the visualization in a new workbook.
    • Hover a visualization and click Change Visualization Type Change visualization type icon to select a different visualization type.
    • Hover a visualization and click Add to Watchlist Add to watchlist icon to add the visualization to a new or existing watchlist.
    • Hover a visualization and click Maximize Maximize icon to change the size of a visualization.
    • Click Delete Delete results icon to remove the search result.
    • Explore the Related Content section to view other workbooks the AI Assistant thinks are relevant to your questions.