Why Use Workbook Filter Context for AI Agents

Workbook filters and AI Agent filters are separate by default, and each filter controls respective data independently.

For example, suppose you have a workbook that contains the filter Region = Americas, and in the same workbook you have the attached AI Agent that contains its own Data filter Region = APAC.

In this scenario, the Agent generates responses based on APAC data. To align responses with the workbook's current filter selections, you can bind the AI Agent's filters to the workbook filters.

Binding workbook filters to AI Agent filters ensures that AI-generated responses remain synchronized with the data currently displayed in the workbook.

To successfully bind these filter, you must complete these tasks:

1. Configure an AI Agent to Use Workbook Filter Values
2. Prepare a Workbook for AI Agent Filter Binding
3. Attach an AI Agent and Configure Filter Mapping in a Workbook

Note:

AI Agents don't use the workbook filter's Exclude property by default. To omit specific values from the Assistant’s responses, you must create an excludes parameter in the workbook and use it to pass those values to the AI Agent filter. See Exclude Filter Values from AI Agent Responses.