Creating a Report with Generative AI for Narrative Summaries

Creating an Auto Text Summary Criteria Definition

To create an Auto Text Summary Criteria Definition:

1. In the Grid Designer select Actions, and then select Auto Text Summary Criteria Manager.

   
   
   

2. In the Auto Text Summary Criteria Manager, you can create a new Criteria Definition or edit an existing Criteria Definition.

   
   
   

3. In the Criteria Definition Editor, specify a name for the definition and select one of the following Criteria Type:
   • ComparativeAnalysis
   • DescribingAnException
   • Causality Analysis
   • Causaltywith2LevelAnalysis

   
   
   

4. If the Causality Analysis criteria type is selected, additional parameters need to be selected.

   For more information, see Working with the Causality Summary Type.

5. If there are user-customized Machine Learning (ML) templates, select a Machine Learning Template. Only the custom templates associated with the use case defined for Criteria Type will be displayed. For example, if the Criteria Type is ComparativeAnalysis, only the ML templates for ComparativeAnalysis will be displayed.
6. Click OK.

Creating Conditional Format/Text Definition

To create a conditional format/text definition:

1. Edit a report grid and select the rows, columns, and/or cells to which you want to apply the conditional text.

   Note:

   You can define conditional text on grids that have merged column header cells and column cells with custom heading labels. The resulting Generative AI text returns the underlying column member names or aliases.

2. Create a condition to apply the conditional text against the selected rows, columns, and/or cells.

   Note:

   • The Describe the causality for exceptions and the comparative analysis use cases can only be applied to data cells and not formula cells. For more information on creating a condition, see Creating a Condition in the Designing with Reports guide.

   • For the Describe the causality for exceptions use case, in the conditional definition, the Operator field in the condition needs to be one of the following: "greater than", "greater than equal to". "less than" or "less than equal to". Any other conditions will not return the proper result.

   • If the GenAI use case is Describe exceptions, you can define the condition to test for the desired exception. For example, Scenario variance greater than 10%.

   • If the GenAI use case is either Describe the causality for exceptions or Do a comparative analysis, and you don’t have a specific condition to test for (you just want to generate narrative text via GenAI without a condition applied), you can set the condition to test for the current member name or the data value being "not equal to zero".

3. In the Add Conditional Format/Text dialog, in the Conditional Text tab, using the button, select the AutoTextSummary function. Select the desired Auto Text Summary Criteria Definition.

4. Click OK to close the Add Conditional Format/Text dialog.

Inserting the ConditionalText Function to a Text Box, Row, Column or Cell

To insert the ConditionalText function to a text box, row, column or cell, select the button to open the text function wizard. Select the ConditionalText text function and select the grid, row and/or column parameters, where applicable.

For more information on the ConditionalText function, see ConditionalText in the Designing with Reports guide.

Note:

• To restrict the POV members that are displayed in the GenAI generated narrative text, the inclusion of POV dimensions is controllable by hiding any POV dimensions that should not be displayed.
• When previewing a report where GenAI is utilized to generate narrative text, you must manually verify the accuracy of the resulting text.