Creating a Report with Generative AI for Narrative Summaries

To design a report to use Generative AI (GenAI) for Narrative Summaries:

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

  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 formula button button, select the AutoTextSummary function.

    • If the GenAI use case is Describe exceptions, you can leave the Summary Type parameter blank.

    • If the GenAI use case is Describe the causality for exceptions, set the Summary Type parameter to "ZOOM".

      Optionally enter and select the additional text function parameters for the "ZOOM" Summary Type. For more information, see Working with the Zoom Summary Type.

    • If the GenAI use case is Do a comparative analysis, set the Summary Type parameter to "COMPARE".

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

  5. If the GenAI use case is Describe the causality for exceptions, where the service needs to internally zoom in on a dimension to retrieve relevant data values, in the Conditional Properties tab, select an Analytic Dimension, which is typically the row dimension in the grid.

    Note:

    • The Analytic Dimension property is only used for GenAI narrative generation for the Causality for exceptions use case; it is not used elsewhere for any other use cases or functionality.

    • The condition defined determines whether the top or bottom contributors are returned:

      • To return the top contributors, use "greater than" or "greater than equal to" conditions.

      • To return the bottom contributors, use "less than" or "less than equal to" conditions.

  6. You can add the ConditionalText function to a text box, row, column or cell..

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

  7. 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.

Note:

When previewing a report where GenAI is utilized to generate narrative text, you must manually verify the accuracy of the resulting text.