One AI Assistant Analyze

One AI Assistant Analyze lets you ask natural language questions about charts and tables in One AI Assistant and in Storyboards, and get clear, contextual responses. Analyze works with both Visualizations and Answers and is powered by a secure large language model (LLM). The LLM receives your request along with the data displayed in the visual, so responses stay grounded in the data you are viewing. Think of it as securely pasting your data into ChatGPT and asking questions about it.

You can launch Analyze directly from a Storyboard tile using the tile action menu (three dots) and selecting Analyze in the Assistant.

Analyze is built into the Assistant for in-flow analysis. Conversations are threaded, letting users ask follow-ups while retaining context. As with all One AI Assistant capabilities, Analyze is permission-based and secure. When you use Analyze, the data displayed in the chart or table (including Storyboard tiles opened via Analyze in the Assistant) is sent to OpenAI along with your prompt to generate the response. Organizations should confirm alignment with their corporate AI policies prior to enabling this feature.

Optional web search capability is also available for Analyze. Web search enhances Analyze with up-to-date information and sources cited with hyperlinks. With web search, Analyze can help you compare what you are seeing to public benchmarks or other public information and cite sources with links. Without web search enabled, Analyze will not perform comparisons to external data.

Key Benefits

• Flexible: Ask virtually anything. Analyze fills gaps when insights are not auto-triggered or deeper exploration is needed.

• Context-aware: Responses are based on the exact chart data or table you are viewing.

• Seamless: Integrated directly into One AI Assistant for in-flow analysis.

• Storyboard-friendly: Analyze existing Storyboard tiles without rebuilding the chart or table in the Assistant.

• Conversational and progressive: Follow-ups build on the full conversation history. Analyze can suggest next analyses to deepen exploration, keeping you in One Model.

• Safe and secure: Permission-based access with guardrails supports responsible use and prevents misuse. Web search is permissioned separately from Analyze, giving you control over who can do what.

How it Works

Using Analyze in One AI Assistant is as easy as asking a question about any chart or table.

1. Generate a Visualization or Answer or Analyze a Visualization in a Storyboard

   Option 1: In One AI Assistant, create a chart or table in Visualizations or retrieve one from Answers. You can use an example prompt or craft your own, and you may manually adjust your visualization in Define in the Query Panel. Analyze will use the chart or table exactly as it is currently displayed.

   Option 2: In Storyboards, open the Storyboard, find the tile you want to analyze, click the tile action menu (three dots), and select Analyze in the Assistant. The tile opens in One AI Assistant in Analyze mode using the data exactly as displayed in the tile.

   

2. Ask your question or request an analysis in the prompt

3. In AI mode, ask a question about the chart or table you are viewing. One AI Assistant will route the request to Analyze automatically. If you opened a tile from a Storyboard using Analyze in the Assistant, you will already be in Analyze mode. You can manually switch to Analyze mode in the rare case where the Assistant does not route you properly. When multiple visuals are present, Analyze applies to the most recent one.

4. Enter and submit your request 

   Type your question and submit it. Here are some ideas for various things you might ask, though uses certainly aren't limited to these:

   1. Are there any outliers in this data?
   2. Does this trend demonstrate seasonality?
   3. What does seasonality mean in this context?
   4. Is the spike in this trend significant?
   5. Can you summarize this trend in two sentences for a slide?
   6. Is there anything about this chart that might be noteworthy to my CHRO (or other role)?
   7. Make your response more appropriate for X audience/role
   8. Translate this response into X language
   9. What should I analyze further?
   10. How do my rates compare to public benchmarks? (requires web search to be enabled)

5. Keep the conversation going 

   After Analyze returns results, you can ask follow-up questions. The Assistant retains the context of the chart and the conversation, so you can refine, clarify, or branch into new questions about the same data.

6. Move on at any point 

   When you are ready to switch topics, just enter a new prompt. If you are in Analyze mode, select One AI mode or the mode you want to use next, then submit your request.

Limitations

• Analyze cannot modify charts. It can provide data in tabular format if you ask.
• Analyze cannot query your data in One Model. Analyze can only see and analyze the specific data on the most recent chart or table in One AI Assistant.

• Not all tile types are eligible. Key Value tiles cannot be opened in Analyze.

Permissions

One AI Assistant Analyze is permissioned in the same manner as other features, and there is no configuration necessary.

User Access

User access to Analyze requires the following:

1. One AI Assistant is enabled for your company. See Permissioning One AI Assistant for set up details.
2. User permission is controlled by the Application Access Role permission CanAccessOneAIAssistantAnalyze.
3. Optional web search is controlled by the CanAccessOneAIAnalyzeWebSearch Application Access Role permission. Please note that web search is opt-in for your instance, and a One Model employee will need to enable it in order for you to see it as an option.

Data handling note: When a user runs Analyze (including from Storyboards), the user’s prompt and the data displayed in the chart or table are sent to OpenAI to generate the response. Users with the CanAccessOneAIAssistantAnalyze permission can do this for any eligible Storyboard tile they have permission to view, so keep this in mind when granting Analyze access.

Admin Access

Configuration access is controlled by the Application Access Role CanConfigureOneAI. This permission allows administrators to manage all One AI Assistant setup and maintenance. 

Conclusion 

Analyze lets you have a back-and-forth conversation with the chart in front of you, right inside One AI Assistant. Every conversation is grounded in the data you are viewing, providing answers you can trust and share. It’s a flexible way to uncover insights and understand what to do next.

For more on Analyze, check out the One AI Assistant Analyze video and the Beyond the Chart - A Conversation with Your Data Analyze blog post.