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NewReporting
6 months ago

Automated analysis embedded in your spaces with the AI insights block

You can now generate AI-powered narrative analysis from a table or chart and embed it directly in your space. Set up the analysis once, then regenerate it with one click every time your data refreshes.

✨ What's new

  • Four analysis types. Contribution analysis, Variance analysis, Bridge narrative, and Headliners. Each designed for a specific reporting need.
  • Embedded in your space. The analysis block lives right next to the table or chart it references. Your stakeholders see the numbers and the narrative together.
  • One-click regeneration. When your data updates, click Regenerate to re-run the same analysis against the latest numbers. The prompt is stored so the output stays consistent.
  • Custom prompts. Adjust the prompt to focus on a specific dimension, time period, or audience. Open the wizard anytime to refine it.
  • Multiple blocks per table. Add a Headliners block and a Variance analysis block side by side on the same table.

⚙️ How it works

  1. Navigate to a table or chart in your space
  2. Click Create AI insights block on the toolbar
  3. Select an analysis type and optionally adjust the prompt
  4. Review the output and click Add to space
  5. Next month, click Generate again to update with fresh data

📚 Learn more in the Academy