Pyramid enables the creation of a storyboard (or dashboard) presentation using natural language. By simply typing in the requirements into the Chatbot prompt, Pyramid’s AI engine creates the appropriate content and selects the optimal layout.
In this exercise, we'll build a new presentation using the Present Chatbot.
Note: In addition to building your storyboard at design time, you and your users can also use the Chatbot to interrogate visuals and continue their analysis at runtime.
STEP 1: Access the Chatbot
Before you get started, launch Present to open a new presentation.
Click on the Chatbot icon (blue box below) at the bottom right-hand side of the Present app.
STEP 2: Select a Model
Select the required Model from the options. If needed, more models can be accessed by clicking on the More Models option. Click here to learn more about selecting models in the Chatbot.
STEP 3: Generate a simple presentation
Type your requirements into the Chatbot prompt using plain English.
I wanted to use AI to decide what the most important information I might want to know about sales and profitability in my company was, so I entered "Build me a dashboard showing Sales and Profitability by various aspects of customer profile" (red arrow):
- Click here to learn more about using prompts in the Chatbot.
The system creates the presentation and displays a confirmation message describing the new presentation in the chat (blue arrow above).
The following image shows the presentation that was built in response to the preceding request at runtime (opened by clicking F2):
The system creates the presentation by performing the following functions based on your requirements:
- Generates a heading (slide name) for the presentation (red box).
- Generates multiple discoveries (blue box) satisfying the analytic question posed by your prompt. Pyramid uses AI to determine the required visual, measures, and dimensions to be included. Tip: You could access each discovery by right-clicking on it and selecting Open in Discover. In Discover, each of the discoveries can be adjusted or shared, if required, by saving it to the Content Explorer.
- Generates one or more Slicers (yellow box).
- Generates KPIs using optimization techniques to display the KPI (orange box).
- Generates dynamic Slide Insights (green box). Note: The Slide Insights are added to the slide as a Gen-BI illustration. Your reader can hover over the icon (green arrow) with their cursor to view the AI generated insight information in a pop-up. They can also click the Audio icon (blue arrow) to hear the information in the pop-up.
- Displays all content items (headings, Slicers, KPIs, Discoveries, dynamic slide insights) on the slides using the AI engine to determine the layout / optimal placement of all items. The content items can be rearranged using the Auto Layout option
\layoutor they can be manually adjusted on the canvas.
Note: There may be a delay while the system creates the content items and configures the presentation.
STEP 4: Generate an advanced presentation
Add a new Slide by clicking the + (plus) icon at the top of the Slides panel.
With the new slide selected, type your requirements into the Chatbot prompt using plain English once again.
This time, I wanted to direct the AI to as to what type of information I wanted on my slide and how I wanted to present it, so I entered "A dashboard with the following analytics. A comparison of sales by age and gender. A different report for a column chart of profitability by product subcategory. And a pie chart showing me manufacturer performance through returns, sales and expenses, and I want to slice it by years and show slide insights.":
Things to note about this presentation:
- The slicer is included on the Presentation Menu, which is accessed using the Hamburger menu (red).
- Because I explicitly requested Slide Insights, they are not added as a tooltip on an icon but as a Slide Insights panel added to the presentation (blue).
- Each of the visuals contains exactly the measures and dimensions that I described, and uses the graph type that I described to visualize the analysis. For example, "a pie chart showing me manufacturer performance through returns, sales and expenses" is interpreted to create the trellised pie chart in the top-right (orange).
STEP 5: Review and Modify
Once created, you can modify the dashboard by using comments in the Chatbot to change the data model, hierarchies, and measures.
- Click here to learn more about using keywords in the Chatbot.
You can also add, remove, or adjust content items to suit your requirements.
The content items can be rearranged using the Auto Layout option or they can be manually adjusted on the canvas.
- Click here to learn more about using Auto Layout.
STEP 6: Save the presentation
Save your presentation in My Content as Customer Profile Sales and Profitability Dashboard.
- Click here to Build a Dashboard without using AI.
- Click here to Edit a Dashboard at Runtime using the Chatbot.