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.
Once a presentation storyboard is built, users can also use the Chatbot to interrogate visuals and continue their analysis.
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 required, 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 Type in your request
Type in your requirements into the Chatbot prompt using plain English.
Click here to learn more about using prompts in the Chatbot.
The system will display the Presentation and a confirmation message describing the created Presentation will be displayed in the chat.
The system will create a dashboard by performing the following functions based on the requirements:
- Generate a heading (slide name) for the Presentation (red box)
- Generate a Discovery or multiple Discoveries (blue box) using AI to determine the required visual, measures and dimensions to be included. The Discovery can then be accessed by right clicking on it and selecting "Open in Discovery" where the Discovery can be adjusted, or shared if required, by saving it to the Content Explorer.
- Generate Slicer(s) (yellow box)
- Generate KPIs using optimization techniques to display the KPI. (orange box)
- Generate Dynamic Slide Insights (green box)
- Display all content items (headings, Slicers, KPIs, Discoveries, dynamic slide insights) on the slides using the AI engine to determine the optimal placement of all items. The content item can be rearranged using the Auto Layout option or they can be manually adjusted on the canvas
Note: There can be a delay while creating the content items and configuring the Presentation
STEP 4 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 5 Save Presentation
Save your presentation in My Content as Customer Profile Sales and Profitability Dashboard.
