Smart Insights

Smart Insights perform an AI-automated analysis of a given query and generate some output that is returned in natural language. When running your Present dashboard you'll have access to Smart Insights. Smart Insights analyzes the data in a given query and renders analysis in plain text. In other words, this powerful tool takes the data in a selected visual and transforms it into plain text, pointing the user toward valuable insights about the data.

Smart Insights work directly on any supported data source.


The insights are generated in the current user's chosen application language. This includes support for right-to-left text in Hebrew or Arabic.

Note: This feature is not available in the Community Edition.

How it Works

Insights are presented in a re-sizable window alongside the selected visual. They can also be accessed using the dynamic text formulations tools as part of the templated natural language options; so they can appear as paragraphs of text or in dynamic tooltips.

The user can select from three levels of detail: light, advanced, and categorical. Each of these levels offers a different amount of depth and different kinds of information, allowing the user to specify the level of detail required.

Depending on the given query and its selections, the tool shows a range of valuable information including average and median values and the spread of values, Pareto analysis, correlations, trends, outliers, and even forecasting.

Smart Insights are dynamic, updating in real time to reflect any manipulations or changes to the query. So, every time the user filters the query, for example, the insights are regenerated based on the current data.

Accessing Smart Insights

There are three ways to generate Smart Insights; you can use the integrated Smart Insights pop-up tool, you can add Smart Insights when building a presentation with the Chatbot, or you can use the SmartInsights dynamic functions to create templated dynamic text in your presentation.

Smart Insights Pop-Up

To access Smart Insights, launch your presentation at runtime. From the panel tools (typically shown above the relevant visual when you hover your cursor over the panel), click the Smart Insights icon.


To enable the display of multiple insights across multiple items in a presentation:


Design Time Smart Insights

If you use the Chatbot to create or update one or your slides, Smart Insights will be added in response to your prompt:

  • If you do not indicate that you want to add Slide Insights explicitly in your prompt, a Gen-BI icon is added to your slide automatically. At runtime, your reader can hover over this icon with their cursor to view the AI generated insight information as a tooltip. Note: This functionality speeds up the load time for the presentation, since the Smart Insights are only populated when the user hovers over the icon.
  • If you include a request to add Slide Insights explicitly to your prompt such as "...add insights", a Slide Insights panel (a text field containing the variable #SmartInsights) is added to your slide.

For more information, see the step-by-step exercise at Build a Storyboard using the Chatbot.

Runtime Smart Insights

You can type "get insights" into the Chatbot at runtime. This generates and returns smart insights about your visualization.

Likewise, the "Explain" key driver analysis, which generates insights, can be triggered with the appropriate question.

Navigating Smart Insights

The Smart Insights window features a drop-down menu (red arrow below) from which your can select the required level of insight: light, advanced, or categorical (see below for details). The window can be re-sized from the lower right corner (green arrow).

Dynamic Insights

Smart Insights are generated dynamically, updating in real time to reflect any manipulations or interactions with the query. The types of analyses produced depend on the information in the query, like the number of measures and hierarchies, the number of elements in a hierarchy, and the presence of specialized hierarchies - like date-time.

The engine performs a variety of statistical and analytical methods to derive facts and figures about the data set. The engine then removes "noise" from the analysis, outputting a list of salient insights that the user would not ordinarily find without performing further data analysis and building formulations.

The takeaway is that any interactions with the query, like drilling, dicing, filtering, or sorting, will be reflected in the insights in real-time. Even if you interact with the query while Smart Insights is open, the insights will automatically be updated along with the query.


In this screen capture below, you can see how Smart Insights is dynamically updated in real time whenever the query is manipulated.

Levels of Insight


Light analysis offers simplified metric analytics, covering measures but not categories. Depending on the amount of data in the query, Light insights may display the following information:

  • Basic Facts: Standard metric analysis , including the average, maximum, minimum, and dispersion.
  • Pareto Analysis: The value's total and top n and bottom n that account for a certain percentage.
  • Relationships: Any positive or negative metric correlations and relationships.
  • Trends: Uses regression analysis with r-squared and slope coefficients to explain how changes to a metric affects another metric.
  • Forecasts: Best fit forecasting (across 8 different algorithms) if the query contains a date-time hierarchy to predict whether a value will increase or decrease over a certain period and by how much.


The Advanced analysis displays more in-depth metric analytics. Depending on the amount of data in the query, Advanced insights may display the following information:

  • Basic Facts: In addition to the basic facts generated by the Light analysis, this also shows the median and standard deviation.
  • Pareto Analysis: Same as the Light analysis.
  • Relationships: Same as the Light analysis, with the addition of a correlation statistic.
  • Trends: Same as the Light analysis, with the addition of displaying the closeness of fit score and the slope correlation.
  • Forecasts: Same as the Light analysis, but it also stipulates which forecasting algorithm was used, and the range of fluctuation.
  • Outliers: The multi-variate outlier analysis displays the top 3 most outstanding data points in the query. It also shows the probability density for each outlier.


The Categorical analysis shows simplified category / element analytics. Depending on the amount of data in the query, Categorical insights may display the following information:

  • Comparatives: Compares the metrics for each category with the category that has the highest value for the same metric.
  • Correlations: Displays any positive or negative correlations between measures for each element where a correlation exists.
  • Forecasts: Best fit forecasting if the query contains a date-time hierarchy, predicting for each category whether a value will increase or decrease over a certain period and by how much.
  • Outliers: A light version of the Advanced analysis.