Build a Publication using the Chatbot

Pyramid enables the creation of a highly formatted publication report 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 across one or more pages.

In this exercise, we'll build a new publication using the Publish Chatbot.

STEP 1: Access the Chatbot

Before you get started, launch Publish and create a new publication. For step-by-step instructions, see Building a 'Pro' presentation.

Click on the Chatbot icon (red box below) at the bottom-right of the Publish app.

STEP 2: Select a Model

Select the required Model from the options. If required, more models can be accessed by clicking More Models.

  • Click here to learn more about selecting models in the Chatbot.

STEP 3: Generate a simple publication

Type your requirements into the Chatbot prompt using plain English and click on the run button (red box below).

  • Click here to learn more about using prompts in the Chatbot.

The system shows the request in the chat (red arrow) and processes the request, advising you to wait. Once it is ready, it displays the publication and a confirmation message in the chat (blue arrow) describing the created publication:

The system creates the publication by performing the following functions based on your requirements:

  • Generates a cover page using the default page template (red box below).
  • Adds a generated report title to the cover page.
  • Generates multiple discoveries on multiple content pages (green box below) using AI to determine the required visual, measures, and dimensions to be included. The discovery can be accessed by right-clicking on it and selecting Open in Discover where the Discovery can be adjusted, or shared, if required, by saving it to the Content Explorer.
  • Generates Slicers and performs heuristics to create interactions between the slicers and content items. The Interaction Manager can then be used to adjust these relationships to manage the filtering of content items when exporting or subscribing to the publication.
  • Generates KPIs using optimization techniques to display the KPI.
  • Displays all content items (headings, Slicers, KPIs, discoveries) on the pages using the AI engine to determine the optimal placement of all items.

Note: There may be a delay while the system creates the content items and configures the publication.

This example shows how the Chatbot can be used to create a publication from a number of vague analytic requests, but you can also be more specific and provide more detail. For example:

  • If you mention "Page Insights" in your prompt, a #PageInsights panel is added to the presentation automatically.
  • You can specify which measures and dimensions you want to include, and which type of graph you should use to represent the data. For example, "a pie chart showing manufacturer performance through returns, sales and expenses."

STEP 4: Review and Modify

Once created, you can modify the publication by using comments in the Chatbot to change the data model, hierarchies, and measures.

  • Click here to learn more about using comments 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 Publication

Save your publication in My Content as Customer Profile Sales Analysis.

  • Click here for an example on How to Build a Publication without using AI.