Adding Slide Insights

A "Slide insight" is a natural language analysis of a slide that is dynamically generated at runtime using AI. It can be added to your slide as a text field or in a tooltip, and provides your reader with a text analysis of the content of the slide that changes dynamically as the data in the slide changes. For example, when you use the runtime Chatbot to add new measures to a visual at runtime your insight regenerates to reflect your change.

Note: Slide Insights will not operate without an LLM provider.

Insight Content

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

  • Basic Facts: Standard metric analysis, including the average, maximum, minimum, dispersion, median, and standard deviation.
  • 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, relationships, and a correlation statistic.
  • Trends: Uses regression analysis with r-squared and slope coefficients to explain how changes to a metric affects another metric, the closeness of fit score, and the slope correlation
  • Forecasts: Best fit forecasting (across eight 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, with the range of fluctuation
  • Outliers: Displays the top three most outstanding data points in the query. It also shows the probability density for each outlier.
  • Categorical Analysis: Depending on the amount of data in the query, categorical insights may display information about comparatives, correlations, and forecasts.

Add Slide Insights as a Text Field

If you add Slide insights as a text field, the Slide insight content is presented in a panel and is generated at runtime when the slide is first opened and refreshed whenever runtime changes are made. The advantage of using a text field is that your content is shown to the reader straight away.

ClosedExample: Slide insights in a text field

The #SlideInsights tag is replaced with a textual analysis on load or when the content of the slide is updated:

Add from the Toolbox

  1. From the left-hand Toolbox, right-click the Add Text Field option and from the sub-menu, click Slide Insights.

    2. The cursor is enabled.

  2. Click the canvas where you want to drop your Text Field.

    3. The Slide Insights panel is added to the canvas.

  3. Select the #SlideInsights panel on the canvas:

  4. From the Settings panel, select the following:
    • User Tone Type: Select from the options to determine the tone of the text message used for the insights.
    • LLM Verbosity: Select Low, Medium, or High to determine the level of detail and explanation for the insights.
  5. Click Apply.

Tip: Select your #SlideInsights panel to resize or move it as needed.

Add using the Chatbot

If you include a request to add Slide Insights explicitly to your prompt (you say or type "add insights" as part of your prompt), a Slide Insights text field (a text field containing the variable #SmartInsights) is added to your slide. You can edit the Settings manually, as described above.

Add Slide Insights as a Tooltip

If you add Slide insights as a tooltip, the Slide insight content is not presented when you view the presentation at runtime. It is generated only when you hover over the asset at runtime. The advantages of using a tooltip are that you only load the insights when you want to view them, and the content can be read out by Pyramid using its text to speech facility.

ClosedExample: Slide insights in a tooltip

The #SlideInsights tag that was added when defining the tooltip is not replaced with a generated insight on load. When your reader views the slide at runtime, they can:

  • Hover their cursor over the icon (green arrow) to generate and view the Smart insight information in a pop-up.
  • Click the Audio icon (blue arrow) in the pop-up to hear the Smart Insight information read aloud.

Note: Where Slide Insights are added to the slide automatically by the Chatbot (as described below), the Gen-BI illustration is added to the slide at the top-left corner.

Add from the Context Menu

  1. Drag a shape, image, or text box onto your canvas from the Toolbox or add an Illustration from the Content panel.

    2. This will be the shape that your reader hovers over to view the pop-up containing the Smart insight analysis.

  2. Right-click the item and select Set Tooltip from the context menu.

    3. The Tooltip Designer dialog opens.

  3. From the Text Fields drop-down, select Slide Insights.

    4. The #SlideInsights tag is added to the tooltip panel and the Slide Settings panel opens at the bottom of the dialog.

  4. From the Settings panel, select the following:
    • User Tone Type: Select from the options to determine the tone of the text message used for the insights.
    • LLM Verbosity: Select Low, Medium, or High to determine the level of detail and explanation for the insights.
  5. Click Apply to save your settings.
  6. Click OK to save the details of your tooltip and close the dialog.

Note: Before you close the dialog, you might want to set the Bubble Size to Auto. This will ensure the Smart insights content fits into the tooltip bubble.

Add using the Chatbot

If you are using the Chatbot to create your slides and 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 pop-up. 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.

  • Click here to learn to build a presentation using the Chatbot