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AI Create Dashboard

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Overview

The AI Create Dashboard capability allows for quick, interactive dashboard creation. By using natural language prompts on the Create tab of the Shibumi Chatbot, you can request a dashboard of the items you’d like to see. The Chatbot will respond to your prompt to configure a dashboard including a table, cards, and even page filters (depending on the data included).

Once the dashboard is created, you can immediately begin using it as-is or you can manually adjust to apply additional formatting, add charts, etc.

Creating a Dashboard via AI Create

The steps below demonstrate an example of the AI Create Dashboard feature in action.

  1. Create a new Dashboard from the Add Dashboard dialog.
  2. Navigate to the newly created Dashboard and open the Chatbot.
  3. Enter a prompt including the type of items to view and the data to display. Click submit. For example:
    • Create a dashboard of Initiatives with the following columns: Workstream, Stage, Strategic Objective, and Estimated Annual Benefit.
    • Show Objectives with the Owner, Anticipated Start Date, and Total Value.
  4. The dashboard will quickly configure based on the information requested through the Chatbot.
    • A Table section will be created and include all requested attributes.
    • When numeric attributes are included, Cards will be added showing the aggregation of their values. Drill down will be enabled.
    • When association attributes are included, a Work Item page filter will be added to the Dashboard and will be hooked up to the Card(s) and Table.
    • When pick list attributes are included, an Attribute page filter will be added to the Dashboard and will be hooked up to the Card(s) and Table.
    • If you do not know what data is available, ask the chatbot “What columns can I add?”
  5. Additional prompts can be sent to the Chatbot for further configuration, such as:
    • What other pick list columns can I add?
    • Add Complexity Rating
    • Remove the Stage field
  6. The Chatbot will modify the dashboard in response to additional prompts entered.
  7. Once you begin manually modifying a dashboard, AI Create Dashboard should no longer be used as it can clear out those manual edits. On page refresh, AI Create Dashboard will no longer be available in the Chatbot.

For more information, please view our demo below:

Updated on September 21, 2024
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