Get AI-generated insights with Chart insights

A new feature, Chart insights, gives AI-generated insights in the form of summaries and key points to provide an easier interpretation of the chart data. The initial release of the Chart insights feature supports English only and is available only in Planning Analytics Workspace Cloud.

Important: The Chart insights feature is part of the Planning Analytics AI assistant add-on, which requires a separate license purchase; it is not included in a standard Planning Analytics Workspace license. To purchase a license, contact your IBM® sales representative or go directly to your IBM account.

With Chart insights, depending on the chart type and the chart data, you can get an overview of the chart, statistics and trends, trend analysis, insights, notable observations, and more. The Summary tab provides a more detailed analysis of the chart than the Key points.

AI-generated insights for a chart

You can view details of the AI model and how it works in this feature by clicking the AI label.

Generating insights

To generate AI insights for a chart:

  1. Select the chart that you want the analysis for and click Chart insights in the toolbar.
    Chart insights icon displays in the toolbar
  2. If there are multiple chart series in your chart, select a chart series to generate the AI insights.

AI starts generating a text summary of the data in the selected chart series. After the summary is complete, you can go to the Key points tab for insights and notable observations.

Note: You cannot navigate between the Summary and Key points tabs during text generation. You also cannot regenerate or copy the response until after generation is complete.

Chart insights supports the following charts for analysis:

  • Area
  • Bar
  • Box plot
  • Dual axes column
  • Dual axes line
  • Line
  • Line and column
  • Pie
  • Point
  • Radar
  • Radial
  • Stacked bar
  • Stacked column
  • Waterfall
  • Word cloud

Best practices for generating insights

Here are a few things that you can do that might lead the AI model to generate better insights:
  • Chart has data and is not empty
  • Chart data is in context of the cube
  • Cube, dimension, and member names are descriptive and accurately represent the data
  • There are no named outliers for dimensions that might confuse the AI model

For more information, see Use AI-generated insights to interpret a visualization.