Converse with Your Data (Beta)
To enable the feature, go to the Analytics Settings page in Setup, and select Enable Conversational Exploration (Beta). Conversations are then available in dashboards running in apps, explorer, and dashboard designer.
Start a conversation by clicking . When you click the text box, you’re prompted with suggestions based on the fields in your dataset(s). To see which datasets are open for conversational exploration, look for the purple hexagons.
Narrow in on your question by typing the name of a measure field in your dataset. As you type, Analytics provides guidance relevant to your data. Click a suggestion to see a table or chart.
When you have the chart that answers your question, open the dropdown menu. Depending on the context, you can save the visualization as a lens, share it, clip it to the designer, or continue your data exploration.
- Conversational exploration requires the Analytics Platform permission set license. It’s not available in embedded dashboards, mobile apps, Analytics for Communities, or standalone Analytics apps, such as the Sales Analytics app.
- Conversational exploration is available only in the dashboard designer, explorer, and dashboards running in an app.
- Advanced functions aren’t supported in conversational exploration.