Skip to main content
Analysis widgets generate a natural-language summary of the data shown on the dashboard. Write a prompt — for example, “Summarize the key trends and call out anything unusual” — and the configured AI agent produces a Markdown narrative based on the current dashboard state, including the data behind every chart and the values of any active controls.

​
Adding an Analysis widget

In the dashboard builder, add an Analysis widget from the Add Widgets menu in the toolbar. The widget opens with a prompt editor — write your prompt and click Run to produce the first response. A widget that hasn’t been run yet shows “Analysis is not run yet” with a Run button.

​
Use cases

  • Add an executive summary at the top of a dashboard
  • Surface anomalies or notable changes since the last refresh
  • Explain numbers to stakeholders who want context without diving into the charts
  • Generate a TL;DR for periodic dashboard distributions

​
Writing a prompt

Write the prompt as if you were briefing an analyst — describe the audience, the angle you want, and any specific things to call out. The agent has access to the full dashboard context, so you can reference charts and controls by name.

​
Caching

Once generated, the summary is cached with the widget. Viewers loading the dashboard see the cached response immediately — they don’t pay for regeneration on every page load.

​
Staleness detection

The widget keeps a checksum of the dashboard state at the time of generation: the queries behind each chart, the active control values, and the chart configuration. When any of those change, the widget marks the cached summary as stale and shows a refresh prompt so viewers know the narrative may no longer match the data. On a published dashboard, a widget that has run shows a freshness indicator instead of a menu — colored by how old the data is, with a tooltip reading “Refreshed N ago”. Open it and choose Refresh to regenerate using the saved prompt against the latest state. The dashboard’s Refresh all charts control also refreshes any Analysis widget that has already run at least once.

​
Choosing the agent

By default, Analysis widgets use the agent configured at the dashboard level. You can override the agent per widget when you need a particular agent’s tooling, model, or guardrails for a specific summary.