Using GenAI Visualization Editor

Visualization Editor is a GenAI feature in Birst that enables users to modify reports with natural language prompts.

Common limitations

These common limitations exist:

  • Unintended actions can be selected unless you specify correct actions.
  • Change color to cool, as the palette matches, changeColorPalette is selected.
  • Change color to yellow, then text_color is selected to change to yellow.
  • Sequential execution of a prompt is currently not available. It will be implemented in a future release.
  • If you provide a prompt, such as upload a chart, for an unsupported action, a similar action can be selected by artificial intelligence (AI), for example, export action.

Enabled functions

This table shows supported functions and corresponding limitations:

Function Sample prompt Covered scenarios Limitation
AI for Theme switching
  • Change Theme to cool
  • Change color palette to warm
The color palette is changed. For multiple measures, a measure-specific color palette change is currently not supported.
AI for changing the color setting
  • Change the color distribution to a stack
  • Change the color distribution to a group
  • Change the color distribution to a percentage
The color distribution in chart setting is changed. Not applicable
AI for Change Chart Type
  • Change the chart type to a column
  • Change the chart type to a bar
The chart type in Visualizer is changed. The chart type change depends on the availability of a measure and attribute.
AI to Add Secondary Axis
  • Add measure <measure_name>
  • Add measure <Subject_Area_name.measure_name>
A measure is added to the measure bucket. Not applicable for the measure removal.
AI for Axis Merging or Splitting
  • Merge axis
  • Split axis
Multiple measures axes are merged or split. If measures exist on both sides of the chart, then the right side of the axis fails to merge or split.
AI for Legend Positioning
  • Show/hide legend
  • Show legend in the top/bottom/left/right
  • Hide legend in the top/bottom/left/right
The legend position is set in the chart. Not applicable
AI for Display Values Formatting
  • Change font family to Roboto
  • Change font style to bold
  • Change font size to 15
  • Change font color to black
  • Enable text background color
  • Change the text background color to yellow
  • Enable background color transparency
  • Disable background color transparency
  • Set unit to thousand, million, billion, or percentage
  • Remove unit
  • Set the suffix to percentage
  • Remove the suffix
  • Show up to 3 decimal values
  • Set decimal value to auto or none
  • Set currency to dollar, or remove currency
Users can experiment with the display value formatting. For multiple measures, this function does not work.
AI for Change Delay Chart and Display Segment Value switches
  • Enable or disable display segment value
  • Enable or disable delay chart
The switches for the segment value and delay chart are enabled or disabled in the chart settings. The Display Segment Value switch is enabled for an unsupported chart type.
AI for Exporting Chart
  • Export chart as PDF/PPT
  • Export the chart as data to Excel
  • Export the chart as the current view to Excel
  • Export the chart as all data to Excel
  • Export chart as CSV
  • Export chart as CSV with custom separator
  • Copy the report URL
  • Enable export chart and export as PDF
The report is exported. The chart generated by the report generator for its multi-export command is not exported in the PDF and PPT formats. This limitation does not apply to reports that are not generated by the report generator.
AI for Sort Option
  • Show me sales from high to low
  • Show product name in ascending order
The column sorting is set. Not applicable
AI for Top N values
  • Show top 5 values
  • Show all values
The top N values for the report are set. Not applicable
AI for renaming Axis
  • Rename UnitPrice to UnitsPrice_Of_Beverages
The axis is renamed. Not applicable
AI for Filter Values
  • Show me the sales, for example, chai and tofu
  • Change the Year filter value to 2012
The operator and values are set. A new Filter is created even if one exists.
AI for showing Display Values
  • Show value
  • Hide Value
Chart settings for Display value are set. Not applicable
AI for freezing Axis
  • Freeze the horizontal axis
  • Lock the Y axis
  • Unlock the X axis
Chart settings for Locking X & Y axes are set. Not applicable