Leverage AI to Uncover Hidden Insights

Sisense’s AI (Artificial Intelligence) Exploration Paths automatically generate visualizations and insights that anticipate your Viewers’ questions without requiring a Dashboard Designer to create more widgets. Sisense leverages AI to uncover hidden insights and suggest new visualizations, all within the context of the data model that your dashboard is based on. Exploration widgets offer a great way to answer ad-hoc questions that naturally arise when analyzing a KPI. They enable you to drill down into widgets in cases when it is challenging to set up drill hierarchies to answer all the potential business questions. Now you can build a lean and highly focused dashboard including the KPIs most important to the business, and Sisense AI will generate exploration widgets for your users to go deeper.

The suggestions are taken from across all dashboards based on the data model that your dashboard is connected to. To provide Viewers with a right context throughout the exploration, the exploration widgets inherit the dashboard and widget filters, and go through the same security rules as any other widget in the dashboard.

Note: To enable Viewers to receive exploration widgets in the dashboard, your Sisense Administrator must first activate the Exploration Path feature for the entire system and then enable it on each particular dashboard where this feature needs to be available.

For a short video overview of exploration widgets, see the video below:

What Determines which AI-driven Suggestions Viewers Get?

Sisense automatically suggests visualizations that anticipate the next questions a Viewer might have, without involving a Dashboard Designer.

Sisense employs an AI algorithm that runs in the background and scans the entire dashboard base associated with a particular data model. The algorithm studies the analysis and the usage patterns (such as drilling down and filtering) performed by all dashboard users, and based on that suggests new exploration widgets. With time, as the AI algorithm picks up more input from user activity, the suggestions become more accurately targeted to the Viewer needs.

How Does This Work?

The purpose of the process is to produce new break-by and trend-over-time analysis of the data. To do that, the AI exploration algorithm suggests additional fields (for break-by analysis) and date fields (for trend-over-time analysis) by which to slice and dice the metric.

At the first stage, the AI algorithm compares formulas across the entire dashboard set. It looks at all the unique combinations of components of each formula, such as function, columns(s) and filter(s). Then it utilizes the fuzzy version of the Jaccard similarity coefficient to calculate the similarity between the formula you want to explore to all other formulas in the system. The output of this is a similarity score.

Next, the algorithm collects the fields and data fields that are used together with formulas in other widgets in the system. Finally, it employs the Pointwise Mutual Information (PMI) measure, which is a measure of association used in Information Theory and Statistics. PMI ranks the fields and date fields according to their frequency of use with similar formulas in other widgets.

The result is a ranked list of the fields and date fields that frequently appear with formulas most similar to the formula we want to explore. The fields and date fields with the highest ranking are suggested to the user as exploration widgets to provide additional insights about the data.

Viewing Exploration Widgets

To view exploration widgets:

  1. Click in your dashboard widget.
    A window is displayed with suggested exploration widgets.
  2. Switch between the two tabs to view all the exploration widgets.
  3. To download an exploration widget to a PNG file, click the button at the bottom of the widget.
  4. (Optional) To provide positive feedback to the algorithm about the exploration widgets, click . This provides more input to the algorithm, enabling it to optimize its results over time. Note that clicking would not influence the results already upon your next session with Sisense, as it takes time to refine the results.

When Sisense does not Suggest Exploration Widgets

In some cases, Sisense is unable to suggest exploration widgets. Below are some possible reasons:

When the algorithm detects any changes in the system, the exploration widgets will reflect these changes on the next day, because the algorithm processes the new information overnight.

Enabling AI-driven Exploration Widgets

To enable Viewers to view AI-driven exploration widgets in their dashboards, the Sisense Administrator must activate the Exploration Path feature system-wide. Then dashboard Owners can enable it for each dashboard separately.

It is recommended to test-drive this feature for your Viewers by enabling it on a single dashboard before enabling it on all dashboards.

When you enable or disable this feature, the dashboard refreshes and the feature is enabled/disabled immediately for all users without any message being issued to the users.

Activating System-wide

  1. Click Admin in the top menu, and then Settings on the left.
  2. Enable Exploration paths.

Enabling for a Single Dashboard

  1. From the Navigation Pane, click on a dashboard to open it or create a new dashboard.
    Note: You can enable this feature only if you are the Owner of the dashboard.
  2. Click in the top menu, and select Exploration Paths.
  3. Click Got It! in the confirmation message.

Frequently Asked Questions