Generate Summary
To generate summaries for various analysis types based on your chosen metrics and dimensions, refer to the steps given below:
- To generate summaries for your Power BI Dashboard, click on the 'Change Insights Included' button.
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- From the Data panel located on the rightmost side of the screen, choose at least one measure and date to generate a summary of your Insights.
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- In case your data contains several columns with dates and you wish to choose a different date, simply click on the first tab and select the date column for which you intend to generate summary.
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- To change the measures, click on the second tab and deselect the measures which you wish to remove and select the ones which you want to add.
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- To change the dimension, click on the third tab and select the dimension for which you want to generate a summary.
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- Similarly select the last tab, if you wish to change the period of your generated summary. For Example: Yearly Summary, Monthly Summary etc.
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- Select at least 3 different type of narratives from the list of topics to generate a summary.
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- Click on the ‘Generate Summary’ button to generate summary of your selected topics.
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- Generated Summary dynamically interacts with your Power BI Report. Simply click on any visualization on your report and the insights would regenerate based on that visualization.
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