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.
![Change%20Insights%20Included Change%20Insights%20Included](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Change Insights Included.png)
- 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.
![Select%20Date%20and%20Measure Select%20Date%20and%20Measure](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Select Date and Measure.png)
- 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.
![Change%20Date Change%20Date](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Change Date.png)
- 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.
![Change%20Measures Change%20Measures](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Change Measures.png)
- To change the dimension, click on the third tab and select the dimension for which you want to generate a summary.
![Change%20Dimension Change%20Dimension](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Change Dimension.png)
- Similarly select the last tab, if you wish to change the period of your generated summary. For Example: Yearly Summary, Monthly Summary etc.
![Change%20period Change%20period](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Change period.png)
- Select at least 3 different type of narratives from the list of topics to generate a summary.
![Topics_and_narratives Topics_and_narratives](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Topics_and_narratives.png)
- Click on the ‘Generate Summary’ button to generate summary of your selected topics.
![Generate%20Summary Generate%20Summary](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Generate Summary.png)
- 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.
![Insight%20Summary Insight%20Summary](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Insight Summary.png)
![Click%20on%20Visualization Click%20on%20Visualization](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Click on Visualization.png)
![Dynamically%20changed%20summary Dynamically%20changed%20summary](/docs/plugin/user/pages/03.phrazor-generative-ai-visual-for-power-bi/02.generating-summary-for-your-report/02.generate-summary/Dynamically changed summary.png)