BETA FEATURE: This is a beta feature introduced in v7.2.1. It can change as the feature evolves.
This article contains a general overview of Talk to Your Data feature.
What Is "Talk to Your Data"
Talk to Your Data is one of several Conversation Analysis features that Metric Insights provides to users. As part of the “build on your dashboards instead of bypassing them” concept, this feature allows users to ask Concierge questions about the data displayed in Viewers.
Concierge understands which Tableau or Power BI Element the user is viewing and answers questions based on the underlying data from those sources. Users receive responses that may include answers, charts, and trend lines generated directly from the Report’s Semantic Model.
This enables users to go beyond standard filters and slicers, supporting more advanced queries such as comparisons, anomaly detection, and metric breakdowns across dimensions. Responses appear inline next to the report, making it easy to explore follow-up questions in context.
How It Works
When looking at the External Report Viewer or Preview, the user can open Concierge and ask any questions about it. Concierge will then access the pre-loaded learning, which is a bunch of data that has been collected from Tableau or Power BI databases and is stored within Metric Insights for quicker performance. After that, it will create several requests to the appropriate databases and will act as an analyst.
Concierge will analyze the data it receives, compare the data, and give a detailed answer to the question the user asked. In the end of it, there will be a bottom-line summary of the analysis, so the user can get a quick answer as well.
Required Administrator Roles
| Role | Responsibilities |
|---|---|
| Tableau Administrator |
More details on Tableau configuration here. |
| Metric Insights Administrator |
|
| Role | Responsibilities |
|---|---|
| PowerBI Administrator |
More details on Tableau configuration here. |
| Metric Insights Administrator |
|
How to Implement
After the corresponding System Variable is enabled, the Talk to Your Data feature can be used right from the Concierge chat.
For a more detailed step-by-step instruction, check:
Prerequisites
Before implementing the feature, you need to consider:
- Be aware that using Concierge as a Data Source involves sending data to the Concierge and, consequently, to the LLM. Exercise caution when handling sensitive information.
- Concierge must be installed and configured on your MI instance.
- For Tableau:
- The Talk to Your Data feature works only for Tableau with VizQL enabled.
- Configure Connected Apps authentication on your Tableau server. It is required to perform a safe authentication method through the User Account Token, instead of using Service Account Tokens.
- For Microsoft PowerBI:
- The Azure App used in the Metric Insights Data Source must be configured for OAuth and must be granted Dataset.Read.All and Tenant.Read.All permissions. The Tenant.Read.All permission is required to collect Power BI metadata. Metadata collection enables the LLM to learn how the semantic model(s) are structured and to extract measure and dimension metadata for generating DAX statements. Without metadata, the LLM cannot answer questions about the semantic model or build DAX for KPIs. For more information, see Why Tenant.Read.All Permission Is Required.