Sunday, September 6, 2020

How to: Use AI Q&A Visual in Power BI - Part 2

 Hi All, 


This is continuation of Power BI AI visuals which can be referenced here  
In this blog, I had explained Key Influencers visualizations and Decomposition tree visual

Microsoft Power BI has added a new visual in Power BI Desktop which your users can easily manage and and ask questions for your data. 

Please note that its different from Natural Language Query (NLQ) which you were using in Power BI Service. This visual works on Power BI Desktop and best part is that you can use a question such as show me total sales by region and this visual can be added to your report. 

What are Q&A visualizations?

The Q&A visual allows users to ask natural language questions and get answers in the form of a visual.

Q&A visual walkthrough
Credit: Microsoft 













The Q&A visual consists of four core components;

  • The question box. This is where users type in their question and are shown suggestions to help them complete their question.
  • A pre-populated list of suggested questions.
  • Icon to convert the Q&A visual into a standard visual.
  • Icon to open Q&A tooling which allows designers to configure the underlying natural language engine.
Lets example of as use case. 

USE CASE 

A Power BI end-user wants to query an item and not able to query from the dataset once he got a red line and when he clicks on the red line, the report designer name, Aroh Shukla is shown as below.

or  

Show me total sales by people.  (customer )

In the example, a user is searching for a sales but he does not know about the datasets and generally ask 



  • The user can the report designer add this item as shown in screenshot above,

    Now, you as report designer need to fix this issue. You need to open Power BI Desktop >> Drag Q&A visual >> Click on Gear Icon 

  • Clicked on Review questions button where people have asked but could not get correct answers for the data set. Note this feature is still on Preview and you can watch a video about how it works. 



  •  You will be presented with the question which my Power BI end-users have asked but could not able to right data. 

    You can also click on refresh icon to check if there is any question by any users. 





  • In the pencil icon will redirect to Teach Q&A. As Item could be fetched but, in our datasets, if we have product. So, we type product description, we get a preview of the result. Click Save.    













  • In the managed terms tab, you will able to map of term and its definition. 


     
  • Publish the report to Power BI service.





  • Now, when end-users type item, it will show products as we have trained the model.










  • You can follow the same steps users asked for People which does not exist in our datasets. 











  • As Report designer, open it in PBI Desktop and click on the gear icon of the Q&A visual 





















  • Clicked on Review questions button where people have asked but could not get correct answers for the data set. 






  • In the Teach tab, people term should be the customer name instead. Type customer name and you can see the preview of the customer and sales.

    Click on the Save button.











  • Publish the report to Power BI service.  







  • Now, when users type people, it will show the customer name as we have trained the model. 










Reference: 


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