AI Assistants

eazyBI AI assistants are available on Cloud and since eazyBI version 8.0.

On this page:

Understanding How eazyBI Assistants Work

eazyBI assistants combine the leading LLMs (large language models) alongside eazyBI documentation, sample data cubes, and reports to support users. They can answer questions about eazyBI, build reports, and write MDX formulas or custom JavaScript code.

Depending on the assistant used and the context of the user messages, the response may contain example report definitions, MDX or JavaScript code, or documentation links. Continuing conversations in the same thread ensures context, but it is recommended to start a new topic with the + button for new, unrelated questions.

Using eazyBI Assistants Effectively

eazyBI assistants offer extensive knowledge, quickly suggesting sample reports, MDX formulas, or JavaScript code examples. However, as LLMs can sometimes produce inaccuracies, always test generated content to ensure it works as expected.

Contact eazyBI support if the provided solutions do not meet your needs and you need additional assistance.

Report Builder Assistant

Use the Report builder assistant [1] when you need help creating reports and charts. This assistant can suggest report definitions and sample charts based on your needs. Specify what measures you want and what dimensions are on columns, rows, and pages. Clarify when you want a detailed list of issues; otherwise, a summary report or chart will be created by default.

When using the Report builder assistant with an existing report, you can include the current report definition [2] and ask the assistant to modify the current report.

From the Report builder assistant view, you can switch to the Report optimizer assistant [3] to analyze the performance of the current report.

When using the Report builder assistant, you can also hover over a measure in the Measures dimension and ask the assistant to Explain [4] the specific measure.

Report Optimizer Assistant

Report optimizer assistant is available on Cloud and since eazyBI version 8.2.

Use the Report optimizer assistant to analyze the performance of your existing reports. The assistant will perform report profiling to identify any reasons why the report may run slowly and suggest possible improvements to the structure or the formulas used in the report.

In the report view, click the AI assistant button [5] to show the assistant toolbar. From there, you can switch between Report builder assistant and Report optimizer assistant [6].

MDX Formula Assistant

When working on measures, the MDX formula assistant [7] will help you write or explain MDX formulas.

You can select the option to include your current formula and ask this assistant to break down measures and parts of formulas for better understanding.

Custom Field Assistant

Custom field assistant is available only for eazyBI for Jira.

For account-specific calculated fields, use the Custom field assistant [8] to generate JavaScript code to perform data transformations and return the necessary values for each issue.

Jira and Confluence Cloud

AI assistants are enabled by default for Jira and Confluence Cloud apps.

If you wish to disable assistants for your site, you can add the following parameters to your Advanced settings:

[assistant]
enable = false

Jira and Confluence Data Center, Private eazyBI

If you want to use AI assistants in the eazyBI app for Jira or Confluence Data Center or in Private eazyBI, enable them in eazyBI Settings → Additional → AI assistants section. The eazyBI app will send user prompts and metadata to the eazybi.com assistants service. Therefore, you should ensure that eazybi.com is accessible (not blocked firewall) from your Data Center nodes.

eazyBI Support may review the prompts and assistant-generated answers when troubleshooting assistant-related issues or working on new improvements. However, Jira system administrators can disable access to AI assistant conversations for eazyBI Support.

The option to disable access to AI assistant conversations for eazyBI Support is available since eazyBI version 8.1.