Using Data Conversations in Dashboards#
This guide explains how to use Data Conversations in Dashboards to ask plain-language questions about the data shown on a dashboard without leaving it.
Note
This feature is in beta stage.
Prerequisites#
Data Conversations in Dashboards requires Snowflake Managed by Adverity (SMBA) as your data warehouse. It is not available to users who have opted out of AI features.
The feature is opt-in and disabled by default. An administrator must enable it before it is available to any user. For setup instructions, see Configuring Data Conversations access in Dashboards.
Overview#
When you access Data Conversations from a dashboard, the system automatically scopes the conversation to the data displayed on that dashboard. Users can ask questions the dashboard does not directly answer — but cannot access any data beyond what the dashboard defines.
This boundary is enforced through column-level and row-level security, ensuring that dashboard viewers only interact with the data they are already permitted to see.
Accessing Data Conversations from a dashboard#
There are two ways to access Data Conversations from a dashboard:
- Side modal (quick access)
Click the AI icon on your dashboard to open a Data Conversations side modal. Ask questions about the data currently displayed without navigating away from the dashboard.
- Full Data Conversations page
Click through to the full Data Conversations page from the dashboard. The widget data from your dashboard is pre-selected, so you can continue your analysis with the same data context already loaded. The same prerequisites and access conditions apply as for the side modal.
Data security and boundaries#
Data Conversations in Dashboards is designed with strict data governance:
Users can only query data that is displayed on the dashboard. They cannot access any additional columns, tables, or rows beyond what the dashboard defines.
The system automatically creates a Data Conversations user in the Adverity Data platform with the necessary security and governance settings scoped to that dashboard.
Column-level and row-level security are inherited from the dashboard configuration.
For more information on how Data Conversations processes queries and handles data, see Using Data Conversations.