The "executive summary generator" for BI reports: it automatically distills complex BI dashboard data into narrative briefs for decision-makers.
It "translates" BI dashboards into decision stories your boss can understand, turning data reporting from "flipping through charts" into "reading a brief."
Benefits:
① From data to conclusions (faster decisions)
Scattered chart metrics are automatically aggregated into a brief with analytical conclusions, so your boss goes from "deciphering charts" to "reading conclusions directly," and decision response time shrinks from days to minutes.
② From passive to proactive (earlier risk detection)
Structured components such as highlight blocks and dynamic text force anomalies and their attribution into the open, leaving problems nowhere to hide in reporting materials and prompting your boss to ask follow-up questions instead of passively browsing.
③ From individual styles to consistency (less communication noise)
Standardized block templates lock in the reporting narrative, eliminating the discrepancies of each team "telling it their own way" and ensuring that every report your boss sees follows consistent logic with comparable metric definitions.
The middle of the toolbar provides buttons for quickly inserting components: Chart, Dynamic text, Permission control, Parameter control, Image, and Link.
When you click one of these buttons, the system decides where to insert based on the current cursor position:
Cursor state
Insert behavior
No cursor in the editor (focus lost after clicking elsewhere)
Appended to the very end of the document; if the document already contains an empty text block, the first empty text block is replaced
Cursor in an empty text block (empty line, empty heading, etc.)
Replaces the current empty block with the target type
Cursor in a block with content
A new block is inserted below the current block
After insertion, the new block automatically scrolls into view and receives focus.
Clicking the Chart button opens the chart type selection panel; select a specific chart type to insert it.
Click the block type icon in the action bar on the left to open the block action menu, select Add below at the bottom, and then select the target type in the type panel that expands.
Place the cursor in a block and switch its type in either of the following ways:
Method 1: Block action menu Click the block type icon on the left → select a new type at the top of the menu that pops up
Method 2: Floating toolbar after selecting text After you select text, a Turn into button appears on the toolbar above it. Click it and select the target type; the text content is kept and the selection is preserved.
Note: Dividers, charts, dynamic text, and images don't appear in the Turn into list because they aren't text types.
Background color: The background fill color of the block
Border color (highlight blocks only): The left border color of the highlight block
Reset: Clears all colors and restores the defaults
How this differs from the color actions on the selection toolbar: The block action menu applies to the entire block, while the selection toolbar applies to the selected text range.
Method 1: From the top toolbar Click the link button on the toolbar to insert a new Paragraph based on the cursor position
1. Click the link button on the top toolbar.
2. In the edit box that pops up, enter the text and link, and click Confirm.
Method 2: From the slash menu Type /link and select Link. In the link edit box that pops up, enter the display text and URL, then confirm
1. Type / on an empty line and select Link from the menu.
2. In the edit box that pops up, enter the text and link, and click Confirm.
Method 3: Add to selected text Select existing text → click the link button on the floating toolbar → an edit box pops up (with the text prefilled); enter the URL and confirm. Only the selected text range is replaced; the rest of the paragraph is unaffected.
1. Select the text and click the link button on the floating toolbar.
2. The text in the edit box is prefilled with the selected text. Enter the link and click Confirm.
Select Chart from the top toolbar, the slash menu, or the + menu, then select a specific chart type to insert it. The chart configuration opens automatically in the right panel.
Dynamic text is a special kind of text block: You can embed dynamic fields (dimension values or metric values) in its content, and they are automatically replaced with real data in preview.
Select Dynamic text from the top toolbar, the slash menu, or the + menu. The block automatically enters edit mode, and the data configuration opens in the right panel.
1. Click Dynamic text on the top toolbar.
2. After the dynamic text block is inserted, it automatically enters edit mode, and the data configuration opens in the right panel.
In edit state, click the Field Parameters button on the toolbar in the upper-right corner of the block and select the dimension or metric field to insert. The field is embedded in the text as a tag.
The field tag shows the field name and is replaced with the actual data value in preview.
Preview mode: All editing features are turned off, and charts and dynamic text display real data; the action bar and placeholder hints are hidden
Read-only mode: Same as preview mode; used for embedded display scenarios
1. In edit mode, click Preview in the upper-right corner.
2. In preview mode, the top toolbar and the settings panel on the right are no longer shown, and the button in the upper-right corner changes to Back to edit.
Slash commands only trigger in text-type blocks (text, headings, lists, etc.); they don't work in special blocks such as charts, images, and dividers.
Q: Tab indentation has no effect?
Special blocks such as charts, dynamic text, images, and dividers don't support indentation, so the Tab key has no effect in them.
Q: Components inserted from the top toolbar always appear at the end of the document?
This happens because the editor lost focus (the cursor disappeared) before you clicked the toolbar button. Click in the document first to place the cursor at the target position, then click the toolbar button to insert at that position.
Q: Do a copied chart and the original chart affect each other?
No. After copying, charts and dynamic text each have their own independent data configuration; changing one doesn't affect the other.
Q: Pressing Backspace at the start of a line in dynamic text edit state does nothing?
This is by design: Backspace at the start of a line is intercepted to prevent accidentally deleting the entire dynamic text block. To delete the block, exit edit state and click Delete in the block action menu.
Q: The link input box reports a URL format error?
The URL must start with http://, https://, or ftp://. If you enter a bare domain (such as example.com), the system automatically completes it as https://example.com.
