Article

Create Ad Hoc Charts and Metrics with the NEW Analyze Data AI Tool

by Product Marketing

May 7, 2024

 

Enterprise users now have access to the new AI tool, analyze data, which lets you create ad hoc charts and metrics in your sheet, from plain language questions. No more meeting follow-ups — get instant, clear insights about your form intake, project tracker, and other sheets by asking natural language questions. 

 

  • Analyze your sheet by asking a simple question like “how many projects are active?”, and Smartsheet will return a metric. 

  • Visualize data by asking questions like “create a pie chart showing projects by department” and Smartsheet will generate a chart. 

  • Refine results by asking follow up questions like “what about by department by year?” or “create a pie chart” 

  • Explain the results so you can be confident the AI interpreted your needs correctly, or ask it for further refinements accordingly.

 

This intuitive, conversational approach to data analysis not only enhances your understanding but also empowers you to make informed decisions swiftly and efficiently.

 

Get started by opening any sheet where you have Viewer or higher permissions then click the Generate with AI Tools icon in the right rail. Select “Analyze data” and ask a question about your sheet in simple terms. Learn More

 

Feedback on AI tools:

  • Your feedback is especially important for features powered by AI. The Smartsheet product team uses aggregate feedback and ratings to improve the feature to deliver better results.

  • Use the in-app upvote or downvote to provide feedback on individual responses. Enter additional details into the comment box that appears to help us better understand why it was helpful or not and what you were trying to accomplish.

  • For more information on how Smartsheet protects your data, including your feedback responses, review our whitepaper. 

 

Learn more about Smartsheet AI tools

 

Environments availability: Commercial US

Plan type availability: Enterprise

 

Note: some orgs have chosen to opt out of AI at this time. If you do not see AI tools enabled in your account, check with your admin or Customer Success Manager.