OneShot AI Mode
Deep analysis in one go
Summary
OneShot is for when you have a specific question and want the Generative BI AI agent to do more work up front. It spends ~30 seconds (often less/more depending on scope) on reasoning and validation to return a polished package in a single shot: an executive summary, headline metrics, supporting tables/charts, and suggested follow-up questions. It’s ideal for updates to leadership, status readouts, or when you already know the outcome you want.
How to get here (UI path)
Workspace → Channel → OneShot AI
Open your Workspace
Choose the relevant Channel (bound to the right Dataverse)
Click the OneShot AI tab/mode
Enter a pointed question and press Enter
What OneShot does (under the hood)
Frames the task: interprets your question, aligns to your Dataverse (business lexicon, measures/dimensions, KPI definitions).
Validates assumptions: checks time grain, filters, and metric formulas (e.g., landed cost = base + tariff + freight).
Runs a deeper pass: aims to compute scalars on full data and compile supporting artifacts (tables/charts). If a visual would be heavy, it may render a preview first and offer “Promote to full data.”
Packages results: returns an executive summary (what happened + why), key drivers/outliers, supporting views, and suggested next questions—ready to share or promote to Data Studio/GenViz.
When to use OneShot (vs. Iterative)
You know your question and want a “finished” answer in one go.
You’re preparing a leadership update and need a crisp narrative with supporting views.
You’re okay with the agent doing more reasoning/validation up front to save back-and-forth steps.
You plan to publish immediately or hand off to Data Studio for production-grade visuals.
What you can do here (at a glance)
Get an Executive Summary that explains the result in plain language.
See headline metrics (scalars calculated on full data whenever feasible).
Review supporting tables/charts (preview or full, depending on complexity).
Use Suggested Follow-up Questions to extend the analysis in one click.
Approve the package and then Publish / Pin / Share / Clone / Open in Data Studio (GenViz).
Prompting patterns that work
Be specific: “Give me an executive summary of 1H 2025 revenue: YoY change, top 5 drivers, and 3 risks to watch.”
Define outputs: “Return 3 bullet insights, 2 KPI scalars (Revenue, Gross Margin %), and 1 chart (YoY by month).”
Ground definitions: “Use landed cost = base + tariff + freight; treat Tier-1 as ‘priority suppliers’.”
Constrain scope: “Focus on US Retail, last 6 months, exclude returns.”
Ask for checks: “List assumptions you applied and show the logic/SQL used.”
Request next steps: “Add Suggested Questions I should ask next and recommend a Data Studio visual.”
Example walkthrough (executive readout)
Ask: “Provide a one-page executive summary of Q2 revenue: YoY growth, top 3 drivers, and 2 risks; include a small table of the top 10 SKUs by GM%.”
OneShot returns:
Executive Summary (narrative + bullets)
KPI scalars (Revenue, GM%, YoY%)
Driver analysis (categories/regions/vendors)
Top 10 table (preview or full)
Suggested Questions (e.g., “Drill into underperforming region”, “Show mix shift”)
Review & Approve: Check the assumptions/logic panel; ensure date ranges/filters are correct.
Publish/Pin/Share or Open in Data Studio to materialize the table/chart on full data and reuse the visual.
Data scope & performance (how results are computed)
Scalars: calculated on full data whenever feasible (authoritative numbers for comms).
Tables/charts: OneShot attempts a full run when within guardrails; if heavy, it will render a preview and offer Promote to full data or Open in Data Studio to materialize at scale.
Clear indicators show whether an artifact is Preview or Full so you know what you’re sharing.
Quality checks before you Approve
Metric definitions match your business lexicon (measures/dimensions, KPI formulas).
Filters/timeframe/currency reflect the intended audience.
Preview vs Full: promote visuals that must be production-grade; keep exploratory views in preview.
Narrative accuracy: executive summary aligns with the evidence in the supporting views.
Moving work forward
Approve → Publish: Create a Message in the Channel.
Pin key findings for visibility.
Share a view-only link with stakeholders.
Clone to tailor the message for different audiences.
Open in Data Studio / GenViz to turn the outputs into reusable cards, summary tables, and charts that run on full data.
Troubleshooting
Takes too long / times out: Narrow scope (recent period, fewer dimensions) or request a preview visualization.
Narrative feels off: Restate/lock definitions, specify the comparison basis (YoY vs QoQ), and ask the agent to list assumptions.
Missing artifact: Explicitly ask for it (“Include a 10-row table with Supplier, Orders, Landed Cost, Tariff %”).
Heavy visuals needed: Approve, then Open in Data Studio to materialize on full data.
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