Looking at the screenshot you've shared, I can see the visualization context menu for "Total Net Sales" â and it's missing the
Summarize option. Here are a few things to check: Why the Summarize Option May Be Missing 1. The Skill May Not Be Enabled The
Visualization Summary skill needs to be enabled for your organization/workspace. An administrator can check this in
AI Hub > Agent Configuration > Skills and ensure "Visualization summary" is included in the allowed skills for your agent. [
AI Hub Skills] 2. Data Sharing May Be Disabled Summarization of saved dashboard visualizations requires
data sharing to be enabled, as the Assistant needs to send computed results to the LLM. If data sharing is turned off, the Visualization Summary skill is hidden. An organization admin can enable this setting. [
Data Sharing] 3. The Visualization May Not Have Been Computed Yet If the visualization hasn't been computed for the current user session, the
Summarize option won't be available. Try opening/loading the visualization on the dashboard first, then check the context menu again. [
AI Summary Notes] How It Should Look When Working When everything is configured correctly, clicking the
âĻ (ellipsis) menu on a dashboard visualization should show a
Summarize option. Clicking it opens the AI Assistant and immediately generates a summary reflecting the current filters, drill state, and time settings. [
Summarize Visualization] Quick Alternative to Test the Skill You can also test the Visualization Summary skill without the dashboard menu by: 1. Opening the AI Assistant chat 2. Asking it to create a visualization (e.g.,
"Show me revenue by region") 3. Then asking
"Summarize this visualization" or
"What does this chart show?" This tests the ad-hoc visualization summary path, which doesn't require the dashboard context menu. [
Summarize Ad-Hoc] I'd recommend checking with your organization admin about the
data sharing and
skill enablement settings first, as those are the most likely causes. đ 0 button đ 0 button âšī¸
Tip: Mention
@kapa.ai in the thread for follow-ups. đ Our Support team monitors all messages and will jump in if needed.