Create a Vee Board

Turn your analysis into an AI-augmented insight board.

Note: Limited Availability This feature is in limited availability. If you are interested, please contact your Customer Success Manager.

Who can use this feature?

Users with following:

  • Permission capabilities: Enable AI Explanation, Vee Boards, Vee Core

Your organization must also opt in to AI features.

Not sure if you have this feature or capability? Reach out to your administrator.

Vee Boards are analyses focused on specific issues with AI explanations enabled. For more information, see Vee Boards.

  1. On the navigation bar, click Analyses .

  2. In the upper-right corner of the Analyses room, click New analysis.

    Result: The Analysis Editor appears. For more information, see Create an Analysis.

  3. Turn on AI explanations for the analysis:
    1. In the Analysis Editor, click the Analysis settings button.
    2. In the Analysis settings dialog, turn on the AI explanations toggle.
    3. Click Apply.

  4. Use the following analysis settings to achieve the Vee Board design and layout:

    • Layout mode: Dashboard layout
    • Default view mode: Collapsed
    • Edit preview appearance: Visualization

  5. Add content to the analysis.

    Note: The maximum number of visualizations you can include is 40. We recommend adding up to 25 visualizations for optimal performance and quality summaries.

  6. When finished, click Done editing.

Note: To use the AI Explanation feature, viewers must have the Vee Core permissions capability.

Best practices

When creating content for your Vee Board, follow these best practices to get the best performance and quality AI explanations:

  • Write and structure your content in a clear, organized way so Vee can easily process and understand the data and narrative.
  • Center the content around a single, clearly defined topic such as employee retention.
  • Limit visualizations to 25 or fewer for clarity and focus.