Genie spaces with dashboards

Preview

This feature is in Public Preview.

You can enable a Genie space for your dashboard to allow business users to explore data using natural language. A Genie space is a no-code interface that provides an Ask Genie button on published dashboards, allowing viewers to chat with the data instead of relying only on predefined visualizations. See What is an AI/BI Genie space.

When you publish your dashboard with the Enable Genie toggle turned on, Databricks automatically generates a Genie space based on your dashboard datasets and visualizations. Alternatively, you can link to an existing Genie space.

For more information about Genie spaces, see What is an AI/BI Genie space.

Control access to your dashboard's Genie space

To enable or configure a Genie space for your published dashboard:

1. Open your dashboard.
2. In the right panel, click Settings. Or, click the kebab menu > Settings to open settings.
3. Click General.
4. The Enable Genie toggle is off by default. Turn the toggle on to allow dashboard viewers to use the associated Genie space.
5. (Optional) To link an existing Genie space, select the Link existing Genie space radio button and paste in the associated URL. If you don't select this option, Databricks automatically generates a new Genie space based on your dashboard when you publish.

important

When viewers use Genie, their questions are answered from the full dataset query results. If a dataset query includes sensitive columns or rows, that data becomes available to Genie even if it is not shown in visualizations. Define your datasets to include only the fields and rows you want users to access. See Permissions for linked Genie spaces.

note

Companion Genie spaces don't appear in your file browser or the Genie listing page. When you republish your dashboard with changes, the associated Genie space updates automatically to reflect the new datasets and visualizations.

Open the Genie space

To open the published Genie space in a new window:

1. Click the kebab menu in the upper-right corner of the chat window
2. Click Open Genie Space.

note

You can't edit the instructions for automatically generated Genie spaces from the Genie space UI. The Genie space updates when you republish the dashboard with changes.

Ask Genie about a specific chart

To ask Genie about a specific dashboard chart:

1. Click Ask Genie from a Genie-enabled published dashboard.
2. Click a dashboard chart to select it. Genie displays the selected chart title in the chat window.
3. Ask questions about the data represented in the selected chart.

Permissions for linked Genie spaces

Permissions on a Genie space mirror its dashboard's permissions, including query execution for automatically generated Genie spaces. When dashboards are published with shared data permission, Genie uses the publisher's credentials (not the viewer's) to access data. As a result, viewers can interact with Genie even if they do not have direct access to the underlying data. Viewers must be members of the workspace to interact with Genie spaces. To learn more about access types, see Manage dashboard and Genie access.

Incompatible SQL expressions

Linked Genie spaces cannot use datasets that contain the following SQL expressions:

• Identifier clause with a non-constant string, as in the following example.

  SQL

  SELECT * FROM identifier(:param)

• Temporary views or functions in multi-statement datasets, as in the following example.

  SQL

  CREATE OR REPLACE TEMPORARY VIEW taxis AS SELECT * FROM samples.nyctaxis.trips;
  
  SELECT * FROM taxis;

• Referencing a volume in the SQL that defines the dataset, as in the following example.

  SQL

  SELECT * FROM csv.`/Volumes/catalog/schema/volume/my-data.csv`