Workbook Agent vs. Analytics Chat. Analytics Chat is
a standalone, chat-first analytics experience for asking questions and saving
results into a workbook. The Workbook Agent lives inside a workbook and is
oriented around authoring the workbook’s own reports and dashboards. Both run
read-only queries against your semantic model; the Workbook Agent additionally
creates and edits workbook content.
What the Workbook Agent can do
In addition to everything the read-only Dashboard Agent can do (answer questions, run read-only semantic-layer queries, explain metric and dimension definitions), the Workbook Agent can:- Create and save reports in the workbook from a natural-language request
- Search existing reports to find and reuse work already in the workbook
- Build and edit dashboards — add and configure chart, KPI, filter, time-grain, and text widgets
- Publish dashboards
Saving into an attached empty tab
If you attach an empty tab to your question, the agent saves the first query behind its answer directly into that tab instead of creating a new report — useful when you’ve already created a placeholder tab you want the result to land in.How charts get added to a dashboard
When the agent adds a chart to a dashboard, the chart widget references a saved report, not a one-off query. So to put a new chart on a dashboard, the agent first saves it as a report in the workbook, then adds a widget that points at that report. This keeps every dashboard chart backed by a reusable, governed report.Getting help with Cube
While working in a workbook, you can also ask the agent questions about Cube itself — it can answer using the Cube documentation, which is handy for “how do I…” questions without leaving your analysis.Limitations
- Report search covers published reports only. When the agent searches for existing reports to reuse, it sees published reports.
Learn more
- Dashboard Agent — the read-only Q&A assistant on published and embedded dashboards
- Querying data in workbooks — point-and-click, AI agent, and Semantic SQL
- Analytics Chat — the standalone conversational analytics experience