Astrato's BI offering lets your bring your own LLM of choice, a true Self-Service BI solution which lets you use the LLM / GenAI provider of your choosing. OpenAI, Gemini, Snowflake Cortex and more. Learn more here: AI Settings Documentation
Enabling Insights / Copilot
Insights must first be enabled in the admin section, within system settings. Click here to go there now.
Adding Insights to the workbook
Insights Object
The Insights object is fuly customizable, even with custom prompts, which can be user-driven through the use of variables. As a standalone object, the insight object is visible to all users of the sheet, without requiring extra input. This means this is the perfect way to add executive-ready insights to scheduled reports.
Insights Workbook Widget
Insights widget can be toggled on/off from the Filter Bar's properties panel as shown below. When enabled, Insights is accessible from the right hand side of the filter bar in both edit and view modes in the workbook. Once clicked, the insights panel appears, ready for use. This requires user-interaction to appear on the sheet.
Security - using Astrato's free AI instead of your own
Out-of-the-box, Astrato connects directly to Microsoft Azure’s OpenAI service for generative AI. Connections are secure and encrypted.
Please note: Astrato will only use service providers that do not train data and prompts sent over API. Any data sent over API will not be held for any longer than 90 days.
Third-party data processing
Visualization data is shared with Azure OpenAI for AI insight generation in Astrato:
Insight summaries
Analysis
Comparisons
Dashboard generation
For the create section of Copilot, such as dashboard generation and chart suggestions, we share data structures and chart configurations; we may sometimes share metadata (for example, min/max/sum, % of nulls in field, joins) to ensure a more accurate result.
✔ No data is shared for: Auto analysis, Dashboard generation
Compliance
Microsoft Azure OpenAI
Microsoft Azure OpenAI Compliance (see page 9, PDF attached at page end)
CSA STAR Attestation
O 27001:2013
ISO 27017:2015
ISO 27018:2019
ISO 27701:2019
SOC 1, 2, 3
HIPAA BAA
Germany C5
OpenAI
SOC 1, 2, 3
CCPA
AI Providers
All AI Providers for Astrato allow you to use your own AI credentials. Learn more here, in AI Administration.
Azure OpenAI
Typically faster responses, although offers models which are slightly older. Azure OpenAI is the main service provider for GAI (Generative Artificial Intelligence) in Astrato. Always used for feature marked as GA (Generally Available).
ℹ The data submitted to the Azure OpenAI Service remains within Microsoft Azure and is not passed to OpenAI (the company) for model predictions.
More information on security can be found here: https://learn.microsoft.com/en-us/azure/cognitive-services/openai/encrypt-data-at-rest | Microsoft Azure - Compliance Offerings (May 2023).pdf
OpenAI
Used solely to access the latest models & for beta testing.
ℹ OpenAI will not use data submitted by customers via API to train or improve our models, unless you explicitly decide to share your data with us for this purpose. Any data sent through the API will be retained for abuse and misuse monitoring purposes for a maximum of 30 days, after which it will be deleted
More information can be found here: https://openai.com/policies/api-data-usage-policies
Snowflake Cortex
Snowflake Customers can leverage Snowflake Cortex
See Snowflake's documenation for more information.
Feature status
Area | Type | Feature | Status |
Workbook | BI Copilot | AI Generated Titles 
| ✅ Available |
Workvook, Data View | BI Copilot | Generate measures / dimensions 
| ✅ Available |
Data View | BI Copilot | AI Field renaming 
| ✅ Available |
Workbook | Insights | Explain data / summarize dashboard 
| ✅ Available |
Workbook | Insights | Insights Copilot: Natural-Language Custom Report 
| ✅ Available |
Actions | Insights | Insights action block (output text/ HTML/markdown) 
| ⚙️ In progress |
Actions | Prompt | Prompt action block (output text/ HTML/markdown) 
| ⚙️ In progress |
Workbook | Insights | Insights Copilot: Auto Analyse | 📆 Roadmap |
Workbook | BI Copilot | BI Copilot: Dashboard Generation | 📆 Roadmap |