Sisense Intelligence Search (Beta)

Last updated: July 7, 2026

Sisense Intelligence Search lets you find existing widgets across all of your accessible dashboards using natural language. Instead of navigating dashboard by dashboard or recreating visualizations that already exist, you describe what you are looking for and Sisense returns a ranked list of relevant widgets — complete with the widget name, its parent dashboard, and its data source.

Search is powered by a hybrid engine that combines vector-based semantic search with lexical search (so results reflect intent along with keyword matches). Richer widget metadata (descriptive titles and axis labels) produces better match quality. No large language model (LLM) is involved, and no credits are consumed.

With Search you can:

• Search by intent: Type a topic such as revenue, financial overview, or total admissions and get back matching widgets from across your dashboards, each listed with its widget name, parent dashboard, and data source (model).

• Act on results: Preview a widget inline, jump to its source dashboard, find similar widgets, or pull selected widgets into a brand-new dashboard. The create action is gated to Designers per Role-Based Access Control (RBAC). A future version is planned to support adding widgets to existing dashboards as well.

• Embed it: Search is available as an iFrame-embeddable surface for embedded customers.

Enabling Search and Indexing Dashboards

Depending on your existing configuration, Search may or may not already be enabled. If it is not enabled, an Admin must enable it, after enabling Cloud-Linked Features, in Admin > Sisense Intelligence > Feature Management.

When it is enabled, a full re-index of all published dashboards is triggered automatically. The first indexing may take a while; the search displays an “indexing in progress” state with no results until it completes. Re-indexing also occurs whenever a dashboard is republished, and a scheduled index refresh keeps data-model changes in sync over time.

Using Sisense Intelligence Search

1. Select the Search tab from the navigation bar. The Search window presents a single search bar and a prompt to search widgets using natural language, with example queries such as “sales performance” or “patient admissions over time.”

   

2. Enter a natural-language query. Type what you are looking for — for example, total admissions — and run the search. A Searching… indicator appears while results are retrieved.

3. Review the ranked results. Results appear under Existing Analytics, with a count of how many were returned (for example, 10 of 13).

   Each row shows:

   • Name — the widget title.

   • Dashboard — the parent dashboard the widget belongs to (for example, Sample – Healthcare).

   • Model — the underlying data source (for example, Sample Healthcare).

   • Type — the result type (for example, Widget).

     Note: The search shows only CSDK supported widgets. If a widget is not supported, a message is displayed and you can jump to the dashboard to see the widget there.

   • Match — a relevance indicator. Exact and strong matches are shown at the top and are visually distinguished from loosely related “similar” widgets lower in the list, so you can act on the strongest results first.

   

4. Select Load more to reveal additional results beyond the first page.

5. Expand a result to preview the widget inline without leaving Search. The expanded view renders the actual visualization (for example, a polar chart or a combination bar-and-line chart) and shows an About panel with the widget’s metadata: data source, parent dashboard, last-modified time, chart type, dashboard title, applied filters, and query chips. A Dashboard Filters toggle lets you control whether the parent dashboard’s filters are applied to the preview.

   

6. From an expanded result you can:

• Find similar — show widgets related to the selected one.

• Open widget — open the widget directly (only for Designers, not Viewers).

• Open dashboard — jump to the widget’s source dashboard in full context.

7. Create a new dashboard from selected widgets:

   1. Select one or more results using the checkboxes. The header updates with a running count (for example, 3 selected) and a Create dashboard button becomes available.

   2. Select Create dashboard to open the Create New Dashboard window, which confirms how many widgets will be added and pre-fills a dashboard name (for example, TOTAL ADMISSIONS BY DIVISION & 2 more). Adjust the name if needed.

   3. Select Create to build the new dashboard from your chosen widgets.

Permissions

Results respect data permissions — users only see widgets they are allowed to view. Access to actions follows Role-Based Access Control (RBAC) and per-dashboard share levels:

• Designers can search, preview, find similar, open widgets and dashboards, and create new dashboards from selected widgets.

• Viewers can search, preview results, use Find similar, and open dashboards they have read-only access to. Edit and create actions are not available to Viewers.

Current Limitations

The following functionality is planned for a future version, but is not yet available in the current version:

• Integration with the assistant.

• A Compose SDK hook/component.

• Knowledge-graph integration for usage-based ranking, search across dashboards / data sources / tables, and analytics-tab integration.

• Adding widgets to existing dashboards (rather than only creating new ones).