Data Intelligence Introduction

Gathering insights from large datasets to drive key business decisions could be a very challenging task.

Design Data Intelligence applications in Gathr to simplify data exploration and enhance decision-making through a user-friendly interface.

Ask questions in plain English about your data and receive precise answers, making data exploration intuitive and accessible.

Type of Insights you get in Data Intelligence

• Descriptive: Textual answers for your business queries, making it easier to comprehend the data insights.

• Graphical: Visual depiction of the descriptive insights. Select the most suitable graphical visualizations to illustrate your data.

• SQL Queries: See the SQL generated by LLM model for every question you ask, used to query your datasets.

You can simply ask questions like “How many walk-in customers have converted into sales in the last six months?”. Data Intelligence will interpret the question, fetch data from the relevant tables and answer accordingly.

Navigate to Data Intelligence #

1. Login to your Gathr account.

2. From the main menu, select the Data Intelligence option within the project where you want to configure or use the application.

   

Quick Start: Configure Data Intelligence App #

Create Data Intelligence applications tailored to your data analysis needs in few simple steps.

1. Create a New Data Intelligence Application #

Click Create Data Intelligence Application and provide the following details:

• App Name: A unique name for your application.

• Tags: Keywords to help categorize your app.

• Description: A brief overview of your app.

  Click OK to continue configuring the app.

2. Set Up Connection Details #

• Establish connections to your preferred data source (e.g., Snowflake, PostgreSQL).

• Configure AI providers:

  • LLM: To generate queries based on natural language inputs.

  • Vector Database: To store and retrieve the vector representation of table(s) metadata.

  • Embeddings Provider: To generate vector representations of tables metadata.

  For more details, refer to Configure Connections

3. Generate and Manage Metadata #

• Data Intelligence application fetches metadata from the data source if available.

• You can also leverage AI Assistance to generate metadata (descriptions) for tables and columns.

• Add simple instructions for efficiently querying tables, which would be helpful in SQL generation during conversations.

For more details, refer to Generate Metadata for Database Objects

4. Select and Configure Tools #

• Specify Knowledge Base as the tool for analytical insights in conversations.

• You can leverage this to specify business rules, Recommendations etc. to customize the behavior of data analysis.

For more details, refer to Knowledge Base Tool

5. Add Examples #

• Provide natural language inputs and corresponding queries to guide your LLM model in generating accurate responses.

For more details, refer to Add Examples to Assist Query Building

6. Advanced Configurations #

• Customize the application settings to enhance user experience, such as enabling query visibility and setting output formats.

For more details, refer to Advanced Configurations

Once completed, save the application and start conversation to gain key insights on your data.

Who Can Access Data Intelligence Apps? #

• Application Creators: Users who create apps can perform all operations, including editing, deleting, and sharing.

• Users with Edit Access: Can edit, delete, and share apps with other project members.

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  To allow other users to edit the application and not just perform Q&A, the app admin should choose connections with at least a Project scope for the project where the Data Intelligence app will be shared.

• Users with View-Only Access: Can converse with the application but cannot modify it.

Listing Page Details #

The Data Intelligence listing page provides an overview of all available Data Intelligence applications.

Here are the key details:

• Search Applications: Quickly locate an app by name.

• Sort By: Organize apps by Name or Last Updated Date.

• Save User Preferences: Retain your display preferences for future visits.

• Refresh Applications: Update the listing to reflect recent changes.

• Create Data Intelligence Application: Start building a new Data Intelligence app.

• Results per Page: Choose the number of apps displayed per page.

• Go to Page: Navigate to specific pages within the listing.

Tag Filters #

• All: Shows all Data Intelligence applications.

• My Apps: Displays apps created by you.

• Shared Apps: Lists apps shared with you.

Application Entry Details #

Each listed application displays:

• Data Source: Example: PostgreSQL, Snowflake.

• Status: Configured, Syncing, or Draft.

• Created By & Last Modified Details.

• Tags & Descriptions (if added).

• Actions:

• Ask Questions: Ask questions on your data.

  

• View Application: Open App Details, Chat History, and App Access in a new tab.

• Edit App: Make changes to the application.

• Share: Share the app with project users and assign view or edit permissions.

  

• Sync: Sync metadata and example updates to the vector database.

• API: View sample request and response for supported APIs. For more details, see Data Intelligence APIs.

• Delete App: Permanently delete the Data Intelligence application along with its conversation history.