Querying Product Sales Data Using the Intelligent Analysis Assistant

Data Description

This example includes the following data tables: lineorder (order table), customer (customer information table), part (product information table), and date (date information table).

Step 1: Upload a Data File

1. Log in to the DataArts Insight console.
2. Click in the upper left corner of the management console to select a region and select an enterprise project from Enterprise Project in the lower left corner of the Workspace page.
3. Click the name of the desired project in the My Projects area in the right pane.
4. In the navigation pane on the left, choose Data Management > Data Sources.
5. Click next to the data source name and select Uploaded Files (Figure 1). Select the Excel file you want to upload, modify parameters as required, and click OK. Repeat this step to upload all data tables in sequence. For details about the data table, see Data Description.
   Figure 1 Uploading a file
   
   

   Before uploading files, you need to configure the data storage bucket on the System Settings > OBS Bucket Settings page.

Step 2: Create a Dataset

1. Choose Data Management > Datasets. On the displayed page, click Create Dataset.
2. Under My Data Sources, select a data source. Click the Uploaded Files and double-click or drag the data table uploaded in Step 1: Upload a Data File to add it to the operation panel.
   Figure 2 Selecting a data table
   

3. Set the association between data tables (Figure 3). In this example, the different tables are connected by the left outer join, and the connection fields are as follows:
   • lineorder.lo_custkey = customer.c_custkey
   • lineorder.lo_suppkey = supplier.s_suppkey
   • lineorder.lo_partkey = part.p_partkey
   • lineorder.lo_orderdate = dates.d_datekey
     Figure 3 Editing associations
     

Step 3: Configure the Dataset

1. Click the Visual Configuration tab and set the meaning of the field names. For the field meaning in this example, see the description in Table 1. Once configured, it will help analysts understand and improve the Q&A accuracy of the intelligent analysis assistant.
   Figure 4 Visual configuration
   

2. Click the Data Preview tab and then Refresh Preview to view basic information about the dataset.
   Figure 5 Data Preview tab
   

3. Confirm the information and click Save.

Step 4: Create an Indicator

1. In the navigation pane on the left, choose Data Management > Indicator. On the displayed page, click Create Indicator.
2. Create four indicators by setting the parameters based on Table 2.
   Figure 6 Creating a customer quantity indicator
   

Step 5: Create an Intelligent Analysis Assistant

1. In the navigation pane on the left, choose Data Analytics > Intelligent Analysis Assistants.
2. Click Create Domain. In the dialog box that appears (Figure 7), enter a name and select an associated dataset.
   Figure 7 Creating an intelligent analysis assistant
   

3. Click OK.
4. In the list, locate the intelligent analysis assistant you created, and click Train in the Operation column. If Training Status is Successful, as shown in Figure 8, the intelligent analysis assistant is successfully trained.
   Figure 8 Training the intelligent analysis assistant
   

Step 6: Use the Intelligent Analysis Assistant for Q&A

1. In the navigation pane on the left, choose Data Analytics > Intelligent Analysis Assistants.
2. Locate the intelligent analysis assistant you trained and click Q&A in the Operation column.
3. Enter questions on the Q&A page. This example lists two sample questions. For more sample questions, refer to Table 3.
   1. Sample question 1: Find the number of orders with a total price higher than 5 million in each customer's country.
      Figure 9 Result for sample question 1
      

   2. Sample question 2: Check the number of customers in different countries.
      Figure 10 Result for sample question 2