Intelligent Data Insight

Prerequisites

• A project has been created by referring to Creating a Project.

• A data source has been connected by referring to Connecting to a Data Source.
• A dataset has been created by referring to Creating a Dataset.
• An intelligent analysis assistant has been created by referring to Creating an Intelligent Analysis Assistant.

Questioning and Answering

1. Log in to the DataArts Insight console.
2. Click in the upper left corner of the management console to select a region. Then, select an enterprise project in the upper right corner.
3. On the top menu of the console, click Project. On the displayed My Projects page, click the name of the desired project.
4. In the navigation pane on the left, choose Q&A Management > Intelligent Analysis Assistants. On the displayed page, locate the desired intelligent analysis assistant and click Q&A in its Operation column.
5. Ask a question on the Q&A page, and the intelligent analysis assistant will return the data query results.
   • Assistant Q&A: Select an intelligent analysis assistant to conduct Q&A. For how to create an intelligent analysis assistant, see Creating an Intelligent Analysis Assistant.
     Figure 1 Assistant Q&A
     

   • Upload File Q&A: Upload a file and directly conduct Q&A without any configuration.
     Figure 2 Uploading a file
     
     Figure 3 Upload File Q&A
     
     

     Each user can upload a maximum of 10 files.

Editing Charts

You can edit and optimize the charts returned by the intelligent analysis assistant. You can select fields, adjust the aggregation method, customize sorting, and drill down fields to better meet your specific analytic needs and ensure that the generated charts align more closely with your business scenarios.

• Editing fields
  1. In the navigation pane on the left, choose Q&A Management > Intelligent Analysis Assistants. On the displayed page, locate the desired intelligent analysis assistant and click Q&A in its Operation column. On the displayed page, ask the intelligent analysis assistant the following question: Prices of different types of products.
  2. Click Edit to select other fields in the dataset as the data displayed in the chart. For example, change the product_price field to product_color (see Figure 4).
     Figure 4 Edit

     

  3. Click Senior Edit to add fields, customize sorting, adjust aggregation methods, and filter fields.
     Figure 5 Advanced editing
     

• Drilling-down fields
  Drill-down involves delving into detailed data from summary data to obtain more specific information.

  1. In the navigation pane on the left, choose Q&A Management > Intelligent Analysis Assistants. On the displayed page, locate the desired intelligent analysis assistant and click Q&A in its Operation column. On the displayed page, ask the intelligent analysis assistant the following question: Prices of different types of products.
  2. Click the data in the chart. The Drill-down Field list is displayed. Click the field you want to drill down (see Figure 6). In this example, drill down to product_name under the book field. The chart after drilldown displays details about the product names whose product type is book (see Figure 7).
     Figure 6 Chart before drilldown

     

     Figure 7 Chart after drilldown
     
     

     • If other datasets include all field information in the current Q&A chart, cross-dataset drilldown is supported.
     • If the Q&A chart contains indicators, cross-dataset drill-down is not supported.

Favoriting Questions

During Q&A in the intelligent analysis assistant interface, you can favorite key questions and frequently asked questions for easy future reference.

1. In the navigation pane on the left, choose Q&A Management > Intelligent Analysis Assistants.
2. Locate the intelligent analysis assistant you trained and click Q&A in the Operation column.
3. On the Q&A page, move the mouse to the question, and a collection icon will appear at the top right corner of the question, as shown in Figure 8. Click to favorite or unfavorite the question.
   Figure 8 Favoriting a question
   

4. You can view favorited questions on both the intelligent analysis assistant's Q&A page and the Q&A management page.
   • On the Q&A page, click View My Favorite Questions to see the favorited questions. Click and click the favorited question to automatically input it into the Q&A box for quick questioning, as shown in Figure 9.
     Figure 9 Viewing favorited questions
     

Viewing Historical Conversations

The intelligent analysis assistant can save recent Q&A histories, making it easy for you to review and retrieve past dialogue results.

• Notes and constraints:
  • Each intelligent analysis assistant has an independent history of conversations. When you switch to a different intelligent analysis assistant in the upper left corner of the Q&A page, the conversation history updates accordingly.
  • Historical conversations record only successfully answered questions and their results, not failed conversations.
  • Historical conversations record only the initial Q&A questions and results, but does not log the charts, data generated from analysis dimensions, or recommended charts after switching types.
  • Only conversations from the past 30 days can be viewed. Conversations older than 30 days will not appear in the history list unless there is a new interactive message.
• Procedure:
  1. In the navigation pane on the left, choose Q&A Management > Intelligent Analysis Assistants. On the displayed page, locate the desired assistant and click Q&A in its Operation column.
  2. By default, the historical conversation list is displayed on the left of the page. Click in the upper right corner to close or open the conversation list.
     Figure 10 Conversation history
     

Showing Q&A Analysis Process

Multi-Turn Q&A

Question Management

Displays the questions raised in the intelligent analysis assistant within the current project space and supports exporting questions.

• Notes and constraints: This feature requires administrator permissions.
• Procedure:
  1. In the navigation pane on the left, choose Q&A Management > Question Management.
  2. Click Export to export questions. You can select multiple questions and export them in batches.
     Figure 11 Question management