Creating and Managing Business Context in Visuo
A comprehensive guide to setting up Business Context, Data Context, and Personal AI Context for enhanced AI-driven data analysis in Visuo
Creating and Managing Context in Visuo
This guide will walk you through the process of creating and managing Business Context, Data Context, and Personal AI Context in Visuo, enhancing the accuracy and effectiveness of AI-driven data analysis.
These context features allow you to tailor Visuo’s AI Data Analyst to your specific business needs, improving performance and relevance in data analysis tasks.
Why Use Context Features?
Visuo’s context features offer several key benefits:
- Improved Accuracy: Focus the AI on relevant data and business-specific semantics.
- Enhanced Speed: Limit data scope to reduce processing time and enable faster responses.
- Increased Relevance: Align AI outputs more closely with specific business needs and terminologies.
- Clarity: Provide clear definitions for ambiguous data structures.
Business Context
Business Context allows you to define specific presets for different analysis scenarios.
Creating a New Preset
Access Business Context
Navigate to the “Manage Context” section and select the “Business Context” tab.
Create New Preset
Click the “Create a New Preset” button.
Data Source Configuration
Define Preset Name and Visibility
Start by defining a name for your preset. Choose whether to make the preset visible to your team by switching the “Team Visible” toggle.
Add Key Information About the Business
Navigate to “Key Information About the Business” and add new Data Source Configurations.
Add New Data Source
Add a new data source by selecting the relevant database connections you have made before.
Select Relevant Tables
Select the tables that are pertinent to your business use case. You can remove irrelevant tables to streamline the data set.
Review Data Source Configuration Accuracy
Our systems will show information about the accuracy of the data source configuration.
Setting Up Semantic Models
Semantic Models help define relationships and contexts within your data.
Access Semantic Models Section
In the Business Context interface, find the Semantic Models section.
Add a New Semantic Model
Click the ”+” button to create a new Semantic Model.
Define Semantic Model Details
Complete the following fields:
- Name: A unique identifier for your model (e.g., “semantic model 007”)
- Value: A short description of what the model represents (e.g., “order status according to state”)
- Description: A detailed explanation of how to use or interpret the model
Example Semantic Model
{
"Name": "semantic model 007",
"Value": "order status according to state",
"Description": "Classify the order status from the status column of the orders table according to the state in the customers table. The customer_id column can be used for the join."
}
Setting Up KPIs
Key Performance Indicators (KPIs) are crucial metrics that help you track and measure the success of your business objectives.
Access KPI Section
In the Business Context interface, locate the KPIs section.
Add a New KPI
Define KPI Details
Fill in the following fields:
- Name: A descriptive name for your KPI (e.g., “my first KPI”)
- Value: The metric or query to calculate the KPI (e.g., “Top 10 most sold products”)
- Description: A brief explanation of what the KPI represents
Example KPI
{
"Name": "Top 10 Most Sold Products",
"Value": "SELECT product_id, COUNT(*) as items_sold FROM order_items GROUP BY product_id ORDER BY items_sold DESC LIMIT 10",
"Description": "Identifies the top 10 products by sales volume, helping focus on popular items"
}
Data Context
Data Context allows you to provide additional information about your data sources, tables, and columns.
Adding Context to Connections
Access Data Context
Navigate to the “Data Context” tab in the “Manage Context” section.
Select Connection
Choose the database connection you want to add context to.
Add Connection Context
Provide information about the connection, such as whether it’s for production, staging, or development environments.
Adding Context to Tables
Select Table
Choose a table from your selected connection.
Add Table Context
Describe the purpose of the table and any important information about its usage or contents.
Adding Context to Columns
Select Column
Choose a column from your selected table.
Add Column Context
Provide details about the column’s data type, constraints, and business meaning.
Personal AI Context
Personal AI Context allows you to customize the AI’s behavior to your preferences.
Access Personal AI Context
Navigate to the “Personal AI Context” tab in the “Manage Context” section.
Set Detail Level
Specify how detailed you want the AI’s responses to be.
Define Tone
Choose the conversational style you prefer (e.g., formal, casual, technical).
Set Output Preferences
Specify your preferred format for data and insights presentation (e.g., tables, charts, narrative form).
Best Practices
To get the most out of Visuo’s context features, consider these best practices:
- Regular Updates: Keep your contexts up-to-date with changes in your business structure or data landscape.
- Collaborative Approach: Involve stakeholders from different departments when creating contexts to ensure comprehensive coverage.
- Clear Documentation: Maintain detailed notes on your context configurations for future reference.
- Iterative Refinement: Regularly test and refine your contexts based on the AI’s performance and user feedback.
Remember to manage your contexts carefully. Incorrect configurations can impact the accuracy and relevance of your AI-driven analyses.
By following this guide, you should now be able to effectively create and manage Business Context, Data Context, and Personal AI Context in Visuo, significantly enhancing your AI-driven data analysis capabilities.