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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.

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Why Use Context Features?

Visuo’s context features offer several key benefits:

  1. Improved Accuracy: Focus the AI on relevant data and business-specific semantics.
  2. Enhanced Speed: Limit data scope to reduce processing time and enable faster responses.
  3. Increased Relevance: Align AI outputs more closely with specific business needs and terminologies.
  4. Clarity: Provide clear definitions for ambiguous data structures.

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Business Context

Business Context allows you to define specific presets for different analysis scenarios.

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Creating a New Preset

1

Access Business Context

Navigate to the “Manage Context” section and select the “Business Context” tab.

Business Context Navigation

2

Create New Preset

Click the “Create a New Preset” button.

Create New Preset

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Data Source Configuration

1

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.

Preset Name and Visibility

2

Add Key Information About the Business

Navigate to “Key Information About the Business” and add new Data Source Configurations.

Key Information

3

Add New Data Source

Add a new data source by selecting the relevant database connections you have made before.

Add New Data Source

4

Select Relevant Tables

Select the tables that are pertinent to your business use case. You can remove irrelevant tables to streamline the data set.

Select Tables

5

Review Data Source Configuration Accuracy

Our systems will show information about the accuracy of the data source configuration.

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Setting Up Semantic Models

Semantic Models help define relationships and contexts within your data.

1

Access Semantic Models Section

In the Business Context interface, find the Semantic Models section.

Semantic Models Section

2

Add a New Semantic Model

Click the ”+” button to create a new Semantic Model.

3

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

Semantic Model Definition

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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."
}

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Setting Up KPIs

Key Performance Indicators (KPIs) are crucial metrics that help you track and measure the success of your business objectives.

1

Access KPI Section

In the Business Context interface, locate the KPIs section.

KPI Section

2

Add a New KPI

Click the ”+” button to add a new KPI.
3

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

KPI Definition

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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"
}

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Data Context

Data Context allows you to provide additional information about your data sources, tables, and columns.

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Adding Context to Connections

1

Access Data Context

Navigate to the “Data Context” tab in the “Manage Context” section.

2

Select Connection

Choose the database connection you want to add context to.

3

Add Connection Context

Provide information about the connection, such as whether it’s for production, staging, or development environments.

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Adding Context to Tables

1

Select Table

Choose a table from your selected connection.

2

Add Table Context

Describe the purpose of the table and any important information about its usage or contents.

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Adding Context to Columns

1

Select Column

Choose a column from your selected table.

2

Add Column Context

Provide details about the column’s data type, constraints, and business meaning.

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Personal AI Context

Personal AI Context allows you to customize the AI’s behavior to your preferences.

1

Access Personal AI Context

Navigate to the “Personal AI Context” tab in the “Manage Context” section.

2

Set Detail Level

Specify how detailed you want the AI’s responses to be.

3

Define Tone

Choose the conversational style you prefer (e.g., formal, casual, technical).

4

Set Output Preferences

Specify your preferred format for data and insights presentation (e.g., tables, charts, narrative form).

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Best Practices

To get the most out of Visuo’s context features, consider these best practices:

  1. Regular Updates: Keep your contexts up-to-date with changes in your business structure or data landscape.
  2. Collaborative Approach: Involve stakeholders from different departments when creating contexts to ensure comprehensive coverage.
  3. Clear Documentation: Maintain detailed notes on your context configurations for future reference.
  4. 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.