The Dataset Management page provides an overview and allows users to manage Datasets and Queries. To navigate to the Dataset Management page, click Query Details on the Queries page.
The Dataset Management page has these options:
- Overview
- Data
- Log
- Query History
- Usage
Overview
The Overview tab on the Dataset management has the following information:
- Visualizations running on the Dataset
- Datasources employed on the Dataset
- Users to whom the Dataset has been shared with
- Reports scheduled on the Dataset
-
Trigger notification alerts created on the Dataset
On the left-hand side, the page has more information and options:
1. Status of Query - If success, failed, unknown, etc. Clicking on it will redirect you to the Query Log.
2. Datasource Name - Datasource name given at the time of creation
3. Number of columns and rows - Number of columns and rows in the dataset
4. Creator's name - User name and email
5. Last Dashboard - This takes you to the last used Dashboard
6. Edit Query - This takes you to the queries page
7. Delete - Delete the query.
Note - The delete option also prompts if you want to delete the associated widgets.
Actions
You can perform a wide array of functions on your Dataset:
- Creating visualization
- Scheduling reports
- Sharing to individual users or groups
You can click on the More... button and perform additional functions on your Dataset that include:
- Adding derived Dataset (adds a derived dataset)
- Cloning Query (creates a new copy of the query)
- Adding Trigger Alert (creates and schedules alerts)
Note: If your query is Non-direct, you'll also see the:
- Run the Query (to run the query now)
- Add Data Update Alert (to generate an alert when a scheduled query run fails)
- Add Query Error Alert (to generate an alert when reports fail to run, for failed query run and failed dataset update)
Create AI Dashboard
The AI Dashboard feature auto-generates a dashboard with a single click having various widgets based on the dataset. It first generates a Spreadsheet widget with the data; the other widgets could be charts or graphs. Users can further work with the individual widgets. This newly generated Dashboard is also given a name and auto-saved in your workspace. It is like any other Dashboard, and all the settings and functionalities apply.
Note: Knowi uses its own AI service, and no data is sent outside of Knowi.
To generate an AI Dashboard:
- Navigate to Queries
- In the list of queries, go to the Query details option (eye icon)
- On this page, click the Create AI dashboard button.
- Click Generate Dashboard.
Furthermore, users can modify the widgets by giving additional context to the AI. This is optional. This can be specified in the Provide any additional context textbox. You can use plain English, but use the specific data names.
For the previous Sending Activity data example, now there is context.
And this is what the dashboard looks like after the context:
A widget is created with the same name along with the visualization for each of the contexts provided. For example, a bar chart can visualize the Maximum Sent by Message Type and Week.
Remember to verify the results from the AI-generated dashboard since AI cannot always be right.
Dataset Diagram
The dataset diagram conveys a high-level view of the dataset, the associated queries, widgets, and drilldowns.
You can hover your cursor over Query, Dataset, and Widget to view, edit, and settings options for the dataset.
- Queries - The Queries have an edit option that takes you to the Query page.
- Datasets - Datasets have the edit and view option. The edit option takes you to the dataset edit page, and the view takes you to the Dataset Management page. Here, you can export the Dataset data.
- Widgets - The Widgets have the settings option that takes you to the Query Settings page.
Data Types
You can modify automatically detected data types by clicking on the Edit button.
Once done with modifying the data types, click on the Save Changes button.
Search Based Analytics
Search based analytics allows you to control NLP settings. To edit, click Edit.
You can manage and edit the Search-Based Analytics settings for the following:
- NLP Indexer - Enables NLP Indexing for search based analytics. It is turned on by default.
- NLP Slack Indexer - Enables NLP for Slack.
- Synonyms - Add/remove NLP synonyms. Multiple keywords can be associated with a field. Instead of a field, you can also specify calculations or Cloud9QL functions. You can add/remove fields using the +/- buttons. For example, if the bounced rate per million is defined as (bounced/sent) *1000000, set the definition as the field name and set the bounced rate per million as the synonym.
- Data Limit - Limit the amount of records to process for NLP. Defaults to 200K when empty. Set to 0 for unlimited.
- Skip NLP processing - Specify one or more fields that will be skipped in NLP for the Dataset.
- Exact Match Fields - Specify one or more text fields that match exactly, including punctuations and spaces.
- Default NLP Date - Specify the default NLP date field to grab in natural language processing for the dataset. A random date is selected for NLP when left empty.
- Indexible Fields - Gives you control over setting unique values on String fields. These fields are often used as part of a condition. You can add/remove fields using the +/- buttons.
- Index values from other Datasets - By default, the values are sampled from the dataset if they are not direct. Pointing to another dataset gives you fine-grained control over the values that can be driven from another dataset. The values are determined for the first column of the dataset, or if the dataset has multiple columns, the column name matches the field to index. You can add/remove fields using the +/- buttons
Once done modifying the Search-Based Analytics, click the Save Changes button.
Visualization Templates
Allows users to set up and manage pre-defined Widgets for this dataset.
Indexes (For Non-Direct Queries)
For non-direct queries with large datasets, having indexes on commonly used filters can help to accelerate performance and improve the speed of the data retrieval operations.
You can build and edit the indexes by clicking on the Edit button.
Data
Datasets can be viewed from the Data tab. You can also search using the global search bar to filter records and export the data into a CSV file.
Log
The Log provides an overview of the query execution status history. Click the Log tab to view the entries for all the Query execution events performed in the past. The entries appear based on date, and for any given entry, you can view the Query status, the Time taken for the Query to execute, and the number of records it processed.
The records in the log help you perform internal analysis and optimize how the Queries are executed.
Note: You can click the Refresh button to revise the entries in the log.
You can view further details for any Query Execution event by clicking on the caret:
- Report Code
- Message
- Query Execution
- Saving Result
- Identifier
- Agent ID
- API Key
Query History
Query History gives you a view of all historical changes made for the Query and the ability to revert to a previous version.
You can restore the Query state to any of the previous versions by clicking on the Revert. Click Refresh to refresh the records
Usage
You can click on the Usage tab to view all the widgets derived from the Query and which dashboards contain them.