Skip to main content

BI Toolsets

The Xpert Data Analytics Toolset provides a suite of tools for business intelligence analysis, seamlessly integrated with the Xpert Data Analytics Platform.

How to Configure the Model for Analysis?

To analyze models on the data analytics platform using the ChatBI Toolset, authorize the relevant model(s) for the toolset. As shown below, select the model to analyze in the Chat Models attribute, in addition to name and description attributes, then save the authorization to enable three tools and save.

ChatBI Toolset authorization
ChatBI Toolset Authorization

Why Are There No Chat Models Available?

The Chat Models list must be created in the Chat BI system configuration page of the Xpert Data Analytics Platform. Select a semantic model and one of its model entities, provide the entity description and details, then create successfully.

ChatBI Toolset authorization
ChatBI Toolset Authorization

For detailed information on semantic models, see Semantic Models.

How to Use the ChatBI Toolset?

In Xpert Studio, when orchestrating an agent, right-click to add the toolset, locate the authorized ChatBI Toolset, and add it to the Studio panel. Connect the agent node to the toolset node, enabling the agent to use the ChatBI Toolset to answer data analysis-related questions.

ChatBI Toolset use
ChatBI Toolset Usage

Final Usage

In the final user conversation interface, Xpert expert users can ask analysis questions related to the data model. Xpert will query model information as needed and provide answers using graphical components.

ChatBI Toolset use in chat
Chat with ChatBI Toolset

ChatDB Toolset

The ChatDB Toolset includes tools for direct database interaction, converting natural language into SQL to query the database for answers. The usage process is similar to ChatBI.