Project Canvas Datasets

Creating Custom DataApp using Project Canvas datasets as input

Use this procedure to create a custom DataApp. Note that these DataApps are model-independent, so no project model is required to create them.

1. Hover over the menu icon and select Projects

2. Select the project for which you want to create DataApps and click the DataApps icon from the project level navigation.

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1. Click the plus icon and select Custom DataApp. This opens the Create DataApp page with three tabs:

Details

1. Specify this information on the Details tab:

2. Select an input from the Input type drop-down. Possible options:

   • Project Canvas Datasets – Select datasets available within the project, including those uploaded by the user.

   • Custom Uploaded Datasets – Use datasets that the user has manually uploaded.

   • SQL Sources – Fetch and use data directly from SQL databases.

   • Documents & PDFs – Utilize datasets uploaded in PDF, DOC, or DOCX formats.

   • Prediction Service – Use a prediction service as input for the DataApp.

   • Scheduler – Use a scheduler as input. A scheduler must be created beforehand to select this option.

   • Model DataApp – Use a machine learning model as the input source.

Here we are selecting Project Canvas Datasets as an input option.

1. Add the description of the DataApp that explains about it.

2. By default, the environment selected during project creation is applied. However, you have the flexibility to choose a different environment for running your DataApps.

3. Provide the name of the DataApp on the breadcrumb.

4. Click to upload an image to display on the DataApp card that you see on the DataApps page.

Settings

1. Click the Settings tab and specify this information:

2. Select a model that you want to use in the Custom DataApp. Possible values:

   • OpenAI GPT-4 Turbo

   • OpenAI GPT-4o (by default this is selected)

   • Azure OpenAI GPT-4o

   • Anthropic Claude 3.5 Sonnet (beta)

3. Enter Model controls in the text box to provide specific context to the AI guide. This helps in aligning the AI-generated responses more closely with the user’s particular use case.

4. Select Access Control to manage access to chats and charts generated within the DataApp. The available options are:

   • Team Access: Allows all users within the tenant to view chats and charts in the DataApp.

   • Individual Access: Restricts visibility of chats and charts to users who created them. For example, if User A creates Chat A and Chart C, only User A can view these.

5. Toggle ON the Show Model Response Code option to return the same response for the identical queries despite asking multiple times.

6. Select the Security options. Possible values:

   • Sample Data : The sample of 5 rows of data is shared with the LLM for context.

   • Only Metadata: Only the column names in the dataset are shared with the LLM for context.

7. Toggle ON the Show Model Response Code option to view the code generated by the model in response to the queries.

8. Toggle ON the Enable Insights Model to activate reasoning support for dataset and chart outputs in response to user queries on the AskAI tab. For more information, refer to Enabling the Insights Model to View Contextual Insights in AskAI section.

9. When the Enable Insights Model toggle is turned on, two additional configuration options appear:

   • Insights Model: Select the model that will interpret and generate insights from the dataset or chart outputs.

   • System Message: Optionally provide contextual guidance to the model, helping it tailor responses based on your specific use case or analytical objectives.

10. Enable Allow Column Hyperlinks to create hyperlinks between columns in related tables.

11. Turn ON or OFF the following toggles in the Consumer Permissions section to control what actions users with the DataApp Consumer role can perform:

    • Allow New Chat Creation: Turn ON to allow consumers to create new chats in the AskAI tab.

    • Allow Chat Deletion: Turn ON to enable consumers to delete chat threads.

    • Allow Input Selection: Turn ON to allow consumers to select input datasets or reports for chats in AskAI.

    • Show Input Name & Details: This option is disabled by default and is automatically enabled when Allow Input Selection is turned OFF. When enabled, consumers can view input data and its details. Ensure at least one input is selected in the chat for consumers to ask prompts related to the selected input. If a consumer deletes a chat, the same input will automatically be transferred to the new chat, ensuring continuity and ease of use.

    • Allow Slash Options: Turn ON to enable consumers use slash commands in the AskAI query box to specify the desired output type—datasets, text, charts, or prompt suggestions—allowing for more precise queries and seamless interaction with data

    • Show User Charts Tab: Turn ON to allow consumers to view the User Charts tab.

    • Show Model Response Code: Turn ON to allow consumers to view the model-generated code for their queries.

    • Hide Side Panel: If toggles such as Allow New Chat Creation, Show User Charts Tab, Allow Input Selection, and Allow Chat Deletion are turned OFF, the side panel will no longer be visible.

If you want to preview how the DataApps consumer interface appears after adjusting these toggles, use the Consumer Preview option. You can find this option under the Actions drop-down on the DataApps page. This allows you to see the interface from a consumer’s perspective and ensure that the changes reflect as expected. See Previewing the Consumer Interface.

Starter prompts

Adding Starter Prompts in DataApps

Starter prompts help new DataApp users get started by providing predefined queries on the AskAI page. Users can add up to 10 prompts to guide interactions with AI-powered DataApps, making it easier for business users to formulate relevant queries.

Steps to Add Starter Prompts

1. Click the Starter Prompts tab.

2. In the Create New Prompt section, enter the prompt you want to display on the AskAI page.

3. Click +Add Prompt after each entry. You can add up to 10 prompts per DataApp.

Once added, these prompts will appear in the AskAI window, providing users with helpful starting points for their queries.

Note: Starter prompts can be added for all types of custom DataApps, except for model DataApps and imported DataApps.

1. Click Create. The DataApp card is created.

2. Click on the DataApp card to launch the AskAI DataApp. The AskAI chat window appears.

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1. Select the Dataset on which you want to create the DataApp. You can view all the datasets that are on the canvas in the drop-down.

Note: You can also view the +Upload New Datasets option in the datasets drop-down, from where you can upload a new dataset on which you want to run the query using AskAI. Alternatively, click the Select from Artifacts tab to choose a document from the Artifacts folder. You can also use the search box to quickly locate the document you need.

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1. Enter the query in the query box. You can use slash to choose the type of output you want the AI to generate, such as text, dataset, or chart. Once the output is generated, you can:

• Copy the answer using the Copy Answer option.

• View the generated code by selecting the View Code option. You can also see the explanation for each line of code.

• Use the Schema option to view the data type of each column.

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If you have generated a chart using the Ask AI, then you can view the + DataApp option.

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1. Click + DataApp to add this chart to the dataapp. Clicking this opens the Update Name box where you can provide the custom name for the chart and click Save.

Once a chart is added, you can easily track the total number of charts added under the User Charts tab. An indicator on this tab displays the number of charts.

1. Click the User Charts tab to view this chart.

Perform the following actions clicking the Actions drop-down:

• Modify the DataApp details, using the Edit option. For more details, see Editing a DataApp section.
• Copy the dataapps URL to share with the other business users, using the Copy option.

• Open the dataapps on a new tab, using the Open in New Tab option.

• Configure the shutdown time of the DataApp, using the Config option. See configuring shutdown time of the DataApp section for more details.
• View logs of DataApps to debug issues, using the Logs option.

• Delete the DataApp that is no longer required, using the Delete option.

• Customize the branding appearance of your DataApp, using the Branding option. This opens the Branding modal. Enter your desired title in the DataApp Title field, then use the Upload from Computer option to upload your logo. Once you have added the title and logo, click Save to apply the changes. The customized title and logo will now appear on the AskAI page and will also be visible when the DataApp is opened in a new tab.

• As a DataApp power user or admin, you can preview the DataApp consumer interface using the Consumer Preview option. This option is available only when the DataApp is running.

Previewing the consumer interface

Power users and admins have the ability to enable or disable consumer-specific settings within a DataApp. These settings determine what the end users (consumers) can see and do. Before finalizing, you can preview the consumer interface to ensure the experience aligns with your configuration.

To preview the consumer interface:

1. Click Create DataApp and select any input type.

   Note: Consumer settings are not available for Import DataApp and Model DataApp.

2. Configure the available consumer settings by enabling or disabling the following options:

   • Allow New Chat Creation

   • Allow Chat Deletion

   • Allow Input Selection

   • Show Input Name and Details

   • Show User Charts tab

   • Allow Slash Options

   • Show Model Response Code

   • Hide Chat Side Panel (This automatically disables: Allow New Chat Creation, Show User Charts tab, Allow Input Selection, and Allow Chat Deletion)

3. Click Create to create the DataApp.

4. Make sure the app is running.

5. Hover over the DataApp card and click the ellipses (⋮) icon.

6. Select Consumer Preview. This will open the consumer interface in a new tab.

If you've edited the DataApp and changed any settings, make sure to update the changes first. Then, click the Actions button and choose Consumer Preview to view the updated interface.

Enabling the Insights Model to View Contextual Insights in AskAI

The Enable Insights Model toggle, available under the Settings tab of each DataApp, activates reasoning support in the AskAI tab. When enabled, this feature generates richer, contextual insights for dataset and chart outputs using advanced language models. Users can choose between OpenAI GPT-4o and GPT-o1, and optionally provide a System Message to define the context or use case. This helps align the generated insights with your business goals or analytical needs.

Once enabled, the AskAI tab returns natural language explanations alongside the results—making it easier to identify trends, detect anomalies, and draw meaningful conclusions without manual interpretation.

To Enable and Use the Insights Model:

1. Select a Project Navigate to the project where you want to create the DataApp. This opens the canvas page.

2. Open DataApps Click on DataApps to go to the DataApps card view. Click the plus icon and select Custom DataApps.

3. Choose an Input Type Select one of the supported input types:

   • Project Canvas Datasets

   • Custom Uploaded Datasets

   • SQL Sources

   • Documents and PDFs

   • Prediction Service

   • Scheduler

4. Enable Insights Model In the Settings tab:

   • Toggle ON the Enable Insights Model option.

   • Two new fields will appear:

     • Model Selection: Choose between OpenAI GPT-4o or OpenAI GPT-o1.

     • System Message (optional): Add a message to guide the model’s interpretation, based on your specific context.

5. Save the Configuration

   • Click Create if you’re building a new DataApp.

   • Click Update if you’re modifying an existing DataApp.

6. Launch the DataApp

7. Run a Query in AskAI

   • Select a dataset.

   • Enter your query and click Generate.

8. View the Insights

   • Generated insights will be displayed in natural language.

   • To view associated outputs:

     • Click Show Charts to display the chart visualization.

     • Click Show Dataset to view the tabular data.