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111 lines
4.0 KiB
Markdown
111 lines
4.0 KiB
Markdown
---
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title: How to Use Collate AI
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slug: /collateai/how-to-use-collate-ai
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collate: true
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---
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# How to Use Collate AI
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## 1. Setting Up Collate AI
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- Navigate to **Settings > Applications** in the Collate platform.
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{% image
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src="/images/v1.7/collate-ai/setting-up-collate-ai-1.png"
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alt="setting up Collate AI"
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caption="Navigate to Settings > Applications"
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/%}
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- Install Collate AI by following the on-screen instructions.
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{% image
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src="/images/v1.7/collate-ai/setting-up-collate-ai-2.png"
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alt="Install Collate AI"
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caption="Install Collate AI"
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/%}
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- Configure and add filters based on criteria such as owner, schema, database, service, and more. You can also combine multiple conditions to meet your specific requirements.
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{% image
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src="/images/v1.7/collate-ai/setting-up-collate-ai-3.png"
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alt="automatically generate descriptions"
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caption="automatically generate descriptions"
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/%}
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- **Scheduling**: Schedule Collate AI to run regularly, automatically generating metadata at predefined intervals (e.g., weekly).
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{% image
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src="/images/v1.7/collate-ai/setting-up-collate-ai-4.png"
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alt="Schedule Collate AI"
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caption="Schedule Collate AI"
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/%}
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## 2. Using the Collate AI Chatbot
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- The Collate AI chatbot icon appears on every page after installation.
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{% image
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src="/images/v1.7/collate-ai/using-collate-ai-chatbot-1.png"
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alt="chatbot icon"
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caption="chatbot icon"
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/%}
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- Interact with the chatbot by typing natural language questions. For example:
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- “Show me sales data for Q1.”
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- “What is the average revenue per customer?”
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- Collate AI will generate the corresponding SQL query and provide a detailed explanation of the query logic.
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{% image
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src="/images/v1.7/collate-ai/using-collate-ai-chatbot-2.png"
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alt="natural language questions"
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caption="natural language questions"
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/%}
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- Users can refine queries by providing further instructions, and the chatbot will adjust the SQL query accordingly.
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## 3. Optimizing and Fixing SQL Queries
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- The **Metadata Usage** workflows will ingest the queries being run against the tables. You can see how long each query has been executed in the **Queries** tab.
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{% image
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src="/images/v1.7/collate-ai/fixing-sql-queries-1.png"
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alt="metadata usage workflows"
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caption="metadata usage workflows"
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/%}
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- If a query runs inefficiently, ask the chatbot to optimize it by typing: “Optimize this query.”
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{% image
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src="/images/v1.7/collate-ai/fixing-sql-queries-3.png"
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alt="Optimize this query"
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caption="Optimize this query"
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/%}
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- Collate AI will return a more efficient version of the SQL query, which you can then copy and execute in your database.
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- If the query contains errors or isn’t functioning correctly, ask Collate AI: “Can you fix this query?”
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- Collate AI will correct the query and provide a working version.
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{% image
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src="/images/v1.7/collate-ai/fixing-sql-queries-4.png"
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alt="Can you fix this query"
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caption="Can you fix this query"
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/%}
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## 4. Reviewing Generated Metadata
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- Once Collate AI generates descriptions for tables and columns, navigate to the **database view** to review the metadata.
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- You can accept or reject each suggestion individually or choose to accept all suggestions in bulk.
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{% image
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src="/images/v1.7/collate-ai/reviewing-generated-metadata.png"
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alt="reviewing Generated Metadata"
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caption="reviewing Generated Metadata"
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/%}
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- Collate AI allows you to document entire datasets in a matter of minutes, significantly reducing the manual effort required to maintain metadata.
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## Best Practices
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- **Regular Scheduling**: Schedule Collate AI to run at regular intervals to ensure your metadata is always up-to-date, especially when dealing with frequently changing datasets.
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- **Leverage the Chatbot for Query Writing**: Encourage both technical and non-technical users to use the Collate AI chatbot for SQL query generation. It simplifies complex query writing and ensures accurate results.
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- **Optimize Queries Regularly**: Monitor the performance of your queries and use Collate AI to optimize them, especially when working with large datasets or queries that require complex joins and filters.
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