Intent and Its Role in Chart Generation

What is Intent?

Intent represents the primary objective of your chart—it defines what insights the visualization should display. This is determined based on:

• AI Builder: Extracted from natural language prompts (e.g., "Show sales by month")

• Manual Drag-and-Drop Builder: Inferred from selected tables and columns

• SQL Data Explorer: Derived from the written SQL query

Intent acts as the foundation of your chart, influencing data selection, SQL generation, and visualization type.

📌 A well-defined intent ensures the system generates the most relevant and accurate chart for your needs.

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How Intent Affects Manual Chart Building & SQL-Based Charts

For Manual Builder and SQL Explorer, intent is inferred directly from the query and data sources.

• If you select different tables or fields, the intent automatically updates.

• If the SQL query changes, the intent adjusts to match the new dataset.

Changing Intent Triggers a Full Cycle Update

When you modify the intent, the system follows a structured update process:

1. Checks the Data Sources – Ensures the relevant tables and columns are selected.

2. Generates SQL – Creates or updates the SQL query based on the new intent.

3. Updates Data Components – Adjusts the dataset, aggregations, and filters.

4. Creates a New Visualization – Automatically regenerates the chart to match the updated intent.

📌 Changing the intent is a powerful way to refine your visualization without manually adjusting each component.

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How to Modify Intent in Chart Configuration

Steps to Update Intent

1. Click on the Intent field at the top of the configuration page.

2. Modify the description to better match your desired chart output.

3. Click Apply to trigger the update cycle.

When Should You Modify Intent?

• If the chart type doesn’t match the expected visualization.

• If the wrong data fields are included in the dataset.

• If the generated SQL query is incorrect or incomplete.

📌 By refining intent, you ensure that your chart aligns perfectly with your analytical needs.

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Intent is the driving force behind Infinity’s chart-building capabilities. Whether you're using AI Builder, Manual Builder, or SQL Data Explorer, defining and adjusting intent ensures that the system:

• Selects the right data sources

• Generates optimized SQL queries

• Constructs accurate, insightful visualizations

🚀 Next, we’ll dive into how to modify data sources and tables for further customization.