Modifying Selected Data Sources and Tables

How to Select a Data Source?

1. Click on the Data section at the top of the chart configuration page.

2. Use the dropdown menu to choose a data source from the available list.

3. Once a data source is selected, the system will display the available tables within that data source.

📌 Only tables with completed data definitions will be displayed.

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Why Are Some Tables Missing?

The AI uses data definitions to:

• Generate SQL queries

• Determine the best visualization type

• Extract relevant fields for the chart

If a table is missing from the list: ✔️ Go back to the Data Connection settings. ✔️ Ensure that the table has complete data definitions. ✔️ Verify that the table permissions allow access for the user.

📌 If a table is not properly defined, AI may not be able to use it to generate insights.

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Selecting Multiple Tables

Users can select more than one table from the data source.

• The AI will automatically determine relationships (joins, keys, and conditions) between the tables.

• The generated SQL query will be updated accordingly.

📌 To view the query, go to the SQL Section (covered in the next section).

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How Changes Affect the Chart

Whenever a user modifies the data source or tables, the system:

1. Regenerates the SQL Query based on the selected data.

2. Updates the visualization to reflect the new dataset.

3. Adjusts the chart components to align with the intent.

📌 Every change in data selection will trigger a full recalibration of SQL, data structure, and visualization.

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Next Steps: Understanding SQL in Chart Configuration

Now that the data source is selected, the next step is understanding how SQL is generated and modified in the SQL Section. 🚀