Modifying Selected Data Sources and Tables
How to Select a Data Source?
Click on the Data section at the top of the chart configuration page.
Use the dropdown menu to choose a data source from the available list.
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.
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.
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).
How Changes Affect the Chart
Whenever a user modifies the data source or tables, the system:
Regenerates the SQL Query based on the selected data.
Updates the visualization to reflect the new dataset.
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.
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. 🚀
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