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Version: 0.17.6

Introduction

In this section, we'll cover how to get oriented with DataChat's homepage and Grid mode.

DataChat's homepage has four main components:

  1. The search bar. This is where you can search for a specific name of any session, workflow, Insights Board, or snapshot.
  2. Tabs to switch between featured, sessions, workflows, Insights Boards, and snapshots.
  3. Pages for where your saved objects are listed:
    • Featured
    • Sessions
    • Workflows
    • Insights Boards
    • Snapshots
    • Connections
    • My Work (folders)
  4. The + New button to create a new session, management Session, Insights Board, or folder.

the homescreen

note

By default, the homepage opens under the Featured tab. To view all sessions, workflows, Insights Boards, or snapshots, use the tabs to switch between pages.

Launch a Session

All sessions in DataChat start at the homepage. Ava is the primary app used to work with data. To start a session, click the + New button, then click on the Session button. By default, you can have a maximum of five sessions open at a time.

Ava on the homescreen

Grid mode offers a more visual and directed experience than Notebook mode and is recommended for intermediate users who are working on single spreadsheet problems. In this mode, your datasets are the focus, taking up most of the screen, and your utterances are constructed through forms that make it easy to work with your data.

The Grid mode has six main pieces:

  1. The mode buttons to switch between Grid and Notebook mode.
  2. The toolbar. The buttons in the toolbar launch the skill forms used to create utterances. Related skills are grouped together
  3. The dataset panel. The available datasets are shown as tabs at the top of the panel. Clicking a tab switches to the corresponding dataset. Double-clicking a tab lets you rename the dataset. Datasets with a lock next to them are read-only; performing actions on them first copies the selected dataset to "[Dataset] v2" and then performs the action on that dataset. Any available versions of the dataset appear next to the dataset's name.
  4. The chart panel. This is where visualizations are displayed.
  5. The chat history. This is where your utterances and Ava's responses are shown.
  6. The end session button.

You can also give your session a name to help differentiate sessions from each other on the homepage:

session name field