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Create charts with Index AI

The Index AI chart builder lets you explore and analyze metrics by simply asking what kind of data you’re looking for. Index AI will generate a relevant chart based on your metrics catalog, which can then be explored, shared or saved to a report.

Beta feature
The AI chart builder is currently in beta. Workspace admins can request access for their workspace by contacting support.

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Overview

Index AI empowers you to create dynamic charts with:

  • Full metric flexibility
  • Multiple visualization options including rank, line, and bar charts
  • Smart temporal analysis with customizable periods and granularity
  • Comparative analysis capabilities across metrics, timeframes, and targets
  • In-depth dimensional breakdowns

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Getting Started

The Index AI experience begins with a simple click on the AI icon in the bottom-right corner of any Index screen. Here’s how to make the most of it:

  • Start with your query - whether specific (“Display quarterly revenue as a rank chart by region”) or general (“Revenue Asia”), Index AI intelligently determines the most suitable visualization.

  • Once your chart appears, you have options to explore further, share with colleagues, or add it to your reports.

  • Take advantage of the contextual awareness - refine your charts through natural conversation and drill down deeper into your data.

  • Need a fresh start? Access the menu via the three dots (…) in the top-right corner and select ‘Clear history’.

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Common Questions

Is the data reliable?

Your charts draw directly from your metric catalog definitions, ensuring accuracy. While Index AI strives to provide relevant visualizations, as a beta feature, it may occasionally misinterpret queries. We recommend validating insights before making critical decisions.

What information can Index AI access?

Index AI operates solely with metadata from the semantic layer, including metric names, descriptions, and dimension details. Your data warehouse information remains completely protected - Index AI only processes metadata to create relevant visualizations[1].

Which AI technology powers the system?

Index AI’s chart builder runs on GPT-4o from OpenAI.

Are my conversations used for AI training?

No, your interactions with Index AI remain private and are not used for model training[1].

How can I disable Index AI?

To remove Index AI from your workspace or opt out of the beta, simply reach out to our support team.