Using AI Data Explorer

Create "explorations"—editable documents where you analyze data with the help of AI. Set goals to guide smarter follow-up suggestions. Refine responses and add your own input. Collaborate easily with others and make data-informed decisions faster.

• Launch AI Data Explorer
  You can launch AI Data Explorer from either unified navigation or a data visualization or list . If you have the right role, you can create an exploration.
• Questions and responses in an exploration
  Ask the AI specific questions in AI Data Explorer, to which it responds with data visualizations, a summary, and suggested follow-up questions.
• Setting exploration goals
  Help Now Assist understand your intent and what you hope to get from the data exploration by setting a goal for an exploration. The goal can improve the relevance of AI outputs.
• Write or edit text in an exploration
  Edit text that the AI generated, or share your thoughts in AI Data Explorer by adding text to an exploration.
• Add an existing visualization to an exploration
  You can add a data visualization or a list to a new or existing AI Data Explorer exploration from a dashboard, the data visualization library, or other areas of your workspace.
• View recommended actions in AI Data Explorer
  Receive AI recommendations of actions to take based on your current exploration in AI Data Explorer.
• Summarize an exploration
  Use AI to generate a summary of an exploration. If you update the exploration, you can regenerate the summary.
• Duplicate an exploration
  Create multiple copies of a AI Data Explorer exploration to repeat analyses, give yourself editing rights without affecting the original, or experiment with multiple variations of an exploration.
• Share and collaborate on an exploration
  Work with others to generate, discuss, refine, and follow up on insights related to a shared project, concern, or goal.
• Open an existing exploration
  In AI Data Explorer, you can open any exploration that you own or that has been shared with you.
• Delete an exploration
  Authorized users can delete an exploration in several ways.