New Project and Project Settings

Project is your workspace to chat with your data, create charts, and track metrics on a Dashboard.

• To create a new project, simply click "New Project" on the Home page or "Create Project" on the Data Sources page.

Create project in Home page

Create project in Data source page

Set up project in 5 steps:

• When creating a new project, you will need to first add a data source, select data tables and columns to use in that project. If you want to add a new data source, see Connect a Data Source for more information.

Select your data source

• Next, take a few seconds to configure your data before you can begin using your project. See Configure Data Source and Data Preparation for more information.

Select Tables and Columns

• You can add some Suggested Questions for this project to help your team ask questions quicker and easier. They will show up in the chat window before you ask your first question. Later the suggested questions will keep updating based on your conversation.

Add Suggested Questions

• You can also add Key Terms to the project to make sure your team uses the correct terms in the conversation. Athenic AI will give immediate feedback to any positive, negative or informational terms in a drafted question to improve its accuracy and quality.

Add Key Terms

• In addition, you can further set Default SQL Filters in the project if you want to apply constraints or filters to all generated SQL queries.

Add Default SQL Filters

• Finish project creating by giving it a name. Now you can find your created new project in the Home page.

Finish setting up project

• You will find the Suggested Questions, Key Terms, Default Filters in the Project as followed:

Project view