Before You Begin

This tutorial shows you how to configure a dataset and use Oracle Analytics AI Assistant.

When the dataset's Inspect Search tab shows the Assistant and Homepage option in the Index Dataset For list, the Oracle Analytics AI Assistant is available in your instance.

If you don't see the Assistant option, you might not have the required Use Assistant in Workbooks permission. Contact your administrator to request the permission.

Background

After configuring the dataset, you can use Oracle Analytics AI Assistant to enter questions in an Oracle Analytics workbook and get visualizations as answers. In the Assistant, you can only ask questions about the dataset. The Assistant generates one or more visualizations and could provide additional insights related to the dataset.

What Do You Need?

• Access to Oracle Analytics
• Download sample_order_lines2023.xlsx to your computer

Create a Dataset

In this section, you create a dataset and configure it for use with Oracle Analytics AI Assistant.

1. Sign in to Oracle Analytics.
2. On the Home page, click Create, and then click Dataset.
3. In Create Dataset, click Drop data file here or click to browse, select the sample_order_lines2023.xlsx file, and then click Open.
4. In Create Dataset Table from sample_order_lines2023.xlsx, click OK. Click Save .
5. In Save Dataset As, enter sample_order_lines2023, and then click OK.

   
   

   

   Description of the illustration sample_order_lines2023_ds.png

6. Click Go back .

Configure the Dataset

In this section, you specify the settings to enable natural language queries with the dataset.

1. On the Home page, hover over the sample_order_lines2023 dataset, click Actions , and then select Inspect.
2. In the sample_order_lines2023 dataset Inspect page, click Search.
3. Click the Index Dataset For list, select Assistant and Homepage.

   
   

   

   Description of the illustration index_dataset.png

4. Click Save and click Run Now.
5. In the message, Dataset index successfully initiated, click OK. Click Close.

Create a Workbook

In this section, you verify the dataset indexing and enter a couple of questions in the Assistant. If this is the first time that you have indexed the dataset to use with the Assistant, it's possible that indexing is still in-progress. The Assistant question text box displays when the dataset indexing completes.

1. On the Home page, double-click the sample_order_lines2023 dataset to create a workbook.
2. Click Assistant next to the Auto Insights panel.
3. Click Check Status if this is the first time indexing the dataset.

   
   

   

   Description of the illustration assistant_indexing.png

4. In the Ask a question text box, enter Show me sales by city and press ENTER.
5. Click Additional Insights to see other insights the Assistant found.

   
   

   

   Description of the illustration additional_insights.png

6. Hover over the visualization and click Add to Canvas to include the visualization in the workbook.

Modify the Question

In this section, you learn how to add to or change the original question and change the chart type. You can use incomplete sentences.

1. Click Add . Ask a question text box, enter by product sub category and press ENTER.

   
   

   

   Description of the illustration add_question.png

2. Click Chart Type, select Horizontal Bar, and then press ENTER.

   
   

   

   Description of the illustration chart_type_horz_bar.png

3. Click Change and enter Show top 10 cities by sales and product sub category and press ENTER.

   
   

   

   Description of the illustration change_question.png

4. In the Ask a question text box, enter Show sales and profit by customer segment.

   
   

   The Assistant answers the question with three visualizations.

   

   Description of the illustration 3_viz_answers.png

5. Click Go To Page 2 and Go To Page 3 to see the additional visualizations created by the Assistant.

   
   

   

   Description of the illustration page_2.png

6. Click Add to Canvas to use any of the visualizations generated by the Assistant in your workbook. Click Save. In Save Workbook, enter a Name and click Save .

Learn More

• Make Data Available for Oracle Analytics AI Assistant and Home Page Ask

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Title and Copyright Information

Configure a Dataset to Use Oracle Analytics AI Assistant

G12175-02

May 2025

Copyright © 2025, Oracle and/or its affiliates. 

Learn how to configure a dataset to use natural language queries with Oracle Analytics AI Assistant.

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