Infoworks AI Blog

Infoworks AI Quickstart Guide

Sal Scalisi headshot

Sal Scalisi — Senior Director, Customer Success

Version 2.0

Welcome

This guide contains two sections to help you get started using Infoworks AI. First, explore the demo project in the Exploring the Demo Project section below. Second, go to the Connecting To Your Cloud Data Warehouse section to use Infoworks AI with your data.

Exploring the Demo Project

A demo project has been provided in order to get started quickly.  The demo project contains sample data and a sample business glossary (more on the business glossary later).

Click on Demo Project

  1. Click on the ‘Click here to access a demo project.’ button from the home screen.
  1. This should take you to the main project screen for the demo project.  This screen allows you to enter natural language requests to generate SQL queries.

Generating SQL

  1. Enter a request in natural language.  Some examples for the sample project are included below.
    1. List the top 5 sales reps by number of orders in 2023
    2. Show product category sales by customer territory
    3. How many orders were there by month in 2022?
  1. Submit your request.  This will return a SQL query aligned with the request that was submitted.  Take a minute to review the SQL.
  2. Once the SQL is returned, select the ‘Edit’ button to bring the SQL into the editor pane.
  1. Modify or run the SQL and review the results.
  1. Congratulations!  You have successfully completed your first query using Infoworks AI.

Connecting To Your Cloud Data Warehouse

If you’d like to explore your own data warehouse, follow the instructions below to set up your own project.

Create a Data Warehouse Connection

Creating your own data warehouse connection allows you to connect to your own Snowflake data warehouse and generate SQL queries against it using natural language requests.

  1. If not already on the ‘Data Warehouse Connections’ page, select ‘Data Warehouse Connections’ on the left hand navigation.
  1. Select the ‘Add Connection’ button in the top right corner of the screen.
  1. In order to connect to your data warehouse, ensure that inbound traffic is permitted from the below IP addresses.
    1. 35.224.77.139
    2. 130.211.232.123

Reach out to your Snowflake team for assistance.  More information can be found here: https://docs.snowflake.com/en/user-guide/network-policies

  1. Enter the data warehouse connection information on the next screen and select ‘Test Connection’.
  2. After testing the connection, select ‘Fetch Schema’ to gather the table and column definitions from the data warehouse connection.
  3. Next select ‘Profile Data’ to gather additional information about the data such as sample values.
  1. Select ‘Back’ to close the connection configuration screen
  1. Congratulations!  You have successfully completed setting up a data warehouse connection.

Creating a Knowledge Base (optional)

An optional knowledge base can be added to provide additional business context to the data warehouse technical metadata. This allows for providing business definitions to your already existing data warehouse.

  1. Select ‘Business Glossary’ from the left hand navigation.  The business glossary associates business descriptions and definitions with the technical schema of the data warehouse.
  1. Select the ‘Add Business Glossary’ button.
  1. Download the sample business glossary and save it as a .csv file to your local machine.  Modify the business glossary to align with your data warehouse.
  1. Select your warehouse connection and select the ‘Choose A File’ button.
  1. Navigate to the .csv file created in step #3 and select ‘Open’.
  2. Add additional business glossary .csv files as needed.
  3. Select ‘Save Changes’ when all business glossary files have been added.
  1. Congratulations!  You have successfully added a business glossary.

Create a Project

A project organizes your data warehouse and business glossary into a module where all your work can be saved.

  1. Navigate to the ‘Projects’ section in the left hand navigation.
  1. Select the ‘Create New Project’ button.
  1. Provide a name and description for the project and select a data warehouse to associate with the project.  Click ‘Save’.
  1. Congratulations!  You have successfully created a project.

Generating SQL

Now you’re ready to start making requests of your own data warehouse.

  1. Navigate to the ‘Projects’ section on the left hand navigation and select your newly created project.
  1. Refer back to the ‘Generating SQL’ section to get started with your own project.

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