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Data exploration examples

Let's take a look at a sample conversation to help you get started on your data exploration journey in CLAIRE Copilot.
For example, as a data steward, you want to view all records in the person entity and use a pie chart to clearly visualize the distribution of loyalty account types. Additionally, you want to generate a bar chart to analyze person records by their address type to understand customer locations.
To achieve the goal, perform the following steps:
  1. 1Start a conversation to see all records in the Person business entity.
    2. Enter the following prompt:
    Show all records in @Person
    The following image shows the response displaying a card containing all records in the Person business entity:
  2. The response displays the Person Records card with a link to open the records in Customer 360. It also displays the reasoning that provides a comprehensive overview of records in the person business entity.
    3. Using the data discovery agent, CLAIRE Copilot also recommends prompt suggestions. You can select from the suggested prompts for further analysis.
  3. 2To view all records in a tabular view, click the card named Person Records.
    4. The following image shows the response displaying a tabular view of all records in the Person business entity:
  4. The response displays a preview of 100 person records in a tabular view.
    5. You can click a business ID to view the record. To copy and paste the sample data to a CSV file, click the Copy icon. To export the sample data to a CSV file, click Download.
  5. 3To visualize the distribution of account types, enter the following prompt:
    6. Create a pie chart displaying the LoyaltyAccount: accountType for Person entity
    The following image shows the response displaying a pie chart that represents the records by account type:
  6. The response displays a pie chart named Distribution of Loyalty Accounts by Account Type. The chart is divided into 5 segments that represents different account types. The right side panel displays the analysis and insights about the person records.
  7. 4To generate a bar chart to visualize the person records based on their state, enter the following prompt:
    8. Create a bar chart to visualize the Person records based on address: state
    The following image shows the response displaying a bar chart that represents the person records based on their states:
  8. The response displays a bar graph named Distribution of Person Records by State. The right side panel displays a high-level summary of the person records and their states.