Quick BI:Manage a Knowledge Base

Access

You can access the Knowledge Base Management interface as shown in the figure.

Add knowledge

1. In the upper-right corner of the Knowledge Base Management interface, click Add Knowledge.

2. Add Business Definition, Data Explanation, and Synonyms.

   • Business Definition: Used to define a common concept within the enterprise, such as sales progress or fiscal year, with a maximum of 100 characters. You can fill in commonly used terms when querying data here.

   • Data Explanation: Used to provide specific explanations of the business definition and associate data metrics, enabling the model to detect and understand different metrics, with a maximum of 300 characters.

   • Synonyms: Used to define different terms for the business within the enterprise, allowing the model to recognize different ways of asking questions.

3. Set the Effective Range, which supports selecting All Enterprise Data or Only Effective for Some Data. When users ask questions within the effective data range, the model will reference this knowledge during inference.

   Note

   Please confirm the effective range when adding knowledge because it cannot be modified after saving.

   1. All Enterprise Data: Effective for all data query resources in the enterprise.

   2. Only Effective for Some Data: Effective for selected data query resources, supporting search for resource names.

      

4. In other configurations, choose whether to Enable Forced Rewriting.

   Note

   After enabling forced rewriting, when user questions match Data Definition and Synonyms, they will be rewritten with the content in Data Explanation. Please enable this feature with caution.

5. Click Save.

   If you want to continue adding, you can click Save and Continue Adding.

Batch import

1. Click Batch Import to enter the Batch Import Enterprise Knowledge interface.

   

2. Click Enterprise Knowledge Base Template to download the template to your local device for reference.

   

3. Click or drag files to upload.

   Note

   Only .xls, .xlsx, and .csv file types are supported, with a size limit of 5 MB.

4. After uploading the file, click OK.

   

5. After successful upload, you can see the corresponding knowledge base.

Knowledge base management

• Click the icon to the right of the target knowledge to edit the corresponding knowledge.

  Note

  The Effective Range cannot be modified.

• Click the icon to the right of the target knowledge to delete the corresponding knowledge.

Knowledge base configuration recommendations

1. For business definitions and synonyms:

   1. Avoid defining overly short common words, such as "take a look," "recent," "generate," "compare," "distribution," "trend," etc.

   2. Avoid defining commonly used definitions in the BI realm, such as "time", "maximum", "preview", "data", "column chart", etc.

2. For business explanations:

   1. Avoid content mentioned in the second chapter of this document that should be avoided.

   2. It is recommended to use clear descriptions and explicit semantics, such as the following examples:

      1. "Business Definition: Critical Period" - "Business Explanation: March 2020 to March 2021".

      2. "Business Definition: Business Progress" - "Business Explanation: Monthly sales amount and number of customers".

   3. Avoid using vague time range descriptions, such as "next year," "end of month x," etc.

3. The knowledge base does not currently perform fuzzy detection or inference. The business definition or synonyms must be mentioned in the question for it to take effect.