Request an Analysis
With your data integrated into Patterns AI, you are ready to request your first analysis. Patterns AI serves as more than just a dashboard—it is your financial analyst, transforming data into actionable insights with minimal effort.
Request, Analyze, Report: A Streamlined Process
Patterns AI simplifies the analysis process into three essential stages: making a request, executing the work, and delivering a report. This streamlined workflow ensures you get deep insights without navigating complex interfaces or writing code.
Step 1: Request an Analysis
Begin by posing your business question in natural language. Patterns AI uses its natural language interface to understand what you need—whether it’s a financial overview, a cost breakdown, or a performance trend.
Conversational Interface: Ask questions such as, “What are the quarterly profit trends?” or “How do operating expenses compare over the past year?” Patterns AI interprets your request and determines the most efficient way to answer it.
Upload CSVs for Context: You can upload CSV files as temporary tables to provide additional context for specific analyses. This is useful for reconciling external data or incorporating ad hoc data points without importing them into the core data warehouse.
Step 2: AI Execution and Intermediate Artifacts
Once you make your request, Patterns AI immediately generates the necessary SQL queries, extracts the relevant data, and processes the analysis.
SQL Generation: Patterns AI translates your questions into optimized SQL queries, executed directly against your data warehouse. You have visibility into these queries, which can be edited, saved, and reused.
Visual Outputs: After processing the data, Patterns AI presents the analysis through detailed visualizations like charts and graphs powered by Vega-Lite. These visual elements are interactive, editable, and can be customized to align with your business needs.
Intermediate Artifacts: Patterns AI produces artifacts like SQL queries and Vega-Lite charts. You can download the results of tables as CSV files, export charts as images, and edit or fork these artifacts to iterate on the analysis process. This allows for continuous exploration and refinement of the insights produced.
Iterative Refinement: If the output requires adjustments, Patterns AI allows for on-the-go refinements. You can modify the SQL, adjust parameters, or ask follow-up questions to refine the analysis further. You can also fork charts in a chain of requests, using them as a starting point to iterate and expand on your prompts.
Step 3: Comprehensive Analytical Reports
The final deliverable is not just data but a cohesive, analytical report. Patterns AI delivers conclusions in well-crafted analytical prose, interpreting the data and visualizations into actionable insights.
Data Interpretation: Beyond just presenting numbers, Patterns AI produces original analytical content—highlighting trends, identifying risks, and offering explanations that provide a deeper understanding of the data.
Citation of Knowledge Base: The AI references entries from the Knowledge Base to provide deeper context in the reports, ensuring that the insights are grounded in the specific details of your business.
Editable Insights: The AI-generated analysis is editable, allowing you to fine-tune the narrative or add your own context before sharing it with stakeholders.
Multi-Step Analysis Workflows
Patterns AI's ability to handle multi-step workflows allows you to tackle complex, strategic analyses. You can link multiple requests together to explore broader scenarios.
Chained Analyses: For example, segment customers by profitability, analyze cost efficiencies in each segment, and summarize opportunities. These chained analyses help create a cohesive business narrative, transforming isolated metrics into strategic insights.
Automated Execution: Set these workflows to execute on a regular basis—ensuring that your team stays informed with the latest data-driven insights without any manual intervention.
Actionable Insights and Business Impact
Patterns AI transforms your data into valuable, actionable insights that drive better decision-making.
Proactive Decision-Making: Patterns AI empowers you to make proactive, data-driven decisions—optimizing spend, predicting financial outcomes, and identifying opportunities before they become apparent.
Scalable Collaboration: The generated insights are shareable across your organization, providing a consistent understanding of key metrics and fostering alignment across teams.
Next Steps: Building Deeper Knowledge
To get even more out of Patterns AI, the next step is to enhance its Knowledge Base. A richer Knowledge Base leads to more tailored and precise analyses, further embedding Patterns AI into your strategic decision-making process.
Ready to dive deeper? Continue to the next section to learn about Building a Knowledge Base and how it can help Patterns AI become an even more valuable part of your financial strategy.
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