User Guide

User Guide

• Introduction
  • Meet Louie
  • Overview
  • Talking to Your Data
  • Documents and Communications
  • Integrating In-House Innovations with GenAI
• Tutorials
  • Main Area and Threads
  • Interface Navigation
  • Thread Management
  • Blocks
  • Adding Blocks
• Louie Desktop
  • Louie Desktop - Initial Setup
  • Signing In to Louie Desktop
• Configuring Your OpenAI API Key
  • Step 1: Get Your OpenAI API Key
  • Step 2: Add Your API Key to Louie
  • Understanding OpenAI Usage and Billing
  • Troubleshooting
  • Next Steps
  • Additional Resources
• Data Analysis & Python Integration
  • Python Integration
  • Python AI Assistance
  • Running Python Code
  • Python Data Flow
  • Python Maps
  • Python Outputs
  • Python AI
  • Dashboards
  • Notebook vs Dashboard Tabs
  • Add & Edit Panels
  • Responsive Panel Layouts
• Data Connectors
  • Available Connectors
  • Connector Status
  • Getting Started
• Adding Data Connectors
  • Step 1: Access Connector Management
  • Step 2: Select Connector Type
  • Step 3: Configure Connection Settings
  • Step 4: Test and Save
  • Step 5: Verify Connection
  • Managing Existing Connectors
  • Troubleshooting
  • Best Practices
• Visualizations & Charts
  • Chart Authoring
  • Many Visualization Types Natively Supported
  • Chart AI
  • Chart Passthrough
  • Perspective Charts
  • Perspective: Data Download
  • Perspective: Chart Switching
  • Perspective: Expressions - Group By
  • Perspective: Expressions - Split By
  • Perspective: Expressions - Order By
  • Perspective: Chart - Datagrid
  • Perspective: Chart - Y Bar
  • Perspective: Chart - X Bar
  • Perspective: Chart - X Y Bar
  • Perspective: Chart - Heatmap
  • Perspective: Chart - Y Area
  • Perspective: Chart - Y Line
• Advanced Topics
  • Large Charts
  • Large Charts: General
  • Large Charts: Specific Charts
  • Learning Louie
  • Louie Uses and Learns AI Knowledge Bases
  • System-level: For All Users, Only Admin-editable
  • Recipes
  • Database Tools
  • Guard Rails
  • Administrators Can Set Guard Rail Prompts on All or Specific AI Tools
• API & Integrations
  • API
  • Louie API for Conversational Analytics
  • Additional Features - Contact Dedicated Support Staff for More Information
• Supplementary Material
  • Interface Navigation
  • Quick Launch Bar
  • Running Blocks
  • Editing Blocks
  • Running AI Blocks
  • Running Non-AI Blocks
  • Perspective: Expressions - Column Selection
  • Running Databricks AI Blocks
  • Running Databricks SQL Blocks
  • Reactive Bindings: Notebook
  • Reactive Bindings: Dependency Mode
  • Reactive Bindings: Dashboard Mode