diff --git a/docs-mintlify/docs.json b/docs-mintlify/docs.json index 89bed40b90722..7975aa69f7285 100644 --- a/docs-mintlify/docs.json +++ b/docs-mintlify/docs.json @@ -52,6 +52,7 @@ "root": "docs/explore-analyze/workbooks/index", "pages": [ "docs/explore-analyze/workbooks/querying-data", + "docs/explore-analyze/workbooks/calculated-fields", "docs/explore-analyze/workbooks/source-sql-tabs", "docs/explore-analyze/workbooks/charts" ] @@ -68,6 +69,13 @@ "docs/explore-analyze/notifications" ] }, + { + "group": "Organize content", + "pages": [ + "docs/organize-content/folders", + "docs/organize-content/sharing" + ] + }, { "group": "Data Modeling", "pages": [ diff --git a/docs-mintlify/docs/data-modeling/ai-context.mdx b/docs-mintlify/docs/data-modeling/ai-context.mdx index 4f2e557de7bee..aed182a8a95c0 100644 --- a/docs-mintlify/docs/data-modeling/ai-context.mdx +++ b/docs-mintlify/docs/data-modeling/ai-context.mdx @@ -1,6 +1,6 @@ --- title: AI context -description: Optimize your data model for AI by using descriptions and the meta ai_context property to provide additional context. +description: Improve AI accuracy and trust by enriching your semantic layer with descriptions and AI-specific context that helps agents generate better insights. --- When using [Analytics Chat][ref-analytics-chat] or other AI-powered features, diff --git a/docs-mintlify/docs/data-modeling/overview.mdx b/docs-mintlify/docs/data-modeling/overview.mdx index 71c11245e1b5c..a0ab514241663 100644 --- a/docs-mintlify/docs/data-modeling/overview.mdx +++ b/docs-mintlify/docs/data-modeling/overview.mdx @@ -1,6 +1,6 @@ --- title: Getting started -description: Introduces how Cube turns warehouse tables into a reusable semantic layer that powers metrics, dimensions, and API-driven analytics without ad hoc SQL per question. +description: Build a reusable semantic layer that provides the shared context for AI agents, BI dashboards, and embedded analytics — turning warehouse tables into governed metrics and dimensions. --- The data model is used to transform raw data into meaningful business diff --git a/docs-mintlify/docs/explore-analyze/analytics-chat.mdx b/docs-mintlify/docs/explore-analyze/analytics-chat.mdx index b08c289819079..b96d4b436b567 100644 --- a/docs-mintlify/docs/explore-analyze/analytics-chat.mdx +++ b/docs-mintlify/docs/explore-analyze/analytics-chat.mdx @@ -1,9 +1,9 @@ --- title: Analytics Chat -description: Overview of the AI chat experience for asking natural-language questions against your semantic layer with optional embedding and Workbook handoff. +description: Conversational analytics interface for asking plain-language questions and getting trusted, AI-powered insights from your semantic layer. --- -Analytics Chat is a conversational interface that allows you to explore your data using natural language. Ask questions and get AI-powered insights without writing queries or building visualizations manually. +Analytics Chat is Cube's conversational analytics experience — ask questions in plain language and get trusted, AI-powered insights without writing queries or building visualizations. ## How it works diff --git a/docs-mintlify/docs/explore-analyze/explore.mdx b/docs-mintlify/docs/explore-analyze/explore.mdx index 86a419ef647dc..8e637ed36469f 100644 --- a/docs-mintlify/docs/explore-analyze/explore.mdx +++ b/docs-mintlify/docs/explore-analyze/explore.mdx @@ -1,6 +1,6 @@ --- title: Explore -description: Start governed, shareable explorations from Analytics Chat or dashboards without creating a workbook, then graduate analysis into Workbooks when needed. +description: Self-serve data exploration from Analytics Chat, dashboards, or any semantic view — governed by your data model, shareable via URL. --- Explore is a quick way to explore data in your semantic layer either by point and click or with an AI agent. Unlike workbooks, Explore doesn't require you to create a workbook—you can start exploring immediately from dashboard, analytics chat or any semantic view. diff --git a/docs-mintlify/docs/explore-analyze/workbooks/calculated-fields.mdx b/docs-mintlify/docs/explore-analyze/workbooks/calculated-fields.mdx new file mode 100644 index 0000000000000..14d3115f05620 --- /dev/null +++ b/docs-mintlify/docs/explore-analyze/workbooks/calculated-fields.mdx @@ -0,0 +1,89 @@ +--- +title: Calculated fields +description: Create ad-hoc custom dimensions and measures with Semantic SQL in workbooks, with help from AI or the field picker. +--- + +Calculated fields are ad-hoc dimensions and measures you add only to the current +workbook report. They do not change the shared data model. + +As described in [Semantic SQL](/docs/introduction#semantic-sql), Cube routes +analysis through the semantic layer instead of sending arbitrary SQL straight to +the warehouse. The runtime validates every request and applies your security +policies. Semantic SQL builds on Postgres-compatible SQL—including the +`MEASURE()` function—so you can express derived logic on top of existing +semantic definitions with both flexibility and governance. + +Calculated fields are expressed as Semantic SQL and pushed down to the Cube +backend for evaluation. The semantic layer compiles them with the rest of the +query—rather than applying them only in the browser—so the same validation, +governance, and warehouse execution path apply as for any other Semantic SQL +analysis. + +## Using AI to create calculated fields + +You can ask the Cube AI agent to create custom calculations in natural language. +The agent can add or refine calculated fields from different parts of the +product—for example while exploring in **Analytics chat** or working in +**Workbooks**—so you are not limited to a single entry point when you want a new +metric or dimension for the analysis in front of you. + +## Creating calculated fields in UI + +You can also build and edit calculated fields directly in the workbook. New +fields appear in the **Calculated fields** section of the field picker sidebar. + +### Aggregations from existing dimensions + +Right-click a dimension column header and choose an aggregation to create a +calculated field automatically. Available aggregations depend on the column type: + +| Column type | Available aggregations | +| --- | --- | +| Number | Count Distinct, Sum, Average, Min, Max | +| Time | Count Distinct, Min, Max | +| String, Boolean | Count Distinct | + +### Calculations from existing measures + +Open the menu on a measure column header and use the **Calculations** submenu +for derived calculations: + +| Calculation | Description | +| --- | --- | +| % of total | Ratio of the measure value to the total across all rows | +| % of previous | Ratio of the measure value to the previous row's value | +| % change from previous | Percentage change compared to the previous row | +| Running total | Cumulative sum of the measure across rows | + + + +**% of previous**, **% change from previous**, and **Running total** require at +least one dimension in the query. + + + +Which calculations are offered depends on the measure’s aggregation type: + +| Aggregation type | Available calculations | +| --- | --- | +| Count, Sum | All calculations | +| Min, Max | Running total | +| Average, Count Distinct | None | + +### Filtered measures + +When working with query **Results**, pivot so at least one dimension is on +columns, then open the header menu on a **pivoted measure column** and choose +**Create filtered measure**. Cube adds a calculated measure that applies the +column’s slice—for example, from **Count** broken down by **Status**, you get a +measure that only aggregates rows matching that status (such as completed +orders only). + +The option appears only for **native** measures on pivoted columns, not for +calculated fields. The same flow works in **Explore** when results are pivoted +the same way. + +### Editing a calculated field + +Select a calculated field in the sidebar to open the editor. You can change its +**name** and **SQL expression**, then choose **Update** to apply. diff --git a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx index 68d878193ab91..9810fb8f9dc8e 100644 --- a/docs-mintlify/docs/explore-analyze/workbooks/index.mdx +++ b/docs-mintlify/docs/explore-analyze/workbooks/index.mdx @@ -1,10 +1,10 @@ --- -description: "Build reports with an AI agent, organize analyses across multiple tabs, and share insights with your team." +description: "Build reports and explore data with AI agents, organize analyses across multiple tabs, and share trusted insights with your team." title: Workbooks --- -Workbooks allow you to build reports with an AI agent, organize the results of your -analysis, and share insights with your team. +Workbooks allow you to build reports and explore data with AI agents, organize the results of your +analysis, and share trusted insights with your team. ## Tabs diff --git a/docs-mintlify/docs/getting-started/embed-analytics.mdx b/docs-mintlify/docs/getting-started/embed-analytics.mdx index 3a58973b8d00c..fa321ecbfe601 100644 --- a/docs-mintlify/docs/getting-started/embed-analytics.mdx +++ b/docs-mintlify/docs/getting-started/embed-analytics.mdx @@ -1,9 +1,9 @@ --- title: Embed analytics -description: Choose among iframe embeds, the Analytics Chat API, and headless core APIs depending on how much UI and authentication control you need. +description: Ship agentic embedded analytics in your product — choose among iframe embeds, the conversational Chat API, or headless core APIs for full control. --- -Cube offers rich options for embedded analytics. You can embed [dashboards][ref-dashboards] and [analytics chat][ref-analytics-chat] as iframes, use the [Analytics Chat API][ref-chat-api] directly to create your own conversational analytics experience, or use [Core Data APIs][ref-core-apis] directly to build custom visualizations, reporting, and dashboarding experiences. +Cube offers rich options for embedded analytics. You can embed [dashboards][ref-dashboards] and [analytics chat][ref-analytics-chat] as iframes, use the [Chat API][ref-chat-api] directly to create your own conversational analytics experience, or use [Core Data APIs][ref-core-apis] directly to build custom visualization, reporting, and dashboarding experiences. ## Embed with iframes diff --git a/docs-mintlify/docs/introduction.mdx b/docs-mintlify/docs/introduction.mdx index b3c564772a639..72278d408466b 100644 --- a/docs-mintlify/docs/introduction.mdx +++ b/docs-mintlify/docs/introduction.mdx @@ -1,10 +1,10 @@ --- title: Introduction -description: Cube is the business intelligence platform powered by the open-source semantic layer. +description: Cube is the agentic analytics platform for business intelligence and embedded analytics, powered by the open-source semantic layer. hideTableOfContents: true --- -Cube uses AI agents to build data models and enable data consumers to perform analysis. Use AI to quickly build semantic layer and fully control the analytics context. +The AI analytics platform that combines self-serve conversational analytics, governed data modeling, and embedded analytics — all powered by an open-source semantic layer.