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Playbooks With Your Own Data

Use Playbooks to...

  • Identify analytical use cases based on one of your datasets.

  • Explore automatically generated Missions based on the selected dataset and use case.

Turn On the Playbooks Feature

    The Org Admin has to turn on the feature...

    1. Go to your avatar in the upper-right corner and select Admin Portal. Make sure you are an Org Admin. When signed in to the Admin Portal, your role type displays next to your name in the upper-right corner.

    2. Select Feature Access

    3. Turn on the toggle for Playbooks with your own data.

    Screen_Shot_2024-03-22_at_3_05_59_pm.png
    Enable a Dataset to Be Used by Playbooks

      The dataset owner has to enable the dataset...

      1. Go to your avatar in the upper-right corner and select Admin Portal. If you don't see Admin Portal, you must request access from your admin.

      2. Go to Datasets.

      3. Find the dataset you want to enable for Playbooks.

      4. Select Enable in the Playbooks with your own data settings dropdown.

        Screen_Shot_2024-04-04_at_11_29_26_am.png
      5. Select Apply.

      Generate Use Cases
      1. Go to the Playbooks tab.

        注記

        If you can't see the Playbooks tab, it is because the Playbooks feature hasn't been enabled for your company.

      2. Select a dataset from the dropdown and select Load use cases.

        Playbooks_BYO.png
      3. Select Generate report to choose a use case and select a granularity. Auto Insights only shows available granularities.

        BYO_Use_Cases.png

        ヒント

        You can also select Load more use cases if you need more use cases.

      4. Select Open report for your preferred use case and your automatically generated report opens in a new tab.

        BYO_Open_report.png
        BYO_Mission.png

      FAQ

      What is the technology that powers Playbooks with your own data, and how does it work?

      Playbooks is an Auto Insights feature that uses generative Artificial Intelligence (AI) to generate dynamic content for users. Playbooks work by connecting to OpenAI via the Microsoft Azure Cognitive Services. Auto Insights executes an API call each time you select the Generate button, which results in content generation. Read more about the Microsoft Azure Cognitive Services OpenAI Service, including the FAQ here.