Connect a database and analyze data

flowchart LR
  A["Connect database"] --> B["Create Dataset"]
  B --> C["Review context"]
  C --> D["Link to Agent"]
  D --> E["Ask and verify"]

Steps

1. Open Databases, add a connection, and run the connection test. Save only after the test succeeds and schemas are available.
2. In MemoryLake > Datasets, create a SQL Dataset from that connection and one or more schemas.
3. Review its tables, fields, description, and available knowledge. Add business context only when you can verify it.
4. Create an eligible Data agent or open an editable one. Choose the database resource kind and link the Dataset.
5. Start a Session and ask a specific question that names the business measure, filters, and time range.
6. Check returned steps, tables, charts, and source context when present. Validate important values against the source system.

Important limitations

• Database connection and selected schemas cannot be changed for an existing Dataset in the current interface.
• An Agent can choose only one resource kind, though it may link multiple resources of that kind.
• Generated SQL or analysis is not automatically authoritative.

Related guides

• Add a database connection
• Create a SQL Dataset
• Connect datasets and knowledge