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Introduction | Data assistant

Assistants (AI powered)

XLReporting offers several Assistants which are powered by artificial intelligence to help you in working with your data. The assistants enable you to type in your requests in natural English, and use artificial intelligence to help you transform and improve your data.

Terms of Use

We use OpenAI and its most recent "gpt-4" version. The requests and data that you submit may be kept for no more than 30 days, but only to identify abuse and support issues. Your data will never be used to train or improve OpenAI's models or XLReporting models.

Use of Assistants is conditional to a special permission "Use assistants" in User roles, giving you granular control to decide which of your users are allowed to use this function.

Use of Assistants is included in your license, but is subject to our Fair Use Policy with regards to the type of requests you can make and the number of requests you can make per hour and per day.

You should take care to always check the results yourself. Interpretation by artificial intelligence of your request and your data may not always be accurate, correct, or consistent with your expectations.

Data assistant

The data assistant is available in Define Data sets via the Actions menu, provided you have the relevant permission in your user role. You can use it to transform column data in your data set. You can type your request in natural English (or select from the list of common requests) and select the source column and the target column in the data set. The assistant will process the source column in all rows in your data set, and will populate the result into the target column of every row. Source and target may be the same column, in which case the contents of the source column will be overwritten by the results. You can visually inspect the data before you decide to save it.

screenshot define data sets assistant artificial intelligence

The requests clear, copy, move, swap, merge, and change are standard requests for simple mass transformations of column data. These requests are pre-programmed and are not processed by artificial intelligence.

The request lookup reporting codes performs a specific purpose: based on the account descriptions of your Chart of Accounts (the source column) it will lookup the standardized reporting codes that are used in our Essentials templates. We have trained our model on a large variety of account descriptions.

screenshot define data sets assistant reporting codes

All other requests that you select or type will be processed by artificial intelligence. For example, if you type "find synonyms", XLReporting will instruct our AI as follows: "find synonyms for every item in this list: [data]". Only the data in the selected source column is processed by artificial intelligence, not any data in any other column.

Example requests:

change to lowercase
change to uppercase
change to proper case
change to alphanumeric

lookup reporting codes

translate into english (or any language you like)
find synonyms
find definition
find currency code
list random number
list random person names
increment with 1, starting at 10
multiply with 100
round to 1 decimal
split on comma and list first element
add "XX"
prefix "YY"
remove "ZZ"

Recommended reading:
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