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update user manual
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2 changes: 2 additions & 0 deletions README.md
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Expand Up @@ -26,6 +26,8 @@ If you think Holmes is helpful to you, please help by clicking <a style="display
https://github.com/Deep-thoughtIO/Holmes/assets/151519374/d1effbe1-5c11-4c77-86ef-e01b1ea7f2f6


## user manual
[Holmes user manual](user_manual/en/user_manual_en.md)


## ✨ Features
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2 changes: 2 additions & 0 deletions README_CN.md
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Expand Up @@ -26,6 +26,8 @@ Holmes是一款AI原生的数据分析平台。Holmes充分利用大语言模型

https://github.com/Deep-thoughtIO/Holmes/assets/151519374/f0d2fcd4-32b0-4095-a892-b9bbf8a51602

## 使用说明
[Holmes 使用说明](user_manual/cn/user_manual_cn.md)


## ✨ 特性
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178 changes: 178 additions & 0 deletions user_manual/cn/user_manual_cn.md
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<h1 align="center">Holmes 使用说明</h1>

<div align="center">

</div>

<div align="center">

Languages:中文 [English](../en/user_manual_en.md)

</div>


<h2 align="left">1,配置 API KEY</h2>

- [设置]-[API KEY]

### 1.1, 关于 OPENAI API KEY:

- API KEY 需要 OPENAI GPT4 模型的访问权限
- 后续会陆续支持其他大模型,敬请期待

### 1.2, 关于 代理:

- OPENAI API 访问可能需要科学上网,请小伙伴们自行配置代理

- KEY和代理配置完毕后,配置完毕后,点击【连接测试】,显示 测试通过 即可。
测试不通过的情况,请自行检查 API KEY是否可用,以及代理是否配置正确。

![doc_0.png](img/doc_0.png)

<h2 align="left">2, 配置 数据源</h2>

- 目前支持的数据源有, MySql,Doris, starRocks, PostgreSql, 和 CSV
- 后续会陆续支持更多数据源,如sqlserver,clickhouse,SQLite等,敬请期待

### 2.1, CSV数据源配置:

- 【设置】-【CSV数据源】-【点击上传】- 选择需上传的csv文件即可

![doc.png](img/doc_1.png)

### 2.2, [MySql,Doris, starRocks, PostgreSql] 数据源配置:

- 【设置】-【数据源】-【新建一个数据源】
- 选择数据源,填写数据库信息,并保存
- 配置完毕后,点击【连接测试】,显示 连接成功 即可

![doc.png](img/doc_2.png)

![doc.png](img/doc_3.png)

<h2 align="left">3, 数据分析</h2>

<h3 align="left">3.1, [数据分析] - [对话]</h3>

#### 3.1.1. 勾选数据(数据源和表)

- 勾选的数据会作为对话数据分析中AI的基础数据

#### 3.1.2, 填写注释,提交AI检测

- 尽量完善表格和字段注释,协助AI更好的理解这些数据,使Agent更好的完成数据分析任务

![doc.png](img/doc_4.png)

#### 3.1.3, 修改未通过的注释,再次提交

- AI会反馈未通过的注释,请修改补充后,再次提交,直到所有注释通过检测

![doc.png](img/doc_5.png)

#### 3.1.4, 所有注释检测通过后,开始对话

- 🔥 注: 若要生成持久化报表,请使用【报表】-【报表生成】,数据分析中出现的报表均为临时报表,不支持持久化

![doc.png](img/doc_6.png)

#### 3.1.5, 重选数据源

- 若要重选数据源,进行新一轮对话,请点击【新对话】,重置当前对话,当前对话记录会存储进【历史对话】中

![doc.png](img/doc_7.png)

<h3 align="left">3.2, 【数据分析】-【历史对话】</h3>
- 可查看历史对话记录

![doc.png](img/doc_8.png)

<h2 align="left">4, 报表 </h2>

<h3 align="left">4.1,【报表】-【报表生成】</h3>

#### 4.1.1. Check the data (data source and table)

- 勾选的数据会作为报表生成中AI的基础数据
- 🔥注: 目前CSV数据源不支持【报表生成】

#### 4.1.2, 填写注释,提交AI检测

- 尽量完善表格和字段注释,协助AI更好的理解这些数据,使Agent更好的完成报表生成任务

![doc.png](img/doc_9.png)

#### 4.1.3, 修改未通过的注释,再次提交

- AI会反馈未通过的注释,请修改补充后,再次提交, 直到所有注释检测通过

![doc.png](img/doc_10.png)

#### 4.1.4, 所有注释检测通过后,开始对话生成报表

- 点击【编辑报表】,可直接编辑 新生成的报表.
- 🔥 注: 【报表生成】模块目前仅支持持久化报表生成任务,分析类问题,请使用【数据分析】-【对话】

![doc.png](img/doc_11.png)

#### 4.1.5, 重选数据源

- 若要重选数据源,进行新一轮对话,请点击【新对话】,重置当前对话

![doc.png](img/doc_12.png)

<h3 align="left">4.2, 【报表】-【报表列表】</h3>

#### 4.2.1, 报表状态

- 【报表生成】中新生成的报表会出现在【报表列表】中,此时报表为 草稿 状态,若想要在【仪表盘】展示该报表,请点击 【发布】 按钮,将报表状态变更为 已发布 状态

![doc.png](img/doc_13.png)

![doc.png](img/doc_14.png)

#### 4.2.2, 修改SQL语句

- 点击【编辑源】,可自定义修改报表的SQL语句.

![doc.png](img/doc_15.png)

#### 4.2.3, 修改图表样式

- 点击【编辑可视化】,可自定义编辑 可视化图表样式
- 点击【新增可视化】,可增加可视化图表

![doc.png](img/doc_16.png)

![doc.png](img/doc_17.png)

#### 4.2.4, 删除报表

- 点击【归档】,可将报表状态变更为 归档(删除)状态

![doc.png](img/doc_18.png)

<h3 align="left">5, 仪表盘</h3>

<h4 align="left">5.1, 新建仪表盘</h4>

- 【仪表盘】-【新建】- 编辑仪表盘

![doc.png](img/doc_19.png)

- 将刚生成的【已发布 】报表,添加进仪表盘

![doc.png](img/doc_20.png)

- 点击【发布】仪表盘

![doc.png](img/doc_21.png)

<h4 align="left">5.2 分享仪表盘 </h4>

- 点击【发布】后,即可分享仪表盘

![doc.png](img/doc_22.png)



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189 changes: 189 additions & 0 deletions user_manual/en/user_manual_en.md
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<h1 align="center">Holmes User Manual</h1>

<div align="center">

</div>

<div align="center">

Languages: [中文](../cn/user_manual_cn.md) English


</div>


<h2 align="left">1,Configure API KEY</h2>

- [Setting]-[API KEY]

### 1.1, About OPENAI API KEY:

- Requires access to gpt4 models.
- Other large models will be supported in the future, so stay tuned.

### 1.2, About the proxy:

- OPENAI API access may require proxy configuration, please configure the proxy yourself.

- After the KEY and proxy are configured, click [Connection Test] and "Test success" will be displayed. If the test
fails, please check whether the API KEY is available and whether the proxy is configured correctly.

![doc_0.png](img/doc_0.png)

<h2 align="left">2,Configure Data Source</h2>

- Currently supported data sources are MySql, Doris, starRocks, PostgreSql, and CSV. More data sources will be supported
in the future, such as sqlserver, clickhouse, SQLite, etc., so stay tuned.

### 2.1, CSV data source configure:

- [Setting]-[CSV Data Source]-[Click to upload]-select the csv file to be uploaded

![doc.png](img/doc_1.png)

### 2.2, [MySql, Doris, starRocks, PostgreSql] data source configure:

- [Setting]-[Data Sources]-[New Data Source]
- Select the data source, fill in the database information, and save. After the configuration is completed,
click [Test Connection ] and "Connection Success" will be displayed.

![doc.png](img/doc_2.png)

![doc.png](img/doc_3.png)

<h2 align="left">3,Chat Builder</h2>

<h3 align="left">3.1, [Chat Builder] - [Dialogue]</h3>

#### 3.1.1. Check the data (data source and table)

- The checked data will be used as the basic data for AI in conversation data analysis.

#### 3.1.2, fill in the comments and submit for AI detection

- Try to improve the form and field annotations as much as possible to help AI better understand the data and enable the
Agent to better complete the data analysis task.

![doc.png](img/doc_4.png)

#### 3.1.3, modify the failed comments and submit again

- AI will feedback the comments that have not passed. Please revise and add them and submit again until all the comments
pass.

![doc.png](img/doc_5.png)

#### 3.1.4, after all annotations pass the detection, start the conversation

- 🔥 Note: If you want to generate a persistent report, please use [Query Builder]-[Report Generation]. The reports that
appear in [Chat Builder] are temporary reports and do not support persistence.

![doc.png](img/doc_6.png)

#### 3.1.5, reselect data source

- If you want to reselect the data source and start a new round of dialogue, please click [New Dialogue] to reset the
current conversation. The current conversation record will be stored in [History Dialogue].

![doc.png](img/doc_7.png)

<h3 align="left">3.2, [Chat Builder] - [History Dialogue]</h3>
Can view historical conversation records

![doc.png](img/doc_8.png)

<h2 align="left">4, Query Builder </h2>

<h3 align="left">4.1, [Query Builder]-[Report Generation]</h3>

#### 4.1.1. Check the data (data source and table)

- The checked data will be used as the basic data of AI in report generation.
- 🔥Note: Currently the CSV data source does
not support [Report Generation]

#### 4.1.2, fill in the comments and submit for AI detection

- Try to improve the form and field annotations as much as possible to help AI better understand the data and enable the
Agent to better complete the report generation task.

![doc.png](img/doc_9.png)

#### 4.1.3, modify the failed comments and submit again

- AI will feedback the annotations that have failed. Please revise and add them and submit again until all annotations
pass the test.

![doc.png](img/doc_10.png)

#### 4.1.4, after all annotations pass the detection, start the dialogue to generate reports

- Click [Edit Report] to directly edit the newly generated report.
- 🔥 Note: The [Report Generation] module currently only supports persistent report generation tasks. For analysis
questions, please use [Chat Builder] - [Dialogue].

![doc.png](img/doc_11.png)

#### 4.1.5, reselect data source

- If you want to reselect the data source and start a new round of dialogue, please click [New Dialogue] to reset the current dialogue.

![doc.png](img/doc_12.png)

<h3 align="left">4.2, [Query]-[Report List]</h3>

#### 4.2.1, Report status

- The newly generated report in [Report Generation] will appear in the [Report List]. At this time, the report is in
draft status. If you want to display the report in the [Dashboards], please click the [Publish] button, change report
status to published status.

![doc.png](img/doc_13.png)

![doc.png](img/doc_14.png)

#### 4.2.2, Modify SQL statement

- Click [Edit Source] to customize the SQL statement of the report.

![doc.png](img/doc_15.png)

#### 4.2.3, modify chart style

- Click [Edit Visualization] to customize and edit the visualization chart style.
- Click [Add Visualization] to add a visual chart.

![doc.png](img/doc_16.png)

![doc.png](img/doc_17.png)

#### 4.2.4. Deleting a report

- Click [Archive] to change the report status to archive (delete) status.

![doc.png](img/doc_18.png)

<h3 align="left">5, Dashboards</h3>

<h4 align="left">5.1, create a new dashboard</h4>

- [Dashboards]-[Create]-Edit Dashboard

![doc.png](img/doc_19.png)

- Add the newly generated Published report to the dashboard

![doc.png](img/doc_20.png)

- Click [Publish] Dashboard

![doc.png](img/doc_21.png)

<h4 align="left">5.2 Share Dashboard </h4>

- After clicking [Publish], you can share the dashboard

![doc.png](img/doc_22.png)



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