Data Explorer

The Data Explorer skill allows users to ask natural language questions about a dataset directly within Chat. Max translates the question into SQL, executes the query, and returns a human-friendly response—along with transparency into how the result was generated.

Overview

Use the Data Explorer skill to:

Ask questions in plain English about a specific dataset.
Automatically generate SQL queries behind the scenes.
View and understand the resulting data and query.

Key Features

Natural Language to SQL: No SQL knowledge required. Just ask your question in Chat.
Answer Transparency: View the final SQL, the results as a DataFrame, a visualization, and an English-language explanation of the SQL.
Consistent with Explorer View: Shares the same logic and generation pipeline as the Explorer view within a dataset.

How to Use

Initiate Chat: Open a conversation with Max.
Ask a Data Question: Type a question about your dataset (e.g., "What were sales by region last quarter?").
Skill Activation: Max uses the Data Explorer skill to query the appropriate dataset.
Review Results: Max presents:
- A Visualization of the data
- The DataFrame of results
- The SQL that was executed
- An Explanation of what the SQL is doing

Improving Results with Examples

To improve future responses, helpful examples can be saved—but only from the Explorert area of the datase. In that view, you can re-run questions and mark strong results as examples for training.

Limitations and Configuration

Limited to one dataset per skill—cross-dataset analysis is not supported.
Requires the dataset to be built and associated with the assistant or skill in use.

Configuring Local Max Stats for Data Explore

Import the Data Explorer Skill
Copy/import the Data Explorer code skill into your system Create a new system and give it an icon
Set Up Database Connection
Go to database connections and add a new connection Choose "local folder" as the connection type Give it a name and description (e.g., "local usage data") Create the connection
Configure Tenant Settings
Go to Admin → Tenant Configuration Set the "local max stats connection" to point to your database connection This will pull data from the question browser every 30 minutes
Wait for Data Population
The system automatically updates every 30 minutes Check your database connection → Resources to see if the "max fact chat answers" file appears The file will show a recent modification timestamp when ready
Create Your Dataset
Create a dataset using the auto-generated file as the source Point it to your local folder connection Set appropriate date ranges based on tenant usage history Alternative: Import a pre-configured dataset with calculated metrics already set up Using Data Explorer
Configure API Access
Ensure one of your API keys has the SQL box checked in API config This enables SQL generation functionality
Start Exploring Data
Go to the dataset → Explore section Ask natural language questions about your data The system generates SQL queries and visualizations automatically
Build Knowledge Base
When you get good results, use "Add to Examples" This saves the question-answer pair for future reference You can modify the trigger phrase before saving The system uses these examples to improve future responses
Advanced Usage
Copy SQL queries from good results Paste them back into Explorer for exact reproduction Use the examples to train the system for specific output formats Set the number of examples to include in prompts (1-5 recommended) Key Features Automatic visualizations (non-deterministic - may vary each time) SQL generation based on natural language queries Example-based learning to improve consistency Integration capability with existing assistants or Claude Real-time data updates every 30 minutes from usage statistics The system allows users to ask questions like "Who is the biggest super user?" or "Show me negative feedback count by user by date" and get automated SQL queries, data tables, and visualizations in response.