Getting Started with AgenticBI - Quick Start Guide

AgenticBI is a cloud or on-premise solution that enables insights from multi-structured data.

Overview

Key attributes of the solution:

  1. Secure connectivity to underlying datasources
  2. Ability to discover, query, clean, aggregate and pipeline data across heterogeneous datasources
  3. Native integrations to NoSQL and SQL based datasources
  4. Multi-datasource Joins
  5. An optional elastic store to track query results.
  6. Data Visualization, Ad hoc Analysis, dashboards & reports
  7. Seamless share & embed capabilities.

Quick Start

In this Quick start example, we'll use the UI to connect to our pre-configured MongoDB database in the cloud to visualize and analyze data from it.

  1. Login to AgenticBI and click on Queries

  2. Click on New Datasource+ from the right menu bar.

  3. Select MongoDB from the list of datasources. Pre-configured settings are available to access our AgenticBI demo MongoDB database.

    MongoDB Connect

  4. Click on Test Connection and a 'connection successful' popup will appear.

  5. Click Save, then click on the Configure Queries link on the success bar.

  6. For datasources with direct access, we will automatically pull a list of collections along with field samples (or column names for relational databases). Queries can be auto-generated using the UI, or can be written directly into the query box.

  7. Click Create & Run after filling in all the necessary details.

    Create visualization

  8. Click Create Visualization and then click Save. It will open up a modal window to enter the name of the widget.

    Create visualization

    Enter the required information in the modal window and click on +Create to create a new widget.

    Create widget

  9. Go to the dashboard, click on widgets, and drag and drop the newly created widget into a dashboard.

    MongoDB Connect

    Dashboards can be shared and embedded in a few clicks and also include a range of visualization options, on the new widget along with powerful filter and data manipulation capabilities.

    Summary: In a few simple steps, we've connected, discovered and visualized data from MongoDB.