How To Chat With Your Data In DataPeak

Ask questions, explore datasets, and generate insights using natural language.

DataPeak lets you talk directly to your data using simple questions. Instead of building filters or dashboards manually, you can explore a dataset conversationally inside the Chat window.

This guide focuses only on how to chat with your data, for users who want fast insights without exploring the full Chat feature set.

To learn more about DataPeak Chat Menu and it’s features, click here.

1. Open DataPeak Chat

1. Sign in to DataPeak.

2. Click DataPeak Chat in the left sidebar.

3. Click New Chat if you want a clean session.

Your most recent dataset may load automatically.

2. Select or Add a Dataset

To start chatting with your data, choose the dataset you want to explore.

To select an existing dataset:

• Click the Dataset selector at the bottom of the chat window

• Choose one of your active datasets

To add a dataset to the session:

1. Click the three-dot menu in the chat window

2. Select Add Dataset

3. Upload or choose a dataset

Once a dataset is selected, Chat can answer questions about it.

3. Ask Questions About Your Data

You can ask questions in plain language.

Examples:

• “Show a table of everything in this dataset.”

• “Filter this to the last 6 months.”

• “Which category sold the most units?”

• “Summarize this dataset for me.”

How to ask:

1. Type your question in the message box

2. Press Enter

3. Chat uses your selected dataset to generate an answer

Follow-up questions let you refine results.

4. Generate Charts & Visuals

You can use Chat to quickly create visualizations based on your dataset.

Steps:

1. Click the three-dot menu

2. Select Advanced Graph

3. Confirm or select your dataset

4. Choose your chart type

5. Select x-axis, y-axis, and any parameters

6. Click Submit

Chat will generate the chart directly in the conversation.

If the chart is useful, you can save it to your Dashboard using the Save button.

5. Use Auto Analysis Graph for Quick Insights

Auto Analysis Graph automatically generates quick insights based on your question.

Steps:

1. Click the three-dot menu

2. Select Auto Analysis Graph

3. Ask your question (e.g., “Graph employees who worked on Friday.”)

Chat will return a fast visual or summary.

6. When to Use Chat With Your Data

Use this feature when you want to:

• Explore a dataset quickly

• Run ad-hoc queries

• Get immediate summaries

• Create quick charts without dashboards

• Validate or inspect data before deeper analysis

It’s the fastest way to get answers from your data inside DataPeak.