Enable Business Views for Incorta Nexus

Using business views as context within Incorta Nexus Chat involves two steps: verifying the view to ensure it meets the verification criteria, and enabling the verified view for Nexus within the Business Schema.

A verified view is a Business Schema View that the Incorta Analytics Engine has validated for SQL compliance and stability. The verification is mandatory for leveraging Incorta Nexus, as it ensures the view is a reliable and trusted data source for AI-driven insights. This process ensures the view has been tested, enforces security measures, and delivers accurate, trustworthy results for AI-driven analytics within Incorta Nexus.

Prerequisite

  • Have Edit access permissions to the associated business schema(s)

Verification criteria

  • A verified business view displays a green circle with a check mark in the Business Schema Designer.
  • An unverified business view displays a grey circle with a check mark.
    • Hover over the grey circle and select Show Details to see the reason why the view is not verified.
    • If there are multiple reasons, only the first encountered reason is displayed.
CriterionConstraint (Must NOT Contain)Requirement (Must Have)
Formula ComplexityFormulas that reference columns from Analyzer Views, Spark SQL Views, or PostgreSQL Views.Simple formulas based on base table columns or other simple Business View columns.
AggregationAny aggregation functions. For example: SUM(), COUNT()Only return granular data rows.
Valid Query PlanNo valid path connecting all columns.A clear path back to the source data, met by either:
a. An explicitly defined base table, or
b. A valid implicit base table connecting all columns in the view.
Note

A Spark SQL View (available starting 2024.7.x) is considered a Verified View by default.

Enable a view for Nexus

You can enable views with edit access to the parent business schema. For a view to be eligible for Nexus, it must be a verified view. If the view is verified, the view can be enabled, completing the following:

  • Edit the business schema.
  • Select More options (⋮) for the verified view.
  • Select Enable for Incorta Nexus.
  • Save the business schema.