Intro to the Interface

Accessing the AutoQL Add-In

If it is your first time accessing the AutoQL Add-In in Excel, you will need to make sure the Add-In has been made available to you/your organization, and then add it to catalogue of your available Add-Ins (under your “My Add-Ins”). To do so, follow these steps:

1. Open Excel and open a new/blank workbook.
2. Click “Insert” from the top menu navigation, then click “Office Add-Ins”. 
3. Navigate to the “Admin-Managed” Office Add-Ins tab. If this Add-In has been made available by your organization, AutoQL should be listed here as an available Add-In. You can also search for AutoQL in the store view, if you wish to do so:
   
4. Click on “AutoQL”, then click “Add”. You should see a success message and the addition of an AutoQL icon visible in the top navigation area (this will show up under the “Data” tab).
5. Click on the AutoQL icon to open the AutoQL Add-In and begin querying.

If this is not your first time accessing the AutoQL Add-In, you can simply open the Add-In and begin querying. To do so, follow these steps:

1. Open Excel and open a new/blank workbook.
2. Go to the “Insert” tab (beside “Home”) and click “Office Add-Ins” or “My Add-Ins” (depending whether you’re using Excel on desktop or the web version). 
3. Click on “AutoQL” to open the AutoQL Add-In and begin querying.
   

Welcome Screen & Connecting to AutoQL

Click on the AutoQL icon to open the Add-In. You will see the Add-In window open on the right side of your screen as a panel. A “Welcome” screen will be displayed. Here, you’ll see a summary of what you can do with the AutoQL Add-In, followed by a prompt to “Connect to AutoQL”.

1. Click the “Connect to AutoQL” button to continue.
2. Follow the sign in instructions on the screen.

Once you’ve successfully signed in and connected to AutoQL, you’ll land on the “home”/default view. This is where you can begin asking queries in natural language to explore your data.

Selecting a Project

As a user, you may have access to one or more Projects. Projects are database-specific, meaning different Projects allow you to connect to and query different data sources using natural language.

In most cases, a user will only have access to one Project. In this scenario, the applicable Project will be selected by default for you and no action will be required.

In cases where you have access to multiple Projects, you’ll be required to select the Project you wish to query before you can begin querying data. Once you’ve selected the Project you wish to work with, you can begin asking questions and analyzing your data.

Expand & Collapse Field of View

To change the size of the Excel Add-In (i.e. to expand or shrink it), hover your mouse over the left edge of the window. An arrow icon will appear. You can stretch or shrink the size of the Add-In window by clicking and moving your mouse.

Logout of AutoQL

You can logout of the AutoQL add-in at anytime. Simply click the “Logout” button that appears in the top right corner of the header menu in the task pane.

From here, you will be prompted to confirm your intent to sign out by clicking either “Sign out” or “Cancel”. Clicking “sign out” will complete the sign out process.