Welcome to Datalyst!

Creating datasets with new metrics

Welcome to Datalyst.ai! In this guide, we will walk you through how to create new datasets with custom metrics, specifically focusing on calculating the Average Order Value (AOV) from your Excel files. 

Uploading Excel Files

  1. Getting Started with Datalyst.ai:

    • Visit the Datalyst.ai homepage and log into your account.
    • If you don't have an account, sign up for a new one to get started.

  2. Uploading an Excel File:

    • On the main interface of Datalyst.ai, find and click the "Upload" button.
    • Select the Excel file from your computer and click "Open" to upload it.

  3. Confirming Data:

    • After the Excel file is uploaded, Datalyst.ai will display a preview of your data.
    • Check the data to ensure everything is uploaded correctly. If there are any errors, you can edit directly in Datalyst.ai or re-upload the file.

Creating a Dataset with Average Order Value Metric

  1. Select Data to Create a New Dataset:

    • On the main interface, select the Excel file you just uploaded.
    • Click on "Create Dataset" to start the process of creating a new dataset.

  2. Add the Average Order Value Metric:

    • During the dataset creation process, you can add custom metrics using Datalyst.ai's calculation tools.
    • Average Order Value (AOV): This metric represents the average amount spent per order.
      • To calculate AOV, you need two data points: total revenue and the number of orders.
      • Formula: AOV = Total Revenue / Number of Orders

  3. How to Create the AOV Metric:

    • Click on "Add Metric" and select the relevant data columns (e.g., total revenue and number of orders).
    • Name the new metric "Average Order Value" and enter the calculation formula.
    • Example: If your revenue data is in the "Revenue" column and the order count is in the "Orders" column, you can enter the formula AOV = SUM(Revenue) / COUNT(Orders).

  4. Confirm and Save the New Dataset:

    • After adding the AOV metric, click on "Save Dataset" to save the new dataset.
    • The new dataset will be saved and available for use in further analysis and data conversations.

Chatting for Analysis with the New Dataset

  1. Start the Conversation:

    • On the main interface, click on the chat icon or "Chat with your data."
    • Select the new dataset you just created to start analyzing it.

  2. Ask Questions About the New Dataset:

    • You can ask specific questions about the AOV metric you created.
    • Examples: "What is the average order value for last quarter from the new dataset?" or "Show me the monthly average order value."

  3. Explore Detailed Information:

    • Use contextual questions to delve deeper into the details of the AOV metric.
    • Example: "Which product category has the highest average order value in last quarter?"

Conclusion

With Datalyst.ai, you can easily upload Excel files, create new datasets with custom metrics like the Average Order Value (AOV), and use them in your data analysis and conversations. This feature optimizes your data analysis process, helping you make smart and strategic decisions. Start exploring Datalyst.ai today and unlock the potential of your data at your fingertips!