After creating or cloning an RI Visual, you can update its properties, continue developing the report using RI Chat, modify the SQL directly, customize its appearance, review previous revisions, and manage report settings.
This article describes the editing features available for RI Visuals.
Open an Existing Visual
Select Reports → RI Visuals.
Browse to the folder containing the Visual.
Select the Visual you want to edit.
The Visual editor opens.
Clone an RI Visual (Recommended)
If you want to modify an existing Visual without affecting the original, create a copy first.
Open the Visual.
Select Clone.
Enter a new Label and make any additional changes.
Save the cloned Visual.
Tip
Cloning RI Visuals and RI Core Visuals lets you safely experiment with prompts, SQL, and visualization settings while preserving the original Visual.
Continue Building the RI Visual
The Build section allows you to continue developing an existing Visual using RI Chat or by modifying the SQL directly.
The Build section includes the following tabs.
Tab | Description |
|---|---|
RI Chat | Continue developing the Visual using natural language prompts. |
Plan | Review how the Visual is constructed. |
Revision History | Review or restore previously saved revisions. |
RI Chat
Use RI Chat to continue the conversation and update the Visual. Each prompt builds on the previous conversation, allowing Rainmaker Insights to improve the report while preserving its context.
RI Chat can also act as a reporting assistant. In addition to modifying reports, you can ask for recommendations on visualization types, report layout, data presentation, or ways to better communicate your findings.
For example, you can ask Rainmaker Insights to:
Recommend a more effective visualization.
Simplify a report for easier interpretation.
Suggest additional metrics or calculations.
Optimize a report for use on a dashboard.
Example Prompt Conversation
The following example demonstrates how a report can evolve through a conversation with Rainmaker Insights.
Goal | Example Prompt |
|---|---|
Create the initial report | Create a report showing monthly payments over the last 12 months. |
Change the grouping | Group the data by client. |
Reduce complexity | Show only the top five clients. |
Request AI guidance | What type of visualization would best present this data? |
Improve readability | Sort the clients by total payments in descending order. |
Add another metric | Include the average monthly payment for each client. |
Each prompt builds on the previous conversation, allowing Rainmaker Insights to progressively improve the report without requiring you to create a new Visual.
Tip
Treat RI Chat like a conversation with a reporting analyst. Start with your reporting goal, then continue refining the report through follow-up prompts. Rainmaker Insights retains the context of the conversation, allowing each prompt to build on the previous one.
Plan
The Plan tab displays the execution plan for the current Visual. It provides two views:
View | Purpose |
|---|---|
Visual | Displays the execution plan in a formatted layout, including the reporting objective, data scope, expected output, and validation steps. Use this view to verify that Rainmaker Insights correctly interpreted your prompt. |
Markdown | Displays the same execution plan in Markdown format for easier copying, documentation, or collaboration. |
Revision History
The Revision History tab stores previous saved revisions of the Visual.
Use Revision History to:
Review previous revisions.
Compare changes.
Restore an earlier version.
Identify the creator of a saved revision, when available.
Review Manual Changes notes when SQL, chart configuration, or drilldown settings have been modified manually.
Customize the Visual
The Refine section provides advanced tools for reviewing and customizing the Visual.
Tab | Description |
|---|---|
SQL | Displays the primary SQL query used to generate the Visual. You can create a report directly in SQL, modify AI-generated SQL, or paste an existing query. |
Detail SQL | Displays the SQL query executed when a user drills into supporting detail from the summary report. |
Drilldown JSON Keys | Maps values from the selected summary row to the Detail SQL query during drill-down operations. |
Style | Contains the ECharts Spec JSON and Default Parameters used to control the appearance and default behavior of the Visual. |
Image displays SQL tab in the Refine section
Caution
The Refine section is intended for advanced users who are familiar with SQL and JSON. Incorrect changes may affect the appearance or functionality of the Visual.
Preview Your Changes
After making changes:
Review the report parameters.
Select Run Preview.
Verify the results in the Draft Preview.
If the preview does not meet your reporting requirements, continue refining your prompt, SQL, or Style configuration, then run the preview again.
When you are satisfied with the results, select Save to save the updated Visual.
Additional Actions
After saving a Visual, you can perform the following additional actions.
Action | Description |
|---|---|
Add to RI Board | Adds the Visual to an RI Board, allowing it to be displayed alongside other Visuals in a dashboard. |
Download | Downloads the Visual. |
Delete | Permanently removes the Visual when it is no longer needed. |
For more information about organizing Visuals into dashboards, see Creating an RI Board.