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Spotfire Copilot™ 1.0.2


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Summary

A natural language extension to Spotfire®.

Overview

The Spotfire Copilot™ AI tool is a free, natural language extension to the Spotfire® platform. It leverages large language models to augment business intelligence and artificial intelligence, all in Spotfire. We created the Spotfire Copilot add-on to act as an assistant directly within Spotfire to empower various Spotfire users to get more done with their data faster. Large language models are multifaceted systems that are increasingly evolving to perform general question-answering, advanced analytics, and multimodal capabilities. The Spotfire Copilot tool leverages the Microsoft Azure OpenAI Service's GPT-3.5 and GPT-4 and is custom-built to perform the following tasks in Spotfire: 

  • Question-answering that is centric to Spotfire
  • User-loaded document question-answering
  • Autochart generation
  • Visual modification
  • Data function generation
  • Visual narration
  • Data interrogation

Some examples of use cases include:

  1. How to perform an operation in Spotfire: 'How do I add layers to a map chart?'
  2. Explain the structure of the data loaded: 'What should I be looking at in my data?'
  3. Explain visualizations: 'Explain the visuals on the page. Click the button!'
  4. Create visualizations: 'Show sales over time', or 'Create an interesting visualization'
  5. Adjust existing visualizations: 'OK, now make it a line chart'
  6. Create an interesting data function: 'Create a data function to calculate pearson's correlation between the numerical features'
  7. Mining user-loaded documents and answering questions based on these documents (of course, it's not possible to list any suitable questions here, as the context depends entirely on the contents of these documents that are loaded securely into the Spotfire Copilot backend.)

Details

This is through the installation of an SPK package on the Spotfire® Server for a seamless, custom-panel interaction. The frontend component is thus a Spotfire custom panel. The backend components for the Copilot add-on make up the 'Orchestrator'. All components are detailed in the installation guide, which is part of the release download on this page. The prerequisites include: access to OpenAI models API, access to a Vector Database or Azure Cognitive Search, Docker components, and Spotfire® Analyst/Server access. For more details please review this community article.

 

The Spotfire Copilot artificial intelligence tool is a free offering licensed under the Apache License 2.0 for use with Spotfire. As the tool is not part of the commercial Spotfire product, Cloud Software Group, Inc. does not offer paid support or maintenance for Spotfire Copilot.

Release 1.0.2

Published: January 2024

Changes to the previous release:

  • Implemented preference to be able to set index engine and index name for HowTo use case
  • Small bug fix for WebPlayer log issues
  • Updated documentation

Release includes:

  • SPK package for Spotfire Server 
  • Documentation for SPK installation and prerequisites setup
  • Video demonstrating backend infrastructure setup
  • License information



Release 1.0.0

Published: December 2023

Release includes:

  • SPK package for Spotfire Server 
  • Documentation for SPK installation and prerequisites setup
  • Video demonstrating backend infrastructure setup
  • License information
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