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Quick Start

Quick Start

📖 Introduction

Chat2DB is an AI first data management, development, and analysis tool. Its core is AIGC (Artificial Intelligence Generation Code) capability. It can convert natural language into SQL, convert SQL into natural language, and can also automatically generate Reports greatly improve personnel efficiency. Through one product, the capabilities of data management, data development, and data analysis can be realized. Even those who do not understand SQL can use the ability to quickly query business data and generate reports.

🚀 Quick Start

Our products provide two ways of use: web page and client. The web page can be used out of the box, and the client provides a smoother user experience. At the same time, when some private databases or local data cannot be accessed from the public network, the client can connect to your database locally and use it directly without the need for a proxy. It is simple and convenient, and you can flexibly switch between using the web page or the client according to your scenario. Below we explain how to use our products.

WEB access address: https://app.chat2db.ai (opens in a new tab), Client download address: https://chat2db.ai/download (opens in a new tab)

Step 1: Client download

If you use the web version, you can ignore this step and directly visit Application Address (opens in a new tab).

Client download address: Client download address (opens in a new tab) Just select the corresponding system to download and install. We support Windows, Mac, and Linux.

Step 2: Register and log in

You can get the verification code directly through your email and log in directly, or you can use a third party to log in. Currently supports multiple login methods such as Github and Google.

Login address (opens in a new tab)

Chat2DB currently supports 5 login methods:

  1. Google login
  2. GitHub login
  3. WeChat login
  4. Log in with email verification code
  5. Log in with email and password

Step 3: Create a database connection

Database connection is the first step for us to use Chat2DB. We need to connect to your database to perform subsequent operations. Click the database connection on the left, then click New Connection in the lower left corner, select the database you use, fill in the database connection information, and click Save. Currently we support Mysql, Postgresql, SQLServer, DB2, Oracle, SQLServer, Oceanbase, Clickhouse, Redis, H2, SQLite, Dameng, Renmin University of Finance and many other databases.

1. Create a new connection

'newConnection-connection'

Click the Database button on the left, select New Connection, select the database type you need, fill in the database connection information, and click Save.

2. Fill in the database connection information

'newConnection-connection'

  • Name: The connection name can be customized to facilitate memory.
  • Env: Select the connection environment, testing, production, etc. to distinguish connections in different environments
  • Host: Mysql server address, which can be IP or domain name
  • Port: Mysql server port, default 3306
  • Authentication: Mysql authentication method, username and password or no authentication required
  • User: Mysql username
  • Password: Mysql password
  • Database: Mysql database name, optional, if not filled in, it will connect to the default database
  • URL: Mysql connection URL, optional, if not filled in, it will be automatically generated based on the above information
  • Driver: Mysql driver, optional. If not filled in, it will be automatically identified based on the URL. You can also select it manually. After manual selection, the driver configuration items will be displayed.
  • SSH: Whether to use SSH connection, optional. If not filled in, it will be disabled by default. SSH configuration items will be displayed after selection.
  • Advanced Configuration: Advanced configuration, optional, not used by default if not filled in, advanced configuration items will be displayed after selection

Different databases on the client need to download different drivers. If you need SSH connection, you need to fill in the SSH information.

Step 4: Test connection

'ssh'

Click the test button in the lower left corner to test whether the connection is normal. If the connection is normal, the connection will be successful. Otherwise, the connection will be failed. You can adjust the connection information according to the error message. Finally click Save.

Step 5: Use Chat2DB database development

After the connection is successful, you can double-click the connection or right-click to enter the connection. Then you can add, delete, modify, and query the database in Chat2DB. You can also use our AIGC capability to directly query the database using natural language, or use SQL to convert to natural language.

1. Database management

Double-click the newly created connection to enter the database management interface, where you can add, delete, modify, and query the database. 'databasemanage'

2.Data table management

Create a new edit table

'tables' Create a new form and fill in basic information

  • Table Name: table name
  • Comment: table comment
  • Character set: character set
  • Engine: storage engine
  • Increment value: self-increment start value

'tables' Fill in column information

  • Column Name: column name
  • Type: type
  • Size: length
  • Nullable: whether it is empty
  • Key: primary key
  • Comment: comment

'tables'

  • Index Name: index name
  • Column: column name
  • Type: index type
  • Comment: comment

3. Data query

tables, table (a specific table), right-click and select Query Console to query the data of the desired conditions through SQL 'open_table'

Step 6: Use Chat2DB data analysis

'resultDashboard'

Click Dashboard on the left, then click the "+" sign to create a new report, fill in the report information, then select the report type you need, and click Save.

1. Create a new report

'Dashboard'

Click Dashboard on the left, then click the "+" sign to create a new report, fill in the report name (required) and report description (optional).

2. Fill in the report information

'Dashboard2'

Click Create Chart, then click Data allcation on the page to select the database corresponding to the generated report.

'Dashboard3'

After selecting, write the corresponding sql statement, click Run, and then click Back to Chart.

'Dashboard4'

For example: I want to query the information in the Employees table and create a report.

3.Select report type

'Dashboard5'

Select the report type here and determine the corresponding variables (horizontal and vertical axis coordinates, percentages...) according to the selected type.

4. Save the report

'Dashboard6'

After selecting, click save to save!