Preparing your data with AI: what to know

AI can help you make progress on your own. To get useful answers, it also needs the right sources and definitions that reflect your business.

What you can do on your own

You can use AI to spot duplicates, standardize formats, suggest categories or explore a file. Start with a specific task and check the result against a few rows where you know the correct answer. Keep the original data to compare changes.

Also choose a tool and processing terms that meet your data confidentiality needs.

Profitability: an example that depends on your business

Ask AI to calculate profitability. Should it subtract only product costs, or salaries, shipping and returns too? Are you comparing an order, a client or a period? These choices change the result, even when the calculations are correct.

Define the metric, choose a reference source and check that the figures cover the same scope. AI can help you frame these questions; the answers depend on how your business works.

When support becomes useful

A simple file and a clearly defined need may be enough to start on your own. Expert support becomes valuable when you need to connect multiple systems, numbers contradict each other, updates take too much effort or several teams need to rely on the same metrics.

Modèle BI helps prepare and validate these foundations: sources, definitions, calculation rules and checks. Your Power BI reports can then share a common foundation. Embera makes them easier to share with your teams and, when desired and configured, to explore through its AI assistant.