Q Division Field Training: Module 100 - Q Division Application Upload

[Dalton_Ruer]

Pivoting from Unstructured to Structured Data 

---

🎯 Mission Briefing

THE SITUATION: You've proven yourself with unstructured data across Field Training Modules 1-3. You've mastered knowledge bases, advanced chunking, and contextual intelligence. Now it's time to shift gears. The real power of Q Division emerges when you combine unstructured documentation WITH structured data that resides in live applications.

YOUR MISSION: Get access to the Q Division Application - the actual case tracking system that our operatives use in the field. Upload it to your environment, make it available to Qlik Answers, and ask questions about the structured data within. You'll meet two NEW agents: the Semantic Agent and the Data Analyst Agent.

THE MYSTERY: Figure out exactly what the "Active Case Percentage" KPI showing? 

DELIVERABLE: A fully indexed Qlik application connected to Qlik Answers, with the ability to ask natural language questions about structured data and receive detailed explanations.

PREREQUISITES: ⚠️ Complete Modules 1-3 first to understand knowledge bases and unstructured data. This module introduces structured data as a contrast and foundation for Module 200 where we'll combine BOTH!

---

📦 Field Equipment

What You'll Need:

• Access to Qlik Answers in your environment
• Completed Modules 1-3 (understanding of knowledge bases)
• Q Division Application QVF file (included in download)
• Approximately 15 minutes mission time
• Your Field Training Assistant (we won't use it in this module, but you'll need it for Module 200!)

Download Mission Pack: 📥 Q Division Application attached

Video Intelligence Briefing: 🎥 Watch the Full Mission Walkthrough

---

🚀 Mission Steps

Step 1: Upload the Q Division Application

Navigate to your Q Division Field Academy space in your Qlik hub.

Click to upload a file and select the QDivision.qvf file that you downloaded from the community page.

The upload process should take just a few seconds. Once complete, you'll see the Q Division application appear in your space.

Click to open the application - let's take a quick tour before we make it available to Qlik Answers.

Step 2: Make the Application Available to Qlik Answers (CRITICAL STEP)

⚠️ FIELD NOTE: This is the KEY step that connects structured data to AI!

Here's something you need to know about ANY of your apps - whether it's this Q Division application we just uploaded, or one that you already have on your site:

You must explicitly enable Qlik Answers access in the application settings.

Why? Not all of your applications should be made available. When you're doing development on things, you don't want to confuse users with 18 versions of the same application. Governance matters!

Here's how to enable it:

1. Open the Q Division application
2. Navigate to Settings (typically in the app menu)
3. Click Capabilities
4. Find the option to "Make available to Qlik Answers"
5. Toggle that button ON

Watch what happens:

You'll notice a message appear saying "Indexing this application for you..."

This is similar to knowledge base indexing, but instead of parsing PDFs, it's analyzing:

• Master items (dimensions and measures)
• KPI definitions and calculations
• Field names and values
• Set analysis expressions
• Data model relationships
• Vocabulary and business terms

Once it's done, you'll see a message: "Indexing complete"

The toggle will flip all the way and turn green ✓

You're ready to go!

Step 3: Tour the Dashboard (Before We Ask Questions)

We can start jumping into Answers, but let's hold off on pressing that button just for a second. Let's go to the dashboard - because you know the dashboard is the place to be!

Take a look at this very well-thought-out application:

What you'll see:

• Number of Closed Cases: 15
• Active Cases: 16
• Add those together: 15 + 16 = ...30.50?

🤔 WAIT A MINUTE...

I don't know about you, but in 007 Dork's mind, that should be 31. What in the world? That doesn't add up!

I wish we had the original programmer to understand these values and what we might be missing...

🎯 SPOILER ALERT: Don't worry, operatives! In Field Mission 200, we're going to take a look at this because that is obviously a problem. And what we're gonna do in Mission 200 is look at questioning structured AND unstructured data together. If you'll recall from Module 2, I set this up for this very scenario when we talked about case status values! wink wink

For now, let's move on to the next question...

Step 4: Navigate to Field Mission 100 Analysis

Go to the screen labeled "Field Mission 100" in the application.

You'll see it tells us that our Active Case Percentage is 16%.

Now that'd be nice if users could just... ask a question and get that KPI defined for them, beyond just the brief description in the Master Item, right?

Well, guess what? THEY CAN!

Step 5: Ask Your First Structured Data Question

From within the application, click to open Qlik Answers 

I'm going to paste this question right in here (because you've seen my typing, and we don't have all day):

"Can you describe for me in detail what the Active Case Percentage value is?"

Now watch the magic happen...

Step 6: Meet the NEW Agents - Semantic Agent & Data Analyst Agent

Not surprising, the Answer Agent is the first one to show up. Whether it's structured data or unstructured data, the Answer Agent is ALWAYS gonna be first, trying to figure out what you're looking to do.

But now watch as it goes through different processes behind the scenes...

The Flow:

1️⃣ Answer Agent (Orchestrator)

• Receives your question
• Identifies this as a request about structured data
• Checks: "Hey, I found a Q Division application that contains this kind of information"
• Notes: "There are no unstructured data sources available" (because we're asking from within Qlik Answers in an app that is structured only)

2️⃣ Semantic Agent ← NEW AGENT ALERT!

• This agent hasn't appeared in Modules 1-3!
• Its job: Search the data and semantic model and return the relevant fields
• Searches fields, master dimensions, master measures, vocabulary

3️⃣ Data Analyst Agent ← ANOTHER NEW AGENT!

• Takes the information from the Semantic Agent
• Builds an analysis package that specifies the data to use, how to analyze it and what output will best answer the users questions

4️⃣ Answer Agent (Response Synthesis)

• Collects all the intelligence
• Presents the comprehensive answer to you

Step 7: Analyze the Response

Look at what the AI returns:

"Active Case Percentage is a key performance indicator in our Q Division data. It shows you the percentage of cases that are currently Open or In Progress."

Notice what it did:

• ✓ Identified it as a KPI (not just a field)
• ✓ Converted the set analysis terms for us (Open + In Progress)
• ✓ Explained what it measures
• ✓ Provided the calculation details

Business Context: "This metric helps Q Division management understand workload distribution and resource allocation needs."

Interpretation Guidelines:

• Over 70-80% would indicate a workload buildup and insufficient resources
• Under 30% suggests efficient case resolution
• 40-60% suggests a healthy balance

Related Metrics You Might Want to See:

• Average case resolution time
• Cases by status breakdown
• Agent workload distribution
• Escalation rate

🤯 MIND. BLOWN.

The AI didn't just tell you what the KPI is - it gave you HOW to interpret it, WHAT benchmarks to consider, and WHAT other metrics complement it!

Step 8: Review the Reasoning (Always Show Your Work)

Click to expand "Show reasoning" or "Show details" to see the full agent workflow.

You'll see the complete conversation:

1. Answer Agent: "Let me gather data sources and figure this out..."
2. Semantic Agent: "Found matching KPI, here's the definition and calculation..."
3. Data Analyst Agent: "Based on the calculation, here's what it means and how to interpret it..."
4. Answer Agent: "Synthesizing all that intelligence into a comprehensive response..."

This transparency is CRITICAL for:

• Trust: Understanding how the AI reached its conclusion
• Debugging: Identifying if the AI misunderstood something
• Learning: Seeing how different agents specialize
• Governance: Auditing AI recommendations

---

✅ Mission Debrief

What You've Accomplished:

• ✓ Uploaded a Qlik application to your environment
• ✓ Made the application available to Qlik Answers (enabled indexing)
• ✓ Asked natural language questions about structured data
• ✓ Met the Semantic Agent (KPI and field vocabulary expert)
• ✓ Met the Data Analyst Agent (interpretation and context expert)
• ✓ Received comprehensive KPI explanations with calculations and benchmarks
• ✓ Understood the agent orchestration workflow for structured data

Validation Check: Can you ask your Q Division application questions about KPIs and get back detailed explanations including calculations, business context, and interpretation guidelines? If yes, you've mastered structured data querying! 🎯

The Mystery Remains: We still haven't solved why 15 + 16 = 50 instead of 31. And THAT, operatives, is where Module 200 comes in...

Challenge Exercise (Optional): Ask other questions about the Q Division application:

• "Can you describe each of our agents roles?"
• "Can you describe the risk scores that we use to classify villains?" 

See how the Semantic Agent and Data Analyst Agent work together to provide comprehensive answers. Don't be surprised if a new Q Division assists!

---

🎬 Intelligence Secured. Licensed to Query.

You've successfully shifted gears from unstructured to structured data. You've met two new agents who specialize in understanding your applications' vocabulary and interpreting what your KPIs mean in business context.

Questions? Feedback? Are you becoming more comfortable with the Agentic experience of agents working together?