The Matrix view, located in the "Explore" section, helps you synthesize relationships and summarize relevant content between two sets of user-defined variables in your data. It offers a visual approach to uncovering insights from complex datasets.

First, define the row and column variables you want to use in the matrix.

For this example, we’ll perform a PESTEL analysis on developments related to electric vehicles in a few selected countries. We’ll set each PESTEL factor as a column and each country of interest as a row.

We begin by naming our variables as "country" for the rows and "PESTEL" for the columns.

Next, add specific row and column headers by clicking the plus symbol. The symbol next to the plus sign allows you to use metadata as a variable. If you add variables manually without using metadata, relevant texts will be identified using AI, which will search for content related to the selected countries. When using metadata, relevance is predefined as metadata contains explicitly labeled content. To remove a variable, click the "X" symbol.

Once you’ve inserted all the variables, write the instruction using the variables you’ve defined. Your instruction should clearly specify what the AI needs to do with the variables to generate the desired output.

For more complex tasks, you can switch to a more advanced LLM engine, which may incur higher costs. Otherwise, use the default LLM.

After defining your variables, prompt, and selecting the desired LLM engine, you’re ready to proceed. Scroll to the bottom of the sidebar and click on the “Save” button to confirm your setup. Once saved, the system will begin generating the matrix. Please allow some time for it to load.

Once the matrix loads, it will appear as shown below. Empty intersections between rows and columns indicate that no relevant data was found in your Knowledge Bases for that specific combination. To explore the data, hover over or click on a bubble.

Once you click a bubble, a text card will open, displaying the output text and specific references from your data.

To download your matrix, click the "Download as Excel" icon located in the top left corner.

To publish your matrix, use the icon to the right of the download icon. Ensure that publishing is enabled from the Insight Booster list before proceeding.