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Symon.AI help center

Using the Pipe builder

Abstract

Import data, set up a basic pipe and create your first run.

In this section, we'll show you how to:

  • Import data

  • Set up a basic pipe

  • Create your first run

Caution

Symon.AI only works on the Google Chrome browser. Please download Google Chrome.

Pipe builder overview

You can use Symon.AI to explore and visualize your data in new and exciting ways. One of the first things you should do is familiarize yourself with the pipe builder.

From the Pipes tab, click Create new pipe to start building your pipe.

Tip

A great way to familiarize yourself with the pipe builder is to check out the tutorial. Go to the user drop down menu in the upper right corner and click Tutorial.

Here's an overview of the pipe builder:

Figure 1. Pipe builder
Pipe builder


  1. Tasks

    The Tasks bar shows tools that aren't configured, or that are invalid. If you don't have any tasks left, your pipe is ready for a build!

  2. symon_add_icon.png Add tool

    Click this button to add tools to your pipe.

    Tip

    You can also just type the name of a tool to bring up the tool menu.

  3. Build

    The Build tab is where you'll build your pipe. Import a data source and then add tools to make predictions, match, or data manipulation. You can also use one of our many pre-built blueprints.

    In your pipe, click on the colourchange.png icon to change the color of your tools and help you stay organized.

  4. Run

    The Run tab is where you'll create runs. You can view or download any of your previous runs.

  5. Visualize

    The Visualize tab is where you'll explore your data in a visual format. Not sure which visualization to use? Read this: Which visualization should I use?

  6. Build

    When you finish configuring your pipe, click Build . If there is a machine learning tool in your pipe, such as the predictor, you can build the pipe to calculate the score.

    Tip

    It's a good idea to build your pipe often! This will make sure your pipe builds quickly.

  7. Multiple users

    The icons show the users that are entering, are present or leaving the pipe page. On the canvas, the pipe tool is highlighted when another user selects a tool. You can also hover over a tool to see all the users currently selecting the tool on the canvas.

  8. Status menu

    Displays the status of your imports, builds, downloads and runs.

  9. Changelog

    See what's new in Symon.AI with each release.

  10. Username

    This menu contains information about your account, settings, credits, information on Symon.AI. You can also sign out of Symon.AI from here.

  11. Help menu

    Access the Symon.AI Knowledge Base, tutorials, provide feedback or contact a specialist for assistance.

  12. Zoom in or out

    Increase or decrease the size of your canvas.

  13. AutoArrange_Aug22.png Auto arrange

    Automatically arranges all the components of your pipe to neatly align each one. This button also creates a uniform length for each of your connectors.

  14. zoomtofit_Aug22.png Zoom to fit

    The window zooms in or out so all objects are visible.

  15. Screen_Shot_2021-05-07_at_12_41_24_PM.png Open Notes

    Click this button to add notes to your pipe. Your notes can be customized to insert pictures, formulas, charts, emojis, and a table of contents. You can also export your notes into a PDF. This button can also be used to close or hide the Notes sidebar.

Pipe builder tips

This section contains tips on how to use the Pipe builder tool.

  • Choose one or more nodes individually to move around on the canvas. Use Control or Command and click to select the nodes, depending on your operating system.

  • Choose a group of nodes to move around on the canvas. Use Shift and drag the group to the desired location.

  • Choose two or more nodes to group together. The grouping shows the number of tools contained within that group. With a group, you can perform the following actions:

    • Name the node group.

    • Move the node group around the canvas.

    • View the contents of the node group.

    • Ungroup the node group.