AAI User Manual

Discover how to make the most of your audit assistant tool

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1. Register and Login

Create your AAI account and securely log in to access all features.

2. File and Folder Upload

Load a single file to explore, transform, and analyze it — instantly.

3. Merge

In this tutorial, you’ll learn how to merge two or more tables using the Merge function in AAI Tools.

First, select the tables you want to combine from the navigation tree on the left.
Then, click the “Compatibility” button to analyze which fields match across the selected tables.
AAI will display the compatibility level for each column, helping you quickly identify the best fields to join on.

The system will automatically suggest the most compatible fields based on the analysis, and these suggestions will appear in the lower section of the interface.

Now, choose the merge method that fits your needs:
Inner Join – Includes only rows that match in both tables.
Left Join – Keeps all rows from the first table and matches from the second.
Right Join – Keeps all rows from the second table and matches from the first.
Outer Join – Includes all rows from both tables, filling in missing values where needed.

When everything is set, click the “Merge” button in the top toolbar.

AAI will create a new combined table, automatically added to your navigation tree — ready for further analysis or export.

That’s how easy it is to merge tables in AAI Tools — with full control and no coding required.

4. Group By

Summarize your data by grouping rows based on a common field and applying aggregate functions like sum, count, or average — all without writing code.

5. Filter and Extract

Select specific rows and fields from your dataset to generate a cleaner, focused table for analysis. Double-click to apply filters like "equals", "in", "greater than", or "empty", and choose which columns to keep. Then, click “Extract” to generate a new filtered table — no code required.

6. Order

Organize your data by sorting one or more fields in ascending or descending order.
Start by selecting a table. Then, double-click the fields you want to sort and choose the sort direction.
Once ready, click the “Order” button to generate a new, sorted version of your table — all without writing code.

7. Concat

Stack two or more tables on top of each other to unify datasets with a similar structure.
Start by selecting the tables you want to concatenate.
Then, double-click the fields you want to include in the result. If no fields are selected, all columns will be stacked by position.
Make sure the selected tables have the same number of columns for a valid result.
Click the “Concat” button, and AAI will generate a new combined table — instantly.

8. Sample

Want to quickly extract a sample from your dataset?

With AAI Tools, it’s fast and simple.

First, select the table you want to work with from the navigation tree.
Then, enter the number of records or percentage you want to include in your sample.
Next, click the “Sample” button to generate a new table with the selected records.

Once your sample is ready, you can export it directly to Excel.
The exported file will include the data, a full transformation history, and references — so you always know how the sample was created.

That’s how AAI helps you explore your data with confidence and transparency.

9. Filters

Apply conditions to isolate records that match specific criteria.

10. ChatGPT

With AAI Tools, you can use ChatGPT to analyze your data through natural language — no coding required.

First, select one or more tables from the navigation tree that you want to work with.
Then, type your question in the chat input.

Click the “Call ChatGPT” Play button, and AAI will automatically generate and run the Python code needed to answer your request.

The result will appear as a new table or transformation in your project, ready for further analysis, visualization, or export.

AAI + ChatGPT lets you turn business questions into insights — instantly and intuitively.

10. New Column & Conditions

Learn how to create new columns using custom logic. Select your base table, then define conditions or formulas for each row. You can assign values based on existing fields, apply if/else rules, or even categorize data dynamically. When ready, click the New Column button and your custom column will be added seamlessly to the table.

Automated Email Delivery

Configure a procedure, run it, and receive the generated files, reports, and visualizations directly in your inbox — fully automated, no manual steps required.