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Build your own questions with an AI agent

Download a reusable reference that helps your agent design, write and validate new Next Plus analytics questions.

Written by Alex Merkin

Use the downloadable reference with your AI agent to create questions beyond the ready-made bank: define a measure, choose sources, write Trino SQL and check the result. Start from the existing questions when they fit; build a new source when the required dimensions or calculation are missing.

Download the reference

Next-Plus-Metabase-AI-Reference-en.md — version 1.2.0, reviewed 10 November 2026, about 156 KB. Visible question numbers now follow category-position format (01-01); the file includes the full crosswalk to stable OBP IDs. The file is attached at the end of this article. Save the Markdown file itself and attach it to your agent; a link alone may not give the agent access.

Use it for a first question

  1. Download the attached file and add it to a new conversation with your agent.

  2. Describe the decision you want to make. For example: “Which process and SKU have the largest current open-order backlog?”

  3. Ask the agent to define what one result row represents, the included statuses, date basis and units before writing SQL.

  4. If the agent has authorized access, confirm your database, schema and save destination. Otherwise ask for SQL and manual Metabase steps; the file itself gives no live access.

  5. Run and check the proposed question in your environment. Reconcile a known record and source totals, test filters and save a new question in an authorized collection.

A request you can copy

“Use the attached Next Plus analytics reference to help me build a new question for [business decision]. Prefer an existing question when it fits. Define the row grain, population, dates and units. Distinguish documented fields and joins from those needing verification. Give me Trino SQL, a display, filters and reconciliation checks. Preserve shared sources. Explain what was actually tested and what still needs checking.”

What is inside?

  • A workflow for designing and validating entirely new questions, with proposed SQL examples.

  • All 63 bank source queries and their calculation limits, plus 98 scoped column definitions.

  • A selected map of 13 tables/views, 124 fields and 15 candidate relationships, with verification status.

  • Guidance for customer-specific forms and tables, joins, time units, overlapping timers, quality and missing data.

  • Metabase displays, dropdowns, card mappings, performance and save/reopen checks.

Languages, access and updates

This is the English edition: guidance, example output labels and starter requests are entirely in English. The 63 SQL variants translate output aliases and display categories while retaining the source calculation rules. Other language editions are maintained separately. The file is not a complete schema or the whole Next Plus product manual. Customer-specific fields, types, permissions and joins still require verification. Proposed examples were not executed in your environment. Download the latest version for a new project; uploaded copies do not update automatically. No credentials or customer records belong in the reusable file.


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