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# Genie Superstore Insights Blueprint

This blueprint demonstrates how to integrate **Databricks Genie with Kasal agent workflows** to retrieve enterprise data and generate business insights.

The workflow retrieves structured sales data from a Genie Space connected to Unity Catalog, processes it with multiple agents, and produces enterprise-ready outputs such as summaries or dashboards.

---

# Architecture Overview

The workflow follows this architecture:

1. Agents query a Genie Space connected to Unity Catalog
2. Retrieved data is passed back into the workflow
3. Subsequent agents perform post-processing (analysis, summarization, reporting)
4. Results can integrate with BI tools such as Power BI
5. Output becomes enterprise-ready artifacts (executive summaries, dashboards, insights)

---

# Blueprint Components

This blueprint contains the following documentation:

### 1️⃣ Creating a Genie Space

How to create and configure a Genie Space connected to the Superstore dataset.

➡ See:
`create-genie-space.md`

---

### 2️⃣ Kasal Agent Workflow

How to import and run the Kasal workflow that uses Genie as backend.

➡ See:
`kasal-agent-workflow.md`

---

# Example Use Case

Example business question:

Which regions had the lowest profit margin last quarter and which product categories drove the losses?

The workflow retrieves the data from Genie and produces:

- structured insights
- executive summary
- potential dashboard inputs for BI tools such as Power BI.

---

# Enterprise Extensions

This blueprint can be extended with:

- automated Power BI dashboard updates
- anomaly detection agents
- financial reporting workflows
- multi-space Genie queries

---

# Files Included

- `workflow.json` – importable Kasal workflow
- `create-genie-space.md` – Genie setup guide
- `kasal-agent-workflow.md` – Kasal workflow instructions
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# Creating a Genie Space for the Superstore Dataset

This guide explains how to prepare the **Superstore dataset** and connect it to **Databricks Genie** so it can be used inside Kasal agent workflows.

The setup consists of three steps:

1. Download the dataset from Kaggle
2. Load the dataset into Unity Catalog
3. Create a Genie Space connected to the dataset

---

# Step 1 — Download the Superstore Dataset

Download the dataset from Kaggle:

https://www.kaggle.com/datasets/vivek468/superstore-dataset-final/data

After downloading, extract the dataset locally.

This file contains sales transactions including:

- region
- category
- sales
- ship mode
- product name
- order date

---

# Step 2 — Upload the Dataset to Databricks

Open your **Databricks Workspace**.

Navigate to:

Catalog → add data → create or modify table


Upload the Superstore CSV file.

---

# Step 3 — Create a Unity Catalog Table

During the upload process configure:

Example:

Catalog: main
Schema: sales
Table name: superstore_orders


Databricks will automatically infer the schema.

Example columns:

| Column | Description |
|------|------|
| order date | Order timestamp |
| region | Sales region |
| category | Product category |
| sub_category | Product sub-category |
| sales | Revenue |
| product name | Product name |

![Unity Catalog Table](images/unity-catalog-superstore.png)

# Creating a Genie Space in Databricks

Before running the Kasal workflow, a Genie Space must be created and connected to the dataset.

---

# Step 4 — Create a New Genie Space and connect the Dataset

Click **New**.

Connect the Genie Space to your Unity Catalog tables.

![Configure Tables](images/create-genie-space.png)

---

# Step 5 — Test the Genie Space

Test the Genie Space with a natural language query.

Example:

What is the monthly total sales trend over the order dates?

![Test Genie Query](images/test-genie-query.png)

---

# Result

Genie returns a structured table with aggregated metrics that can be used by downstream agent workflows.

The Genie Space is now ready to be used by Kasal.
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