Once you're aquatinted with Basic Mode
, you can elevate your experience with Custom Mode
. It allows you to have finer control over the context MinusX has access to. Custom instructions in MinusX is similar to custom instructions
in ChatGPT or cursorrules
in Cursor.
Custom Instruction Tab
You can use Quick Actions
to access the custom instructions tab. Remember to save once you modify the instructions!
Pro Tip 1: Custom instructions augment other context from Basic Mode.
Writing the best Custom Instructions
The best Custom Instructions are centered around specific concept - for example, specific projects. Think of it as any information you'd give a new colleague looking at the project for the first time. You can include information such as:
Project Name
Project description and goals
Tables to use for the project, with join information if relevant
Specific columns of interest
Derived dimensions and measures
Special filters to apply on the data
Commonly used CTEs (with description)
Pro Tip 2: Markdown is the recommended format to write the Custom Instructions.
Sample Custom Instructions
# Orders by Geography
Effort to understand order behavior by geography, specifically states.
## Tables
- Orders
- People
## Custom Dimensions
1. Region (West coast vs others)
```
SELECT CASE
WHEN STATE IN ('CA', 'OR', 'WA') THEN 'West Coast'
ELSE 'Others'
END AS region
FROM PEOPLE
```
Now you can use the information in these custom instructions in your questions.