AI Foundry / Indexers - CSV

Hi-

Big newbie here. Background in front end BI who is not leaning in to database side.

I am having a lot of fun and see the application data sources in foundry can have and i have good practice getting them in searchai etc.

BUT. csv > delimaneted files are giving me tons of issues. I index it as delineated and it creates many files. But in the chat playground, no matter the model, the answers are always terrible. It’s maybe analytics. Example. Here is an inventory csv, tell me month ending inventory in May of category B. I prompt it to aggregate by category etc but i rarely get the full answer.

I read a lot about how this is not the right application and to just use python or BI. The point is that a not python/analyst could chat with an agent for this.

Any advice on best practice for using CSV files as data source? Is sql better (although i would like to avoid that as it is overkill for my application (i think))