Constructing Questions for Ask Zia | Zoho Analytics On-Premise

Constructing questions for Ask Zia


Ask Zia understands the underlying intention of your questions, and generates appropriate reports accordingly. However, similar to the communication gaps in human interactions, there may be some miscommunication while using Ask Zia.

Constructing questions

Ask Zia provides the flexibility of putting forth questions in any format, regardless of the phrasing or the words used. Here are the different types of questions you can use with Ask Zia. 

Structured questions

Questions that are fully formed structured sentences can be used with Ask Zia. For example,

Show me the sales grouped by country for the year 2018

Unstructured questions

Fragmented and incomplete sentences can also be posted as questions to Ask Zia. For example,

India sales in 2019

WH questions

WH Questions (i.e. questions starting with 'When', 'Where', 'How', etc. ) are acceptable in Ask Zia. For example,

What is the last year profit?

Explicit information

Questions that contain explicit information (i.e. names of columns present your tables) can be used in Ask Zia. For example,the below question will generate a chart of region wise sales, where Sales and Region are two columns from the Sales table.

Get me the sales across the regions

Implicit information

Phrasing questions that contain terms that refer to, or imply, some of the columns present in tables are acceptable in Ask Zia. For example, the below question displays your sales across each month. In this scenario, Ask Zia will identify the term 'Monthly', relate it to a date column and display the corresponding values. 

Monthly Sales

Column Value

You can phrase questions about the data present in different columns in a table. In this case, Ask Zia identifies the word West as a value in the column Region, and displays a chart filtering out that value.

Get me sales across regions except west

Across tables

You can ask for metrics across tables in your dataset. Ask Zia will interpret it based on how you have joined the tables using  Lookup column . In this example, the column Sales is from the Sales table and the column Targeted Sales is from Regional Target table. 

sales vs target by region

Formula Columns

Questions can also be posted about formula metrics created over data tables. For example, 'Region wise profit for 2018', displays the profit distribution for the year 2018, where Profit is a formula column created over the Sales table. Click  here  to know more about formulas. 

Typographical Error

Your question can contain a typographical error. Ask Zia can interpret questions with incomplete, incorrect words. In this case, the term 'salse' will be matched with sales

Show me the salse by salesperson

Functionalities of Ask Zia

Ask Zia provides the following functionalities:

  • Ask for metrics

  • Apply summary functions

  • Group metric columns

  • Apply filter criteria

Ask for a Metric

You can ask for a single metric or multiple metrics in a question like sales, my top salesman, what is the most sold product, etc., 

Single Metric

You can ask for a single metric in your question. The following question will get the  total profit  for last year as a numeric KPI widget.

What is the last year profit?

Multiple Metrics

You can ask for multiple metrics in a question. The below question gets  Total Sales  and  Total Profit  as a pie chart. 

Sales vs profit

Apply Summary Functions

Zoho Analytics provides a wide range of summary functions like Sum, Count, Average, Running Total etc., Ask Zia will try to apply the best possible function over your column. You can choose to change them in your question. 

Summary Function

You can choose the apply the  supported summary functions  over a metric column by explicitly specifying them in your question. The below example applies count over the sales column and plots it across months. 

what is the number of orders we have every month?

Advanced Summary Function

Ask Zia can also apply  advanced summary functions . The below question applies the advanced summary function   Running Total  over the  Sales  column and calculates it across the quarters.

show me the running total of sales. 

Group metric columns

You can group the metric column using phrases like 'by', 'group by', 'categorized by', 'across', 'wise', etc. The following types of groupings are supported. 

Single Metric by a Single Dimension

In this example, the  Sales  column is grouped into months by the  Date  column.

monthly sales

Single Metric by Multiple Dimensions

In this example, the  Sales  column is grouped by the  Date  and the  Region  columns. 

what is my sales across the regions every month?

Multiple Metrics by a Single Dimension

In this example, the  Sales  and the  Profit  columns are grouped by the  Date  column.

Profit and sales across months

Multiple Metrics by Multiple Dimension

In this example, the  Sales  and the  Profit  columns are grouped by the  Date  and the  Region  columns. 

Sales and profit across months for each region

Apply filter criteria

You can apply single criteria or multiple criteria of filters in a question. The following are the supported filter criteria.

Plain Text  

You can choose to include or exclude a value in a text column. In below example, we've filtered  Sales  where the  Region  is  West .

Show me the sales across months where the region is west

Numeric

You can filter a numeric column by a range or by using special criteria such as  greater than 10, < 10, most, highest, lowest...  The below question filters the  Deal Size  greater than 12k.

Salesperson by win rate and won amount where the deal size >12k

Slice by Range

You can slice data by range using special criteria like  Top 10, Bottom 5, Highest, lowest, most, recent.  In this example, we have filtered top 10 salespersons. 

My top 10 salespersons by win rate

Exact Dates

You can filter data for a specific date such as 2019, March 2018, 12/3/2019. In this example, we've filtered the tickets escalated on 17th of March 2018.

Escalated tickets on 17 march 2018

Date ranges

You can filter data for a specific date range. In this example, the  Revenue  for a specific period i.e., from 3rd March 2018 to 3rd September 2018 is filtered.

Show me the revenue by salespersons from 3rd Mar 2018 to 3rd Sept 2018

Relative Dates -  You can filter data for a relative period such as  This Month, Last Quarter, Today.  In this example, the  Revenue  for the period of  last 1 year  is filtered.

Show me the revenue across months for the last year

Keywords for Ask Zia 

The following is the list of keywords that Ask Zia can interpret and create appropriate insights. 

Summary Options

Functions Keywords
Summary sum, total, tot
Minimum minimum, min
Maximum maximum, max, highest, high
Count count, number, no, total number, distinct count, unique, unique count
Others standard deviation, std dev, variance

Advanced Summary Options

Functions Keywords
Running Total running total, running tot., running sum
Percentage of percentage, total percentage, %, percent, percentage of total, total %, % of total, pct of total, % of sum, sum percentage, sum pct, contribution, contribution of total
Difference From difference, difference from, diff, growth
% of Difference From % of difference, pct of difference, difference %, % diff, difference percentage, difference in percentage,
% of Previous Value percentage of previous, % of previous, pct of previous, prev %, previous value %

Group by Options

Functions Keywords
Numeric actual, range, as range, dimension, as dimension
Date-Actual year, yearly, year over year, yoy, absyear

quarter, quarterly, quarter over quarter, qoq, absquarter

month, monthly, month over month, mom, month and year, absmonth

week, weekly, week over week, wow, week and year, absweek

day, daily, day over day, absday

date, hour, hourly, minute, second
Date-Seasonal seasonal day, seasonal month, seasonal year, seasonal week, seasonal quarter

Filtering Options

Functions Keywords
Numeric >, >=, greater than, above, over, beyond, higher than, more than, exceeds

<, <=, lesser than, lower, lower than, less than, below, under

equal to, equals to, equals, =, between
Units and Currency thousands, k, millions, m, mn, billions, b, bn, Lakhs, L, Crores, C, Rupees, RS, ₹, Dollars, $
By Range top 10, top few, top, top most, highest, best

bottom 10, bottom few, bottom, lowest, worst
Text starts with, starts with, ends with, contains, is
Date-Actual 2018, 2019, Q1 2019, Q4 of 2018, quarter 1 of 2019
 
January 2019, Jan 2019, 1/2019

15th october , 30 july, nineth july 2017, third may 2016, 2 feb 2001, 2019 mar 4, 17/feb, twenty six october
Date-Seasonal June, may, jul, oct, Sunday, saturday, thurs, tue

1st quarter, 2nd quarter, second quarter, third quarter, fourth quarter, first quarter, quarter 4, quarter1
Date-Relative this year, previous year, last year, past year, recent year, previous 3 years, next 3 years, last 3 year, recent 3 years, last nine years, previous few years, recent few years, past few years, recent few decades, previous few decades, past few decades, next few decades, last few years, last decade, recent decade

this quarter, previous quarter, last quarter, this quarter, recent quarter, previous 9 quarters, last 9 quarters, next 9 quarters, recent 5 quarters, previous five quarters, last three quarters, recent few quarters, next few quarters, previous few quarters, past few quarters, last few quarters 

this month, previous months, last months, past month, recent months, previous 6 months, next 6 months, last 6 months, recent 6 months, previous thirteen months, recent seventeen months, previous few months, recent few months, previous month, current may, previous november, this apr, past mar

this week, last week, past week, recent week, last few weeks

todat, yesterday, tomorrow, recent 3 days, past 21 days, recent few days, next few days, next day, recent day

recent 22 hours, recent 13 hours, next hour, past hour

 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Ask Zia

                                                                                                                Amidst tons of raw data lies a huge business opportunity, but bringing out this hidden insight can be a big challenge. This is where Ask Zia comes in.  Zia, the intelligent analytics assistant is enabled with Natural Language Processing (NLP) to ...
                                                                                                              • Training Ask Zia

                                                                                                                Ask Zia's natural language interface can comprehend your data model to provide appropriate answers. However, it may not interpret every domain-specific jargons. In such scenarios, Ask Zia can be trained to learn domain-specific skills to answer ...
                                                                                                              • Using Ask Zia

                                                                                                                Setting up Ask Zia To enable Ask Zia, follow the steps below: Step 1: Open the Manage Settings page and click Add On Settings. Step 2: In the screen that appears, head to the Ask Zia listing and click Install Zia. Step 3: Once the installation is ...
                                                                                                              • Enable cookies in Chrome

                                                                                                                Unable to access Ask Zia using below link in Chrome https://localhost:8443/askzia/%3CWorkspace-ID> It throws below error, Cookies are enabled. This is a limitation in the chrome browser. Here are the steps to overcome this. 1. Open the chrome browser ...
                                                                                                              • Frequently Asked Questions

                                                                                                                 General 1. What is Zoho Analytics? Zoho Analytics is an on-premise reporting and business intelligence application that helps you to easily analyze your business data and create insightful reports & dashboards for informed decision-making. It also ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources