Constructing Questions for Ask Zia l Zoho Analytics Help

Constructing Questions for Ask Zia

You can ask your question to Zia in plain English. Zia will understand your question's intent and will reply with the most appropriate report that matches your question. However, there can be some communication gaps like how it exists among people.

How to construct Questions?

Ask Zia can understand the intent in your questions. It can resolve ambiguity and generate the best possible insights for your questions. The questions you construct can be one of the following types.

Structured Question

Your question can be in a structured language e.g., 

Show me the sales grouped by country for the year 2018


Unstructured Question

Your question can be in an unstructured fragment phrase e.g.,

India sales in 2019


WH Questions
You can ask a 'WH' question. Ask Zia recognizes the 'WH' questions such as What, When, who, which  e.g.,

What is the last year profit?


Explicit Information

Your question states explicit information in your data. e.g., Let's say you have  Sales and Region columns in your dataset. The below question will get the total sales for each region.

Get me the sales across the regions


Implicit Information

Your question contains implicit information. Ask Zia will identify the terms such as  monthly, yearly, daily, quarterly. e.g., for the below question, Zia will recognize the term Monthly, identified a date column in your data set and plots the sales across months.

Monthly Sales


Column Value

Your question can contain a value from a column. In this case, West is a value in the column Region . Ask Zia will identify this and excludes the data for the west region. 

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

You can ask a metric from a formula column available in your dataset. 

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


What can be achieved in Ask Zia?

Ask Zia supports creating the following types of queries. 

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 the Metric Column

You can group the metric column using phrases like sales by /group by / categorized by / across / wise ... This 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


Filter Negation -  You can exclude a set of data from the report using the filter negation such as exclude, except, ignore, without ... In this example, we've excluded the west region sales .

Sales across regions except west


Sort Data

You can choose to sort the report either by the metric column or by columns to group the metric. In this example, the report is sorted based on the Y-Axis column  Revenue .

Revenue by Salespersons sort by Revenue


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
Filter Negation
 
not, except, excluding, without, neither, other than, ignoring, apart. apart from, ! =, exclude, exceeding

Sorting Options

Functions
Keywords
Ascending
ascending order, ascending, increasing order, alphabetical order, alphabetical order (a-z)
Descending
descending, descending order, decreasing order, alphabetical order (z-a)
By Column
sorted, sort, sort by column


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