Most of what you see in Views can be produced by the Data Assistant using simple commands. At present, the Data Assistant does not support the following:
Queries on Lists and Tables
If you have key information stored in Lists, consider creating Metrics from that data so the AI can answer queries on it. For example:
- you have a Dimension List that contains prospects over time
- your Members want to know total prospects at year-end
- you create a dedicated Metric “Prospects count” that counts up the number of prospects per Month from your List, and set it as AI-accessible
- the Data Assistant fetches your Metric even though the source data is in a List
Queries on Snapshots
For example:
- Scenarios that come from Snapshot Scenarios
Custom aggregators (including average)
While you can’t currently ask the Data Assistant to show you averages from your data, you can create a Metric to address this, and make it AI-readable:
- your Sales team’s monthly forecasts are in the Metric “Monthly Revenue Forecast”
- your Members want a month average
- you create a dedicated Metric “Avg Monthly Rev Forecast” that calculates the average using Pigment’s
averagefunction, and set it as AI-accessible - the Data Assistant fetches your Metric when Members query “average monthly rev forecast”
Sorting by Dimension property
Pivoting Dimensions’ Rows and Columns
Combined charts
Complex calculations
For example:
- Ratio between specific item and its total: “Headcount in Spain / total headcount”
- Sorting by calculations: “Sort products by YoY revenue growth”
- Cumulative calculations: “Year to Date Budget Costs”
Application variables
For example:
- “Filter on current Forecast”
Formatting
For example:
- “Show revenue as M$”
Make sure that all AI-readable metrics have default formatting set up.
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