Search

The NLP (Natural Language Processing) Search feature enables users to search for specific data queries across the selected Data Store using plain language. It instantly returns results as a default chart-based View, which can be saved, modified, and added to a Report.

This feature allows business users to:

• Query data naturally (e.g., city by tax amount).

• Create and save Views directly from the search results.

• Drill into data with progressively detailed queries.

• Switch visualizations and explore suggested results for deeper analysis.

Creating and Saving a View with NLP Search

1. Access Search

   • Navigate to the Report page.

   • Click the Search icon.

   • The Data Search page opens.

2. Enter a Query

   • Type a query in the search bar (e.g., city by tax amount).

   • You may also select a query from search suggestions.

   • Click the Apply () icon.

3. View Results

   • Results are displayed as a default chart View beneath the search bar.

4. Save to Report

   • Click the Add to Story icon.

   • A notification confirms the action.

   • The selected View is added to the final Report screen.

Data Drill with Search

Users can refine queries to drill deeper into the Data Store.

Examples:

• Query 1: city by taxamt → Displays the sum of tax amount by city.

• Query 2: city by taxamt and discount → Displays the sum of the tax amount and discount by city.

• Query 3: city by taxamt, discount, and basiccost → Displays the sum of tax amount, discount, and basic cost by city.

Visualization Options

• The instantly created View is displayed in a default chart.

• Users can switch visualization types using the charting panel on the Search page.

Search Suggestions

• Click the Search Suggestions icon to display:

  • Saved search queries.

  • A list of Dimensions and Measures from the selected Data Store.

• Additional suggested Views appear on the right-hand side.

• Users can add any suggested View to the Report by clicking Add to Story.

Changing the Data Store

1. On the Search page, click the Select Data Store icon.

2. The Select Data Store window appears with all available Data Stores.

3. Use the Search Data Store bar to quickly find a Data Store.

4. Select a Data Store to update the search context.

Supported Search Terms

• Time-based queries: yesterday, the day before yesterday, two days ago.

• Measure filters with units: k, M, lakh, million (for =, is equal to, and is between operations).

Icons on the Search Page

Icon	Name	Function
	Apply Query	Executes the query against the selected Data Store.
	Search a Data Store	Prompts user to select a Data Store (sample or available).
	Search Suggestions	Displays saved search suggestions and available Dimensions/Measures.
	Close Search Dialog	Closes the NLP Data Search window.

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Best Practices

• Use simple, natural queries for best results (e.g., region by sales).

• Apply progressive drill-downs to explore relationships across measures.

• Save frequently used queries as suggestions for faster reuse.

• Combine search with charting panel to test different visual perspectives instantly.