Reference: Data Exploration: Suggested Questions
This feature is only available to Planning Agent customers in the U.S., Canada, Europe, and Singapore. For more information about the Planning Agent, contact your Account Executive.
These tables describe the most commonly suggested question formats. Use these specifications to get clear results or to modify open-ended questions.
Summaries
Summaries provide a broad narrative and visual analysis of the data in your report.
Specification | Description |
|---|---|
of the data Example:
| Provides a general overview of available data currently visible on the report page. |
of [account] for [time period] Example:
| Summarizes a specific account across a defined time period. |
of [level] [account] for [time period] Example:
| Summarizes an account for a specific organizational level across a time period. |
of [custom calculation] for [level] Example:
| Summarizes a calculated ratio. |
Anomalies
Anomalies identify unexpected patterns, outliers, or irregularities in your dataset.
Specification | Description |
|---|---|
in the data Example:
| Identifies unexpected patterns or outliers across the entire visible data set. |
in [account] for [time period] Example:
| Flags irregularities in a specific account (revenue, expenses) over a defined time period. |
in [level] [account] for [time period] Example:
| Detects outliers in a specific account for a particular organizational level over a defined time. |
in [account] by [dimension] for [time period] Example:
| Finds anomalies in an account when broken down by a specific dimension over time. |
Trends
Trends track directional changes (increases, decreases, or stability) over time, usually visualized as line charts.
Specification | Description |
|---|---|
in [account] for [time period] Example:
| Analyzes patterns in a specific account over a defined time period. |
in [account] by [dimension] for [time period] Example:
| Tracks changes in an account broken down by a specific dimension over time. |
in [account] for [level] by [granularity] Example:
| Tracks changes in an account broken down by a specific dimension and time granularity. |
Variances
Variances calculate the numerical or percentage difference between two data sets.
Specification | Description |
|---|---|
in [account] between [version 1] and [version 2] for [time period] Example:
| Determines differences in a specific account between two versions over a defined time period. |
in [account] between [time period 1] and [time period 2] Example:
| Compares account performance between two time periods. |
Identify top variances in [Report] Example:
| Automatically identifies and highlights the top 5 variance cells based on the report current view. |
Comparisons
Comparisons show differences and similarities by placing data sets side-by-side.
Specification | Description |
|---|---|
[Account 1] and [Account 2] for [Time Period] Example:
| Evaluates two different accounts side-by-side. |
[Dimension Value 1] and [Dimension Value 2] for [Account] Example:
| Compares two different levels or regions. |
sub accounts under [parent account] for [time period] Example:
| Compares the performance of sub-accounts under a specified parent account across a defined time period. |
Breakdowns
Breakdowns decompose a value to show its underlying drivers.
Specification | Description |
|---|---|
[parent account] by sub accounts for [time period] Example:
| Decomposes a parent account into its sub-accounts to analyze performance at a more granular level. |
[Account] by [Dimension] for [Time Period] Example:
| Provides a breakdown of an account by a specific dimension. |
[Account] by leaf level Example:
| Drills down to the most granular organizational level available in the hierarchy for a specific account. |