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Zoho Analytics has been recognized in the 2024 Gartner® Magic Quadrant™ for ABI PlatformsRead more

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​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 targeted questions. 

This section lists the various ways to train Ask Zia.

Customizing Ask Zia

You can customize Ask Zia to fit your exact requirements, using Synonyms, Column Priority and Default Functions.

Synonyms

When you draft a question, the business term you use may differ from the name of the column from which you want to fetch data. The synonyms option in Ask Zia helps you bridge this difference. This option allows you to map the business terms that are in natural language to the corresponding columns in your data table.

For example, the question 'Show me the revenue trend' asks for the data from the Sales column in the Sales table. In such cases, use the Synonyms section to specify that the term 'Revenue' refers to the column 'Sales'. Ask Zia will then fetch data from the Sales column for all future references to revenue.

To access the Synonyms section, navigate to the Ask Zia page and click Settings > Manage Synonyms.

manage-synonyms-option

Zoho Analytics lets you specify the synonyms at the following three levels:

Table Synonyms

Table Synonyms allow you to specify other terms that refer to the table name. Enter the Table Synonyms as comma-separated values.

table-synonyms

When you have columns with the same data in multiple tables, and you are using that column in a query, then Ask Zia will rank the columns from the tables based on the Table Priority specified and give preference to the higher priority column for generating reports. You can also block the table from being used in the query using the Exclude in Ask Zia option.

Column Synonyms

Column Synonyms allow you to specify other terms that refer to the column name. Select the column to open the settings. Enter the Column Synonyms as comma-separated values.

column-synonyms

If you have similar data in multiple tables and are using the column in a query, then Ask Zia will rank the columns based on the Column Priority specified and choose the column for generating reports. If two or more columns have the same priority, then the Table Priority will be considered for ranking.

Zoho Analytics provides a wide range of functions for each data type. When you use a column in your question, Ask Zia will try to apply the best possible function over your column. You can also set the Default Function to be applied over the columns when it is called in the query.

Data Synonyms

For text columns, Ask Zia allows you to specify synonyms for the columns' data using the Data Synonyms tab. All the column's data will be listed in the Column Data section. You can sort the list by ascending, descending, or by frequently used order. You can also search for data. Select each value and then specify the corresponding synonyms.

data-synonyms

Note:

  • Data Synonyms will not be available for columns marked as personal.
  • Data Synonyms will not be available for live connect tables.

Column Priority

This option allows you to specify the priority in which the columns should be considered by Ask Zia. When you have multiple columns with similar names in your workspace, Ask Zia will use the value set in Column Priority to rank the columns and generate reports accordingly.

Default Function

Zoho Analytics provides a wide range of summary functions to summarize the data in your report. By default, Ask Zia will apply the most appropriate summary function over each column, and generate reports accordingly. This function can be changed to other summary functions using the Default Function drop down in the Ask Zia settings page. 

For example, 'Monthly sales' will display the total sum of sales across months, as the default function is set as "Sum". This can be changed to the "Average" if average is more commonly used while running reports on monthly sales.

Note: Asking for specific summary functions while putting forth questions to Ask Zia overrides the default function that is set in the Ask Zia settings page. For example, if 'Monthly sales' is asked, Ask Zia will display the total sum of sales across months, even when the default function for the Sales table is now set as Average.

Invoking Ask Zia Settings

The Ask Zia settings page can be accessed in three ways:

  • From the Ask Zia page: You can access the Ask Zia settings by clicking the settings icon on the top right corner of the Ask Zia page. 

 

  • Using the table's Edit Design mode: By opening a table and clicking Edit Design, you can modify the Synonyms, Default Function and Column Priority columns to edit Ask Zia's settings. 

  • Using Column settings: You can also right-click a column and select the Ask Zia Settings option to access the settings page.

 

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