Zia Insights

Deciphering insights in the reports could be tedious and time intensive. Zia Insights, a generative AI tool powered by Zoho Analytics, examines all the data points in the report and deploys advanced analytical methods and ML algorithms to bring out the insights, that may not be evident at first sight. 

Zia Insights enables users to understand the relationships (correlations) in the data, highlights the key points like trends, outliers, and top contributing measures, and also predicts future outcomes based on the past data. These insights are available as Textual and Visual Narratives

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Types of Narratives

Textual Insights: Provides story-like explanations of the key points in the report in simple language, making it easier for non-technical users to comprehend the data insights. Textual Insights can also be easily added to the presentations for effective data storytelling.

Visual Insights: It is a visual depiction of the textual insights. It analyzes each element in the report and selects the most suitable and intuitive visualization to illustrate the key points clearly. It highlights specific sections and pin-points spikes and dips in the data. Visual insights facilitate multi-dimensional interpretations like comparison, contribution, distribution, trends and proportions, all at once. This eliminates the need for creating multiple reports, providing a holistic view of your data in one visualization.

Supported Languages

Zia Insights is available in three languages: English, Spanish, and French. The default language is the one configured with the Zoho Analytics account. Click the Language Settings icon on the right and choose the preferred language from the drop-down.

Invoking Zia Insights

You can invoke the Zia Insights either from the individual report or from reports embedded in a dashboard. 

Access to Zia Insights

The Account, Organization and the Workspace admins can access Zia Insights. They can also grant permission to other users while sharing the reports and dashboards, or when they create specific roles.

From Report

Clicking the Zia Insights button at the top-right will get you the automatic insights displayed on the right side of the report. 

From Dashboard

Clicking the Zia icon from the toolbar of a report (embedded within the dashboard) will also get you the automatic insights of the report.

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Types of Insights

The following are some of the types of insights you will get from Zia Insights. 

Inclining and Declining

Highlights the highest inclining and declining points. 

Trend and Seasonality

Gets the trend and seasonality present in the series. 

Predictive Analysis

Predicts the future outcomes and performances based on the past data.

Note:

  1. Forecast Insights will be generated for any timeseries data that has a minimum of six continuous data points.
  2. The forecast insights are provided only for medium and high verbosity narratives.
  3. Forecast insights will be generated for reports irrespective of whether you have applied forecasting in your reports or not. In both cases, three predictions will be generated.
  4. The Settings specified in the Forecast section while creating a report will be used to generate Zia Insights. For example, if you choose the Forecast Model to be Exponential Smoothing, then the Zia Insights for forecast will be generated based on the same model.

Pareto Analysis

Gets the top few categories that contribute to the total. 
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Variance Analysis

Gets the data set deviation behaviour.

Comparison Analysis

Gets the comparison between two or more values in the data sets.

Outlier Analysis

Gets the anomalous values from the data set.

Average Insights

Gets the average value from the data set.

Dynamic Insights based on Legend 

Legends represent different categories or groups within the data. Zia insights provides dynamic information based on the legend filter to help you know how different categories perform in relation to each other.

Customizing Zia Insights

Zoho Analytics provides the following customizing options. 

Language

Zia Insights supports the following languages. 

  • English
  • Spanish

By default, the language will be selected based on your local language settings. You can customize it by clicking the Language icon and selecting the required language. 

Verbosity

The Verbosity option allows you to customize the narrative insights. Zia Insights supports three levels of narration. They are:

  • Low
  • Medium
  • High

Low

The Low gets directly inferable insights from the report. 

Medium

The Medium will add date as an additional dimension to the report and get insights based on time series and seasonality. 

Note: If a formula column is part of the report, then the date series will not be added to the report. This is to avoid incorrect insight. 

High

In the High mode, along with the time series insights, you will get insights for each sub-section. 

Explain Data - Zia Insights

The Explain Data - Zia Insights feature provides information related to the selected data point in the report. This helps in identifying significant changes or anomalies in the data.

For example, for a chart that displays the sales across the years by region, enabling Explain Data - Zia Insights for the year 2022 will display insights on sales based on the quarterly breakdown of sales for that year.

Invoking Explain Data - Zia Insights

  1. Open the report in view mode.
  2. Click any data point in the report and select Explain Data - Zia Insights.

  3. Insights for the selected data point will be displayed in the right.