Using Ask Me

In Slack and Microsoft Teams, you can write a natural language query (NLQ) and interact with the bot. Results are returned in a list format.

In Google Workspace, you can write an NLQ, and results are returned in a summary, chart, or table.

In Office 365, writing NLQ will return a raw data set added to your spreadsheet.

Natural language queries are not case sensitive. You can enter your own jargon, such as “show me”, but view names, column names, and literal values must be spelled correctly.

View

Each query requires you to reference a view.

Using Operators

Date Literals, Text, and Numerals can be filtered by operators:

Value	Format	Example
Equals or Between	=	close date = '2020-10-01 to 2020-12-31' (between Oct 01, 2020 and Dec 31, 2020)
Greater Than	>	close date > '2019-07-22' (date after July 22, 2019) amount > 100000
Greater Than or Equal To	>=	close date >= '2019-07-22' (date on or after July 22, 2019) amount >= 50000
Less Than	<	close date < '2019-07-22' (date before July 22, 2019) amount < 100k
Less Than or Equal To	<=	amount <= 10m

Filtering Text Fields

You can filter on a text field by referencing a [column name] and [operator] and one or more [values]. All [values] must be contained by single quotes.

Format	Example
<col name> = 'value1,value2,valueN'	owner = 'sam,matt,john'

This filter clause will be translated as: owner contains 'sam', or owner contains 'matt', or owner contains 'john'.

Filtering Numeric Fields

You can filter a numeric field using supported operators. Numeric notations for K (thousand), M (million), and B (billion) are supported.

Date Range

You can define a date range within your query to narrow down the result set. These ranges can be defined as a literal or dynamic time window. To filter on a specific date range, include the specified range immediately after the View name.

Dynamic Date

Queries with a dynamic date do not require a manual filter each time new data is available. Result sets will change relative to the dynamic date. You do not need to use an operator when defining a dynamic date.

Value	Format	Example
Days		Today Yesterday 2 Days ago
Months	MMM yyyy	This month Last month Last 3 months
Quarters	Q yyyy	Q1 2022
Years	yyyy	2022

Literal Date

A literal date is a fixed expression that represents a relative range of time.

Value	Format	Example
Days	yyyy-MM-dd	close date = '2020-10-01’
Months	MMM yyyy	close date = 'Feb 2020'
Quarters	Q yyyy	close date = 'Q1 2020' close date = 'Q1 2020,Q2 2020'
Years	yyyy	close date = '2019,2020'

Using Analyze

Append the word Analyze to any query, and the bot will summarize metrics and provide a Top 10 breakdown of the different dimensions. The analysis performed is based on the following metrics:

• The Distinct Count of the Unique Identifier as specified in the view.
  • Past Period and YoY Differential if there is a date filter defined in the query.
• Aggregation of the Default measure as specified in the view.
  • Range of Min and Max.
  • Past Period and YoY Differential if there is a date filter defined in the query.
• Aggregation of all other measures.

To analyze data:

1. Run a query.
2. Click Analyze Data on a result set or prefix a query with the word "analyze".
   
3. Select a dimension to analyze the data further.
   

   Note:

   Selecting a time-based dimension will display a timeseries (line) chart.

Examples

Below are some examples showing the different kinds of queries you can write for the view “orders”.

To find orders greater than 10,000 placed between Feb 21, 2020 and Sep 27, 2020:

• what are the orders whose amount > 10k and invoice date = '2020-02-21 to 2020-09-27'

To find orders placed last month by customers in logistics or healthcare:

• get orders with invoice date = 'last month' and whose industry = 'logis,health'

To find Sam and Oliver’s orders for the current month:

• show me orders this month whose sales rep = ‘sam,oliver’

To find Sam and Oliver’s orders for the current month that are over $100,00:

• display orders this month whose sales rep = ‘sam.oliver’ and amount > 100k

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