Topics Overview

This page describes the Topics Section and its capabilities.

Notice the third icon from the top in the Left Sidebar: this is the Topics Section.

It offers an alternative way to explore data on Crystal, alongside with Suggestions and Past Questions.

It consists of an ordered collection aimed to provide a comprehensive overview of all the Topics that you can ask on Crystal.

Here, you can also manage your Topics in various ways.

Remember

This section collects only Configured Topics, i.e. the ones that have been manually created by the Admin, whereas auto-generated Topics are not included
Both Topics and Filters shown in this section depend on your viewing permissions set for to your account by the Admin

Let's deep-dive inside the Section!

Entities List

All the Topics in this sections are divided into collections according to the Entities they contain.

Therefore, the Entities List is the first section you will encounter when opening the Topics Section.

Each Entity is listed alphabetically and will show you the number of Topics contained in the collection.

Topics List

After clicking on an Entity in the list, the full list of Topics associated to it will open up.

Please Note

Text Topics are not displayed in the Topics Section.

Manage Your Topics

You can manage each collection searching, reordering, and filtering the Topics inside each collection.

Search Topics

You can search the Topic you need by writing in the Search Bar on the top left of the Section.

Crystal will be able to find the Topics that contain the words that you type.

Reorder Topics

You can customize the order in which the Topics are displayed within each Entity Section.

Just click on the related icon placed on the top right of each Entity Section to be able to sort your Topics in the order you prefer.

The changes applied will be permanent until changed again.

Filter Topics

You can also filter Topics by applying Filters, either Time Ranges or Dynamic Filters.

Please Note

The Filters applied will affect the whole list of Topics inside the collection.

Changes will also be permanent until a new filtet is selected.

Time Range

At the top right of the Topics section, you will find the Time Range button showing the start and the end date that is currently applied to the Topics list.

By clicking on it, a list of time frame presets will be shown, allowing you to select a standard time range for all of the topics within the Topics section.

The time frame presets, which include this year, last year, last 6 months, last 3 months, and last month are calculated from the current day.

For example: if the request is done on 08.11.2022, the last year's filter will go back to 08.11.2021.

Additionally, to provide you with more choices, by selecting the option Custom, you can select the date you prefer.

Finally, you will be able to select dates in the future, when available.

Dynamic Filters

When available, you can apply one or more filters to your Topics.

Filters are organized by filter name: e.g. Sales Agent, Forecast Month, Account, etc.

The Search Bar may help you to speed up your Filter research in case of a significant number of Filters.

For each Filter, you can select a specific value.

Just click on the drop-down menu button on the right side of the filter to view them, then choose the ones you prefer and click on "Select" to confirm.

You can also apply multiple values from multiple filters.

To finalize the operation, select as many values as you need, then click on the "Apply" button down below.

You can also remove one or more filters and / or filter values in different ways: