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On this page
  • Understand Topics
  • Objective / Visualization
  • Topic Chart
  • Main Entity / Main Entities
  • Time Range Filter
  • Dynamic Filters
  • Key Values
  • Discover the Topic Card
  • Actions
  • Expanded Mode
  • Types of Topics
  • Configured Topics
  • Auto-generated Topics

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PreviousCrystalNextAccess to Crystal

Last updated 5 months ago

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Before you start talking with your data, it is crucial for you to familiarize yourself with the concept of what we call "Topic".

Topics are the foundational units of information that enable meaningful interactions with Crystal.

In fact, asking Crystal a question means asking about a Topic, and at the same time, receiving an answer means receiving a Topic.

Remember

In order to be able to ask about and read Topics, you first need to understand what Topics are made of.

So, let's get started!

Understand Topics

From an analytical perspective, Topics are aggregations of data that form a specific Key Performance Indicator (KPI) or Insight. As such, they represent a specific data analysis.

These are the data types that constitute a Topic:

N.
Data Type
Mandatory / Optional

1

Objective / Visualization

Mandatory

2

Topic Chart

Mandatory

3

Main Entity / Main Entities

Mandatory

4

Time Range Filter

Mandatory

5

Dynamic Filters

Optional

6

Key Values

Optional

Let's dive deeper into each of them!

Objective / Visualization

The Objective is the purpose of the data analysis expressed by the Topic.

The Objective answers the question: "What specific insights or outcomes am I seeking with this particular Topic?"

Each Objective is further illustrated by a specific Visualization, i.e. a specific visual support to express the Objective. Each Objective can be expressed by one or more Visualizations.

Discover the Objectives available on Crystal, their purpose, and their Visualizations:

Comparison

Purpose To show the similarity or difference between different items or facts.

Example "Can you provide a comparison of Sales vs. Budget?"

Visualizations

  • Bar Charts (Default)

    • Single Column

    • Single Column Pos. Neg.

    • Clustered Column - Single Entity

    • Clustered Column - Multi Entity

  • Scatterplots (Default)

    • Two-Dimensional

    • Three-Dimensional

  • Line Charts (Optional)

    • Single Line

    • Multi Line - Single Entity

    • Multi Line - Multi Entity

Please Note

You can choose to visualize the data inside the Topic as a Table too.

Composition

Purpose To show the breakdown of a total into its individual parts.

Example "Give me a breakdown of total shoe sales by item number." NB: This objective efficiently works with positive values only.

Visualizations

  • Breakdown (Donut Chart)

Please Note

Overtime

Purpose To show the evolution of data over a specific period.

Example "Can you show me sales over the last month?"

Visualizations

  • Line Charts (Default)

    • Single Line

    • Multi Line - Single Entity

    • Multi Line - Multi Entity

  • Bar Charts (Optional)

    • Single Column

    • Single Column Pos. Neg.

    • Clustered Column - Single Entity

    • Clustered Column - Multi Entity

Please Note

You can choose to visualize the data inside the Topic as a Table too.

Progress

Purpose To show the status of an item or fact in relation to an objective or scale.

Example "How long will it take to reach my 2020 sales target?"

Visualizations

  • Gauges

    • Progress

    • Donut

Please Note

Description

Purpose To show a card or form with the detailed information of an item or entity.

Example "Can you give me the product details of the X3 sneakers."

Visualizations

  • Light Table

Highlight

Purpose To show a single, highlighted value indicating the state or level of an item or fact.

Example "Show me the total amount of X3 sneakers sold."

Visualizations

  • Scaled-up number

  • Text

Please Note

List

Purpose To show a list of items, which by default don't follow any particular order but can be arranged in the preferred column as needed.

Example "Show me a list of vendor locations."

Visualizations

  • Table

Ranking

Purpose Show the position of different ordered items (it can be considered as an ordered List).

Example "Who were the top sellers this the past month?"

Visualizations

  • Table

Remember

You can introduce a Topic with:

  • an Objective name (e.g. Composition)

  • a Visualization name (e.g. Breakdown)

  • a specific formulation (e.g. The Total of...)

All these formulations express the purpose of the Topic.

Topic Chart

The Topic Chart is the actual graphical representation of data based on the specific Objective and Visualization expressed by the Topic.

Each Visualization has its own Charts, for example:

  • Comparisons can be represented by Bar Charts or Scatterplots of different kinds

  • Progress can be represented by Gauges of different kinds

  • Breakdown can be represented by a Donut Chart

Please Note

Topic Charts are always interactive, allowing you to explore your data in greater depth!

For example, you can engage with the legend to filter out some data or you can highlight parts of the Chart to access detailed information via a tooltip.

Main Entity / Main Entities

Remember

Entities are the core elements of the Topics.

An Entity denotes a singular unit of data, usually a dimension or a metric.

Examples of Entities are: "Sales", "Cost", "Target", "Country by Product Name", "Average Sales", etc.

When an Entity assumes the role of primary metric within the Topic, it is called a "Main Entity".

Topics can have a single main Entity or more main Entities, based on the type of Objective and Visualization. For example:

  • a Composition Topic is made up by a Single Main Entity

  • a Multi-Line Graph can be made up by Multi Entities

Time Range Filter

A Time Range Filter is a specific time restriction applied to a Topic to limit the scope of the analysis.

Please Note

Each Topic always comes with a Time Filter applied by default, because it is not possible to have an analysis that is not time restricted.

Time Ranges can be:

  • Dynamic, when they are updated over time based on the actual current date.

    • For example:

      • "today", "yesterday", "tomorrow"

      • "this year" (selects the time range between January 1st of the current year and today)

      • "last year" (selects the time range between January 1st and December 31st of the previous year)

      • “last week” (selects the time range starting from yesterday and ending 7 days prior)

      • etc.

  • Custom, when they identify a specific time range with defined starting and ending dates:

    • For example: "from 01/03/2023 to 29/12/2024".

Dynamic Filters

Dynamic Filters are Entities used to narrow down the Topic's analysis scope, by filtering the main Entity based on a specific Value.

When an Entity takes on the role of a filter, like in the case of Dynamic Filters, it is called a "Filter Entity". Dynamic Filters can hence also be called "Filter Entities".

Remember

To sum up, there are two different kinds of Entities possible on Crystal:

  • Main Entities (the subject of a Topic)

  • Filter Entities (the filters applied to a Topic)

Dynamic Filters can be:

  • Numeric, either positive or negative

    • For example: currencies, item codes, sizes, etc.

  • Non-numeric

    • For example: countries, towns, areas, item names, customer names, etc.

Each Filter Entity is defined by a Value (also called Entity Value): the elemental data units that define the specific metric represented by the Filter. While an Entity represents a metric, the Entity Value is the concrete instance or measurement within that metric.

For example:

  • If the Filter Entity is "Revenue”, the corresponding values could include specific amounts like "$10,000," "$15,000," etc.

  • If the Filter Entity is "Country", the corresponding values could include "Argentina", "Italy", "United States", etc.

Please Note

The presence of Dynamic Filters is optional.

Key Values

Key Values are numeric values that summarize data relevant to the Topic.

Please Note

The presence of Key Values is optional.

Discover the Topic Card

Remember that each Topic always comes inside of a Topic Card, which acts like the Topic’s control panel.

Here are the components of a Topic Card:

  1. Topic Title The summary of the Objective and Main Entities

  2. Topic The actual Topic with all its components (Filters, Chart, Key Values)

  3. Topic Actions All the actions that can be performed on the Topic or the Topic Card

Actions

Here is a list of all the Topic actions you can perform from the Topic Card, based on its access point.

For more information about each capability, please refer to the dedicated section of the documentation.

Topic Card's Lower Band

At the bottom of the Topic Card, you'll find a section of useful functions available with just one click.

These functions include:

Filter
Alert
  • Setting an Anomaly Detection

  • Scheduling a Topic

Save
Share

Menu

At the top right of the Topic Card, you'll find a dedicated menu - with three dots - to access useful functions with just one click.

These functions include:

Export
Ask
Forecast (Beta)

This capability is currently in Beta Version.

Change Chart

Expanded Mode

You can choose to view a Topic Card in expanded mode. Just click on the "Expand" button next to the menu on the top right corner to see a bigger version of the Topic Card and explore the Topic Chart more easily.

Types of Topics

All the Topics available on Crystal look the same, are made of the same elements, and support the same actions from the Topic Cards.

  • Configured Topics

  • Auto-generated Topics

Configured Topics

Please Note

When interacting with the configured Topics in Crystal Advisor, some of the elements chosen by the Admin will remain set and not editable, whereas others can be changed.

Non-editable elements:

  • Objective and Visualization

  • Topic Chart

  • Main Entities

  • Key Values

Editable elements:

  • Time Range Filters

  • Dynamic Filters

Auto-generated Topics

As the name suggests, Topics that are auto-generated are automatically produced by Crystal, without the need for the Admin User to create them from scratch.

This is a new method for Topic generation, which allows you to ask questions beyond the scope of Configured Topics, i.e. you will be able to ask about any Topic, without necessarily relying on Topic Creation.

You can generally ask about auto-generated Topics the same way you ask about configured Topics.

Now you are ready to explore your data!


Even though Bar Charts and Scatterplot are the defaul Visualizations for Comparison Topics, since you can from the Topic Card and choose to visualize a Comparison as a Line Chart too (only in the case of Bar Charts, not for Scatterplots)!

Since you can from the Topic Card and choose to visualize the data inside the Topic as a Table too.

Even though Line Charts are the defaul Visualizations for Overtime Topics, since you can from the Topic Card and choose to visualize an Overtime as a Bar Chart too!

Since you can from the Topic Card and choose to visualize the data inside the Topic as a Table too.

Since you can from the Topic Card and choose to visualize the data inside the Topic as a Table too.

You can dive deeper into Objectives and Visualizations .

Usually, an Entity can be using formulas, facilitating the aggregation of data through specific computations (e.g., count, sum, average).

The first button on the Topic Card's lower band allows you to .

You can also filter Topics directly in a !

The second button on the Topic Card's lower band allows you to for the Topic you are viewing, by either:

You can also set an Anomaly Detection in a !

The third button on the Topic Card's lower band allows you to to a Data Story or to several Data Stories available.

The fourth button on the Topic Card's lower band allows you to , to facilitate collaboration and let other team members explore the company's most relevant data and insights.

These buttons allow you to the topic in Excel or PDF format.

This button allows you to without needing to type the request a second time.

For Overtime type Topics only, you can request a trend to see how it will evolve in the future.

You can also set a Forecast directly in a !

Since , at the top right of the Topic Card, next to the menu, you'll find a new button to in just one click.

The expanded Topic Card still carries all the actions and available in the Card's normal version.

However, the recently introduced capability has defined two different types of Topics to consider:

Configured Topics are the results of the , also called Topic creation, which has been the primary way to generate Topics until now.

Topic configuration / creation can only be implemented by in the and basically consists in manually creating the Topic from scratch by choosing all the elements described in the sections above (Objective, Entities, Filters, etc.).

These kinds of Topics will be available for Member Users in Advisor only after the conclusion of the creation process () and only if the Admin has granted the viewing permissions for those Topics.

Here are a few simple to ask about this kind of topic.

In particular, Filters in the Advisor can be changed in several different ways: either in a, through the capability, or in the .

Take a look at the article to learn more about how Crystal generates Topics, and how to ask about them.

Release 2.58
change Chart
Release 2.58
change Chart
Release 2.58
change Visualizations
Release 2.58
change Chart
Release 2.58
change Chart
here
custom-created
filter the Topic
conversation
set an alert
conversation
add the Topic
share any Topic with your colleagues
export
ask again for a specific Topic
forecast
conversation
Release 2.58
change Chart
Insights
Entity-Based Conversation
Topic Configuration process
Admin Users
Crystal Console
publication step
conversational rules
Conversation
Filter Topics
Topics Section
"Entity-Based Conversation"
Crystal's Topic
"Breakdown" is the Visualization of the Objective "Composition"
A Donut Chart representing the Breakdown Visualization (Composition Objective)
Topic with a single custom main Entity ("Country by Product Name")
Topic with multiple main Entities ("Maintenance Cost", "Earning", and "Profit")
Time Range Filter
Dynamic Filters
Key Values
The Topic Card
Lower band actions
Menu actions
Change Chart action
Expand Icon
Expanded Topic Card
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