Ask Me Manager
Accessing the Ask Me Manager in Lumenore enables users to tailor their insights output as per their specific needs. It encompasses features such as Data Dictionary, Hierarchy, Variables, Synonyms, Preferences, and Minify.
To access the Ask Me Manager in Lumenore:
Navigate to “Ask Me” and click on to open the Ask Me Manager window.
- Entity: Indicates the source table or file associated with a specific attribute.
- Column Name: Displays the column name of a specified file or table.
- Custom column: Allows users to edit and rename the source column to maintain consistency between the naming conventions of the source data and the organization’s reporting standards.
- Availability: Users can enable or disable the visibility of column names.
- Column is date: Users can change a dimension to date by giving date format.
- Category: Users have the option to choose from three categories: Attribute, Location, and Measure depending on the type of entity. Allows users to modify and assign a different category to a specific attribute.
- Enable for search: Allows users to activate or deactivate an attribute for use as a search. It’s recommended to enable only frequently used attributes for faster search results. Attributes in blue are enabled.
- Unit of measure: Enables users to set the unit of measurement for measures, though this does not apply to dimensions.
- Default aggregation: Enables users to edit and establish the aggregation method for a given measure. This functionality is not applicable to dimensions.
- Default Sort: Provides users with the ability to adjust and change the sorting order of any attribute
- Data Type: Indicates the data type of a particular attribute.
Hierarchies enable the definition of various drill-down levels for data analytics. To create a hierarchy, adhere to the instructions below:
Step 1: After accessing the Hierarchy section. Select the option to add a new hierarchy by clicking the ‘+ Add Hierarchy’ icon.
Step 2: Name your hierarchy in the designated field and reorder the categories by dragging and dropping them from higher to lower columns.
Step 3: Save your configured hierarchy.
The Hierarchy screen also provides additional features:
- Hierarchy Name: Displays the designated name for the created Hierarchy.
- Hierarchy Type: Indicates the type of Hierarchy – Local (relevant to your data) or Global (relevant across your organization).
- Action: Offers various options for an existing hierarchy:
- Click the eye icon to view the hierarchy.
- Click the pencil icon to edit the hierarchy.
- Click the trashcan icon to delete the hierarchy.
Generate custom variables and designate them as attributes, metrics, or KPIs. Alongside the pre-configured KPIs, users have the option to create their own KPIs using Variables.
To create a custom KPI metric using a Variable:
After accessing Ask Me. Click on Ask Me Manager, then select “Variables”.
To Add Variables:
Step 1: Proceed by clicking on the “+ Add Variables” option.
Step 2: The calculated Variable window appears where the user can create the derived variable from the uploaded data with the functions.
Step 3: Select ‘Validate’ to preview the results.
- Users can modify the aggregation to Sum/Average/Count/Count Distinct/Min/Max.
- If the data pertains to dates, switch to ‘Is it a Date?’ for appropriate handling.
- Utilize ‘Sort’ to arrange derived measure data as required.
- Specify the unit of measure (%/decimal/$) for calculating the measure.
Then select “Save & Close”.
What-If analysis, also termed sensitivity analysis, is a methodology employed in data analysis and decision-making to investigate the potential repercussions or results of alterations in one or multiple input variables. This technique entails adjusting the values of input variables to observe their impact on the outcome or output variable.
It delineates the correlation between multiple variables, often distinguishing between dependent and independent variables.
Users have the capability to generate What-If parameters to gain future insights into the influence of one variable on another. This capability aids in focusing on the variables that significantly influence business growth.
Steps to create what-if parameter:
Step 1: Click on the “+ Create what-if parameter” option.
Step 2: The “Create What-If Parameter” window prompts users to input the following details:
- Parameter Name: Name for the parameter.
- “Data Type” (Percentage/Decimal): Type of data for the parameter (percentage, decimal).
- Unit of Measure (%/$): Suffix or prefix for the unit of measure (e.g., %, $, million, hours).
- Unit of Measure Position (Prefix/Suffix): Positioning of the unit of measure as prefix or suffix.
- Slider (min/max value): Minimum and Maximum values for the slider.
- Slider steps (1, 5, 10 or as required): Incremental value for the slider.
- Default Value: Default value for the parameter.
Step 3: Click on “Save”.
With user and row-level security managed at the schema level, owners can establish customized access protocols. This setup guarantees that data is exclusively available to authorized individuals, aligned with their roles, or specified conditions. It serves as an optimal solution for organizations aspiring to equip their teams with data insights while upholding rigorous data governance and privacy regulations.
To apply data security:
Step 1: Provide the role name where users can establish multiple roles for data access, such as “Department Heads.” This role grants access to all data within the respective department.
Step 2: In Security Condition segment, the schema owner or user defines the security conditions based on the data. User can add groups and conditions according to their need. Then click “Next”.
Step 3: In the Assigning users segment, you are required to allocate users to the role. For example, if you’ve created a role for the Marketing Head and set a rule to display only the data related to the marketing department (department = marketing), you will mention the usernames of the respective heads (using @) if you have, for instance, four Marketing Heads within your organization.
Data Alerts in Lumenore serve as a monitoring tool for key metrics, triggering notifications when specific conditions are fulfilled. By leveraging these alerts, businesses can proactively identify potential issues, allowing for timely corrective actions to mitigate their impact. Developers in Lumenore have the capability to create alerts on schemas.
To create alerts:
Step 1: Click on “Create Alert”.
Step 2: Fill in all the below details to set the alert:
- Alert Name: Provide a name for the alert.
- Define alert: Users have the option to select either the standard method or customize the alert details according to their preferences. Details include element name, function, operator, value, and alert text.
- Set data alert occurrence: The frequency or how often a data alert is triggered or checked for conditions. It could be daily, weekly, or monthly. Users can also customize it.
- Set Date: Enter the start date and end date of the alert.
- Set Time: Enter time and time zone.
- Add watchers: Users have the option to add individuals who will receive alert notifications.
Step 3: After Filling in all details click on “Set Alert”.
The synonym functionality enables the creation of alternate search terms for attributes or their values.
To add synonyms, follow these steps:
Step 1: After accessing the Synonym feature, click on the ‘+ Add Synonym’ option.
Step 2: Select the attribute by typing in its name.
Step 3: Possible attribute matches will appear as you type. Choose an attribute by clicking on it.
Step 4: Enter a synonym for the selected attribute.
Ensure ‘Global’ is checked to apply the synonym organization-wide.
Step 5: Select “Add”.
Step 6: Choose “Publish Synonym”.
Step 7: Confirmation message will prompt on the screen.
Enhance your search experience by customizing your preferences.
Within Ask Me, preferences allow you to tailor your search criteria and modify the display of search results. It focuses on Customized Name and Entity for improved search suggestions.
To configure your preferences, proceed with the following steps:
Step 1: Access the “Change Default Date” option.
Step 2: Select the default date and click on Select.
Step 3: Click on “Publish Preferences”.
Minify is employed to condense lengthy user queries into concise and short questions(within some words) for enhanced efficiency.
To utilize Minify, adhere to these steps:
Step 1: Select “Add Catchphrase.”
Step 2: Craft your question by entering the catchphrase and then select “Add”.
Step 3: Select “Publish Catchphrase” Once successfully published, a confirmation message will appear on the screen.