Reference for configuring narratives

UI element

Description

Where is this?

Alias

This can be an alternative name of the field in Power BI, for example, the field “COGS” could have the alias “Cost of Goods and Services”.

Note: The alias can be different from the field name, but it doesn’t have to be.

Step 1. Tell me about your data (All dimensions and measures)

where-is-this-1-alias.png

Comparison

For time-based variance, specify how you would like measures to be compared (e.g. latest vs. previous, latest vs earliest).

Step 2. Tell me what you want to say (Variance > Time-based variance)

where-is-this-2-comparison.png

Correlations

This type of analysis looks at the strength of a relationship between measures.

Step 2. Tell me what you want to say

where-is-this-3-correlations.png

Coverage

For variance (time-based and target-based), specify an amount from 0 to 100. The amount you specify is the number of drivers or offsets contributing to the percent-coverage of the variance. For example: when the entities are ranked in terms of contribution, if the coverage is 80%, the system selects drivers or offsets that contribute to 80% of the variance; the system leaves out the bottom 20%.

Step 2. Tell me what you want to say (Variance > Time-based variance)

where-is-this-4-coverage.png

Dimension

A dimension is an attribute or a column in your data that contains categorical values. Examples of dimensions include Product, Country, and Date. In your analysis, if you want to analyze numerical attributes such as Sales or Profit, how do you want to analyze them? By Country? By Product? By Date? Those are dimensions.

Step 1. Tell me about your data

where-is-this-5-dimension.png

Distributional analysis

This type of analysis describes how the data is distributed through the range of dimensions (for example, Products, Countries, Segments). Selecting this option gives you more insights into the skew of the data, if it exists.

Step 2. Tell me what you want to say (Descriptive statistics)

where-is-this-6-distributional-analysis.png

Entity selection

Top 5 for how many entities you want mentioned in the narrative. For example, “The top-three performing regions were…”. What you are doing here is choosing which algorithm will determine the contributing drivers and offsets.

Step 2. Tell me what you want to say (Variance)

where-is-this-7-entity-selection.png

Entity type

For characterizing dimensions and measures, the choices of known entity types include DateTime, Location, and Currency. If none of the known types apply, leave this selection blank.

Step 1. Tell me about your data (All dimensions and measures)

where-is-this-8-entity-type.png

Important things

Selecting this option gives you a narrative of the filtered facts based on a ranking algorithm.

Step 3. Tell me how to say it

Tableau-configure-Important-things.png

Include distributional analysis

For descriptive statistics, this is the on/off switch for distributional analysis. If you want distributional analysis included in your narrative, check this box.

Step 2. Tell me what you want to say (Descriptive statistics)

where-is-this-6-distributional-analysis.png

Let us decide

See Ranking.

Step 2. Tell me what you want to say (Descriptive statistics)

where-is-this-12b-ranking.png

Measure

A measure is an attribute or a column that contains numerical values, such as Sales, Profit, or Temperature.

Step 1. Tell me about your data

where-is-this-9-measure.png

Measures to compare

For correlations analysis, specify the measures you want to consider in the analysis. If you have more than two, click +Add measures to add more.

Step 2. Tell me what you want to say (Correlations)

where-is-this-10-measures-to-compare.png

Period

For time-based variance, select a time period. Options include Month, Quarter, and Year.

Step 2. Tell me what you want to say (Variance)

where-is-this-11-period.png

Ranking

For descriptive statistics, do you want the system to rank statistical insights based on the significance of the facts or insights it finds? Or based on the selected order of the dimensions in the order you have them placed in Step 1 Tell me about your data?

Step 2. Tell me what you want to say (Descriptive statistics)

where-is-this-12-ranking.png

Use selected attribute order

Priority is set by how you order your fields in 1. Tell me about your data. (In Step 1, use the drag handles at the top left corner of the fields in the wizard to move them up and down in priority order.)

Step 2. Tell me what you want to say (Descriptive statistics > Ranking)

where-is-this-12a-ranking.png

Let us decide

Let Arria’s algorithms decide priority.

Step 2. Tell me what you want to say (Descriptive statistics > Ranking)

where-is-this-12b-ranking.png

Selected attribute order

See Ranking.

Step 2. Tell me what you want to say (Descriptive statistics > Ranking)

where-is-this-12a-ranking.png

Summary

Selecting this option gives you a narrative of the filtered facts based on a ranking algorithm, in a more concise way than the Important Things option.

Step 3. Tell me how to say it

Tableau-configure-Summary.png

Target-based variance

This is for when you want to report on the variance of two measures, such as Actual Sales vs Target Sales or Actual Expenditure vs Budgeted Expenditure, for a single time period.

Step 2. Tell me what you want to say (Variance)

where-is-this-13-target-based-variance.png

Tell me everything

Selecting this option gives you a narrative of every fact that Arria’s Insight API extracts from your data.

Step 3. Tell me how to say it

Tableau-configure-Tell-me-everything.png

Time-based variance

This is for when you want to report on the variance of a measure in two time periods, such as in the current month vs the previous month or the current quarter vs the same quarter of the previous year.

Step 2. Tell me what you want to say (Variance)

where-is-this-14-time-based-variance.png

Unit

NLG Studio supports 10 ISO codes, and in narratives, these are converted to symbols. Anything other than the 10 ISO codes supported by Studio are created as a unit and appear in the narrative after the corresponding numerical value. Note: You must enter an entity type in order to use Unit.

Step 1. Tell me about your data (All measures)

where-is-this-15-unit.png

Use selected attribute order

See Ranking.