Skip to main content

1. Tell me about your data

In Step 1 of the wizard, you characterize and prioritize the data fields you have chosen to analyze in your narrative.

Tip

You must select at least the minimum number of data fields required for the NLG App you wish to use. The minimum requirements for each NLG app are described in the Required dimensions and measures section for that app.

Select data fields

The initial list of data fields contains all columns in the data range you select for the narrative. You can remove fields from the analysis by unchecking the box in the relevant field header.

excel-arria-remove-fields.gif

 

Top

Configure data fields as dimensions or measures

Arria for Excel automatically categorizes each field in your selected data as a dimension or a measure, according to how they've been formatted in Excel.

You can recategorize a dimension as a measure, and vice versa. To categorize a dimension as a time dimension, set the Entity Type field to DateTime.

excel-arria-measure-to-dimension.gif

 

Top

Configure data attributes

Further characterize your selected dimensions and measures by adjusting their attributes.

Dimension attributes

OPTION

DESCRIPTION

LOCATION

Alias

Adds an alternative name for the field (if desired). For example, you could give the Segment field the alias Market.

Default: data field name.

arria-excel-alias-field.png

Entity Type

Ensures appropriate handling of dates and locations in the narrative. Set the Entity Type field to DateTime or Location as required.

For example, when you set Entity Type to Location, the narrative uses language like "... in the US." rather than "... for US."

If neither of these entity types applies, leave this selection blank.

Default: none.

arria-excel-entity-type-field.png

Measure attributes

ATTRIBUTE

DESCRIPTION

LOCATION

Alias

Adds an alternative name for the field. For example, the Sales field could be given the alias Actual Sales.

Default: data field name

arria-excel-alias-field-measure.png

Entity Type

Ensures appropriate language and formatting is used in the narrative. For example, when Currency is selected, 3,000,000 is displayed as $3M.

Default: None

arria-excel-entity-type-field-measure.png

Unit

Defines the appropriate unit for your measure (e.g. kg). The unit specified in this field appears in the narrative after the corresponding numerical value.

A number of ISO 4217 currency codes are supported. Select the code for the currency you want to use in the narrative. For example, when the Unit field is set to GBP, $3M is displayed as £3M.

Default: none.

arria-excel-unit-field-measure.png

Increase in Value is

Characterizes an increase in value for each of your measures as a positive, neutral, or negative change: Select Good, Neutral, or Bad.

For example, an increase in Sales is a positive change, whereas an increase in Cost of Goods Sold is a negative change.

Default: Good.

arria-excel-increase-in-value.png

 

Top

Prioritize data fields

The higher the position of a dimension or measure, the higher its priority for coverage in the generated narrative.

Fields are initially prioritized in the same order as your columns in Excel. Drag and drop fields to change their priority order to suit the narrative you want to generate.

excel-arria-reorder-dimensions.gif

Prioritizing non-time dimensions

The priority order for non-time dimensions is important for apps that perform drilldown analysis. For example:

excel-arria-segment-product.png
excel-arria-product-segment.png

excel-arria-segment-product-narrative.png
excel-arria-product-segment-narrative.png

Prioritizing measures

The priority order for measures is important for apps that describe each measure in turn. For example:

excel-arria-sales-profit.png
excel-arria-profit-sales.png

excel-arria-sales-profit-narrative.png
excel-arria-profit-sales-narrative.png

 

Top

×