Core Features

Adjust Axis Display 

Once a data response has been returned, in some instances, you may notice a small arrow is present beside the x-axis or y-axis label.   

If this arrow is present, this means the data displayed on that axis can be adjusted.   

Click on the arrow to view the different options that are available for you to display on that axis and select the one you would prefer to show.

Interpretation / “Interpreted As” Statement  

When a data response gets returned, you will see a visual response (table or graph), followed by a text statement preceded by “Interpreted as”. This text statement provides a plain-English interpretation of how your query was understood by AutoQL, including helpful context that shows the relationship between filters/value labels in the query and their corresponding column in the database.  

Each Interpretation/ ”Interpreted as” statement displays filters/value labels with their corresponding column header in brackets.  

• • Filters are displayed in blue text.  
  • Locked Filters also appear in blue text, but are differentiated from unlocked filters by a lock icon preceding it.  

Drill Downs  

When viewing a query result, there may be times when you wish to uncover the details underlying a given data point. To do so in Data Messenger, you can easily “drill down” to access these details.

To drill down to access the details underlying a particular data point, enter a natural language query, receive the data response, and then simply click on a particular line item or detail in the graph or chart that is returned.  

Note: When you click on a data point to drill down, an additional "drill down query" will be automatically generated from your action and a detailed response will be returned to you within seconds.  

When a data response is drilled into, a blue “Drilldown” tag shows up in the query input bar, following the initial query input. This signifies to the user that they are now viewing a “drilldown” data response. 

Clicking on the X within the drilldown tag will return the user to the original query. In other words, this enables the user to “drill up” in a single click. 

You can interact with the drilldown data response in the same way you would interact with any other data response: toggle between visualizations, show/hide columns, etc.

Sharing Data Responses

To promote collaboration and data-informed conversations, users have the ability to share data responses within channels where the AutoQL app has been added.

To share a data response, follow these steps: 

1. Enter a natural language query in the query input bar, or click on a query you’d like to ask in the Explore Queries view. Once the query has run, a data response will be returned. 
2. Once you’ve received a data response, toggle between visualizations and apply any filters or changes you would like. To share your data response with the rest of the channel, click the blue Share button (right-pointing arrow icon) to the right of the query input bar. 
3. A “share” pop-up modal will appear. Here, you have the option to include a message to provide context about the data response you are sharing. 
4. Click the "Share to Channel" button to share your data response.
5. You will receive a message indicating that your data response was successfully shared. From here, you can click “Close” to return to the Task Module to continue querying, or close the Task Module to go back to the channel where you just shared a data response.

Shared as Interactive Response (Adaptive Card) 

When a user has shared a data response to the channel as an interactive response, here’s what users in that channel can expect: 

A message gets delivered to the channel indicating the name of the user who shared the response, via AutoQL (“User name via AutoQL”) 

If the user has opted to include a message with their shared data response, this will display at the top (above the adaptive card housing the query and associated data response). 

The adaptive card message follows, containing the query that was asked by the user and the associated data response. This section is interactive/dynamic for all users in the channel: 

• Users can toggle between the different visualization types to change how the data is visualized by clicking on the different visualization buttons displayed underneath the query. 
• Users can interact with and explore the data response in detail by clicking directly on the data response visualization within the adaptive card. This action launches the task module, allowing users to further explore data that has been shared in the channel.

Importantly, when a user clicks on a shared data response and invokes the Task Module to interact with the data, this doesn’t change the data response that was previously shared in the channel. It simply gives the user an environment to further explore the data that was shared. If the user wishes to share the results of their further analysis/exploration, they can follow the same “share” steps in the Task Module and share their findings with the channel.

Managing & Locking Filters  

When querying in Data Messenger, you may wish to apply filters to help you narrow down results, cut through excess noise, and gain critical insights, faster.  

Managing filters allows you to “lock” specific filters so that only the specific data associated with that filter will get returned.   

This feature is particularly useful in helping narrow down or focus on something particular in the query results. This can also be thought of as “subsetting” the data.   

Accessing the Manage Filters Menu

To access the Manage Filters menu, click on the Lock icon beside the Query Input Bar within the Task Module. 

This feature allows you to set your own filter preferences and retain those preferences for the duration of an entire session (session-specific), or to set filters that get retained between sessions and are applied on an ongoing basis over time (persistent). These Lock Settings are described further below.  

How to Lock a Filter

To lock a filter:  

• • Navigate to the Filter Locking menu
  • Begin typing in the search bar to find the filter you wish to lock.  
  • Click on a filter to apply/lock it. That filter would then appear in the menu of locked filters below.  

Now that a filter has been locked, any subsequent queries you ask will automatically factor that filter in.

Lock Settings: Persistent & Session-Specific  

Filters can be locked on a persistent or session-specific basis.  

Persistent:

Filter is locked on a persistent basis unless it gets removed, meaning the filter will remain locked between sessions, so you can pick up where you left off.  

Session-Specific:

Filter is locked for the current session only. If you leave the AutoQL app or close your browser and start a new session, the locked filter won’t be retained.  

Removing/Unlocking a Filter

If you wish to remove a filter that has been locked or to view filters you have locked, simply click on any filter within an “Interpreted as” statement, or click into the Manage Filters menu at any time.  To unlock/remove a Filter, click on the small X icon in the locked filters menu.