This feature allows admins to create definitions and configure drill-downs, which are essential for enabling business users to derive insights from the data. Definitions act as key terms or metrics that represent specific business concepts, while drill-downs provide additional layers of detail, allowing users to explore data at a granular level. By creating and configuring these definitions and drill-downs, admins ensure that business users can easily access relevant, actionable insights for decision-making.

This feature allows admins to define key business metrics and terms and configure drill-down fields, enabling business users to analyze data at various levels of detail. It streamlines data exploration, helping users uncover insights and make informed decisions.

You can configure definitions and their drill-downs in the Deep Dive section of Petavue, accessible via the navigation bar. The homepage features a search bar for asking data-related questions in natural language and a list of recent searches for quick access to your previously executed searches.

You can initiate a new search by entering your search terms in the search bar. In this example, we've searched "Show the Sales cycle length for all opportunities closed won in Q1 2024".
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Note: In Deep Dive, when admins ask questions in natural language, the system makes assumptions wherever needed to generate the report. The onus is on the admin to look at the Execution Summary under "Find out how" to verify if the steps followed to arrive at the results are right or not.

You can view how the report was generated by expanding on the Find out how.

In the provided example, the Execution Summary section may indicate that the system has made an assumption to calculate the "Sales Cycle Length." This calculation is based on the Opportunity Created Date and Opportunity Closed Date, as the "Sales Cycle Length" metric is not pre-defined within the system.

Say, if your organization calculates sales cycle length based on the Account Created Date and Opportunity Closed Date, you can provide feedback to the system to adjust the calculation accordingly. You can do this by clicking the Modify button.

This will open a right-side panel where you can provide your detailed feedback.

While providing feedback, you can tag the exact columns to ensure the system uses the correct ones. Typing # will open a pop-up displaying all available definitions and columns. As you type, the results in the pop-up will dynamically update to match your search term.

Here, you are instructing the system to use the Account Created Date Created Date instead of the Opportunity Created Date, and then press Enter.

This will update the instructions and generate the output accordingly. In the latest execution, you will see that the Account Created Date is now used as per the feedback provided.

You can continue to modify the feedback until the desired result is achieved.

To view all the versions, click on the current version number.

This will open a right pane that lists all the versions along with the feedback applied to each.

You can also view the results of a previously created version by selecting it from the version history.

You can restore a previous version by clicking on the Actions button, as shown. Note that restoring to a previous version will delete all versions created after that.

To regenerate the entire execution and allow the system to make new assumptions, click the Regenerate button. The system executes the steps from scratch, enabling it to form new assumptions.

After reviewing your results, if you want to create a definition, click on the Add Definition button.

This will open up a stepper flow. The creation of a Definition is a 4 step process.

Verify Formula

When creating a definition, you can assign it a name and provide specific instructions to the system on what criteria should be considered for its creation. These instructions are based on the Execution Summary of the report from which the definition is created. For your convenience, the Report Overview is displayed on the right-hand side, offering an easy reference to guide you through the process.

After giving the name and instructions to the Definition, click Generate Formula

After the formula is generated, you can view the formula used for the calculation. You can verify the output by clicking on the Output tab, and you can also see the sources used in the Sources tab.

If the formula and output are not as desired, you can edit the instruction and click on Generate Formula again.

Once the formula and output are verified, you can proceed to the next step by clicking the Next button.

Select Drill-down

In this section, you can configure drill-downs for the Definition being created. Drill-downs help the system understand how users can dissect and analyze a given data point.
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If you'd like to import drill-down tables from another Definition, you can click on the "Import from Definitions" button.

You can also add drill-downs directly by clicking the Add Drill-down button. Include all the necessary tables and click Apply.
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Note: Only the columns marked with the "Drill-Down" tag under the data dictionary will be used as drill-down columns for the definition.

For each selected drill-down table, the system displays all the possible connections between the primary source (In this example, Salesforce Opportunities) and the drill-down table.

By default, the shortest path is used as the default relationship between the primary source and the drill-down table.

Users have the option to select a different relationship if needed.

The user can also change the default relationship by clicking the Mark as Default button which will appear as you hover on the relationships. Doing that will mark the selected relationship as default for all definitions involving relationships between the same tables.

Once you have added the drill-downs you can proceed to the next step.

Validate Definition

In this section, you can validate whether the definition and the drill-downs function as expected.

Here, you can dissect the Definition by any of the drill-downs and verify the result by typing in the query and validating it.

The system presents reports for the search. Select the relevant report.

The system generates the report. You can verify the result, and for more details on execution, click on "Find out how."

It will open a pop-up with multiple tabs.
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The Details tab shows the execution summary.

The Code tab shows the code used to generate the report.
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The Sources tab displays the sources used to generate the report.

Here you can see that the Created date is used from the Accounts table and the Close Date is used from the Opportunities table.

In the Definitions tab, you can see what definition was picked to generate the report.

After verifying the report, proceed to the final step.

Add Details

You should provide a detailed description for the Definition. This description helps business users understand the purpose and logic behind the definition when viewing the list of configured Definitions.

Additionally, you should select the Type of the Definition.

After adding these details, proceed to create the Definition by clicking the Create button.

Creating and configuring definitions and drill-downs is essential for providing business users with the tools they need to explore data effectively. This feature ensures that users can access meaningful insights with ease, supporting informed decision-making and driving business success. Regular updates and thoughtful configuration of definitions enhance the overall user experience and data exploration process.