Overview
In Petavue, business users can perform the following searches in the business language:
Search for Reports
Search for Drill-Downs
Search for Columns that can be added
Search for Charts
For each of the different searches mentioned above, there are some guidelines that the user must keep in mind.
Search for Report
When searching for Reports, users can ask questions in business language based on the definitions and drill-downs configured within the system. Also, Petavue supports only a defined list of operations when performing drill-downs. The boundary conditions and supported operations are listed below:
Boundary Conditions
Definitions:
Users can only ask questions about the Definitions that have been configured in the system. These Definitions represent the main metrics or business insights available for querying. For example, a definition might be "Sales Cycle Length," and users can ask questions related to this definition.
Drill-Down Fields:
Users can only filter or group data based on the drill-down fields defined during the configuration of the definitions.
Drill-down fields include columns tagged as "drill-down" during the setup of the data by the admin.
Supported drill-down operations:
The system currently supports only the following:
Filtering: Users can filter data based on the values in the drill-down fields (e.g., filtering by specific values in "Industry" or "Account Category").
Grouping: Users can group data based on drill-down fields (e.g., grouping by "Stage Name" or "Amount").
Supported operations on data types:
a. Filter by operations
Boolean
is equals |
is not equal |
is null |
is not null |
Number
equals |
not equals |
greater or equal |
less or equal |
less than |
greater than |
between |
is null |
is not null |
in |
not in |
String
equals |
not equals |
contains |
does not contain |
in |
not in |
starts with |
ends with |
is null |
is not null |
Enum
in |
not in |
is null |
is not null |
contains |
starts with |
ends with |
Multi enum
all |
any |
not in |
is null |
is not null |
Date (support only for equals today)
Custom | Date |
| Year |
| Quarter Year |
| Calendar Month Year |
|
|
Calendar Year | This Year |
| Last Year |
| Next Year |
| Last N Years |
| Next N Years |
|
|
Fiscal Year | This Fiscal Year |
| Last Fiscal Year |
| Next Fiscal Year |
| Last N Fiscal Years |
| Next N Fiscal Years |
|
|
Fiscal Quarter/Quarter | This Fiscal Quarter |
| Last Fiscal Quarter |
| Next Fiscal Quarter |
| Last N Fiscal Quarters |
| Next N Fiscal Quarters |
|
|
Calendar Month | This Month |
| Last Month |
| Next Month |
| Last N Months |
| Next N Months |
|
|
Calendar Week | This Week |
| Last Week |
| Next Week |
| Last N Weeks |
| Next N Weeks |
|
|
Calendar Days | Today |
| Yesterday |
| Tomorrow |
| Last N Days |
| Next N Days |
|
|
Before | N Calendar Year |
| N Fiscal Year |
| N Quarter |
| N Month |
| N Week |
| Date |
| Quarter Year |
|
|
After | N Calendar Year |
| N Fiscal Year |
| N Quarter |
| N Month |
| N Week |
| Date |
| Quarter Year |
b. Group by operations
Type |
Boolean |
Number |
String |
Enum |
Multi enum |
Date - Year |
Date - Fiscal Year |
Date - Quarter |
Date - Month |
Date - Week |
Search for Drill-downs
When searching for drill-downs on top of a selected report, users can search using business language based on drill-downs configured for the selected definition in the report. Also, Petavue supports only a defined list of operations when performing drill-downs. The boundary conditions and supported operations are listed below:
Boundary Conditions
Definitions:
Users can drill down only on the selected definition in the report. The available drill-down options are based on the drill-down fields configured for that definition. For example, if the chosen report is for "Sales Cycle Length," users can drill down into the dimensions specifically configured as drill-downs for the "Sales Cycle Length" definition.
Drill-Down Fields:
Users can only filter or group data based on the drill-down fields defined during the configuration of the definitions.
Drill-down fields include columns tagged as "drill-down" during the setup of the data by the admin.
Supported drill-down operations:
The system currently supports only the following:
Filtering: Users can filter data based on the values in the drill-down fields (e.g., filtering by "Industry" or "Account Name").
Grouping: Users can group data based on drill-down fields (e.g., grouping by "Stage Name" or "Amount").
Supported operations on data types:
a. Filter by operations
Boolean
is equals |
is not equal |
is null |
is not null |
Number
equals |
not equals |
greater or equal |
less or equal |
less than |
greater than |
between |
is null |
is not null |
in |
not in |
String
equals |
not equals |
contains |
does not contain |
in |
not in |
starts with |
ends with |
is null |
is not null |
Enum
in |
not in |
is null |
is not null |
contains |
starts with |
ends with |
Multi enum
all |
any |
not in |
is null |
is not null |
Date (support only for equals today)
Custom | Date |
| Year |
| Quarter Year |
| Calendar Month Year |
|
|
Calendar Year | This Year |
| Last Year |
| Next Year |
| Last N Years |
| Next N Years |
|
|
Fiscal Year | This Fiscal Year |
| Last Fiscal Year |
| Next Fiscal Year |
| Last N Fiscal Years |
| Next N Fiscal Years |
|
|
Fiscal Quarter/Quarter | This Fiscal Quarter |
| Last Fiscal Quarter |
| Next Fiscal Quarter |
| Last N Fiscal Quarters |
| Next N Fiscal Quarters |
|
|
Calendar Month | This Month |
| Last Month |
| Next Month |
| Last N Months |
| Next N Months |
|
|
Calendar Week | This Week |
| Last Week |
| Next Week |
| Last N Weeks |
| Next N Weeks |
|
|
Calendar Days | Today |
| Yesterday |
| Tomorrow |
| Last N Days |
| Next N Days |
|
|
Before | N Calendar Year |
| N Fiscal Year |
| N Quarter |
| N Month |
| N Week |
| Date |
| Quarter Year |
|
|
After | N Calendar Year |
| N Fiscal Year |
| N Quarter |
| N Month |
| N Week |
| Date |
| Quarter Year |
b. Group by operations
Type |
Boolean |
Number |
String |
Enum |
Multi enum |
Date - Year |
Date - Fiscal Year |
Date - Quarter |
Date - Month |
Date - Week |
Search for Columns that can be added
When searching for columns to be added to an existing report, users can search using business language to find direct columns that can be added to the output and also create calculated columns based on the columns already available in the report. The boundary conditions for adding direct columns and calculated columns are listed below:
Boundary Conditions
Add columns from source
Users can only add columns from tables that are already part of the final report generation process.
The complete list of available columns to add is made available in the Add columns section
A foreign key cannot be included in the report unless the referenced table itself is part of the final output.
Example - To add a foreign key column (e.g., Account ID from the Opportunities table), the corresponding referenced table (e.g., Accounts) must also be included in the report.
Columns cannot be added to the report when a group-by operation is applied.
Add calculated columns
Fields used in calculations must be from data available in the report's output table.
Supported operations include arithmetic, string, date, and percentage calculations.
Calculated columns can still be added when a group-by operation is applied to the report
Search for Charts
When searching for charts to be added to an existing report, users can use business language to explore all available charting options for the report. The conditions for adding charts are outlined below:
Boundary Conditions
Supported Charts
The system currently supports only the following:
Pie chart
Column chart
Line chart
Charting Recommendations
Chart options are only available when the report table contains more than one row.
Chart suggestions are generated based on the columns available in the final report output.
Users can search for additional chart suggestions using natural language, limited to the context of the report and its columns.