Expand Your Exploration Vocabulary with Improvements to Conversational Queries (Beta)

With only a common word or two, you can start a data query, and view answers in automatically configured charts. Conversational exploration is still beta, but you’ll see significant enhancements that make it easier to use, including parsing complex sentences and no limit on the number of measures and groups.

Where: This feature is available in Einstein Analytics in Lightning Experience and Salesforce Classic. Einstein Analytics is available in Developer Edition and for an extra cost in Enterprise, Performance, and Unlimited editions.

Who: To explore data with conversational queries in running apps and in the explorer, users must have the Use Analytics permission. To explore data with conversational queries in the dashboard designer, users must have the Create and Edit Analytics Dashboards permission.

Why: Guided conversations reduce the number of clicks to explore data, and now you’ll see improved auto-suggestions. New conversational possibilities include the following.
  • Your query no longer needs to start with or include a measure. For example, you can type “show me industries” or “agent and case origin.” If a measure isn’t specified, the response is aggregated by count of rows.
  • You can use new filter and function words, like “without,” “filter out,” “excludes,” and “percentage change.”
  • You can include multiple measures or groups separated by commas, for example, “revenue, percentage by agent, state, product.”
  • You can filter by multiple dimension values using parentheses, for example, “amount for industry equals (Agriculture, Banking, Communications).”

How: To enable this feature on the Analytics Settings page in Setup, select Enable Conversational Exploration (Beta). Conversations are then available in running apps, explorer, and dashboard designer.

To start a conversation, click Icon for conversational exploration (a compass). Click the text box to see suggestions, or just start typing your own query.

Conversational exploration list of five suggested questions