There are several features within Shoplogix Analytics Suite that utilizes machine learning to provide insights. The advanced features described below utilize machine learning. The features are described below with data set requirements in order for the feature to function.
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Feature: The Insight Miner Feature automatically searches for data insights, statistics and correlations within the widget data set.
Insight Miner can be access by clicking on the top right corner of a widget:
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widget menu (ellipsis) → Get insights
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Under Get Insights, the available data point will be listed to run Insight Miner.
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Insight Miner Data Set Requirements:
Data is less than 10 MB.
Must have at least three columns.
One column is numeric or binary.
Column titles are clear and descriptive.
In a utf-8
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Unicode format.
Indicator widget is not supported.
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Feature: Explanations will provide possible reasons or correlation for an increase or decrease of a data point in your data set
There are two ways to generate Explanations
Explanations can be generated directly Directly from a point in a Time Series
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Explanations can be generated from the widget by clicking
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In a time-series widget, right-click the point you would like Explanations for.
Select Explanations.
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From the Widget Menu
In a widget, click Analyze It → Explanations.
If there are multiple metrics in the widget, select the one for which you would like to generate an Explanation.
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Explanations analyzes dimensions and combinations of dimensions of the data set in a time series to compare to a previous point in time. Explanations will tell you which dimension drove the behavior which can be a combination of several dimensions.
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Explanations Data Set Requirements:
Explanations only works on column, line, area, and bar charts.
Explanations only works on time series with a single date dimension.
Only certain measures are supported.
Aggregate functions (SUM, COUNT) are supported
Measures based on other Formulas (AVERAGE, MEDIAN, COUNT) aren’t supported
Some custom formulas are supported provided that the formula used is using aggregate functions that will provide the same results in partitioned and non-partitioned data
Explanations doesn’t work properly when the measure is filtered by a dependent filter.
Explanations can only run on a widget when the relevant table is limited to 115K rows (cannot run if the dataset is larger than 115K rows). This limitation may be solved by applying a widget or dashboard filter to reduce the amount of data in the widget.
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Feature: Forecast and predict data points in the future based on the current/past trend
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A dashboard designer must enable forecasting on the desired widget. To display forecasting the widget value must be enabled for one or more of the values in the chart. Under forecast settings, this must be made visible to display.
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The Forecasted Variable is the item that would like to predict. The evaluation period is the data set used for the machine learning algorithm to predict the forecast (at least 30 data points is required).
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Adding Forecasts to Widgets
Create a widget with one of the supported widget types (Line chart, Area chart, Column chart)
In the Data panel, place a time variable on the X-axis and the time-dependent variable that you want to forecast on the Y-axis
Click the “Owl” icon under the forecasted variable and select Forecast.
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4. Toggle on the Visible control at the top of the Forecast Settings window to enable the forecast.
5. The read-only forecasted variable is the time-dependent variable that you selected. If you want to add an additional variable, add one in the Explaining Variable field this turn forecast into a multivariate forecast
6. In the Evaluation Period field, select whether you want to use all your past data for the forecast or only a recent period, and select the period.
7. If there is an evaluation period that should be ignored (for example - an unscheduled time period), this can be modified under the Evaluation Period drop down box.
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The forecast period defines the number of values to predict.The explaining variable is an optional selection that turns the forecast into a multivariate forecast. This will take into account a second variable to that may have a dependency as well.
The AI engine driving this type of forecast uses the following models:
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These models can be modified in the forecast advanced settings.
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To evaluate forecast accuracy:
Once the forecasted period is displayed in the widget, click Analyze It.
Select Forecast → Actual vs. Forecast. The comparison graph appears.
Forecasting Data Set Requirements:
Forecasting can be applied to the Line chart, Area chart, Column chart widget types
Forecasting requires at least 30 historical data points
Designers can add forecasting to widgets, Viewers can then use and customize definitions
Must be time based variable (with calendar icon) on the X-axis
NOTE - selections such as Date Picker or Shift Instance are not using a calendar type variable and would not be a valid forecasting X-axis selection
Y-axis must be a numerical value
Data cannot have Break-down selected
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Feature: Exploration Paths will learn from dashboard usage such as filtering choices and drill down data point selections that are made by the dashboard viewers and designers and will learn from the usage to suggest on what to explore.
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Once enough data is collected from the dashboard usage and if there are relevant suggestions to be made; the Exploration Paths feature will display a lightbulb icon on the top right corner of the widget
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Enabling AI-driven Exploration Widgets:
Exploration Paths
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has to be enabled per dashboard. Dashboard owners can enable this setting in the
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dashboard
From the Navigation Pane, click on a dashboard to open it or create a new dashboard.
Click the ellipsis in the top menu, and select Exploration Paths
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Exploration Paths Data Set Requirements:
Dashboard Owners can enable Exploration Path for each dashboard
The AI engine requires at least 24 hours of activity to generate suggestions (it might take a couple of days)
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Feature: Quest allows you to implement advanced analytic models to your widgets, and then add actions that your Viewers can take from the dashboard.
As a Dashboard Designer, you determine what models Viewers can use and what action they perform.
Enabling the Quest for a widget
In your dashboard, edit a supported widget → Go to Design Panel → Click on Quest-Deep Analysis dropdown → Quest Model Editor will be displayed
Enable the models as per your need
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3. Click the Model title to display its supported actions, enable any predefined actions.
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4. Click “Apply” on widget editor.
General Limitation
Quest can be enabled only for Line, Area, Polar, Column and Bar charts
A minimum of 30 data points for all the model and 60 data point for “what if analysis” is required
Chart with Break-by is not supported