Use Smart Functions

Smart functions represent our effort to leverage advanced statistical methods to help you gain more insights from your data with just a click of a button.

Forecasting

The forecasting function uses an autoregressive AR-X(p) model to create forecasts of future trends based on your data. Forecasting is supported for line charts:

Line chart showing revenue trend with a dashed line extending into future quarters and a shaded area representing the confidence interval of the forecast.

Steps:

  1. Create or open a line chart visualization in the Analytical Designer.

  2. Ensure that:

    • You are using only one metric and trending it by date.

      Line chart with one metric trended by time, with order amount plotted on the y-axis and date on the x-axis. Forecast toggle is not yet active.
    • The data contains no missing values.

  3. Under Configuration, toggle on Forecasting.

    Configuration panel with the Forecast toggle switched on. Forecast settings include period, confidence level, and optional seasonality.
    • The number of predicted Periods must be smaller than the number of displayed data points.

    • The Confidence level determines the size of the shaded error region. A 95% confidence level means that the shaded region should be large enough to contain the predicted future data point 95% of the time.

    • Turn on Seasonality if your data is highly periodic to increase the accuracy of the forecast. For example, if your ice cream sales reliably grow every summer and plummet every winter. Note that if you enable this option, the number of predicted periods should be significantly smaller than the number of displayed data points.

    Forecasted line chart with future values shown as a dashed line and surrounding shaded region indicating a 95 percent confidence interval.

Clustering

This function uses the BIRCH algorithm to group your data points into N clusters based on their inherent similarities, where N is defined by the user. Each cluster is color-coded for easy distinction. This clustering function is available for scatter plots:

Scatter plot using clustering to group data points. Each cluster is color-coded and labeled in the legend.

Steps:

  1. Create or open a scatter plot visualization in the Analytical Designer.

    Basic scatter plot with uniformly colored data points. The x-axis represents the sum of order unit cost, and the y-axis represents the sum of order unit price. All data points are plotted in the same color without cluster grouping.
  2. Under Configuration, toggle on Cluster.

    Configuration panel with the Cluster toggle enabled. Below the toggle are inputs for cluster amount and threshold, which control grouping sensitivity.

    The clusters are highlighted:

    Scatter plot displaying five color-coded clusters labeled Cluster 0 to Cluster 4. Points are grouped based on similarity in order unit cost and price.

    You can adjust the number of clusters.

    Additionally, you can adjust the threshold parameter of the BIRCH algorithm, which ranges between 0 to 1 (exclusive). A threshold closer to 0 results in more numerous, smaller clusters, making the algorithm more sensitive to minor variations in the data.

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Anomaly Detection

The anomaly detection function highlights unusual values directly in a visualization so users can notice unexpected changes without leaving the dashboard. It is available for line charts that use exactly one metric sliced by a date attribute. When enabled, normal data points remain unchanged and anomalous points are emphasized visually. This capability is available only to users who have permission to use the AI Assistant.

Steps:

  1. Create or open a line chart visualization in the Analytical Designer.

  2. Ensure that:

    • You are using exactly one metric.
    • The metric is sliced by a date attribute.
  3. Under Configuration, toggle on Anomaly detection.

    • Sensitivity controls how aggressively anomalies are detected:
      • Low detects only large, rare deviations.
      • Medium provides a balanced signal-to-noise ratio and is the default setting.
      • High detects more anomalies, including smaller deviations.
    • Indicator color controls the color of anomaly markers.
    • Indicator size controls the size of anomaly markers.
    • Indicator shape cannot be controlled directly. It follows the Distinct point shapes setting in Canvas.
  4. Review the updated line chart.

    Normal data points keep their standard styling. Anomalies are highlighted so they stand out in the visualization. When you hover over a highlighted point, a tooltip explains that the value significantly deviates from recent historical behavior and shows the affected period and metric value.

  5. Save the visualization.

    When anomaly detection is enabled on a line chart with one metric, the legend can help explain the anomaly markers. Legend visibility is still controlled in the visualization settings.

Important Notice

If anomaly alerts are scheduled for a visualization where anomaly markers are hidden, alert recipients may receive notifications that are not reflected visibly in the dashboard.