--- schema_version: "1" id: f08ecafe02ecc04e88a277a9efe3d53ac6b6fe02a4face9b928fce385d23b5e0 title: Converse with Your Data collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_explore_conversations.md canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_explore_conversations.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: cfe4346c08454c610d6e601b88ef8b2be88bacba6e1c75b5d62b40e741c8265f description: Ask data questions using non-technical language, and view answers in automatically configured charts. Start with a common word or two, and CRM Analytics provides relevant suggestions that you can accept or edit. products: - CRM Analytics - Cross Cloud release: "264" --- # Converse with Your Data Ask data questions using non-technical language, and view answers in automatically configured charts. Start with a common word or two, and CRM Analytics provides relevant suggestions that you can accept or edit. To start a conversation: 1. For a dashboard, open the conversations panel by selecting **Conversations** from the dropdown menu in the icon bar. For a lens, locate the text entry box with the ![Icon for conversational exploration (a compass)](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explore_conversations_icon.png) icon. 2. Click in the text entry box. 3. Select a suggestion, or type your own question. 4. (Optional) When you have the chart that answers your question, click an action icon or the dropdown menu in the upper right corner. Available actions, such as clip, explore, save, and share, depend on the context. ![Actions menu open on a conversational exporation tile](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_explore_conversations_actions.png) **How does it work?** The conversational auto-suggestions are based on fields in the available datasets. To see which datasets are open for conversational exploration, look for the purple hexagons (![Purple hexagon dataset icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_dataset_icon.png)). For a lens, click **Fields** to view the available fields to ask about. For a dashboard, if the suggestions don’t include the words you expect, click **Add Dataset** to expand your exploration. **What kinds of questions can you ask?** Question are built with measures and dimensions from your data combined with keywords, such as “show me” and “by.” Typically, measures are aggregated and dimensions are grouped to show meaningful information. Filters are applied to narrow the focus of the question. **Example Conversational Queries** | Aggregations and Limits | Measures | Dimensions | Filters | | --- | --- | --- | --- | | top 3 |   | account owner |   | | average | CSAT |   | this week (Created Date) | | bottom 5 | amount | by account owner and stage | for closed equals (true) | |   | unit price and shipping cost | by product family | between 10000 and 100000 | |   |   | show me industry |   | |   |   | agent and case origin |   | | percentage change |   | by segment | previous cy (Close Date) | |   | revenue, csat | by agent, state, product |   | | percentage breakdown of | amount | by opportunity name |   | | rank | number of records | by industry | for industry equals (Agriculture, Biotechnology, Communications) | | max | number |   | for account type contains (cust) and amount > 10000 | **What if my question doesn’t include a measure?** When no measure is specified, the response is aggregated by count of rows. **What if I don’t get a chart?** Sometimes your question isn’t phrased properly and you see a red error message. In that case, try using the auto-suggestions to help rephrase your question. Sometimes you’ve asked a valid question but no results are returned. Try a wider filter or a different group. For more about what to type, see the following tables. **Elements of Conversational Exploration**
Question Elements Keywords and Symbols
Measures (numerical or aggregated) count, number, sum, avg, max, min, median, first, last, unique, top, bottom, stddev, stddevp, var, varp, percentage breakdown, percentage change, rank
Groups by, and
Filters

(By dimension values) for, in/equals, not in/not equals, contains, top, bottom, without, filter out, exclude (for multiple values, use commas and parentheses, for example “(v1, v2, v3)”)

(By measure ranges) with, equal, =, greater than, >, less than, <, between, top, bottom

(By relative date ranges) today, tomorrow, yesterday, current/next/previous/last, year, quarter, month, week, day (for full list, see Relative Date Filters)
Question words show me, show the, what is, what are
Shortcuts that depend on your dataset deal, lead conversion, time to close, win rate (for more information, see Shortcuts)
**Relative Date Filters** | Relative date units | Keywords | | --- | --- | | Fiscal Year | Current FY, Previous FY, Previous 2 FY, 2 FY Ago, Next FY, Current and Previous FY, Current and Previous 2 FY, Current and Next FY | | Fiscal Quarter | Current FQ, Current and Next FQ, Current and Previous FQ, Next FQ, Previous FQ, Current and Next 3 FQ | | Calendar Year | Current CY, Previous CY, Previous 2 CY, 2 CY Ago, Next CY, Current and Previous CY, Current and Previous 2 CY, Current and Next CY | | Calendar Quarter | Current CQ, Current and Next CQ, Current and Previous CQ, Next CQ, Previous CQ, Current and Next 3 CQ | | Calendar Month | Last Month, This Month, Next Month, Current and Previous Month, Current and Next Month | | Calendar Week | Last Week, This Week, Next Week | | Day | Yesterday, Today, Tomorrow, Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days, Last 120 Days, Next 7 Days, Next 30 Days, Next 60 Days, Next 90 Days, Next 120 Days | **Shortcuts** | Keywords | Functions | Requirements | Examples | | --- | --- | --- | --- | | deals | sum Amount by opportunity Name | Opportunities dataset that includes “name” dimension and “amount” measure | “top 10 deals last month” or “show me deals that have moved out this quarter (createdDate)” | | lead conversion rate | total leads divided by converted lead ("isConverted"=true) | Leads dataset that includes "IsConverted" dimension | “lead conversion rate by rep last month (Created Date)” | | closed, won, lost (filters) | "isClosed"=true; “isWon”=true; “isWon”=false | Opportunities dataset that includes “isClosed” and “isWon” | “amount won last month (Close Date)” | ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/images/icon_tip.png) Tip If you’re curious about how a question is translated into a query, open the chart in lens mode and click SAQL Mode (![The SAQL Mode icon is in the upper right of the explorer](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-analytics-bi-264-0-0-production-enus/ec791473-f5b4-4f64-a656-9104f455d966/bi/images/bi/bi_saql_mode_button.png)). Take the following into consideration: - Conversational exploration requires the CRM Analytics Platform permission set license. It isn’t available in embedded dashboards, mobile apps, Experience Cloud sites, or standalone CRM Analytics apps, such as the Sales Analytics app. - Admin setup is required. - Conversational exploration is available only in the dashboard designer, the lens, and running apps. - Some advanced functions aren’t supported. - The time zone feature isn’t supported. - If you have more than one dataset open in lens mode, conversational exploration is disabled. #### See Also - [Enable Conversational Exploration](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_conversations_enable.htm&release=264.0.0&type=5 "Quickly query and visualize data in guided, natural language conversations.") - [Secure Image Sharing and Downloading](https://help.salesforce.com/s/articleView?id=analytics.bi_setup_secure_images_enable.htm&release=264.0.0&type=5 "Control who shares dashboard and lens images to prevent users or profiles from sharing sensitive images. By default, all users can share images of lenses, dashboard widgets, and whole dashboards that contain your org’s data.")