Optimize Data for Ask Data

If you manage and publish data sources, here are some tips to help make users of Ask Data more successful. By spending a little extra time on this process, you'll open up data analysis to a wider range of people at your organization, helping them independently answer questions and gain deeper insights.

Be aware of unsupported data source features

Ask Data supports all Tableau data source features except the following. If your data source contains these, Ask Data users won't be able to query related fields.

  • Sets
  • Combined fields
  • Parameters
  • Table calculations in calculated fields

Anticipate user questions

Anticipate the kinds of questions your users will ask, and then optimize your data source for those questions using these techniques:

Customize suggested questions

Data source owners and Tableau administrators can customize suggested questions for a data source, tailoring them to the needs of users in your organization.

  • To edit a section title, click the pencil icon to the right of the title.
  • To add a question to a section, click the plus sign (+) to the right of the title. Then enter Text to Display and the related query in the Matching Result field.

    Tip: Ask Data creates a viz for the matching result when users either click the displayed text or enter it as a query.

  • To change an existing question, hover over it and click the pencil icon . To remove a question, click the X.

Add synonyms for field names and values

People may not use the same terminology found in your data source, so data source owners and Tableau administrators can add synonyms for specific data field names and values. Synonyms you enter are available throughout your organization, making data analysis quicker and easier for everyone.

Simplify the data source

To make data easier to understand by both users and Ask Data, simplify the data source as much as possible during the data prep process.

  1. Remove any unnecessary fields to improve performance.
  2. Give each field a unique and meaningful name.
    • For example, if there are five field names that start with “Sales …”, better distinguish them so Ask Data can properly interpret the term “sales”.
    • Rename “Number of records” to something more meaningful. For example, use “Number of earthquakes” in a data source where each record is an earthquake.
    • Avoid field names that are numbers, dates, or boolean (“true” or “false”) values.
    • Avoid names which resemble analytical expressions such as “Sales in 2015” or “Average Products Sold”.
  3. Create meaningful aliases for field values(Link opens in a new window), reflecting terms people would use in conversation.

Set appropriate field defaults

To help Ask Data analyze data correctly, ensure that default field settings reflect the content of each field.

Create hierarchies for geographic and categorical fields

For time data, Tableau automatically creates hierarchies, which let users quickly drill up and down in vizzes (for example, from day to week to month). For geographic and categorical data, however, we recommend that you create custom hierarchies(Link opens in a new window) to help Ask Data produce visualizations that reflect the relationships between fields. Be aware that Ask Data won't show the hierarchies in the data pane.

Ask Data doesn't index hierarchy names, only names of fields within hierarchies. For example, if a geographic hierarchy named “Location” contains “Country” and “City” fields, users should enter “Country” and “City” in their questions for Ask Data.

Avoid field names that Ask Data uses for analytical functions

To let users ask questions about data in a conversational style, Ask Data reserves the following words for analytical functions. If any of these words appear as field names in your data, we recommend that you revise them.

Note: In addition to the terms listed below, Ask Data reserves all conjunctions, prepositions, and visualization types such as “Bar chart”.

Aggregation terms

  • aggregate
  • average
  • avg
  • maximum
  • max
  • mean
  • median
  • minimum
  • min
  • most
  • sum
  • count
  • distinct count

Grouping terms

  • group
  • by
  • per

Filtering and limiting terms

  • filter
  • limit
  • at least
  • at most
  • between
  • top
  • bottom
  • contains
  • starts with
  • ends with
  • include

Sorting terms

  • sort
  • alphabetical
  • ascending
  • descending

Time terms

  • date
  • second
  • minute
  • hour
  • day
  • week
  • month
  • quarter
  • year
  • second over second (sos)
  • minute over minute
  • hour over hour (hoh)
  • day over day (dod)
  • week over week (wow)
  • month over month (mom)
  • quarter over quarter (qoq)
  • year over year (yoy)
  • today
  • tomorrow
  • yesterday
  • next
  • last

Qualifying terms

  • best
  • expensive
  • most expensive
  • cheap
  • cheapest
  • big
  • small

Use published extracts rather than live data sources

For improved performance and support for large data sets, use Ask Data with published extracts rather than live data sources. For more information, see Create an extract(Link opens in a new window).

See how people use Ask Data with the data source

For data source owners and Tableau administrators, Ask Data provides a dashboard that reveals the most popular queries and fields, the number of visualization results that users clicked, and other helpful information. Filters let you narrow data down to specific users and time ranges. These stats help you further optimize the data source to increase the success of your users.

Note: If you use Tableau Server, you can access this data in the Tableau Server Repository to create custom dashboards.

  1. In Tableau Server or Tableau Online, navigate to a data source, and then click Ask Data at left.
  2. In the lower-right corner of the browser page, click Usage Analytics.

 

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