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How do I search for data?
You can search your data by accessing the Create a visual interface from any page in Intelligence by selecting Create a visual on the left hand navigation bar. To begin your search, select the data source on the navigation bar. You can use either HR- As At Current Date or HR - Over Time. Intelligence automatically selects the data source used in your most recent search.
- Use HR - As At Current Date when you are looking for information that is current as of today eg. your current headcount.
- Use HR - Over Time when you want to know what has happened in the past eg. Your monthly headcount over the last two years.
Select the box and start typing some letters. As soon as you begin typing, Intelligence suggests some search terms. Type slowly, and use the suggestions to find what you’re looking for.
Intelligence Cloud’s default search experience is search on enter. This means that you can add new tokens to the search bar, or remove them, without altering your existing search, until you press Enter on your keyboard, or select Go to the right of the search bar. This means that you may need to press Enter or Go to ensure that Intelligence updates your search with any new items in the search bar.
When you phrase a question in Intelligence Search, use keywords instead of full conversational style.
For example, avoid: Find all books by Lewis Carroll with the title Alice in Wonderland. Instead, type: carroll alice.
In another example, avoid Find the largest city by population. Instead, type: largest city by population.
Do use helper words, like “by” and “for”, but they can also be left out, and the search will return the same answer.
Begin your first search
In the search box, start typing some letters. As soon as you begin typing, Intelligence suggests some search terms. Type slowly, and use the suggestions to find what you’re looking for.
Intelligence Cloud’s default search experience is search on enter. This means that you can add new tokens to the search bar, or remove them, without altering your existing search, until you press Enter on your keyboard, or select Go to the right of the search bar. This means that you may need to press Enter or Go to ensure that Intelligence updates your search with any new items in the search bar.
When you phrase a question in Intelligence Search, use keywords instead of full conversational style.
For example, avoid: Tell me my Headcount in March 2024. Instead, type: headcount.
In another example, avoid Find the largest location by headcount. Instead, type: largest location by headcount.
Do use helper words, like “by” and “for”, but they can also be left out, and the search will return the same answer.
What kinds of things can I type?
Search is based on the tables that exist in your data. Tables are made of rows and columns, like spreadsheets. So you can search by typing in any of these words:
- The column name: like position title, location or business entity.
- Any of the values in the columns: like retail assistant, Richmond or Acme Corp Pty Ltd.
- One of the special keywords Intelligence understands: like yesterday, >, or contains.
Save a Visualisation
A Visualisation is the result of a single search. You can save a Visualisation you want to work more on later, or just keep it for your personal use. You can also share a Visualisation with other users. The Visualisation tab is where you can view and then modify your saved search results.