Phil Shipley These are random notes I’ve taken during sprint reviews and from other places. Edit/delete as you like…
Phocas AI gives you quick answers and insights by simply asking a question in your natural language. This form of analysis is particularly helpful for new Phocas users and occasional users, as they are not yet familiar with the functionality of Phocas.
Currently, Phocas AI can only return results that can be found using the Analytics user interface. In other words, it can’t do things you can’t do in Phocas. However, it can make use of Custom mode on your behalf - a feature mainly used by more advanced users.
Period types are important. Uses first default period type (Day, Month or Year) in list when returning results, e.g. Year or Month. Sometimes one of these is not enabled in database. Supports Week and Quarter custom period types. Handles custom periods.
Data sharing - Chat GPT drives Phocas AI. Only the names of dimensions, properties, streams and measures is shared with Chat GPT. No transactional data is shared.
User database permissions and restrictions are respected, so only results that you have permission to view will be returned.
Can filter by selected entities
Use history as a baseline for similar questions. History is database-specific.
Benefit - You can ask a question in your terms and see the steps that were taken to get the results. Learn as you go.
Get started with Phocas AI
If you’ve been invited to use Phocas AI, you’ll see a welcome message on the right of your screen when you open a database in Analytics.
Click Let’s go to activate the AI feature.
Type a question into the box and click Ask. Tip: You don't have to use a question word or question mark.
Rate the response and ask more questions as required.
Get the most out of Phocas AI - ask good questions
Below is a list of sample questions you can ask.
Show me the best selling product over the last 12 months.
Show me the most profitable product over the last 12 months.
What are the top sales reps by orders this year?
What regions are ahead of budget this quarter?
Who sold the most products in UK last month?
Cities with the highest sales between last Black Friday and the end of 0232. Use reporting value.
Sales in [region] this year.
Which branch had the most sales in August?
Chart sales by branch for the last 12 months.
Chart sales by branch for the last year.