How does the topic creation work?

Topics can only be created by the project owner and the admins, through a four-step process:

  • Connect a data source and select the specific tables that hold the desired data for your topic.

  • Configure a topic by setting its objective and the related visualization type and selecting specific columns and parameters (e.g. establishing a ranking among values or comparing different values).

  • Select filters, if necessary, to better define the advisor’s answers.

  • Train the advisor by providing the alternative names for each column used to configure your topic (e.g. users can talk about “sales” and also about “transactions”, so you need to provide crystal with both synonyms). Then crystal integrates the topic’s objective, data and associated names into the conversation that is understandable and accessible for all users.

If you have any questions about crystal’s features, you have encountered a problem or you would like to share your feedback, contact us using this form.

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