What Caused This
What Caused This uses machine learning and statistical methods to automate the process of identifying root causes of change.
Auto Insights identifies the top 6 most likely causes for Sales to increase, decrease or remain stable in a given time period.
A. Auto Insights identifies the top factors to explain changes.
In order to identify which segments within the dataset can be used to explain changes, Auto Insights uses Ensemble Learning which combines several Machine Learning techniques into one analytical model in order to decrease variance (bagging), bias (boosting), and improve outcomes (stacking).
Examples of machine learning algorithms that are used:
Named Entity Recognition (NER)
Other algorithms are used to take into account the context of the changes in question, in order to remove results that are not sensible.
What Caused This will exclude segments with 2,000 or more levels from the selection criteria.
B. Users declare top factors to explain changes.
Users can enrich and tailor the results based on their business needs by setting segment relevancy. There are a couple of ways to edit relevancy...
Option 1: If you're a dataset owner, go to Datasets and select the 3-dot menu next to the dataset you want to edit. Then select Edit settings > Set segments. The below selection would overwrite Auto Insights' top factors selection.
Option 2: Select Edit, then select Customize results on a Mission summary page or the settings icon on a Mission page. If you're the owner of the dataset, the Customize segment relevancy window displays for you to customize. If you're not the owner of the dataset, Auto Insights shows you the owners' email addresses. Ask an owner for access to customize the segment relevancy.
This functionality isn't available for sample datasets.
C. Identify top levels within these factors to explain changes.
Auto Insights looks at the variance and contribution of each level within a segment to determine which levels to call out.