Explorer: Ask Relevance View

Document view enables you to view the dataset under your preferred set-up. Table view and Grid view are the main two modes; for both, you can specify which fields of the dataset to present.

Note: Ask Relevance view used to be called "Document View"

Add a document view

To add a document view to an Explorer dashboard, click on the + sign on the top toolbar and select "Ask Relevance View" from the list under Type of page.

Type a name for the view, select a color for the tab/page (optional) and hit "Add a page".

You will see a new tab/page added to the top bar. The tab/page includes a table with preselected fields. Next, we will learn how to toggle between the table and grid view, how to configure more settings for either view, and how to select the fields to be present in them.

Page components

Table and Grid views

By default the page opens up under table mode but it can be changed to grid via Table -> Grid as shown in the image below. Number of columns and rows (in table mode) and number of document cards and their ordering (in grid mode) can be set using the same drop-down.

Note that the menu names change according to the selection, for instance "Table settings" and "Card settings" when table and grid are chosen respectively.

Fields to present

The process of selecting the fields to view is the same under the both table and grid modes; the only difference is the name of the setting (i.e. table or card setting depending on which view is selected); here we simply call it the "main setting".

To chose fields for each view, click on the main setting and select "Custom template".

On the opened page, you can select 1) an image field (if applicable), 2) the primary and secondary fields and 3) up to 6 meta-date fields. Note that selected fields can be removed using the x sign next to them.

Rearranging the selected fields is available via drag and drop:

The resulting page under Grid mode in our sample dataset is shown below:

Ask Relevance

Using natural language, you can ask questions related to your data from the AI engine.

📘

How to better use Ask Relevance

Enter questions that need to be answered with understanding the data (e.g. What are the top 3 issues?) not filtering (e.g. how many answers are talking about XYZ?)

Click on "Ask relevance about these responses". A window will pop open. Fill the form:

• Specify which field contains the information about which you want to ask questions
• Type in your question as you would ask a person and hit enter

Results will be shown on the window.

Delete a document view

To delete a document view simply click on the down-arrow on the tab/page in the tool bar, click on "Delete page" and confirm the action.