Tellius
  • ๐ŸšฉGetting Started
    • ๐Ÿ‘‹Say Hello to Tellius
      • Glossary
      • Tellius 101
      • Navigating around Tellius
      • Guided tours for quick onboarding
    • โšกQuick Start Guides
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
    • โœ…Best Practices
      • Search
      • Vizpads (Explore)
      • Insights (Discover)
      • Predict
      • Data
    • โฌ‡๏ธInitial Setup
      • Tellius architecture
      • System requirements
      • Installation steps for Tellius
      • Customizing Tellius
    • Universal Search
    • ๐Ÿ Tellius Home Page
  • Kaiya
    • โ™Ÿ๏ธUnderstanding AI Agents & Agentic Flows
      • Glossary
      • Composer
      • ๐Ÿ—๏ธTriggering an agentic workflow
      • The art of possible
      • Setting up LLM for Kaiya
    • ๐ŸคนKaiya conversational AI
      • โ“FAQs on Kaiya Conversations
      • Triggering Insights with "Why" questions
      • Mastering Kaiya conversational AI
  • ๐Ÿ”Search
    • ๐Ÿ‘‹Get familiar with our Search interface
    • ๐Ÿค”Understanding Tellius Search
    • ๐Ÿ“Search Guide
    • ๐Ÿš€Executing a search query
      • Selecting a Business View
      • Typing a search query
      • Constructing effective search queries
      • Marketshare queries
    • ๐Ÿ”‘Analyzing search results
      • Understanding search results
      • Search Inspector
      • Time taken to execute a query
      • Interacting with the resulting chart
    • ๐Ÿ“ŠKnow your charts in Tellius
      • Understanding Tellius charts
      • Variations of a chart type
      • Building charts from Configuration pane
      • List of chart-specific fields
      • Adding columns to fields in Configuration pane
      • Absolute and percentage change aggregations
      • Requirements of charts
      • Switching to another chart
      • Formatting charts
      • Advanced Analytics
      • Cumulative line chart
    • ๐Ÿง‘โ€๐ŸซHelp Tellius learn
    • ๐Ÿ•ต๏ธโ€โ™‚๏ธSearch history
    • ๐ŸŽ™๏ธVoice-driven search
    • ๐Ÿ”ดLive Query mode
  • ๐Ÿ“ˆVizpads (Explore)
    • ๐Ÿ™‹Meet Vizpads!
    • ๐Ÿ‘‹Get familiar with our Vizpads
    • #๏ธโƒฃMeasures, dimensions, date columns
    • โœจCreating Vizpads
    • ๐ŸŒApplying global filters
      • Filters in multi-BV Vizpads
      • Filters using common columns
    • ๐Ÿ“ŒApplying local filters
    • ๐Ÿ“…Date picker in filters
      • Customizing the calendar view
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      • Multi-select list
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      • Range slider
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    • ๐Ÿ‘๏ธActions in View mode
      • Interacting with the charts
    • ๐Ÿ“Actions in Edit mode
      • ๐Ÿ—จ๏ธViz-level actions
    • ๐Ÿ”งAnomaly management for line charts
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      • Vizpad level
      • Chart level
    • โณTime taken to load a chart
      • Instance level
      • Vizpad level
      • Chart level
    • โ™Ÿ๏ธWorking with sample datasets
    • ๐Ÿ”Swapping Business View of charts
      • Swapping only the current Vizpad
      • Swapping multiple objects
      • Configuring the time of swap
    • ๐Ÿค–Explainable AI charts
  • ๐Ÿ’กInsights (Discover)
    • ๐Ÿ‘‹Get familiar with our Insights
    • โ“Understanding the types of Insights
    • ๐Ÿ•ต๏ธโ€โ™‚๏ธDiscovery Insights
    • โž•How to create new Insights
      • ๐Ÿ”›Creating Discovery Insight
      • ๐Ÿ”‘Creating Key Driver Insights
      • ใ€ฐ๏ธCreating Trend Insights
      • ๐Ÿ‘ฏCreating Comparison Insights
    • ๐ŸงฎThe art of selecting columns for Insights
      • โžก๏ธHow to include/exclude columns?
  • ๐Ÿ”ขData
    • ๐Ÿ‘‹Get familiar with our Data module
    • ๐Ÿฅ‚Connect
    • ๐ŸชนCreate new datasource
      • Connecting to Oracle database
      • Connecting to MySQL database
      • Connecting to MS SQL database
      • Connecting to Postgres SQL database
      • Connecting to Teradata
      • Connecting to Redshift
      • Connecting to Hive
      • Connecting to Azure Blob Storage
      • Connecting to Spark SQL
      • Connecting to generic JDBC
      • Connecting to Salesforce
      • Connecting to Google cloud SQL
        • Connecting to a PostgreSQL cloud SQL instance
        • Connecting to an MSSQL cloud SQL instance
        • Connecting to a MySQL Cloud SQL Instance
      • Connecting to Amazon S3
      • Connecting to Google BigQuery
        • Steps to connect to a Google BigQuery database
      • Connecting to Snowflake
        • OAuth support for Snowflake
        • Integrating Snowflake with Azure AD via OAuth
        • Integrating Snowflake with Okta via OAuth
        • Azure PrivateLink
        • AWS PrivateLink
        • Best practices
      • Connecting to Databricks
      • Connecting to Databricks Delta Lake
      • Connecting to an AlloyDB Cluster
      • Connecting to HDFS
      • Connecting to Looker SQL Interface
      • Loading Excel sheets
      • ๐ŸšงUnderstanding partitioning your data
    • โณTime-to-Live (TTL) and Caching
    • ๐ŸŒทRefreshing a datasource
    • ๐ŸชบManaging your datasets
      • Swapping datasources
    • ๐ŸฃPreparing your datasets
      • ๐ŸคพActions that can be done on a dataset
      • Data Pipeline
      • SQL code snippets
      • โœ๏ธWriteback window
      • ๐ŸงฉEditing Prepare โ†’ Data
      • Handling null or mismatched values
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      • List of icons and their actions
        • Functions
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        • Python Transform
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        • Creating Hierarchies
      • Dataset Scripting
      • Fusioning your datasets
      • Scheduling refresh for datasets
    • ๐ŸฅPreparing your Business Views
      • ๐ŸŒŸCreate a new Business View
      • Creating calculated columns
      • Creating dynamic parameters
      • Scheduling refresh for Business Views
      • Setting up custom calendars
    • Tellius Engine: Comparison of In-Memory vs. Live Mode
  • Feed
    • ๐Ÿ“ฉWhat is a Feed in Tellius?
    • โ—Alerts on the detection of anomalies
    • ๐Ÿ“ฅViewing and deleting metrics
    • ๐Ÿ–ฒ๏ธTrack a new metric
  • Assistant
    • ๐Ÿ’Introducing Tellius Assistant
    • ๐ŸŽคVoice-based Assistant
    • ๐Ÿ’ฌInteracting with Assistant
    • โ†–๏ธSelecting Business View
  • Embedding Tellius
    • What you should know before embedding
    • Embedding URL
      • ๐Ÿ“ŠEmbedding Vizpads
        • Apply and delete filters
        • Vizpad-related actionTypes
        • Edit, save, and share a Vizpad
        • Keep, remove, drill sections
        • Adding a Viz to a Vizpad
        • Row-level policy filters
      • ๐Ÿ’กEmbedding Insights
        • Creating and Viewing Insights
      • ๐Ÿ”ŽEmbedding Search
        • Search query execution
      • Embedding Assistant
      • ๐Ÿช„Embedding Kaiya
      • Embedding Feed
  • API
    • Insights APIs
    • Search APIs
    • Authentication API (Login API)
  • โœจWhat's New
    • Release 5.4
      • Patch 5.4.0.x
    • Release 5.3
      • Patch 5.3.1
      • Patch 5.3.2
      • Patch 5.3.3
    • Release 5.2
      • Patch 5.2.1
      • Patch 5.2.2
    • Release 5.1
      • Patch 5.1.1
      • Patch 5.1.2
      • Patch 5.1.3
    • Release 5.0
      • Patch 5.0.1
      • Patch 5.0.2
      • Patch 5.0.3
      • Patch 5.0.4
      • Patch 5.0.5
    • Release 4.3 (Fall 2023)
      • Patch 4.3.1
      • Patch 4.3.2
      • Patch 4.3.3
      • Patch 4.3.4
    • Release 4.2
      • Patch 4.2.1
      • Patch 4.2.2
      • Patch 4.2.3
      • Patch 4.2.4
      • Patch 4.2.5
      • Patch 4.2.6
      • Patch 4.2.7
    • Release 4.1
      • Patch 4.1.1
      • Patch 4.1.2
      • Patch 4.1.3
      • Patch 4.1.4
      • Patch 4.1.5
    • Release 4.0
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ยฉ 2025 Tellius

On this page
  • ๐Ÿš€ New features
  • 1. Ask about your metadata to Kaiya
  • 2. Kaiya selects your Business View so you donโ€™t have to
  • 3. Efficiently manage your Kaiya Learnings
  • 4. Kaiya can handle your complex questions
  • 5. Kaiya eases onboarding with starter questions
  • 6. Bulk application of configuration changes and filters
  • 7. Global filters across tabs for Vizpads
  • 8. Get customized views for your Vizpad
  • ๐Ÿ“ˆ Enhancements
  • 1. Freeze columns for better readability
  • 2. Get proactive alert emails for all jobs
  • 3. Introducing โ€œShow as Rowsโ€ toggle for pivot tables
  • 4. Interactive results for Kaiya conversational Search
  • 5. Displaying Top 3 related Insights in Tellius Assistant
  • 6. Form-based annotations in Vizpad tables
  • 7. Improved โ€œInclude Nullsโ€ in Vizpads

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  1. What's New

Release 5.3

PreviousPatch 5.4.0.xNextPatch 5.3.1

Last updated 6 days ago

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Released in February, 2025

We're thrilled to unveil Tellius 5.3! ๐ŸŽ‰ In this release, weโ€™ve introduced major updates to Kaiya, our conversational AI for analytics, to address the real challenges data teams face every day. Whether youโ€™re struggling to navigate complex datasets, deal with time-consuming multi-step queries, or align terminology across your organization, these updates are designed to simplify workflows and deliver insights faster. Here are the key updates:

Take out the guesswork: With SmartSelect, Kaiya automatically chooses the most relevant Business View for your query. Additionally, metadata queries help you discover and understand available metrics and dimensions without diving into documentation.

Crush complexity: Kaiya can now handle compound, multi-step queries, breaking down intricate requests and delivering actionable insights in one go.

Scale curated Learnings: With Learnings Management, Kaiya allows you to define and share custom terms, metrics, and queries, ensuring alignment and consistency across your organization.

Dive into the release notes below to see how these updates solve real-world problems and elevate your analytics experience.

๐Ÿš€ New features

1. Ask about your metadata to Kaiya

Weโ€™ve introduced in Kaiya conversational Search to help you quickly discover, understand, and leverage the right datasets before diving into any complex analysis. By allowing natural-language questions around metadata (e.g., field definitions, calculated columns, date fields), weโ€™re bridging the gap between technical detail and business relevance. With this, you can simply ask questions like,

  • โ€œWhat are the dimension columns in this BV?โ€

  • โ€œIs there any calculated column available?โ€

  • โ€œHow is the subscription rate calculated?โ€

  • โ€œWhich of these columns relate to orders?โ€

and Kaiya will respond in plain language, clarifying exactly which fields exist in your chosen Business View.

Metadata related queries to Kaiya

Quickly find out if any relevant calculated columns or date fields already exist for your analysis. For instance, you can ask, โ€œI want to calculate the revenue due to laptops. What metrics are available related to it?โ€ and Kaiya will list out all relevant product and revenue columns.

It facilitates faster data discoveryโ€”eliminating guesswork by understanding the available metrics and dimensions upfront, reducing back-and-forth between data teams and business users. Also, business users can get a grasp of technical fields in their own language, without digging through technical documentation.

2. Kaiya selects your Business View so you donโ€™t have to

With Kaiyaโ€™s SmartSelect (automatic selection of relevant Business View), you no longer need to manually select a Business View before typing in a query; Kaiya smartly chooses the most relevant one. Kaiya will parse your query, identify key columns and filters, and then use a combination of LLMs (Large Language Models) and vector database to find the best-matching Business View (BV). If the chosen BV is incorrect, you can manually correct and provide explicit feedback so Kaiya learns for future queries.

The more you use, the more accurately Kaiya selects the appropriate BV. By automating the selection process, you can focus more on obtaining insights without worrying about the underlying BVs. It learns from your feedback and adapts to your preferences over time. You can directly teach Kaiya by making manual selections or corrections.

For example, if Kaiya picks an incorrect BV, you can select the right one from a dropdown. A prompt will let you store that change as a Learning. Kaiya remembers these corrections for similar queries in the future.

Business users no longer have to scroll through a list of BVs to find the right one. Every correction or confirmation feeds into a feedback loop, so Tellius steadily refines its understanding of your data structures and language preferences.

3. Efficiently manage your Kaiya Learnings

Weโ€™re introducing a management system that lets you easily create, edit, and manage the Learnings, which guide Kaiya in translating your questions more effectivelyโ€”giving you and your organization more accurate and personalized responses. With continuous learning, Kaiya becomes an even more intuitive tool for your organization. No more repeated misunderstandingsโ€”just smarter, faster, and more personalized insights!

For example, a non-technical user sets โ€œmy regionโ€ = [List of their specific regions] for the โ€œRevenue_BVโ€ only, so every time they say โ€œmy region,โ€ Kaiya filters it to their subset.

Introducing multiple levels of Learnings:

User-specific Learnings:

  • User + Business View (BV): A single userโ€™s learning, limited to a specific BV.

  • User + All BVs: A single userโ€™s learning, applied across every all BVs.

System-specific Learnings:

  • System + BV: Admin-created Learning for all users, but only for a specific BV.

  • System + All BVs: Admin-created Learning for everyone, across all BVs.

This layered approach lets you keep certain terms or mappings strictly personal, while admins can promote valuable user learnings to broader visibility.

User-level learnings override admin-level if thereโ€™s a direct conflict.

Query Learnings (for admins only) lets you define entire query structures (e.g., โ€œShow me days inactive for my brand in NYโ€) to match domain-specific patterns. Particularly useful for organizations with unique ways of asking questions or proprietary query logic.

Key updates:

  • During a Kaiya session, if you correct or refine a misinterpreted query, that feedback can be saved as a personal or system-wide Learning (based on your role).

  • No need to repeatedly fix the same misunderstandingsโ€”once a Learning is saved, Kaiya remembers it for all future queries.

  • When you add a new Learning thatโ€™s similar to an existing one, Tellius will warn you and offer to merge or override.

4. Kaiya can handle your complex questions

Kaiya can now handle compound, multi-step questions. Instead of limiting you to straightforward โ€œone-and-doneโ€ queries, Kaiya now interprets and executes multiple logical steps to get more meaningful, real-world answers (e.g., comparing region performance to a national average, then drilling into underperforming segments).

Kaiya can split a complex question into multiple sub-queries (e.g., calculate the average or benchmark in one step, then filter or compare in the next). For example, a question like โ€œWhich territories are underperforming compared to the East regionโ€™s NBRx over the last 3 weeks?โ€ gets broken into

  1. Finds % change in NBRx for the East region.

  2. Compares territories to that benchmark to spot underperformance.

You donโ€™t need special syntax. Just type your complex request in plain language, and Kaiya does the behind-the-scenes heavy liftingโ€”breaking your query down, computing intermediate values, and delivering the final answer in one go.

5. Kaiya eases onboarding with starter questions

Kaiya can now generate starter questions to make your data exploration more intuitiveโ€”leading to faster insights with reduced onboarding time. Now, you can kickstart your analysis with relevant, pre-configured promptsโ€”or dive deeper into an existing thread with tailored follow-up queries. By quickly zeroing in on the most relevant beginner steps, you spend less time wondering โ€œWhat now?โ€ and more time discovering insights.

Based on the Business View selected, Kaiya can automatically generate questions. Before adding to the library. admins can preview the results of Kaiya-generated questions to ensure accuracy and relevance.

Once Kaiya generates a query, you can:

  • Preview: Opens an adjacent tab displaying the queryโ€™s results in real time.

  • Add Query: Saves the generated query to the starter questions library for future use.

6. Bulk application of configuration changes and filters

Weโ€™ve introduced an Apply and Discard mechanism in the Vizpad configuration pane so you can manage all your editsโ€”like adding columns, changing sort order, or creating filtersโ€”at once. Instead of automatically refreshing the chart every time you tweak a field, you can now make multiple changes and then apply them all in one go. This significantly reduces unnecessary query overhead to your database, keeping performance high and costs low, especially for large datasets and live-query scenarios.

  • You can drag and drop multiple columns, rearrange columns, or add multiple filters, then click Apply to update the chart in one go. Any changes in the chart configuration or filter settings remain in a temporary state until you choose Apply. Selecting Discard will revert everything back to the last saved setup.

  • Fewer round-trips to the database mean lower cloud data warehouse costs and faster response times, since youโ€™re not firing off a query for every minor edit.

  • You canโ€™t move to another chart, apply filters, or save the Vizpad until you Apply or Discard your current changes. Also, you cannot apply a new filter if you have unsaved chart edits, ensuring everything stays in sync.

By consolidating multiple updates into a single action, this new feature offers more control over your edits and helps maintain a seamless editing experience.

7. Global filters across tabs for Vizpads

Weโ€™ve upgraded global filters so that you can now apply filters to all the tabs in your Vizpad.

This is especially helpful for users who want consistent filters across multiple views, such as executives comparing all-year performance or operations managers needing to lock in a specific region.

Our existing โ€œGlobal Filtersโ€ remain, but are now relabeled as โ€œTab Filtersโ€, reflecting their original functionality (applying only within one tab).

If youโ€™re applying a filter, then it can be turned into a global filter with a toggle switch. The global filters are represented with a globe icon in their pills.

The chart wonโ€™t render if the chart filter conflicts with the global filter settings.

8. Get customized views for your Vizpad

Weโ€™re rolling out Custom Views in Vizpadsโ€”where you can tailor your Vizpad with your preferred filters or formatting while the base Vizpad remains untouched for everyone else. Since thereโ€™s no duplication of the original Vizpad, it reduces clutter and centralizes a single source of original Vizpad while still allowing personal customizations.

In the View mode of a Vizpad, after applying all the necessary filters and formatting, you can save them as a custom view with a name. The original Vizpad will be available as the โ€œDefault viewโ€.

Your custom filters remain active across all Vizpad tabs in View mode for the duration of your session. Thereโ€™s no need to re-apply every time you switch tabs.

You can save as many custom views as you like. When the Vizpad is deleted, all the associated custom views will also be deleted. If there are any changes made to the original Vizpad, then youโ€™ll see an alert message, giving you the option to refresh or keep your custom view or keep your custom version.

๐Ÿ“ˆ Enhancements

1. Freeze columns for better readability

Weโ€™re introducing a column-freezing option that lets you โ€œfreezeโ€ columns to the left side of your Vizpad tables. Simply specify how many columns you want to freeze, and those will remain visible as you scroll horizontally. For pivot tables, any dimension columns in the configuration are automatically frozen, so you need not have to specify the number of columns to freeze.

By freezing columns, you can always keep your key reference fields in sight, speeding up comparisons.

2. Get proactive alert emails for all jobs

Weโ€™re introducing a centralized job notification feature that triggers an email for all job types irrespective of their statuses (success/failure/partial success). Instead of juggling multiple user-level email alerts, you can now easily set up notifications for all scheduled or background jobs, helping you spot recurring failures or missed runs much sooner.

Under Settings โ†’ Application Settings โ†’ Centralized Job Alerts, you can toggle these notifications on or off and specify exactly which statuses should trigger an email. Every job typeโ€”whether itโ€™s a publish, refresh, or Insight creationโ€”can be monitored in real time. This means fewer blind spots and a single pane of glass for all your job health alerts.

3. Introducing โ€œShow as Rowsโ€ toggle for pivot tables

In Vizpads, weโ€™re introducing a toggle that lets you display measures as row values in your pivot table.

The new โ€œShow as Rowsโ€ switch moves your selected metrics (e.g., Profit, Revenue) into the row area below each dimension value.

For this, you need atleast one column dimension in your pivot table.

Financial analysts frequently need to review metrics in a rows-based format for clarity and consistency. This also makes monthly or quarterly comparisons more straightforward and resembles a familiar financial statement layout.

4. Interactive results for Kaiya conversational Search

This release adds an interactive chart experience to the results of Kaiya Conversational Search, making it easy to dive deeper into any unusual or interesting data points. Now, when you click on any data point in the chart, youโ€™ll see a pop-up offering options to keep just those selected data points, remove them entirely, drill into deeper hierarchies or columns, generate new Feeds, configure Insights on the fly, or even build an ML model in real time.

Once triggered, Tellius generates the requested Insight/Feed/Model behind the scenes. Youโ€™ll receive a notification once the job completes, so you can continue exploring in Kaiya without waiting. Completed Insights/Feed/Model appear under Discover/Feed/Predict tab respectively, where you can explore them further.

This interactive layer, already available in Search results, is now extended to Kaiya Conversational Search.

5. Displaying Top 3 related Insights in Tellius Assistant

Weโ€™re rolling out a new, smarter recommendation in the Tellius Assistant that displays the top three insights tied to any metric mentioned in your search. So, if you type in a query with the keyword โ€œIncidentsโ€, the Assistant will instantly list three existing Insights where โ€œIncidentsโ€ is used as a primary metric. If fewer than three Insights exist, Kaiya shows the existing matches available.

We also factor in the creation date to ensure you see the most up-to-date findings first. This is particularly handy for teams with lots of shared contentโ€”no more digging around multiple tabs to figure out.

6. Form-based annotations in Vizpad tables

In this release, we are introducing a structured, form-based annotation framework for Vizpad tables with configurable dropdowns and text boxes. The annotation pane loads the relevant form dynamically, storing all user submissions in a single JSON field and displaying them in a read-only format when needed.

For example, if a user selects a value โ€œInsuranceโ€ from the dropdown, then based on this choice, Tellius dynamically updates the form to show only โ€œInsuranceโ€-related options. This guided workflow ensures youโ€™re entering accurate, relevant information, minimizing errors and maintaining data consistency.

7. Improved โ€œInclude Nullsโ€ in Vizpads

Weโ€™ve updated how Vizpads handle null values in tables, giving you clearer control over which records get displayedโ€”even if some measures in a row are null. This change addresses a common scenario where a user wants to hide rows that are entirely null, but still keeps partially-null data for further investigation.

โ€œInclude Nullsโ€ toggle

  • When checked: You see all rows, including those where some or even all measure columns are null.

  • When unchecked: Rows are only removed if all the measure columns in that row are null. If a single measure in that dimension row is populated, that row will be shown.

Instead of losing rows that contain a few nulls mixed with valid data, you retain essential information, leading to more accurate analysis.

Auto selection of Business View
Kaiya Learnings
Kaiya handling complex questions
Starter questions
Bulk configuration
Global filters across tabs
Custom views
Freeze columns
Proactive alert emails for jobs
"Show as rows" toggle
Intereactive results in Kaiya
Form-based annotations
โœจ
metadata queries