Identify: question, role, scenario
Find: candidate definitions and owners
Clarify: time, scope, purpose
Compute: version, filters, evidence
Govern: decision, aliases, effective date
Do not let the model settle policy
Sales may calculate revenue at order time while finance uses recognized revenue. Both can be valid. Selecting one field and presenting one number hides an organizational disagreement.
Use role, purpose, and time to find candidate definitions. If the choice is not unique, ask a focused question or present both definitions and their intended use.
Create comparable metric cards
Record name, definition, formula, grain, time field, default filters, source, owner, effective date, and applicable teams. Different meanings with one name need qualifiers or versions.
Synonyms improve retrieval but must not merge distinct metrics. Order value, paid amount, and recognized revenue may be related without being equivalent.
Ask only decisive clarifications
Prioritize conditions that change the result: order versus recognition date, tax, refunds, fiscal calendar, and organizational scope.
Conditions reliably inferred from identity or project need not be asked again, but show the inference and let the user correct it.
Turn disputes into auditable decisions
Record participants, decision, old and new versions, effective date, historical restatement, and affected reports and questions.
If no unified definition exists, retain multiple definitions and label every answer. Do not hide a preferred answer in the prompt.
Accept metric selection with edge cases
Test same-name/different-meaning, synonyms, cross-team context, time changes, and refund boundaries. Verify candidate discovery, clarification, evidence, and version regression.
AskTable.ai confirms semantic configuration, natural-language query, follow-ups, identity, and data scope. Metric approval, versioning, and impact analysis require project verification.
Public references
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