# Smart Search

## **1. What is Smart Search?**&#x20;

Smart Search allows you to compare similarities between specific records. Not only can you visualize the distribution of similarities based on your search conditions, but you can also quantify them with a numeric "similarity" score. The closer a record's similarity score aligns with your criteria, the nearer it will appear to the center in a concentric circle representation.

## **2. How to Use Smart Search**&#x20;

The image below showcases the Smart Search interface, displaying an entire staff clustered by their \[Business Location]. The search criteria are set to \[Performance Score: 77.1\~94.1] and \[Unused Vacation: 12.3\~31].&#x20;

By clicking on the individual points, you can access detailed data.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2FlkK3IYdLnzGuaw5MM4Ct%2FScreenshot%202023-09-04%20at%206.09.03%20PM.png?alt=media&#x26;token=52536218-8495-4f93-a8ee-a26bb3a8c6e2" alt=""><figcaption></figcaption></figure>

* **Search Criteria**: Choose the variables and their values to compute similarities. Click on the dropdown menu to select a variable, then either input its value directly or use the mouse to select a range.
* **Cluster**: Select the variable to cluster individual items based on their proximity. In the given example, staff members are clustered by \[Business Location], showcasing groups of employees working at the same location.
* **Color**: Differentiate items on the grid using a selected color variable. While the default color is set based on the clustering variable, as in the example, you have the freedom to choose another variable if desired.
* **Size**: This determines the relative size of individual items (points).
* **Filtering**: Use this to filter items on display by any variable. Click on the dropdown, choose your desired variable, and then define its range.

If you click on the `table view` icon located at the top right of the image below, you'll switch to a table format, revealing detailed information about each record.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2Fjs1BPwepMu9xfG4tSAy7%2FScreenshot%202023-09-04%20at%206.11.13%20PM.png?alt=media&#x26;token=f9db20b0-2b76-4701-b9c1-6aece6041f38" alt=""><figcaption></figcaption></figure>

In the provided example, cells corresponding to \[Performance Score] and \[Unused Vacation] are highlighted based on the search criteria.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2Fet5uJOoyXbGVD8W4TyQR%2FScreenshot%202023-09-04%20at%206.15.27%20PM.png?alt=media&#x26;token=46b33caa-7553-4710-90da-f698974efdee" alt=""><figcaption></figcaption></figure>

When you set multiple search criteria, records are primarily sorted based on their similarity score (0\~100%). The color intensity varies with the score - the closer a record aligns with the search criteria, the deeper its color. Conversely, records with low similarity scores are represented in lighter shades.

<figure><img src="https://1130022100-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FHmGL0fwQrDEm9mSq6FQN%2Fuploads%2FF1NCA7EKcRTtV62ZKBs0%2F%5BSmart%20Search%5D%20table.gif?alt=media&#x26;token=c807936f-6e10-4f22-b9e1-879ea7635516" alt=""><figcaption></figcaption></figure>

In essence, Smart Search offers a visually intuitive way to explore data distributions, colors, sizes, and more, ensuring you find the most relevant data points based on your criteria.
