Insight Tool

1. Run the workflow.
2. Click Configure Insight.
3. Drag a chart or text element and drop it on the page.
Create a chart
1. Hover over the chart element and click Edit.
2. Under Create > Layer, click Add Layer.
3. Type a Name for the layer.
4. Select the chart Type.
Chart types
• Area: Displays a relationship of how data changes over time.
• Bar: Displays categorical data with rectangular bars of heights or lengths proportional to the values they represent.
• Box and Whisker: Displays groups of numerical data distributed by their quartiles.
• Candlestick: Displays the price movements of a financial asset for a specific period.
• Heatmap: Displays a map in which data values are represented as colors.
• Line: Displays information as a series of data points connected by straight line segments.
• Scatter: Displays values that show the correlation between two numerical sets of data.
• Pie: Displays data as a circle divided into slices to represent a numerical proportion.
5. Select columns to use as the values for the X and Y axes.

To create an interactive chart, where you can drill down from summary data and view different levels of details about the data, use a drilldown for the X or Y axes.

Create a drilldown
1. Under Create > Drilldown, click Create Drilldown.
2. Type a Name for the drilldown.
3. Select the fields to include in the drilldown.
4. Under Create > Layer, click Add Layer
5. Select the drilldown to use as the value for the X or Y axes.
6. For aggregations or calculations of the data, select a Field and Function. Options include: Sum, Count, Min, Max, Mean.
7. Under Style, click to configure the Default Font, Layer, Sort, Chart, Axes, Legend, and Notes:
Style options
• Default Font: Select the default font, font size, and font color for the chart. Edits made to the font for the chart title, axes titles and labels, legend text, and notes will override the default font.
• Layer: Select colors, show the layer in a legend, and show values when the cursor hovers over a data point on the chart. Many of the options depend on the type of chart selected.
• Sort: Select a field and click Ascending or Descending to sort data on the chart.
• Chart: Select the size, background color, margins and padding for the chart, and add a chart title.
• Axes: Add a title for each axis, and show grid lines and labels. The font for the axes titles and labels can be customized.
• Legend: Show a legend for the chart, and select the legend box font, color, and location. Click and drag the legend to move it to a new location on the chart. For a layer to show in the legend, it must be enabled under Style > Layer.
• Note: Add a note and arrow to the chart. Click and drag the note to move it to a new location on the chart.

Additional Information

The chart title, axes titles, legend text, and notes can be edited by clicking directly on the chart. Add a link to text by specifying a URL.

Hover over the area at the top of the Interactive Chart window to view Zoom, Pan, Zoom In, Zoom Out, Reset Axes, Show Axes Lines, and Save as PNG options.

8. Click Close Editor to close the chart editor and save changes.
Save and import a chart template
Save a chart and all settings as a template, which can be imported into an Insight tool or a different Interactive Chart tool in a workflow.
To save a chart as a template:
1. Under Create, click Template.
2. Type a Template Name.
3. Click Save.
To import a saved template:
1. Under Create, click Template.
2. Click the name of the template.
3. Click Import.
Add a text element
1. Drag a text element and drop it on the page.
2. Hover over the text element, click in the text box, and type text.
3. Click Close to close the text editor.
4. Add, edit, or delete elements on the page.
Formatting options
• To move an element on the page, hover over the element, click, and drag the element to a different location.
• To resize an element, hover over the element, click the resize handle, and drag it in any direction.
• To delete an element from the page, hover over the element, and click the trash can icon.
5. Add a filter for selecting data that meets specific criteria.
Add a filter
1. Click Filters , and click Filter.
2. Select Column Name.
3. Type a name in Filter Name.
4. Select a Filter Control. Options include Dropdown, Multiselect, and Date Range.
6. Click Preview to view the completed insight, and to interact with the data in the chart.
7. Click an area of a chart to drill down to the next level of detail, and click Reset to return to the summary view of data.
8. Click the X to close the Insight window and return to the workflow.

You can publish an insight to a Gallery and share it in a collection so others can view and interact with it.

When you publish an insight to a Gallery, the insight is saved in the Insights tab. To publish an insight:

1. Create an insight with a chart or text element.
2. Click Select Gallery.
3. Select the name of the Gallery and click Publish.
4. In Save Insight, type the Insight Name and click Save.
5. Log in to the Gallery and click the Insights tab to view the published insight.
6. Click the name of the insight to view and interact with the data.

You can share an insight with users by adding it to a collection. To share an insight:

1. Click Collections and add a new collection.
2. Click the name of the collection.
3. Click the Users tab, type the user name, and select the user to share the collection with.
4. Click the Insights tab, type the insight name, and select the insight to add it to the collection.

Users can view the insights they have shared with others from within their collection, but must view the insights shared with them from the Insights tab.