Last modified: November 23, 2022

A Mission is a consolidation of insights. You can set up email notifications to receive up-to-date insights once data is refreshed. Then, share those insights with your colleagues and stakeholders so that everyone is aligned.

These are some processes where Missions are very useful...

  • Weekly Standups—To discuss what's happened in the past week, and areas to focus on and work on.

  • Monthly Management Meetings—To identify action items and decisions for management to make.

  • Adhoc Requests—Businesses have specific questions on areas they want insights on.

  • Coaching—Specific performance of individuals to be used in 1:1s.

To create best-in-class Missions, have an idea of what process you're using the Mission for and some idea of measures (for example, Revenue, Number of Clients, Number of Claims, or Expenses) you're focusing on.

Questions To Ask Yourself When Creating a Mission

  • What kind of measures do I need continuous monitoring to validate a hypothesis? For example, I need to monitor my team's performance to find coaching opportunities. Or, there has been a decline in sales for a specific product. What's happening there?

  • Is there a reporting cadence I need to set up my Missions on? For example, I have a weekly meeting with my team, or I have a monthly management review to prepare in advance.

  • Who is my target audience for this Mission? It's only for me to monitor any outliers and anomalies. Or, it's for my stakeholders for their weekly meetings and monthly presentations.


Magic Missions

You can create Missions manually or use a template. We call the templates magic Missions because they do all the work for you in seconds!

  1. To create a Mission, go to the Missions page.
    Missions tab
  2. Select Use template or Create Mission on 1 of the template options: KPI Overview, Segment Breakdown, or Build from scratch. Magic Missions
    1. Use the KPI Overview template option—confirm your dataset and select Create Mission. Auto Insights names your new Mission with the date and time stamp. You can change it on the Summary page.
      KPI overview
    2. Use the Segment Breakdown template option—confirm your dataset, select a measure, and Create Mission. Auto Insights names your new Mission with the date and time stamp. You can change it on the Summary page.
      Segment breakdown
    3. Build from scratch—select measures, counts, or averages to build your Mission. Then select Create Mission.
      Create from scratch Mission page

Summary Page

Upon creating a Mission, you land on the summary page. This page is automatically created and gives an overview of all the pages within a single Mission.

Mission Summary page

As you build your Mission pages, more tiles display on the summary page.

When you set a subscription schedule, Auto Insights will send this summary page to your email and the emails that you've indicated in the schedule. 

Totals vs Change

Whenever we interact with data, there are 2 main types of analysis that we want to uncover—we want to understand the changes compared to the previous period, and understand within that period what's contributing to the numbers.


Select the How was the total distributed? tab to have Auto Insights focus on just proportion and disregard insights related to change over time. 

Total distributed tab

You can further customize this type of insight by removing the time comparison period or selecting All time.

All of time


Select the What key changes occurred? tab to have Auto Insights explain the changes that happened.

Changes occurred tab

Change the Time Comparison Period

Change the time period comparison, and add filters or breakdowns to curate Auto Insights' analysis further. You can change the comparison period to compare against the previous month or the same month last year. Refer to this article on Time Period comparison for details.

Totals Tables

Use Total Tables to provide more context for the Yotals you see on your Mission page. With Totals Tables enabled, you can view a leaderboard of your top 10 highest-performing segments within the Mission summary page and Insights email. 

View totals tables on your Mission page...

  1. Go to the Missions tab.

  2. Select the Mission you want to update. 

  3. From the Mission's Summary Page, select Edit.

  4. Select a page to edit.

  5. Select How was the total distributed?
    Total distributed tab

  6. Make sure you've selected a breakdown (segment), or select + Add Breakdown now.
    Add Breakdown

  7. Now a Show data table check box displays. Check the box to display a table nested under its respective page.
    Show data table check box

Both editors and viewers are able to see the table toggle whether enabled or disabled. If set to hide by the editor the viewer can still view the table but it will not be shown by default.

Query Bar

Each page has a query bar that provides the focus of analysis for that specific page. Use this query bar to get Auto Insights to search for insights on a specific area.

query bar

Some questions to ask while interacting with the query bar:

  • Do I want Auto Insights to tell me where to focus?

    • I'm not sure which segment I should break down by. Things always change each month.

If this is what you need each month, let Auto Insights do the work and identify the largest contributing factors that cause the change.

You should leave the filters and breakdowns blank in this scenario. This way, Auto Insights will calculate the largest contributing factors and display them in descending order.

filters and breakdowns


  • I know that I need to focus on a specific area...

    • I need to only look at my team's performance. I'm not interested in other teams.

    • I need to only focus on my product. I'm not interested in other products.

In this scenario, you should add filters to your query—for example, Team 6.

Filtered query


  • I know that I want to compare across a segment (dimension)

    • I need to understand movement across all teams.

    • I need to know how my product is performing against other products.

In this scenario, you should add breakdowns to your query—for example, Teams.



Add Pages to Your Mission

There are 3 ways you can add a page to your Mission.

FIRST OPTION: Within Mission's edit mode, select + New Page on the left panel.

+ New Page link

SECOND OPTION: Within Mission's edit mode, select or hover over a page to edit, then select the duplicate icon. The duplicated page will appear below. Tip—Use this method when you want to keep the existing filters and breakdown from the 1st page in subsequent pages (it only works when the dataset remains the same). This saves you time and reduces effort on repetitive tasks!

duplicate icon on Mission page


THIRD OPTION: If you see a page in Search or in someone's Mission that you want to add to your own Mission, select + Add page and create a new Mission or select an existing one.

Add page option

Present Your Mission

Select Present to exit edit mode and go back to presentation view.

Present button

Related Articles

Actuals vs Goals

Collaboration through Missions

Sharing and Accessing Missions

Time Comparison

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