Insight Tool Icon

Insight Tool

Last modified: December 27, 2019

The Insight tool lets you create interactive dashboards to use to gain deeper insights into your data. You can create and arrange multiple charts and text elements on the dashboard, create filters for viewing specific data, and create drilldowns to let you change the detail level of data displayed. When you use the filters and drilldowns to view data, all related charts in the insight dynamically update. The insight can be published to a Gallery for others to view.

Tool Configuration

Run the workflow to read the data into the Insight tool, and then click Configure Insight to open the configuration window. An insight can include one or more chart and text elements, filters, and drilldowns.

Create an Insight

  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. Choose from the following chart options:
        • 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.
        • Split Data into Multiple Layers:
          Under Create > Transforms, click Split to separate data into multiple layers and style each layer of a chart based on the number of different values within a column. The Transforms option is available for Area, Bar, Box, Line, and Scatter charts.
      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:
        • 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.

          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.
    • Create a Stacked Bar Chart
      1. A bar chart displays categorical data with rectangular bars of heights or lengths proportional to the values they represent. A stacked bar chart displays an extra level of detail within a simple bar chart and allows you to see how subgroups of data contribute to the total. To create a stacked bar chart:
        1. Run the workflow.
        2. Click Configure Chart in the tool configuration window.
        3. Under Create > Layer, click Add Layer.
        4. Select the chart Type of Bar.
        5. Select columns to use as the values for the X and Y axes.
        6. Under Create > Transforms, click Split.
        7. Select the column to split the data on.
        8. Under Style > Layer, select Stack from Bar Mode.
    • 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
      • Drag a text element and drop it on the page.
      • Hover over the text element, click in the text box, and type text.
      • Click Close to close the text editor.
  4. Add, edit, or delete elements on the page.
    • 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.
    • Click Filters , and click Filter.
    • Select Column Name.
    • Type a name in Filter Name.
    • 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. If a drilldown was added, you can 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.
  7. Click the X to close the Insight window and return to the workflow.

Publish and Share an Insight

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

Best practices for publishing an insight:

  • Include the name of the workflow as part of the name of the insight for easy reference when viewing the insight in the Gallery.
  • Add an annotation to an Insight tool in a workflow for an insight that will be published to the Gallery to easily track published insights.
  • Publish the insight to the Gallery first, and then save the workflow to the Gallery. This creates an insight ID and establishes the relationship between the insight and the workflow. At this point you can run or schedule the workflow to refresh the data for the insight.
  • Once a workflow and an insight have been published, modifying the Insight tool in the workflow and publishing it again will overwrite the existing insight in the Gallery. To publish a new insight to the same Gallery, you must configure a new Insight tool in the workflow.

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

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:

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.

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