Manage Insights on Dashboards

On dashboards, you can:

  • Create and save new insights using Analytical Designer.
  • Add insights created in Analytical Designer (see Create Insights ).
  • Set up date and attribute filters for the whole dashboard and all its viewers.

You can add as many dashboards to your workspace as you want.

However, we recommend that you review your dashboards periodically and keep only those that are relevant to your users.

Create a New Insight on a Dashboard

Steps:

  1. Drag and drop the Insight item to the dashboard area.

    create new insight

    The Analytical Designer opens.

  2. Build your insight.

  3. Click Save to automatically add the insight to the dashboard.

For details about insight configuration options, see Create Insights .

Add an Existing Insight

To add an existing insight, drag the insight from the Saved insights list and drop it to the dashboard area.

We recommend that you keep the total number of insights on a single dashboard at 16 or less to avoid delays in computation.

Explore Insights

Dashboards allow you to display insights in Analytical Designer to explore their settings.

You can even edit the insight and save it as a new one.

Steps:

  1. On your dashboard, click the three dots icon in top right corner of the insight.

  2. Click Explore from here.

    explore insight from here

    The insight opens.

  3. To return to dashboards, click Cancel.

  4. You can edit the insight and then click Save to create a new insight.

    This does not update the insight on your dashboard. To add the newly created insight to the dashboard, you must edit the dashboard.

Edit an Insight

Dashboards allow you to edit insights in Analytical Designer and update them on your dashboards automatically.

Steps:

  1. On your dashboard, click Edit to open the dashboard.

  2. Click the three dots icon in top right corner of the insight.

  3. Click Edit.

    edit insight

    The insight opens for editing.

  4. Modify the insight. To see a list of dashboards that include this insight, click the link to the right of the insight name. Click the name of the dashboard to open it in a new window.

    list dashboards for insights

  5. If the insight is included on multiple dashboards and you want to update it on all dashboards, select Save insight on all dashboards and click Save

    save insight

  6. If the insight is included on multiple dashboards and you want to update it only for the current dashboard, select Create copy of the insight and save it on this dashboard, type a new name and click Create a copy.

    save insight as new

    The dashboard exchanges the insight for the new one.

  7. Click Save.

Delete an Insight

Steps:

  1. On your dashboard, click Edit.

  2. Select the insight that you want to delete.

  3. Click the trash icon in the top right corner of the insights.

    delete insight

  4. Confirm the deletion.