Adding Custom Insights

Custom insights let you create your own computation, using your own words to give context to the fields that appear in the visual. When you create a custom insight, you add it to the analysis, and then choose the type of calculation that you want to use. You can also add more fields, calculations, or parameters and customize the text and formatting.
To create a custom insight:
  1. Click Dashboards tab, the Dashboards tab.
  2. Click Dashboard Designer, in the bottom-left corner.
  3. On the Analyses dialog, click New analysis or click Options button, the Options button, next to an existing analysis and select Edit.
  4. On the analysis page, go to Insert ⇒ Add Insight.
    A container for the new insight is added to the analysis and the Computation dialog is displayed.
  5. On the Computation dialog, select the computation that you want to use for the text of the insight and click Select.
    Computation dialog

    The insight container displays information about the data fields that are required for the selected type of computation.

    You can also close the Computation dialog without selecting a computation and configure the insight manually. Click the Customize insight button inside the insight container and customize the insight settings in the Edit narrative dialog.

  6. Add data to the insight by dragging fields from the Data panel to the appropriate field wells in the Visuals panel:
    1. Drag a date field to the Time field well.
    2. Drag one or more measures to the Values field well.
    3. Drag one or more dimensions to the Categories field well.
      You can either add multiple values or multiple categories.
    Look at the information displayed inside the insight container to see what data fields are required. After you add the required fields, you can add any other fields that you want to include in the insight.
  7. To customize the content of the insight, click Menu options button, the Menu options button, in the corner of the insight and select Customize narrative.
    In the Edit narrative dialog, you can edit the insight computation or add more computations, use parameters, and add functions. You can also configure the text formatting and alignment and add images or hyperlinks. For more information, see Customizing the Insight Narrative.
  8. To change the anomaly detection settings for insights that show anomalies, click Menu options button, the Menu options button, in the corner of the insight and select Configure anomaly.
    For more information, see Configuring Anomaly Detection.

To create a custom insight, you can also click , the Add visual button, on the toolbar, and then click the Insight icon.Insight icon

Parent topic: Using Insights