Create Insights

This article describes how to visualize your data by creating insights in Analytical Designer.

Create an Insight

Follow these steps to create a new insight.

Steps:

1. Open your workspace.

2. Click the Analyze tab.

   Analytical Designer opens.

3. Drag a metric or an attribute from Data Catalog onto any drop zone to visualize it.

   

   By default, the insight displays the metrics in a column chart and attributes in a table. You can change the type of the insight later.

4. To change the insight type, click the appropriate icon at the top.

   

   You can display the insight as a table or different types of charts.

   Different charts require different types of data. If you change the chart type, the insight may change the displayed data as well.

   For example, you can set a Stack by for a column chart, but not for a pie chart.

   For details about different types of insights, see Insight Types.

5. Select options in the Metrics settings.

   

   Note

   You can create new metrics or edit existing ones without having to stop working on your insight, see Metric Editor in Analytical Designer.

6. To add granularity to the displayed data, drag an attribute to the View by/Trend by section.

   

   If you do not see the View by/Trend by section, try to change the type of the insight.

7. To split the display into a stacked chart, drag an attribute to the Stack by/Segment by section.

   

   If you do not see the Stack by/Segment by section, try to change the type of the insight.

   To use Stack by (or Segment by for line charts), the insight must have only one item in the Metrics section.

8. Add filters to the insight.

   You can drag and drop attributes to the top bar to filter the whole insight.

   

9. Add filters to individual metrics.

   You can filter each metric by up to 20 attributes. All filters are applied at the same time (the AND operator).

   The resulting insight matches all the applied metric level filters.

   

10. Save the insight.

    When you have finalized your insight:

    

    Use the Save button to save it.

    

    Use the Undo and Redo buttons in the top bar to browse through your edits.

    

Recommendations

As you create insights, Analytical Designer offers you Recommended next steps.

The recommendations that appear when you add metrics and attributes are based on actions that GoodData users typically perform in similar analytical scenarios:

Edit an Insight

Follow these steps to edit an existing insight.

Steps:

1. Click Open in the top bar.

2. Select the insight to edit.

   The insight opens for editing.

Delete an Insight

Follow these steps to delete an insight.

Steps:

1. Click Open in the top bar.

2. Hover over the insight that you want to delete.

3. Click the cross icon next to the insight name.

4. Confirm the deletion

   The insight is deleted.