Insights (Discover)

Get up to speed with our Insights

Insights serve as a vital tool to decode the narratives hidden within your data, helping you make informed, data-driven decisions.

• Understand the granularity of the data as it determines the insights that you will get as a result. Ensure that the data is properly aggregated to understand the key characteristics of certain types of invoices or transactions.

• Utilize the Insights generation feature from Search or Vizpads that help explore the “why” from ad-hoc questions. Selecting anomalies provides the “Understand Why” option, which is a one-click trend insight that uses all features.

• Configuring Insights from the Discover tab allows for a more “hypothesis” driven approach to answering questions.

• To accelerate the Insights generation, it is recommended to exclude unnecessary or irrelevant columns (e.g., columns named "user ID", "product number") during the creation of Insights.

• Use the Edit option for pre-existing Insights. This allows quick iteration through Insights by including or excluding more columns, changing time periods, or filters from the original Insight rather than reconfiguring from scratch each time.

• Save/move Insights to Projects, which is an effective way to organize content that can easily be shared with users or user groups.