Add Content to an Insights Board

Add Charts, Notes, or Tables From a Session

To publish charts, notes, or tables to an Insights Board:

1. Open a session.

2. Create charts, notes, or tables you would like to present. Or, use Replay to use items from an existing workflow.

3. Save the chart, note, or table.

4. Publish the chart, note, or table to your Insights Board using either of the following methods:

   • Click the Publish button (+) on the chart, note, or table and select an existing Insights Board (or create a new one).

   

   • Use the Publish skill to send the chart, note, or table to an existing Insights Board.

     For example, to publish the chart called "Survivors" to the Insights Board called "TitanicSurvivors", enter Publish the chart called Survivors to the Insights Board called MyIncite as SurvivedAge.

Navigate to your Insights board:

1. Return to the homepage by clicking on the DataChat button.

2. From the Featured or Insights Boards sections, click on your saved Insights Board. If publication is successful, all published items appear:

   

Hover over charts, notes, or tables to:

• View headers and take relevant actions.

• Move and resize the panel the Insight Board.

  

Add more items to your Insights Board by repeating the steps above.

Edit Charts with the Plot Form

note

The Plot form is available only for the following charts:

• Bar
• Box
• Bubble
• Donut
• Heatmap
• Histogram
• Horizontal Bar
• Line
• Scatter
• Stacked Area
• Stacked Bar
• Violin

For other charts, only the fonts can be changed. Refer to the Edit Fonts on Other Charts section for more information.

After you publish a chart to an Insights Board, you can use the Edit button to open the Plot form to make updates to your chart including, but not limited to:

• Changing the chart type
• Changing the axis values
• Changing font sizes
• Adding filters

See Edit.

Edit Fonts on Other Charts

After you publish a chart to an Insights Board, you can use the Edit button to change the sizes of the fonts:

Edit or Preview a Chart's Workflow or Snapshot

note

Snapshots are available only for the following charts:

• Bar
• Box
• Bubble
• Donut
• Heatmap
• Histogram
• Horizontal Bar
• Line
• Scatter
• Stacked Area
• Stacked Bar
• Violin

For other charts, only the workflow is available. Refer to the Edit a Workflow section for more information.

Depending on the chart type, you can edit the snapshot or the workflow behind the chart to make changes to the steps that created the chart.

Edit a Snapshot

You can use the Edit the Chart's Snapshot button to both preview the snapshot that created the chart and open it in the Snapshot Editor if you need to make changes. Refer to the Edit a Snapshot topic for more information.

Edit a Workflow

You can use the Edit the Chart's Workflow button to both preview the workflow that created the chart and open that workflow in the Workflow Editor if you need to make changes. Refer to the Edit a Workflow section for more information.

Add Widgets

Widgets are useful for quickly highlighting a simple metric, such as a trend, in a way that's easier to read than a small table. For example, you might create a widget that shows which way your sales data is trending, instead of using a table:

Create a Widget

There are two types of widgets:

• Summary-only. Shows only a total (such as total sales).
• Summary with trend. Shows a total along with a trend.

To create a summary-only widget:

1. In a session, create a table that has only one row and one column.

2. Click the Edit mode button.

3. Click the Toggle template button (the pencil) to turn the table into a widget.

4. Click the Save button to save the table as a widget.

5. Click the Publish button (+) to publish the widget to your Insights Board.

To create a summary with trend widget, repeat the steps above, but create a table with one row and two columns. The first column should be the total, while the second column should be your trend, such as positive or negative percentage. For example:

Add Annotations

You can also add annotations to your Insights Boards. Annotations are similar to notes, but they are created directly from an Insights Board and have some additional formatting options. To create a new annotation:

1. Click the Annotate button from the sidebar menu.

   

2. Add and style your content, then click the Submit button.

   

Refresh Content

Click the Refresh Content button to refresh your charts, tables, and notes. This reruns the underlying workflow that created the chart or table and updates it with any changes in the data. Each panel has a timestamp showing when the content was last refreshed.

You can also refresh an Insights Board from an Notebook session by entering Refresh the insights board <board> where <board> is the name of the Insights Board you want to refresh.

Save Changes

To save any changes you've made to your Insights Board, click the Save button in the toolbar. When you come back to the Insights Board, your saved changes become the new defaults.

Create a Copy

You can make a copy of your Board using the Save As button. You can find the copy on the homepage.