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Version: 0.20.7

Introduction

An Insights Board presents the findings from your workflowsuch as visualizations, tables, and notesin a customizable layout. It can be shared with other users in your organization and can be updated continuously if it's created on top of a live data source, such as a database.

An Insights Board is interactive and customizable. Investigate data in your charts, adjust visualizations, and page through tables just as you would in a session. You can also customize the layout of the panels within the Insights Board.

IB homepage

Insights Board Panels

Each chart, note, and table published to an Insights Board occupies its own panel.

Interact with Panels

Each panel can be moved around the Board and resized. To move a panel, click and hold the header, and then drag the panel to its new position. Release the mouse to drop the panel. To resize a panel, click and drag the corners or the left, right, and bottom edges.

Hover your mouse over a chart for details, change slider values, zoom in on sections, double-click to return to the full-sized chart, and more.

IB panel interactions

Manage Panels

The Manage Panels button on on the sidebar menu opens the Publication Library. The Charts, Tables, Variables, and Notes tabs each include two tabs called Unadded and Added, that show the items associated with the current Insights Board.

IB Publication Library

After you've published charts, notes, or tables to an Insights Board, you can remove them from the Board by clicking the X at the upper right corner of the panel. They are removed from the Board, but still accessible.

Select a panel item

  1. Click the Manage button from the sidebar menu:

     Manage button

  2. Click the type of panel from the sidebar menu and then click the checkbox next to the panel you want to add back to the Board.

Add an X'ed panel back to the Board

  1. Click the Add Item button. The panel will appear both in the Added tab and on the Insights Board.

    Publication Library Add Item button

Permanently Remove a Panel from the Insights Board and from the Publication Library

  1. Click the Delete Item checkbox.

Publication Library Delete Item button

Use the Search field to find panels in the tab selected.

Publication Library Search

Automatically Refresh an Insights Board

You can schedule an Insights Board to automatically refresh at a certain time and on certain days. Note that a given Insights Board can have only four different refreshes associated with it at a given time and that each refresh must be at least an hour apart.

To schedule a refresh:

  1. Make sure you've created the Insights Board for which you want to schedule a refresh.
  2. In a session, enter Schedule the insights board refresh for <board> on <days> at <time> <timezone> where:
    • board is the name of the Insights Board.
    • days is the day or days of the week on which the Insights Board should be refreshed.
    • time is the time at which the Insights Board should be refreshed. Note that parameter uses the 24 hour format.
    • timezone is the time zone to use with the time parameter.

Reschedule a Refresh

To reschedule a scheduled refresh, enter Reschedule the insights board refresh for <board> on <days> at <time> <time zone> to <new days> at <new time> <new timezone>.

Delete a Scheduled Refresh

To delete a refresh, enter Delete the scheduled insights board refresh for <board> on <days> at <time> <time zone>.

List All Scheduled Refreshes

To see all of the refresh schedules for all Insights Boards, enter List all the scheduled insights boards refreshes to see only the Insights Board refresh schedules, or List all the events to see both Insights Boards refresh schedules and workflow replays.