Insights Boards

An Insights Board presents the findings from your workflow, such as visualizations, tables, and notes, in 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. 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.

Create an Insights Board

You can create a new Insights Board in two different ways.

From the Homepage

To create an Insights Board from the homepage:

1. Click New > Insights Board.
2. Enter a new name.
3. Click Submit.

The new Insights Board then opens.

Within a Session

To create an Insights Board from within a session:

1. Click Publish (+) on an existing chart or table.
2. Click Create Insights Board and Publish.
3. Enter a new name.
4. Click Submit.

A new Insights Board is initially blank.

Add Insights

To publish charts or tables to an Insights Board:

1. Open a session.
2. Create charts or tables you would like to present.
3. Click Publish (+) from the chart or table.
4. Select an existing Insights Board to publish to, or create a new one.

Open an Insights Board

To open your new Insights Board:

1. Navigate to either My Work or Insights Boards on the homepage.
2. Double-click on the Insights Board you'd like to open.

If your previous publications are successful, all published items appear:

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.

You can also resize the panels using Layout in the sidebar by selecting from Default, Wide, and Thin layouts.

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.

Change Canvas Zoom

You can zoom in and out on the Insight Board's canvas using the Zoom button in the sidebar.

Use an Insights Board

Once you have charts or tables published to your Insights Board, there are several actions you can take to make changes to the board.

Edit a Chart

After you publish a chart to an Insights Board, you can use the Edit button located in the More menu to make updates to your chart including, but not limited to:

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

note

Not all chart types can be edited. See Edit Charts for more information.

Edit or Preview a Publication's Workflow

Depending on the publication type, you can edit the workflow behind the publication to make changes to the steps that created it.

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

Add a Cross Filter

note

Cross-filtering is currently unavailable for tables and certain chart types.

Cross-filtering can be used to navigate, categorize, and compare data on your Insights Board. It functions by automatically filtering all objects based on a shared value. This is especially helpful when trying to understand how one metric affects another. You can also specify multiple filters and toggle each filter on or off. To create a cross filter:

1. Click Cross Filters in the sidebar.
2. Click Add Cross Filter.
3. Enter the column, expression, and value to filter on.
4. Click Apply.

By default, the cross filter is automatically toggled "on" and applied to your Insights Board. If multiple filters are used, the results are additive. The number of active filters applied to the Insights Board is indicated by the purple number icon on the Cross Filters button in the sidebar and the number of active filters for each object is shown by the filter icon in the object's header.

Edit a Cross Filter

Filter Expressions

To edit a cross filter's expression:

1. Click Cross Filters in the sidebar.
2. Select the cross filter to edit.
3. Make your changes and click Save. You can also delete a cross filter by clicking Remove instead.

Filtered Objects

To edit which objects the filter is applied to:

1. Click Cross Filters in the sidebar.
2. Click the number icon next to the cross filter to edit.
3. Select objects to apply or remove the filter.

Add Annotations

You can also add annotations to your Insights Boards. To create a new annotation:

1. Click the Annotate button in the sidebar.
2. Add and style your content, then click the Submit button.

Remove Content

To remove an object from an Insights Board, click the object's More menu and select Remove publication.

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.

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.

Share an Insights Board

There are two ways to share an Insights Board:

• Collaborate with another user
• Create a public link

Share with Another User

To share with another user in your organization, you can either share an Insights Board from the homepage or:

1. Click Share in the sidebar.
2. Select the users with whom to share.
3. Click Yes to confirm.

You can remove users by clicking the X next to their name.

Create a Public Link

note

Public links can be turned off by setting DATACHAT_PUBLIC_LINKS to false in your DataChat configuration. Work with your DataChat representative to make this change.

You can create a public link to share with users who don't have access to DataChat or aren't logged in. Insight Boards accessed through a public link are view-only. Users cannot refresh or edit the contents of the Boards.

To create a link:

1. Click on Share in the sidebar.
2. Click Make Public and then Copy Link to save the link to the clipboard.
3. Share the public link.