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 recipe.

3. Publish the chart, note, or table to your Insights Board by clicking the Publish button (+) on the chart, note, or table and selecting an existing Insights Board (or creating a new one).

   

   

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Once published, charts, notes, and tables can be added to any of your Insights Boards through the Publication Library.

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 panels.

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

Edit a Chart

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The Chart Builder is available only for the following charts:

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

After you publish a chart to an Insights Board, you can use the Edit button located in the more menu 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 or Preview a Chart's Snapshot or Recipe

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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 recipe is available. Refer to the Edit a Recipe section for more information.

Depending on the chart type, you can edit the snapshot 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 (or Edit the Chart's Recipe) button to both preview the snapshot that created the chart and open it in the Snapshot or Recipe Editor if you need to make changes. Refer to the Edit a Snapshot topic for more information.

Edit a Recipe

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

Drill Through a Chart

You can use the Drill Through button to create a new session that includes the data used to create it. From here, you can continue to explore and work with that data to create new charts or other products. Refer to the following topics for more information:

• Explore Your Data
• Shape Your Data
• Wrangle Your Data

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 in the sidebar.

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 recipe 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.

Create a Link

From the Insights Board Sharing form, 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.

1. Click on Share in the top navigation menu to open the Insights Board Sharing form.
2. Click Make Public and then Copy Link to save the link to the clipboard.
3. Share the public link.