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Version: 0.18.3


Insights Boards allow you present the findings from your workflows (such as tables and visualizations) in a customizable layout. The board can also continuously update if it's built on top of a live data stream (such as a workflow that accesses a database) and can be shared with DataChat users within your organization.

Insights Boards are interactive and customizable. You can investigate data in your charts and page through tables just as you would in a session. You can also customize the layout of the panels within the Insights Board.

Object Panels

Each chart, table, and note published to an Insights Board lives in its own panel. These panels work just as they do in a session. You can use your mouse to investigate values in a chart, change the slider value, zoom in on a section, and more.

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.

Manage Panels

After you've published charts, notes, or tables to an Insights Board, you can remove them from the board by clicking the X in the panel. If you want to add a panel back to the board:

  1. Click the Manage button:

    the Manage button

  2. Click the Add Item checkbox from the Unadded page to add an item back to the board, or click the Delete Item checkbox from the Added page to permanently remove the panel from the Insights Board.

    the add items and remove items buttons

Create an Annotation

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

  1. Click the Create an Annotation button.

    the create annotation button

  2. Write your note, then click the Submit button.

    submit annotation button


DataChat allows for stylized texts when creating annotations for your Insights Board.

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.

the Refresh button

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.

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.