Create Insights

Overview

This article describes how to create and use Analytical Designer insights to visualize your data.

Using the data from the Data Catalog on the left, you can drag and drop items to create your insight.

Create insights

Steps:

1. On the workspace toolbar, click Analyze to open Analytical Designer.

2. Select the insight type by clicking the appropriate icon at the top. 

   
   

3. Drag a fact (), metric (), or an attribute () from Data Catalog onto any drop zone to visualize it.

   If you add at least two facts, metrics, or attributes, you can create a new metric. For details, see Create Metrics in Insights.

4. Save the insight. 

   
   
   • Use the Undo and Redo buttons in the top bar to browse through your edits. 

   

   

   • To remove all data from the insight, click Clear.

5. (Optional) Adjust the properties of the insights, such as colors, axes, and legends. For details see Configure Insight Properties.

6. (Optional) Add a descriptive tooltip to your visualization to provide context for other users - click the question mark icon next to the visualization name and write the text.

   
   

Refine facts, metrics, and attributes

To refine the data from individual facts, metrics, and attributes, update them in the Metrics section. You can:

• Show values in percents.
• (For facts only) Select which calculation to use to display the data.
• Customize the format of individual facts and metrics in your insight. For details, see Format Numbers. 

Add granularity

To add granularity to the displayed data, drag Date () or Attribute () to the Rows/Columns section for tables or the View by/Trend by/Attribute section for other insights.

Attributes

If you add Attributes, you can select which attribute label should be used to display the attribute values (the Display as option).

You can use text labels, hyperlink labels, and geo labels.

Dates

If you add Date, you can display the data:

• In various date dimensions as defined by your logical data model (the Date as option)

• Group them by day, week, month, quarter, year, or additional date attributes, such as day of week or month of year (the Group by option)

• Select which attribute label should be used to display the values (the Display as option)

  When you group the data by day, the Display as option is not available.

Add filters to the whole insight

To filter the whole insight, you can:

• Drag and drop date and other attributes to the top bar to filter the whole insight. 
  
  
• Click the filter icon on the filter bar and enable filters in the dropdown menu.  
  
  
   

Add filters to facts, metrics, and attributes

You can filter each fact, metric, and attribute by up to 20 attributes, and 1 date filter. All filters are applied at the same time (the AND operator).

Stack data

To split the display into a stacked chart, drag an Attribute () to the Stack by/Segment by section.

Sort data

You can use sorting to order the data in your insight. You can sort the data in your insight alphabetically, numerically, or chronologically.

For details, see Sort Data in Insights.

Recommendations

As you create insights, Analytical Designer offers you Recommended next steps.

The recommendations that appear when you add facts, metrics, and attributes are based on actions GoodData users typically perform in similar analytical scenarios:

Edit insights

To edit a saved insight, click Open in the top bar of Analytical Designer and select the insight to edit.

Delete insights

To delete a saved insight, click the cross icon next to the insight name in the Open drop-down menu.

If the insight is placed on a Dashboard or used in drilling from Dashboards, Analytical Designer warns you and displays a clickable list of the Dashboards with this insight. When you click delete, the insight is removed from the dashboards and drilling.