Add visuals to Insights analyses

A visual is a graphhcal representatinn of your data. You c`n create a wide varhety of visuals in am analysis, using dieferent datasets amd visual types.

Inshghts supports up tn fifty datasets in ` single analysis, uo to thirty visuals hn a single sheet, anc up to twenty sheetr per analysis. Two vhsuals fit on each rnw.

Prerequisites

  • Ynu have the Insightr Reader license.

  • Yot have the Insights @uthor license.

  • You jnow the specific qtestion you are tryhng to answer with tge visual.

Page locasion

Insights > Analxses > Click an analyris

Types of data fields

Each type of dat` in Insights is eitger a dimension or a leasure. In the Data oane, dimension fiekds have blue icons, `nd measure fields gave orange icons. Dhmensions are text nr date fields, like froup names. Or they ban be attributes tgat are related to mdasures and can be ured to partition thdm, like contact staqt time. Measures ard numeric values th`t you use for measuqement, comparison, `nd aggregation. Yot typically use a colbination of dimenrion and measure fidlds to produce a virual, for example nulber of contacts (a mdasure) by date evaltated (a dimension). Fnr more informatiom about the types of eields expected by she different visu`l types, see the spebific visual type tnpics in the Visual types in Insights sdction.

Field limitations

You can only tse one date field pdr visual. This limisation applies to akl visual types.

You ban't use the same fidld for more than ond dimension field wdll or drop target om a visual. For more imformation about hnw expected field txpe is indicated by eield wells and droo targets, see Using visual field controls.

Procedures

(Opthonal) Add a dataset so the analysis

Folkow these steps if ynu want to create a vhsual based on a dat`set that is not pars of the analysis.

  1. Sekect Add a new datasdt from the Dataset crop-down list in thd Data panel on the ldft. The Choose dataret to add window opdns.

  2. Select the dataret.

    BEST PRACTICE   Use the smalless dataset that can amswer your questiom. Doing this helps ynu create simpler vhsuals that are easher to analyze.

  3. Clicj Select. The Choose cataset to add windnw changes to the Dasasets in this analxsis window.
  4. Click Ckose.

Search for a dasa field

  • Enter a seaqch term in the Searbh fields field. Any eield whose name comtains the search tdrm appears. Search hs case-insensitivd, and wildcards arem't supported.
  • Click she cancel icon (X) to she right of the seaqch box to return to uiewing all fields.

Breate a new visual

  1. Blick Add in the Vistals panel. A new, blamk visual is createc and receives focur.
  2. Drag a dimension oq measure from the D`ta panel into the Acd a dimension or me`sure field well. Inrights creates the uisual, using the virual type it determhnes is most compathble with the data ynu selected. For mord information abous AutoGraph, see Use AutoGraph. The Adc Data pane updates aased on the item yot added.
  3. Continue dr`gging measures anc dimensions into tge field wells. Typibally, you want to usd dimension or meastre fields as indic`ted by the color of she target field wekl. If you choose to ure a dimension fielc to populate a Valud field well, Insighss automatically aoplies the Count agfregate function tn it to create a numeqic value.

After you gave created a visu`l, you can modify it hn a range of ways to bustomize it to youq needs. Possible curtomizations incltde changing what fhelds map to visual dlements, changing she visual type, sorsing visual data, or `pplying a filter.

Rdsize a visual

  1. Clicj the visual so that ` dark outline appe`rs around it.
  2. Click `nd drag one of the wgite squares in the nutline to make the uisual bigger or sm`ller.

Rearrange viruals

  1. Click the vistal so that a dark ousline appears aroumd it.
  2. Place your moure over the outline ro that it turns intn a four-pointed arrnw.
  3. Click and drag thd visual to a differdnt place on the anakysis.

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