Start an analysis in Insights

In Insights, you analyze and visualize your data in analyses. When you're finished, you can publish your analysis as a dashboard to share with others in your organization.

Use the following procedure to create a new analysis.

Create a new analysis

  1. Click Analyses, and then click New analysis.

  2. Select the dataset that you want to include in your new analysis, and then select USE IN ANALYSIS in the top right.

  3. In the New sheet pop-up that appears, choose the sheet type that you want. For more information on sheets, see Adding sheets.

  4. (Optional) If you choose Interactive sheet, follow these steps:

    • (Optional): Choose the type layout that you want for your interactive sheet. You can choose one of the following options:

      • Free-form

      • Tiled

      The default option is Free-form.

      For more information about interactive sheet layouts, see Types of layout.

    • Choose the canvas size that you want your sheet optimized for. You can choose one of the following options:

      • 1024px

      • 1280px

      • 1366px

      • 1600px

      • 1920px

      For more information on formatting interactive sheets, see Working with interactive sheets in Insights.

  5. Click Add.

  6. Create a visual. For more information about creating visuals, see Add visuals to Insights analyses.

After you are done creating the analysis, you can iterate on it by modifying the visual, adding more visuals, adding scenes to the default story, or adding more stories.