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.

Prerequisites

  • You have the Insights Author license.

  • You have the Create Content permission.

  • You have the View Content permission.

  • You have at least one of these permissions:

    • View Analytics Data
    • View Classic WFM Data
    • View QM Data
    • View WFM Data

Page location

Insights > Analyses

Procedures

Create a new analysis

  1. Click New analysis from the upper-right corner of the page.

  2. Select the dataset to include, and then click USE IN ANALYSIS from the upper-right corner.

  3. The new analysis page opens. You can now explore all the available options—add data fields to your sheet, create visuals, apply filters and parameters, check insights, adjust visual properties, and even add content like images and text. Play around with these features to tailor the analysis to your needs. For more information about creating visuals, see Add visuals to Insights analyses.

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