Insights

The Insights task in the Discovery module is designed to help users find trends of growth, decline and abrupt changes in your indicators . It is organized into three subtabs: General, Advanced, and Schedule.

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How to Use

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1. Access the Insights task

• In the Studio, go to the Delivery panel.

• Click on plus button.

• Click on insights botton.

• Go to insights tab.

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2. Configure the General Tab

Use this tab to define the analytical structure that will guide the automatic insights engine:

• Dimensions: Select the categorical variables (e.g., Region, City) to break down the analysis.

• Measure Type: Choose how the metrics will be evaluated. Options include:

  • Field: direct field analysis

  • Cumputed: custom metric logic

• Measures: Choose the numeric fields to analyze (e.g., sales, profit).

• Dates: Select the date field to enable time-based analysis.

Tip: Always prioritize dimension hierarchy (e.g., Country → State → City) to improve the granularity of the insights.

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3.Configure the Advanced Tab

Customize the insight generation formatting:

• Default Period: Choose the default time granularity for trends (e.g., Dayly, Weekly, Monthly).

• Growth Percentage (%): Set a growth threshold to highlight significant changes.

• Percent/Decimal Size: Define how many decimal places to display for percentage and numeric metrics.

• Separator: Choose between dotComma or commaDot for number formatting (e.g., 1,000.00 vs 1.000,00).

• Invert Colors: Enable this to flip the color scheme, useful for emphasizing negative trends.

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4. Configure the Schedule Tab

Use this section to automate the refresh of your insights periodically:

• Every: Define the frequency (e.g., Minute, Hour, Day, week, month, Year).

• Time Options:

  • Of the month: Choose specific days of the month.

  • On the day / weekday: Define specific calendar days or weekdays.

  • At hour / minute: Set precise execution times.

• Status: Toggle the task as Active to enable scheduling.

Note: Changes will only apply to future runs. Ongoing jobs will not be interrupted.

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5. Save the Configuration

• Click Save in the top-right corner to apply your settings.

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6. Use Insigths

• After saving, leave the studio and click the Insights button to view interface or click in Ctrl+I.

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Best Practices

• Choose meaningful dimensions: Avoid using too many dimensions at once—stay focused to avoid diluting the results. Use intuitive names to make insights easier to interpret.

• Use relevant metrics: Select numeric fields such as sales, quantity, or profit. Avoid metrics with many null values.

• Always include a date field: Date fields allow time-based analysis (e.g., monthly growth). Use fields like sale_date or created_at.

• Set a default period: In the Default Period field, choose a time frame like Monthly or Weekly to guide the analysis.

• Use the growth threshold wisely: Define a minimum percentage (%) to highlight only significant changes and ignore small fluctuations.

• Avoid incomplete fields: Make sure selected fields have clean and consistent data.

• Schedule when appropriate: Use the Schedule tab to automate insights generation (e.g., every Monday at 8 AM).

• Add descriptions to fields: Makes it easier for other users to understand and improves data governance.