Navigate Insights ​

This guide provides an overview of Insights' layout. It covers its distinct interfaces and their UI components to help you navigate Insights easily.

Insights includes the following distinct interfaces:

• Insights homepage: This is the central hub for managing your dashboards. You can view, rename, download, create, and delete all dashboards within your workspace on this page.
• Dashboard editor: This editor enables you to add charts and filter groups to your dashboard, as well as customize your dashboard's appearance by adding text blocks, containers, and dividers.
• Chart editor: This editor enables you to edit chart data using a WYSIWYG (what-you-see-is-what-you-get) interface. You can select data sources, query for data, apply transformations, and create various chart types in this interface.

Insights homepage ​

The Insights homepage provides the following components to enable you access and organize your data:

• Dashboard tabs
• Dashboard
• Dashboard buttons

Insights homepage

Dashboard tabs ​

The titles and tabs for all your existing dashboards appear here.

• Drag and drop tabs to re-organize them.
• Click the ... (ellipsis) to clone, rename, or delete a dashboard.
• Click a dashboard to view it.
• Click the > to navigate across different dashboard tabs.
• Create a new dashboard by clicking +.

Dashboard ​

The center of the interface displays the selected dashboard (highlighted in the dashboard tabs). The dashboard is view-only on the dashboard homepage.

Dashboard buttons ​

Dashboard buttons enable you to manipulate your dashboard.

• Use the Edit dashboard button to open the dashboard editor.
• Use the download dashboard button to download the dashboard as an image. A downloaded dashboard doesn't include its underlying dataset.

Dashboard editor ​

The Dashboard editor enables you to edit and organize your data. The Dashboard editor consists of the following components:

• Components panel
• Dashboard canvas
• Editor panel
• Component properties panel

Dashboard editor

Components panel ​

This section of the dashboard editor includes all available dashboard and display components.

• Drag and drop components onto the dashboard canvas to use them.

The following components are available:

• Display: Determine the look and feel of your dashboard with Text block, Container, and Divider components.
• Dashboard: Visualize your data using Chart components. You can apply interactive Filter group components to enable end-users to look into specific datasets.

Dashboard canvas ​

This section of the editor is the dashboard canvas and is the area that displays to your end users. You can click a component to edit, resize, arrange, or delete it.

Editor panel ​

This panel contains buttons that allow you to preview, edit, save, and exit the dashboard.

• Click Editor or Preview to switch between edit and preview modes.
• Click Save to save your dashboard. This must be done in addition to saving individual chart components.
• Click Exit to leave the dashboard editor and return to the Insights homepage.
• Click the title to rename the dashboard.

Component properties panel ​

This section of the editor enables you to customize your components. You must select a component before you can customize it. The actions available in this panel vary based on the type of component you select.

• If you select a Display component, such as Text block, Container, or Divider, you can customize the component's style properties, including color, and text.
• If you select a Filter group component, you can configure filters.
• If you select a Chart component, you can click Edit chart data to access the chart editor.
• If you select a Chart component, you can click the edit, clone, or delete icons to edit, clone, or delete it.

Chart editor ​

The Chart editor enables you build and edit charts with the following components:

• Query builder panel
• Results table
• Chart preview
• Chart settings
• Chart editor buttons

Chart editor

Query builder panel ​

This panel enables you to select a data source and build queries. You can apply multiple query components using AND to chain them.

The following query components are available:

• Filter
• Summarize
• Join
• Sort
• Row limit
• Calculated column

Results table ​

This section displays the results table, which shows the outcome of your queries on the data.

Chart preview ​

This section displays a preview of your chart. A table displays by default.

Chart settings ​

This section controls how your charts display in your dashboard. You can perform the following actions:

• Change the chart type.
• Change the chart title.
• Select the data to display (measure).
• Select data column to use to contextualize your data (dimension).
• Customize the x-axis and y-axis labels.
• Select a data column to use to breakdown, or segment your data.
• Customize chart colors.
• Select the columns that display in tables.
• Rearrange the order in which data columns display in tables.

Chart editor buttons ​

These buttons enable you to save your chart and exit the chart editor.

• Click Save to save your chart. You must also save your work at the dashboard-level for your changes to take effect.
• Click Exit to leave the chart editor and return to the dashboard editor.