Page History
...
| Styleclass | ||
|---|---|---|
| ||
...
Editing Insights
Yellowfin’s Instant Insights functionality analyzes your data and generates useful insights. The system enables you to create a new report from the insights that were generated - including the charts that appear in the Auto Analysis panel. The report that is generated can be used like any other Yellowfin report. In this way, you can turn interesting insights discovered by Yellowfin, into reports that you can run regularly and include in your dashboards.
This tutorial will show you how to create a new report from your Instant Insights.
On generating Instant Insights, the Auto Analysis panel will appear, displaying the insights produced by Yellowfin.
Select the charts that you want to edit or view the reports of, by clicking on their select icon.
Note: All the charts will be selected by default; un-select the ones that you don’t want to edit or view in detail, by clicking on the select icon.
Click on the menu option in the Save Insights panel, and click Edit Analysis. Note: This function is only available to users with report editing security access.
Note: Or click Discard to discard the Instant Insights generated, without saving the report.
An alert will appear indicating users that editing the analysis will prevent them from publishing the results on the activity steam. To continue, click Yes.
You will be taken to the Report builder, where you can view the reports and charts that you have selected.
If you wish to make any changes to the reports, you can do that here.
Note: To close the Auto Analysis panel, simply click on the Insights button on the right side of the screen.
To update charts, click on the Charts button to navigate to the Chart Builder.
You can edit the chart(s) further if you wish to.
Then save the new report by clicking on the Publish button.
Provide report details, and select it’s destination folder, and then click Save.
These reports and charts can now be used as any other Yellowfin reports.
| Styleclass | ||
|---|---|---|
| ||
...
Sharing Insights
Once insights appear in the Auto Analysis panel, you can save these to the activity stream to be used later, or to share them with other users.
...