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  1. Navigate to the dashboard that you are interested in.
  2. Locate the chart that you want to analyse (perhaps there is a spike or pattern in the data that you are interested in).
  3. Right-click on a chart element (bar, data point) or hover your cursor over it to bring up the tooltip.
  4. Click on the Auto Analyse option, and then select Explain.



  5. A new Auto Analysis panel will appear in the report builder, displaying the results of the analysis process. These insight results will be displayed in order of statistical relevance.

    Note

    The chart type selected by Yellowfin depends on the type of data. For example, if the values are both metrics, then a scatter plot graph will be generated.




  6. A narrative explanation is also provided with each of the charts, allowing you to better interpret the results of the analysis.

 

 

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Compare

Using this option, Yellowfin will analyse the data that best explains the difference in values for a particular metric between two dimension or date values. For example, in the screen shot below – the business user has selected Sales for Asia and then chosen the Compare option from the tooltip. The user can then compare Asia to another region . Yellowfin will access additional data elements from the underlying data view, and then run a series of algorithms to determine statistically relevant drivers of difference and present these back to the user. The steps are:

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  1. Navigate to the dashboard you are interested in.
  2. Locate the chart that you want to analyse (perhaps there is a large difference between two elements on a chart that you are interested in exploring).
  3. Right-click on a chart element (bar, data point) or hover your cursor over it to bring up the tooltip.
  4. Click on the Auto Analyse option, and then select Compare.



  5. Select the data that you want to compare to from the list in the popup that appears.
  6. Click on the Compare button.



    1. Note: Alternatively, you can select two bars to compare by clicking and dragging the cursor over them (brushing). 



    2. Or, clicking on one, pressing the Shift key and selecting the other one.
  7. The result of the comparison will appear in the form of an Insights panel displaying charts with explanations, based on your selected data. 

 

 

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Sharing Insights

Once insights appear in the Auto Analysis panel, you can save these to be used later or to share them with other users.

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