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  1. First, determine which view your chart is based on.

    1. You can do this by accessing a chart, and then clicking on the information button. 



    2. Click on it to view all types of details on the report, including the view name. 



  2. Then navigate to the views screen. (Main menu>Browse>Views)


     

  3. Find the view you want, click on it's menu button and then choose Edit. 



  4. Click Ok when the confirmation popup appears.



  5. Choose either Clone or Edit to edit the view. 
    If you edit the existing view then no users will be able to run reports against that view until you have activated it. Any changes you make to the view may impact existing reports and corruption may occur. You will also not be given the option to rollback the view to its previous state.
    If you clone a view then the changes are made independently of report users. On activation, the view will replace the previous version.



  6. Then click on the button at the bottom.

  7. Next, navigate to the Prepare section from the view’s model screen. 



  8. Click on the Instant Insights set up button, from the header menu options. 

    Note

    This button will only appear if you have the role function for Instant Insights Setup. Click here to learn more about this.





  9. Now, click on the button to enable your selected view for automated insights. (This should be enabled by default.) 



  10. Click on the Key Variables tab or the Continue button to proceed.

  11. In the Key Variables section, select the Include checkbox of metric and dimension fields that you want the automated analysis feature enabled for. 


    Note

    Only data fields selected here will have the Auto Analyze option appear in the tooltips.




  12. Click on the Related checkbox of a metric to include its analysis as part of the Related charts in a Signals analysis page.

  13. Once done, click on Submit.

  14. Back on the Prepare page, save these view changes by clicking on the Publish button, choosing the folders and clicking on the Save and Publish button.

  15. You will now be able to use the Instant Insights feature on your charts.

 

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