Get Started with Auto Insights
Welcome to Auto Insights. To help you get started, check out the video below for a quick tour.
Upload Data in Auto Insights
You must be an admin to upload datasets. You can upload datasets in Designer with the Auto Insights Uploader Tool, Import Data from Analytics Cloud, or directly in Auto Insights via database connection.
Dataset Requirements
At least 1 segment column (formatted as string/text) is required to enable "What caused this?" and other automated analysis.
Remove free text or unstructured data columns (data longer than 256 characters will be truncated)
Segment values (string data) can contain any characters supported by Unicode/UTF-8 encoding.
Column names must...
Have no duplicates.
Be included as the first row of data.
Have no more than 128 characters (column names longer will be truncated).
Recommendations
In addition to the requirements, we recommend you use a dataset with:
At least 1 number column.
At least 5 segment columns (formatted as string/text) to provide rich results in "What caused this?" and other automated analysis.
Data spanning at least 24 months.
The recommendations are just suggestions. You can still use Auto Insights successfully if your data doesn't have these attributes.
For more information on how to prepare and upload your data, see Prepare Data and Import Data from Analytics Cloud articles.
The Navigation Bar
From the navigation bar, you can access all key features within Auto Insights.
Missions—The best place to find, create, and subscribe to Insights on particular areas and items within the dataset.
Search—Search for Insights in the data.
Datasets—View your dataset library and switch between datasets.
Playbooks—Evaluate analytics use cases and reports.
Reports (Preview)—Create actionable reports using our end-to-end, flexible, AI-infused solution for reporting.
Help Center—Easy access to all help resources.
Profile— Access Account Settings and Sign Out.
Missions
The Missions page is the best place to find and create in-depth Insights about any areas within your dataset.
On your Missions Home Screen, you can view all the Missions you have access to, search a Mission by name, or filter the list of Missions by datasets used in the Mission. You can also save, collaborate, and subscribe to Missions to monitor updates on an ongoing basis.
Create a Mission
To create a Mission, go to the Missions page.
Select 1 of the template options: KPI Deep Dive Report, Executive Summary, Correlation Analysis, or New Mission. See the Create Missions article for more details.
Add, Edit, and Delete Pages in Mission in Edit Mode
To enter edit mode, select Edit.
Here you can add, duplicate, edit, and remove pages. See the Edit Missions article for more details.
Query Bar
You can change the comparison period to compare against the previous month or the same month last year. Refer to this article on Time Period comparison for details.
Want to know how to make an impact with your first mission?
We have a separate article that covers how to create a best-in-class Mission report guide as a start.
Trend Over Time
Scroll down or select Overview. Auto Insights highlights the latest month-on-month change in purple. Drag the time scale slider underneath the graph to see the trend over a longer period to identify peaks and troughs.
Changing Dates
Our standard default week commences on a Sunday. If that’s not how your organization's reporting is, you have the flexibility to amend it. Read here for more information.
What Caused This
Easily explore and understand the contributing factors of change for each measure. To learn more about What Caused This methodology and explanation, refer to this article. To focus your analysis on a specific breakdown, select the ellipsis on the right to view trends over time. If you want to compare across all, select Drill down to get that comparison.
Datasets
The Datasets page lets you create, review, and configure your Auto Insights Datasets.
For more information, see Manage Dataset.
Playbooks
Playbooks uses generative Artificial Intelligence (AI) to help identify analytical use cases tailored to your custom scenario, generate a synthetic dataset based on your selected use case, and explore reports mapped to your department goals.
For more information, see Find Insights.
Reports
Auto Insights Reports is an end-to-end, flexible, AI-infused solution for reporting. Reports combines the flexibility of an advanced editor with the power of automated analysis and the intelligence of AI.
注意
Auto Insights Reports is new and improving, and is currently in Public Preview.
The Power of Automated Insights: Surface what’s happened in your business, why it’s happening, and what relevant stories exist within your data – refreshed automatically with your data.
The Flexibility of an Advanced Editor: Author analytics reports with an advanced editor that enables reporting flexibility and precision for your audience.
The Intelligence of AI: Use AI Assistance to generate insightful commentaries and executive summaries, giving you up-to-date information without manual intervention.
For more information, see Reports.