Data Insights

Data Insights provide automated analytical observations that help users quickly interpret the data behind a scenario. These insights are available in two ways:

• Through the insights data exploration button in preview mode.

• Through a dedicated InsightIQ scenario added to the dashboard.

Both approaches surface system-generated insight cards that describe patterns such as trends, outliers, proportions, and value ranges. Because these are dashboard-level settings, any configuration you apply affects all insights—whether they are opened through the insights data exploration button or displayed inside an InsightIQ scenario.

The first two properties in this section—Insight Patterns and Confidence Level [0, 100]—control how insights are generated for both methods. Additional formatting properties apply specifically to InsightIQ.

Viewing Insights in Preview

When previewing the dashboard, each scenario includes an ellipsis menu in its upper-right corner.

To view insights:

1. Click the ellipsis menu on the scenario.

2. Select the insights data exploration button from the vertical toolbar on the right-hand side.

3. The system analyzes the bound dataset and displays generated insight cards.

Each insight appears as a structured card that includes:

• A title

• An insight pattern label (such as Extreme Value or Proportion)

• A descriptive statement explaining the detected pattern

The insights shown depend on the enabled patterns and the configured confidence level.

Adding and Configuring an InsightIQ Scenario

In addition to preview-based insights, you can add a dedicated InsightIQ scenario directly to the dashboard.

To add InsightIQ:

1. Open the Data Visualization tab.

2. Drag InsightIQ onto the designer surface.

3. Click Configure InsightIQ.

When you select Configure InsightIQ, a configuration window appears with a dropdown list of all scenarios in the dashboard. Scenarios are listed by their Scenario Name. By default, scenarios are named according to their visualization type (for example, Column Chart, Column Chart-1, and so on). Renaming scenarios in the Inspector Panel is recommended so they can be easily identified during configuration.

After selecting a scenario from the dropdown, InsightIQ generates and displays insights based on that scenario’s data.

Insight Generation Properties

The following properties control how insights are generated across both the insights data exploration button and InsightIQ.

Insight Patterns

This dropdown defines which analytical patterns are eligible to appear.

By default, (All) is selected. Individual patterns can be enabled or disabled by checking or clearing them in the list.

Available patterns include:

• Trend

• Time Series Outlier

• Low Variance

• Category Outlier

• Majority

• Change Point

• Correlation

• Extreme Value

• Proportion

• Value Range

If a pattern is unchecked, insights of that type will not be generated.

Confidence Level [0, 100]

The Confidence Level determines the statistical threshold required for an insight to be displayed. It is expressed as a percentage and defaults to 50.

• Higher values make the system more selective, displaying only stronger and more statistically significant insights.

• Lower values make the system more permissive, allowing weaker patterns to appear.

Adjusting this value controls the sensitivity of insight detection.

Additional Dashboard Property

Hide Visual Chart

The Hide Visual Chart property controls the visibility of the Data Visualization panel. When toggled while the Data Visualization tab is open, the visual chart area is closed. This setting affects the layout of the designer interface but does not change how insights are generated.

InsightIQ Formatting Properties

The following properties apply only to InsightIQ. They control the visual presentation of individual insight cards displayed within the InsightIQ scenario.

Each insight card contains:

• A title

• A pattern label

• A descriptive content section

• A border

Title Font

Controls the typography of the insight title. You can modify:

• Font family

• Size

• Color

• Weight

• Style (italic or normal)

This setting affects the heading of each generated insight card.

Pattern Background Color

Defines the background color of the insight pattern label—the small label that appears next to each insight title (for example, Proportion or Value Range).

This setting controls only the background of that label element.

Border Color

Controls the border color of each individual insight card.

You can effectively remove the border by setting the border color opacity to 0%, making it fully transparent.

Pattern Font

Defines the typography of the insight pattern label. You can configure:

• Font family

• Size

• Color

• Weight

• Style (italic or normal)

This affects only the small label indicating the type of insight.

Content Font

Controls the typography of the descriptive text within each insight card. You can modify:

• Font family

• Size

• Color

• Weight

• Style (italic or normal)

This ensures the explanatory content aligns with the overall dashboard design and remains readable.