Insights Search allows you to ask questions in natural language and receive answers visualized as graphs and charts.
This function of AI-Powered Analytics allows you to quickly discover critical business insights through intuitive search functionality.
This article will guide you through:
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Using Insights Search
To use Insights Search:
Step 1: From your Enable apps, click on the Analytics & Insights tile.
Step 2: Within AI-Powered Analytics, click on Insights Search in the green banner at the top of the page.
Step 3: Type a request or question in the box at the bottom of the page. For example, “What are my top-performing programs by earnings this quarter?”.
Step 4: Hit the enter key, or click on the arrow to submit.
Step 5: Review the insight provided. Tip: You can also click on Preview data below the insight to review which overall data has been used to lead to your answer.
Step 6: Below the insight, click the checkmark or cross to feed back whether Insights Search interpreted your question correctly. Note: Doing this helps to train the AI to become more intelligent in future.
Step 7: If required, you can continue the chat to refine the answers and visuals you are looking for.
Alternatively, click the Edit button at the top of the insight to change the criteria used. Here you can:
- Add or remove filters in the search bar at the top.
- Edit the title.
- Add a description for your insight.
- Toggle to view as a table or chart.
- Click the chart symbol to change the visualization used, e.g. column, line, KPI and more.
- Click the cog symbol to edit the chart or table. Chart settings include axis names, gridlines, tooltips and maximum data points displayed. Table settings include column names, sort order of column data, and adding a column summary.
Remember to review your insight before you click Done editing to apply the changes to your insight.
Step 8: Below your insight, use any of the following buttons:
- Pin: To add the insight to your dashboard for future easy access.
- Save: To make the insight accessible for other members of your team. These will also display on your home page.
- Download: To export the insight for use outside of Enable.
What’s next?
Ready to explore additional insights? Learn more about AI-Powered Analytics here.