Insights

Filter, aggregate, and visualize your data.

The Insights feature empowers users to conduct in-depth data analysis within datasets. It facilitates the processing of large data volumes through functionalities such as selecting relevant columns, filtering, aggregating, and combining multiple datasets. Users can save and export the insights they create for

Features

• Column selection and renaming: Determine which data should be included in the analysis.

• Filtering: Limit datasets based on specific criteria.

• Aggregation: Perform various calculations and aggregate your data.

• Sorting and row limiting: Organize data and set the number of rows to display.

• Joins: Combine two or more datasets in an insight.

• Saving: Save your insights.

• Export: Export insight results for further use outside of Polyteia.

Accessing insights

You can access and create insights in various ways, depending on what you want to do.

Create a new insight

There are two ways to create a new insight:

1. From a dataset

   • Go to Home → Workspace → Solution → Datasets

   • Click on Explore dataset

   • Click on Create insight in the data view in the top right corner → The selected dataset will already be pre-filled in the insight editor.

2. From the insights list

   • Go to Home → Workspace → Solution → Insights

   • Click on Create new insight

   • Select the dataset you want to use in the insight builder

Access existing insights

You can search and open existing insights in two places:

1. Within a solution

   • Go to Home → Workspace → Solution → Insights

   • You'll see a list of all insights created in this solution

2. Via the sidebar

   • Click on Insights in the left navigation

   • This shows a list of all insights across all workspaces and solutions of which you are the owner of

• You can open and edit any insight if you have Editor or Owner permissions for the underlying dataset(s).

• You can only save changes to an insight if you are the Insight Owner (the person who created it).

• If you are not the owner, you'll see the "Save as new insight" button instead.

• You can duplicate any existing insight to create your own version, even if you're not the owner of the original.

Roles and permissions

Insights have only one explicit role:

• Insight Owner: The creator of an insight automatically becomes the Insight Owner, with exclusive rights to edit, rename, and delete the insight.

Permissions to create and execute insights are inherited from the dataset(s), meaning only dataset owners and editors can perform these actions. Dataset viewers can only see metadata of the dataset and insights, but cannot view, execute or modify insights.

Ownership cannot be transferred, but users can duplicate an insight to create a new version under their control.

Explicit permissions

The Insight Owner has limited administrative permissions for the insight, specifically for renaming and deletion. However, for all other actions – such as creating and executing the insight – the owner must also have the necessary permissions for the underlying dataset(s).

The creator of the insight automatically becomes the Insight Owner, and ownership cannot be transferred. If another user needs control over the insight, they can duplicate it to create a new version under their ownership.

Permission	Insight Owner
Can edit the title and description of an insight.	✓
Can delete an insight.	✓

Inherited permissions from dataset(s)

Permissions for insights are inherited from the dataset(s) they are based on. This means that dataset owners and editors can create, edit, and execute insights, while dataset viewers have limited or no access.

Certain administrative actions – such as changing insight settings – are only available to the Insight Owner (the creator of the insight). Ownership cannot be transferred, but duplicating an insight allows other users to create their own versions with full control.

Permission	Dataset Owner	Dataset Editor	Dataset Viewer
Can create an insight based on dataset(s).	✓	✓	✕
Can edit settings of an insight such as filters, aggregation, visualization. ⚠ Note: Insight Owner role required	✓	✓	✕
Can see the results and visualization of an insight.	✓	✓	✕
Can duplicate an insight.	✓	✓	✕
Can view title, description, and settings of an insight (e.g., filters, aggregation, etc.).	✓	✓	✓

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Examples

1

Creating the insight

• Lisa has Editor permissions for the dataset, enabling her to create insights based on it.

• She sets up filters, aggregates the data, and generates a visualization.

Success: Dataset editors and owners inherit the permission to create insights.

2

Viewing the results

• Lisa shares the link to the insight with her colleague Mark, a Dataset Viewer.

• Mark cannot see the results of the insight because he only has access to the dataset's metadata, not the actual data.

Error: Mark needs at least Editor access to the dataset to view the insight results.

Solution: The dataset administrator should upgrade Mark's permissions to Editor, or Lisa needs to export the results and distribute them separately.

3

Editing the insight

• Lisa makes a mistake in her aggregation and asks her teammate Emma to fix it.

• Emma cannot edit the insight, even though she is also a dataset editor.

Error: Lisa is the Insight Owner, which means only she can edit, rename, or delete the insight.

Solution: Lisa can either make the changes herself or ask Emma to duplicate the insight and work on the copied version.

4

Sharing the insight for further analysis

• Lisa's team wants to build upon the insight, but insights cannot be used as direct data sources for other insights.

Error: Insights are not shareable for further analysis.

Solution: Lisa must save the results in a dataset so others can use them for additional insights.

Best Practices

• Insight ownership cannot be transferred, so if someone else needs control, they must duplicate the insight. Use clear naming conventions to indicate ownership and purpose.

• To see insight results, you must be a Dataset Owner or Editor — viewers cannot access results or visualizations.

• Insights are not automatically saved—make sure to save regularly to avoid losing changes or analysis progress.