Create insight

Step-by-step guide

1

Open the Insight Editor

From a Dataset

1. Navigate to the desired dataset through the solution or the left sidebar navigation.

2. Click the title of the dataset to access the dataset overview and click Explore dataset.

3. Select the "Create insight" option to launch the insight editor.

4. Enter a name and description for the insight.

5. The insight editor will open from the right side.

6. The dataset you came from is already selected by default for your insight. You can also change it here.

You can only use datasets for which you have either editor or owner permissions.

From a Solution

1. Navigate to a solution.

2. In the solution overview, select the "Insights" tab.

3. Click the + New insight button.

4. Enter a suitable name and description for the insight.

5. The insight editor will open from the right side.

6. Select the dataset you want to use as the basis for your insight.

You can only use datasets for which you have either editor or owner permissions.

2

Join another dataset (optional)

1. After selecting your main dataset, click the + Join dataset button at the top of the Data tab.

2. Select the second dataset you want to combine with the main dataset.

3. Polyteia will attempt to automatically join them via matching column names (a natural join).

4. If the join key columns have different names, click the ··· button next to the second dataset name, then Add condition to manually define the column pair.

5. Use the dropdown menu to select your join type:

   • Inner Join, Left Join, Right Join, or Full Join.

6. After joining, you can select columns from both datasets for analysis.

Rename the join columns in your datasets to match so that automatic joins work seamlessly.

3

Select relevant columns

1. Once the dataset (or joined datasets) is selected, the raw data table (joined data) will be displayed in the middle area with all columns.

2. In the Columns section on the right, you can now select the relevant columns for your analysis. By default, no columns are selected.

3. Click "+ Add column" to add columns to the analysis. The table in the middle will update to show only your selection.

4. You also have the option to rename the column for this insight. To rename the column, simply select the text field next to the column name and enter the new name. This automatically updates the data preview table in the middle.

4

Aggregate and group columns

1. To aggregate a column, select the · · · menu next to the column name.

2. Depending on the data type of the column, you can now select an aggregation function. For a detailed explanation, go to the Aggregation section.

3. Groupings allow you to summarize data by certain categories. The insight editor automatically groups by other columns that haven't been aggregated.

4. Each group is then displayed in the data table in the middle area of the editor with its associated aggregated values.

5

Apply filters

1. Click the + Add filter button.

2. Select the column to which the filter should be applied. You can select columns from your selection above and also columns from the (joined) dataset that are not present in the middle area of the editor.

3. Next to the selected filter column, you can now select filter options such as "equals" or "is greater than". For a detailed overview of all filter options, go to the Filter section.

4. You can also aggregate a column and then filter based on the aggregation results by selecting the · · · menu on the filter column.

5. Enter the value you want to filter by next to the filter option.

6. The data table in the middle area will automatically update with the filtered data.

6

Sort and limit rows

1. Click the + Add sorting button.

2. Select the column to which the sorting should be applied. You can select columns from your selection above and also columns from the dataset that are not present in the middle area of the editor.

3. Next to the selected sort column, you can now select sort options such as "ascending" or "descending".

4. You can also aggregate a column and then sort the results with the aggregation by selecting the · · · menu on the sort column.

5. A row limit helps to restrict the display to a specific number of entries in the data table.

7

Save, edit, delete, and export insights

In the top right corner, you'll find various actions you can perform.

1. Save: Save the insight.

2. Edit: Use the Edit button to edit the name and description of the insight.

3. Export: Export the insight.

4. Save as dataset: Save the results of the insight in a dataset.

5. Copy ID: Copy the unique ID of the insight.

6. Delete: Use the red trash button to delete an insight.

Don't forget to save changes after creating or editing the insight. Otherwise, they might be lost.

8

Create visualizations

1. Click on the Chart tab at the top right in the editor (next to the Data tab).

2. Select a chart type from the dropdown menu. Available options:

   • Table

   • Pie chart

   • Bar chart

   • Line chart

   • Single number

3. Configure the chart by selecting the appropriate columns for the X-axis, Y-axis, label, or metric — depending on the selected chart type.

4. Optionally change the chart title and description. By default, the title is the name of your insight.

5. Use the chart view to preview how your data looks as a visualization.

Visualizations work best when your data is already grouped and aggregated. Clean and summarized data makes your charts much easier to read.