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Creating visualizations with Insight Advisor

Explore your data and create visualizations with Insight Advisor Analysis Types and Insight Advisor Search. Insight Advisor creates visualizations for you using the Qlik cognitive engine and your app's logical model. Click Insight Advisor in a sheet to use Insight Advisor Search and Insight Advisor Analysis Types.

Insight Advisor Analysis Types

Select the type of analysis you want to see, such as breakdown, trend over time, or mutual information. Then select the data you want used in the analysis. Insight Advisor generates charts using your choices. Insight Advisor Analysis Types is the fastest way to create charts when you know what you want to see and the data sources to use, but not how to build the analysis yourself.

Creating analyses by selecting analysis types

Navigating Insight Advisor

Insight Advisor Search

Enter a natural language question or statement. Insight Advisor then uses the Qlik cognitive engine to interpret your question and create visualizations to answer your questions from your data model. Insight Advisor Search is the fastest way to create charts when you have a specific question to answer.

You can also select fields and master items from the assets panel. Insight Advisor generates results based on your selections.

Creating analyses using search

Creating analyses by asset selection

Navigating Insight Advisor

You can also access Insight Advisor in the cloud hub with Insight Advisor Chat. For more information, see Exploring apps with conversational analytics.

Insight Advisor and the logical model

Insight Advisor creates visualizations using the Qlik cognitive engine and a logical model of your data. The logical model defines how fields in your data model should be used a dimensions or measures, as well as the relationships between fields. By default, Insight Advisor builds a logical model by learning from user interactions. If you add charts to sheets or edit charts, Insight Advisor learns these preferences.

You can also create your own custom logical model for the app. Business logic lets you to define the relationship and use of data in your logical model. When business logic is turned on, precedent-based learning is not available. If you define calendar periods and set them as default periods, period analysis and period performance analysis types are available. For more information, see Customizing logical models for Insight Advisor.

Creating visualizations with Insight Advisor Analysis Types and Insight Advisor Search

You can generate charts using Insight Advisor in three ways:

  • Select the type of analysis you want to see and the fields or master items that should be used with it. Insight Advisor Analysis Types then generates matching analyses .

  • Ask Insight Advisor a question and let Insight Advisor Search generate charts using natural language analytics.

  • Select fields or master items and let Insight Advisor Search generate charts through auto-analysis of your data.

The data assets available to you in Insight Advisor depend on if the app uses business logic to define its logical model and your space permission. If you have Can view permission will only be able to see master items, unless the app defines its logical model with business logic.

Creating analyses by selecting analysis types

Pick an analysis type and then add fields to create analyses with Insight Advisor Analysis Types. This is a fastest method of creating visualizations when you know what analyses you want to see and the data you want to use, but not how to build the analyses yourself.

Click Create an analysis on the Insight Advisor start page. In Analysis options, all available analysis types display with descriptions of their use.

Analysis options

Insight Advisor Analysis Types, displaying available analysis types in Analysis options.

After selecting an analysis type, you then select fields or master items to use in the analysis. Insight Advisor offers suggestions of assets to use for each parameter. You can change analysis types by selecting a new analysis type from the dropdown or clicking View all analyses to view the analysis options. You can clear your selections by clicking Reset analysis.

Building an analysis

Building an analysis with the breakdown analysis type.
  1. In a sheet, click Insight Advisor.

  2. Click Create an analysis.

  3. Under Analysis options, select your analysis type.

  4. Add the required fields or master items for your analysis type.

    When you have added the required fields, Insight Advisor generates your charts.

Creating analyses using search

Ask Insight Advisor Search natural language questions and it generates relevant charts using field names, field values, and master items. You can query Insight Advisor in the following ways:

  • Enter a natural language question or statement, such as what are the top products for sales or Show me Product by Revenue in Sweden. Natural language questions work best when they refer to field or master items directly.

    For guidelines on using natural language in your searches, see Using natural language with Insight Advisor.

  • For information about language support in Insight Advisor Search, see Supported languages.

  • Select a question from the example questions. App creators may add example questions to Insight Advisor to help guide your analysis. When available, example questions are displayed when you select the search box. For more information on example questions, see Adding example questions to Insight Advisor.

  • If your browser's voice-to-text capability is supported in Insight Advisor, you can click the microphone icon to ask Insight Advisor your query.

    Information note

    When using voice-to-text for natural language queries, your Insight Advisor language should match the language used in your data.

If an app defines time periods in the load script, logical model, or autocalendar, you can ask Insight Advisor for time period comparisons. You can ask for months, quarters, and years in comparisons. To ask for a comparison, use vs, over, against, or compare to in your question. For example:

  • Sales for 2021 vs 2022

  • Sales for 2021 over 2022

  • Sales for 2021 against 2022

  • Compare sales for 2021 to 2022

  • Sales for 2021 compare to 2022

Insight Advisor uses the fields or terms you specify. It may use additional fields in the generated visualizations. Insight Advisor uses any precedents you have given it for hiding charts, setting fields as dimensions or measures, or excluding fields from analysis.

For natural language queries, Insight Advisor tries to find a matching Insight chart result. If one is found, it shows related results as well. You can click Info to view how Insight Advisor generated results from your search query. If you have a matching result, Insight Advisor may provide additional narrative insights relating to your query. Click Show additional insights to view narrative insights.

Matching result with narrative insights

Matching result bar chart for query 'sum(Sales) by Customer' that includes three narrative insights in the section 'Insights found'. The narrative insights are 'The total Sales is 21.9M', 'The top manager is Stewart Wind with Sales that is 15.5% of the total', and 'The top 9 Manager represents 78.3% of Sales'.
  • In a sheet, enter a question or statement in the Ask Insight Advisor search bar and click Submit question.

    Alternatively, click Insight Advisor, enter a query in the Insight Advisor search bar and click Submit question.

Creating analyses by asset selection

Select fields and master items to use in charts and let Insight Advisor Search auto-generate charts, select assets to use from the assets panel. You can also enter asset names in the Insight Advisor search bar. Insight Advisor then uses the fields you selected to generate charts. It may use additional fields in the generated visualizations.

Insight Advisor uses any precedents you have given it for hiding charts, setting fields as dimensions or measures, or excluding fields from analysis.

Insight Advisor analyses generated by selection

Analysis created by selecting customer and sales. A bar chart has been created showing ranked analysis of sales by customer.
  1. In a sheet, click Insight Advisor.

  2. In the assets panel, select fields and master items to create analyses.

    Alternatively, enter field or master item names in the search bar.

    As you select assets, Insight Advisor generates visualizations.

Voice-to-text data transfer considerations

In many internet browsers, Insight Advisor voice-to-text search functionality uses the Web Speech API for external processing of voice-to-text data. This is used by both Insight Advisor Search and Insight Advisor Chat. The user’s internet browser may send the audio recorded by the browser API to an external source for transcription. Voice processing will be handled by the web service chosen by the user’s web browser. As a result, the captured information could be sent to a third-party server. The data is therefore not guaranteed to stay within the user’s Qlik region. Qlik is not responsible for the data processing by this third-party.

If users want to restrict this information flow to their relevant third-party browser (turn off the voice-to-text feature), this might be achieved through specific controls, including settings within their browser of choice and other security configurations.

Using Insight Advisor analyses

You can expand an Insight Advisor analysis by selecting it or clicking Expand. You can then make selections in the analysis.

Note the following regarding selections:

  • Selections apply to all analyses.

  • Selections made in charts from your sheets are kept when you open Insight Advisor.

  • Selections do not affect the charts created by Insight Advisor.

If an analysis is new, you can add it to your sheets. If the chart exists in a sheet, you can click the sheet name at the bottom of the chart to go to that sheet.

Some analysis types, such as period over period dashboard, provide multiple related visualizations rather than a single chart. These show a preview of the kind of visualizations included in the analysis. Click Open analysis to view the analysis with data.

A period over period dashboard analysis

You can view additional options by clicking View. The following options are available:

  • Full screen: Expand a chart to make selection.
  • Edit analysis properties: Edit the chart properties to change dimension, measures, and the chart type.

    Editing Insight Advisor analysis properties

  • Add to sheet...: Add the chart to a new or existing sheet.
  • Add to new sheet: Add the charts to a new sheet (period changes, period changes (detailed), period over period, period over period (selected) analysis types only).
  • Monitor in hub: Add the chart to your cloud hub.

    Monitoring visualizations

  • Download: Download the chart as an image or PDF.

    Downloading app content

  • Hide: Hide charts that you do not want Insight Advisor to use again. You can view the charts hidden from your current search query in General properties.

    Information note

    Hide is not available in apps using business logic.

Editing Insight Advisor analysis properties

Edit Insight Advisor analysis by selecting a chart and clicking Edit. The following properties are available in Analysis properties:

  • Chart type: Select a different chart type. For an outline of the alternate chart types available for the different analyses, see Insight Advisor analysis types.
  • Favorable trend: (Rank analysis only) Indicate if the favorable trend for ranking is to increase or decrease.

  • Dimensions and Measures: Change the fields used as Dimensions or as Measures. You can change the measure aggregation. Reorder measures or dimensions by dragging them.

    Dimensions and measures from Insight Advisor analysis can be added to your master items. Click a dimension or measure and then click Add new.

    If you specified filters in a natural language query, such as specific field values, you can modify them as well.

  • Details: View information about why the chart was generated and the precedents Insight Advisor has learned from a chart. Select details by clicking them to change or reject them. You can set fields as dimensions or measures or exclude fields from future analysis. You can hide charts from future analysis by selecting We suggested a chart for this combination of data and clicking Hide this chart.

  • Analysis period: Change which period from business logic calendar periods is applied to the chart. You can adjust the analysis period by selecting new values from Period 1 or Period 2.

    Select an analysis period for rank type charts to view period and period performance analysis types.

    Information note

    Analysis period is only available when business logic is turned on and calendar periods have been created for the app. If there is no business logic, Analysis period is available if the app has date/time fields with autoCalendar derivations in the load script.

Editing calendar period Insight Advisor analyses

If a default calendar period is assigned to a group, additional period analysis types are available for Insight Advisor analysis. Default calendar periods are created in business logic. These have different properties than other charts. The following types are available:

  • Period changes: Shows the change of a measure from the current or latest period in the selected analysis period.

  • Period changes (detailed): Compares a change in a measure from the current period to the previous period. The change is measured using a forecasted target value. You define the percentages for meeting the target, almost meeting the target, and missing the target.

  • Period over period: Compares a change in a measure of the current period versus the previous period.

  • Period over period (detailed): Compares changes in a measure over time between periods. It includes a filter pane for exploring dimension values period over period.

These analysis types have unique properties. Period changes and Period over period (detailed) have the following properties:

  • Breakdown: Select the dimension to use with the measure to view the period changes.

  • Measures: Select the measure for which you want to see period changes.

  • Analysis period: Select the analysis period. You can adjust the analysis period by selecting new values from Period 1 or Period 2.

Period over period has the following properties:

  • Measures: Select the measure for which you want to see period changes.

  • Analysis period: Select the analysis period. You can adjust the analysis period by selecting new values from Period 1 or Period 2.

Period over period (detailed) has the following properties:

  • Parameters: Set the percentage limits, expected change margin, and expected change rate.

  • Favorable trend: Indicate if the favorable trend for the measure is to increase or decrease.

  • Breakdown: Select the dimension to view the detailed period changes with the measure.

  • Measures: Select the measure for which you want to see period changes.

  • Analysis period: Select the analysis period. You can adjust the analysis period by selecting new values from Period 1 or Period 2.

These analysis types have unique properties. Period changes and Period over period (detailed) have the following properties:

Insight Advisor learns your preferences for that chart if you add it to a sheet or click Learn after editing the chart. Precedents set by a user only apply to that user's instance of Insight Advisor.

Providing feedback

You can leave feedback on visualizations generated by Insight Advisor and Insight Advisor Chat. Feedback can be used by app administrators to improve the user experience, through changes to the app's business logic or to the data itself.

Click Rate on a chart generated by Insight Advisor to provide feedback on the visualization. You can indicate a positive or negative response, and write a comment.

Dialog for providing feedback on Insight Advisor analyses

Feedback dialog for chart recommended by Insight Advisor or Insight Advisor Chat.

For more information, see Using feedback and usage metrics to improve app usability.

Managing general properties

In General properties, you can view and edit your hidden and learned charts and the precedents you have set for generating charts.

Information note

General properties are not available when business logic is turned on.

The following properties are available:

  • Hidden recommendations contains charts you have hidden from searches. You can click Show this chart again to show the chart again in searches.
  • Learned recommendations contains charts you selected Learn on after editing. You can delete learned charts by clicking Delete.
  • Your defined preferences shows all the preferences Insight Advisor has learned. You can delete preferences by clicking Delete.

You can clear all hidden charts, learned charts, and preferences by clicking Clear all.

Supported languages

Insight Advisor is supported in all Qlik Cloud-supported languages, but some features of Insight Advisor Search are limited to certain languages. Insight Advisor Search supports the following languages for natural language queries and narrative insights:

Supported languages in Insight Advisor Search
Language Supported for natural language queries Supported for narrative insights
English Yes Yes
German

Yes

Yes

Spanish

Yes

Yes

French

Yes

Yes

Italian

Yes

Yes

Dutch

Yes

Yes

Polish

Yes

Yes

Portuguese

Yes

Yes

Russian

Yes

No
Swedish

Yes

Yes

Supported questions by language

The natural language questions you can ask Insight Advisor are processed as combinations of measures and dimensions. You can also apply filters, such as a time period or location.

As shown above, Insight Advisor supports natural language questions in ten languages. Certain combinations of measures, dimensions, and filters might not be supported in all of these languages.

Examples: Questions that can be asked in all supported languages

The following are examples of the kinds of questions that can be asked in all languages that Insight Advisor and Insight Advisor Chat support. Punctuation, such as question marks, is not required.

Measures only

  • Show me sales

  • Show me average cost

  • Show me sales and margin

Dimensions only

  • Show me products

  • What is sales quantity?

  • What are regions?

Measures and dimensions

  • What are sales by product group?

  • Top 5 products by cost

  • Lowest sales by product

Categorical filters

  • Show me sales by manager in USA

  • Show me sales not including Portugal

  • What are sales of produce by region?

Time filters

  • What are sales for 2022?

  • Show me sales between January 2021 and March 2022

Condition or comparator filters

  • Sales where quantity is < 10

  • Sales where costs are between 20 and 30 dollars

  • Sales where orders are less than 10 000 units

Questions without support in certain languages

The following types of questions are not supported in certain languages:

Example questions not supported in certain languages
Question variation Example Dutch Polish Russian Swedish
Time filters What were sales last year? No No No No
Time filters Sales for 2021 over 2022 No No No No
Contextual questions (only in Insight Advisor Chat)

(Initial question: What were sales in December?)

How about for March?

Yes

Yes

No

Yes

Insight Advisor Search has the following language-related limitations:

  • Composite words containing field names are not supported for natural language queries in German, Dutch, and Swedish.

Limitations

Insight Advisor has the following limitations:

  • Insight Advisor supports master items that use dollar-sign expansions in their expressions with the following limitations:
    • Expressions and captions for master items are expanded once and the results are cached. The dollar-sign expressions are not reevaluated until the expressions change or the cache expires (usually 30 days after the evaluation).
    • Dollar-sign expressions that are defined in a way that expands to values, such as =sum(Sales) are not supported. These expressions cannot be combined with filters in Insight Advisor. Dollar-sign expressions must expand to expressions to be used in Insight Advisor.

  • If a field name contains only numerical values, that field will be used when generating results from a natural language query instead of a superlative (such as top or bottom with the same numerical value).

    For example, if you searched for top 3 service providers and one of your fields was named 3, 3 will be used in the query results instead of the top 3 results for service providers.

  • Time period comparisons have the following limitations:
    • For queries such as year over year or month over month, the whole statement must be written out. Abbreviations such as YOY or MOM are not supported.
    • Time period comparisons only support up to one measure and one dimension in the natural language query.

Limitations for narrative insights

The following limitations apply to narrative insights in Insight Advisor:

  • Narrative insights are not always included with supported analysis types, depending on how a natural language question is processed and the data being used.

  • Narrative insights only provide a general statement when the question includes more than two filters or more than two data value filters on a dimension. The filters used are included in the response, however.

  • Narrative insights are not available for queries with multiple dimensions or three or more measures.

Narrative insights are available for the following analysis types, depending on the combination of dimensions, measures, and fields used in the analysis:

Supported analysis types for natural language insights in Insight Advisor Search
Analysis type Variation Supported for natural language insights
Anomalies 1 dimension, 1 measure Yes
Breakdown 2-3 dimensions, 1 measure Yes
Cluster (k-means) 1 dimension, 2 measures Yes
Comparison 1 dimension, 2 measures Yes
Contribution 1 dimension, 1 measure Yes
Correlation 0-1 dimensions, 2 measures Yes
Fact 1 measure Yes
Map distribution 0 measures, 1-2 geographical dimensions Yes
Map distribution 1 measure, 1 geographical dimension Yes
Mutual information 2-11 fields Yes
Period over period 1 measure Yes
Process control (mean) 1 measure, 1 temporal dimension Yes
Rank 1 dimension, 1 measure Yes
Trend 0 dimensions, 1 measure, 1 temporal dimension Yes
Values 1 dimension Yes

Learn more