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Creating visualizations with Insight Advisor

Insight Advisor provides search-based analysis for exploring your data and creating visualizations. Insight Advisor uses the Qlik cognitive engine to create visualizations based on your searches or selections.

Insight Advisor search-based analysis is available from Sheet in the Analyze tab. Insight Advisor offers three different ways it can create visualizations for you:

  • You can ask Insight Advisor a question. Insight Advisor then generates charts and displays existing visualizations from your sheets based on your query.

  • You can explore your data with Insight Advisor. You select fields and master items from your assets panel and then Insight Advisor generates visualizations based on your selections.

  • You can have Insight Advisor analyze your app and generate charts of potential interest.

Insight Advisor and the logical model

Insight Advisor relies on the Qlik cognitive engine and a logical model of your data to create visualizations. The logical model contains the relationships and uses of fields in your data model. By default, Insight Advisor builds a logical model by learning from user interactions with Insight Advisor analysis. If users 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.

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

Navigating Insight Advisor

Insight Advisor is integrated within the sheet view of an app. You can access Insight Advisor by making a natural language query from the search box.

Search box

Search box (expanded)

You can also click Discovery to open the Insight Advisor Discovery page and select field and master items from the assets panel to generate insights.

Discovery button

Results are displayed in the Insight Advisor Discovery page.

Insight Advisor Discovery page

Insight advisor search-based analysis displaying insights charts in an app.

A: Insight Advisor assets panel

You can create queries by selecting fields and master items.

B: Insight Advisor search box

You can enter your search query here, either by entering asset names or using natural language. If you used a natural language query, you can click Info to view the filters generated from your query. You can change the language used in Insight Advisor by selecting a language from the dropdown.

C: Insight Advisor Analysis

These are the charts created by Insight Advisor. Insight Advisor indicates the number of results and breaks them down as follows:

  • How many results are found.

  • How many charts already exist in your sheets.

  • How many charts are newly generated by Insight Advisor.

Insight Advisor charts can be added to existing or new sheets in your app. You can also monitor charts in the cloud hub. A chart can be downloaded as an image or PDF.

Using Insight Advisor analysis

D: Properties panel

The properties panel contains options for editing analysis and changing the precedents you have set in Insight Advisor.

In General properties, you can view and edit your charts and the precedents you have set for generating analysis. For more information, see Managing precedents in General properties.

In Analysis properties, you can edit an analysis and view details. You can see the Analysis type used to create the chart. Click Help to learn more about the analysis type used. For more information, see Editing Insight Advisor analysis in Analysis properties.

Searching with Insight Advisor

When you enter your search query, Qlik Sense generates relevant charts using field names, field values, and master items. You can query Insight Advisor in three ways:

  • Entering a natural language query, such as Show me Product by Revenue in Sweden.

    Note:

    Qlik Sense supports English, French, Russian, and Spanish for natural language queries. If your browser is not set to a supported language, English is used.

    You can change the language used by Insight Advisor by selecting a language from the Language button.

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

  • Choosing fields and master items to use in the query, either by entering their name or selecting them.
  • 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.

    Note:

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

    Google Chrome voice-to-text capabilities are not supported with iOS devices.

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. If no matching results can be found, Insight Advisor shows possibly related results. 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 sectionm 'Insights found'. The narrative insights are 'Total Sales is 104.9 million', 'The top Customer by Sales was Paracel which is 5.4% of the total', and '79.9% of Sales were from the top 107 Customer selected'.

Using Insight Advisor analysis

You can expand an Insight Advisor Analysis chart by selecting it or clicking Expand. You can then make selections in it. Selections apply to all analysis. Selections made in charts from your sheets are kept when you open Insight Advisor Discovery. 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.

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 in Analysis properties

  • Add to sheet...: Add the chart to a new or existing sheet.
  • 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.

    Note:

    Hide is not available in apps using business logic.

Editing Insight Advisor analysis in Analysis properties

You can 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. You can 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 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. By selecting details, you can 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.

    Selecting an analysis period for rank type charts allows you to also view period and period performance analysis types.

    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 data/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. 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 performance against target: 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.

These analysis types have unique properties. Period changes has 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 performance against target has the following properties:

  • Parameters: Set the limits for 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.

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.

Insight Advisor can learn from 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.

Managing precedents in General properties

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

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 queries. You can click Show this chart again to show the chart again in queries.
  • 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.

Limitations

Insight Advisor has the following limitations:

  • Narrative insights are only available for English.
  • Narrative insights are only available for the following analysis types:
    • Rank
    • Breakdown
    • Trend
    • Comparison
    • Map distribution
  • Narrative insights are not available for queries with multiple dimensions or three or more measures.