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Tutorial – Customizing how Insight Advisor interprets data

Welcome to this tutorial, which will introduce you to customizing how Insight Advisor interprets data in Qlik Sense.

After you load your data into an app, you can customize how Insight Advisor interprets your data. Insight Advisor can learn how to interpret relationships in your data model through precedent-based learning. If you are familiar with your data model and know how you want fields used, you can instead define a logical model in business logic for Insight Advisor. This enables you to ensure Insight Advisor offers the most relevant results to the users of your app.

What you will learn

After completing this tutorial, you should be comfortable using business logic to define your app’s logical model. You will understand how business logic impacts Insight Advisor results.

Who should complete this tutorial

You should be familiar with Qlik Sense basics. For example, you have loaded data, created apps, and created visualizations in sheets.

You will need access to the Data manager and should be allowed to load data in Qlik Sense Enterprise on Windows.

What you need to do before you start

Download this app and upload the QVF file to Qlik Sense:

Insight Advisor and business logic tutorial app

This app contains the data file TutorialData.xlsx. Upload the app Qlik Sense. Open the app and navigate to Data load editor. Click Load data to load the app data.

Note: To demonstrate relative comparisons possible through calendar periods, TutorialData.xlsx contains data for future dates. The app load script updates the in app data for the current date when loaded. Screenshots in this tutorial will differ depending on the date you load data.

Lessons in this tutorial

The topics in this tutorial are designed to be completed in sequence. However, you can step away and return at any time. The screenshots in this tutorial are taken in SaaS editions of Qlik Sense. This tutorial is focused on SaaS editions of Qlik Sense, so some differences might occur if you are using Qlik Sense in a different environment.

Further reading and resources

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