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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 app fields and master items.

Insight Advisor search-based analysis is available from Insights in the Analyze tab. You can also open Insight Advisor when you load data into your app.

You can search Insight Advisor to display visualizations. Insight Advisor creates new Insights charts and displays existing visualizations from your sheets. Insight Advisor can also generate visualizations from your data set without a search query. Insight Advisor can analyze your app data and create charts of potential interest.

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 charts. 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 enabled, precedent-based learning is disabled. 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 hub with Insight Advisor Chat. For more information, see Exploring apps with Insight Advisor Chat.

Navigating Insight Advisor

Insights contains options for creating and editing visualizations. Insight Advisor supports keyboard navigation. For more information, see Keyboard navigation and shortcuts in Qlik Sense.

Insight Advisor search-based analysis in an app.

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

A: Fields and master items

Insights charts are built using fields Fields and master items Master items. You can select these assets to create a search query.

If the app is published, only master items are available.

B: Insights search field

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.

C: Insights charts

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

  • How many results are found.

  • How many charts already exist in your sheets.

  • How many charts are newly generated by Insight Advisor.

Insights charts can be added to existing or new sheets. An Insights chart can also be downloaded as an image, PDF, or as an Excel spreadsheet containing the data used in that chart.

Using Insights charts

D: Properties panel

The properties panel contains options for editing Insights charts 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 insights. For more information, see Managing precedents in General properties.

In Insight properties, you can edit an Insights chart 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 Insights charts in Insight properties.

Searching with Insight Advisor

When you enter your search query, Qlik Sense generates relevant Insights 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 natural language queries.

    If your Qlik Sense deployment includes access to a SaaS editions of Qlik Sense tenant, administrators can enable additional support for French, Russian, and Spanish. English is used by default for browsers not set to a supported language. The language used for queries can be changed by selecting a new language from the Language button. For more information, see Enabling multi-language natural language queries in Qlik Sense Enterprise on Windows.

    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, clicking the microphone icon to ask Insight Advisor your query.

    Note:

    Insight Advisor supports Google Chrome voice-to-text capabilities for asking queries. Qlik Sense Desktop does not support voice-to-text capabilities for queries.

    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. In Qlik Sense Enterprise, Insight Advisor can use precedents learned from other published apps if they use a similar or identical data model.

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.

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'.

Note:

If you receive the following error message: "Unable to generate insights - Please try again later," you might not meet the CPU requirements for Insight Advisor.

Check the System requirements for Qlik Sense Enterprise and contact your Qlik administrator.

Using Insights charts

You can expand a chart by selecting it or clicking Expand. You can then make selections in it. Selections apply to all Insights charts. Selections made in charts from your sheets are kept when you open Insights. Selections do not affect the charts created by Insight Advisor. For more information on exploring visualization and making selections, see Discover.

If an Insights chart 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 insight properties: Edit the Insights chart to change dimension, measures, and the chart type.

    Editing Insights charts in Insight properties

  • Add to sheet...: Add the chart to a new or existing sheet.
  • Download: Download the insights chart as an image, PDF, or data.

  • 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 Insights charts in Insight properties

You can edit Insights charts by selecting an Insights chart and clicking Edit. The following properties are available in Insight 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.
  • 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 Insights charts 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.

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

    Note:

    Analysis period is only available when business logic is enable and calendar periods have been created for the app.

Editing calendar period Insights charts

If a default calendar period is assigned to a group, additional period analysis types are available as Insights charts. These have different properties than standard Insights 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.

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.

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.

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 Insight Advisor charts.

Note:

General properties are not available when business logic is enabled.

The following properties are available:

  • Hidden charts contains charts you have hidden from queries. You can click Show this chart again to show the chart again in queries.
  • Learned charts 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:

  • In published apps, only master items are available for use in Insight Advisor. Insight Advisor Chat can use fields from published apps when creating Insights charts. If you go to Insight Advisor using from Explore this further, your search may not be available.