Creating visualizations with Insight Advisor

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

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.

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.

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 two 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.

• 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

  Qlik Sense Desktop does not support voice-to-text capabilities for queries.

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. You can click to view how Insight Advisor generated results from your search query. .

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

Do the following:

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.

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. 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.

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.

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 (detailed) 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.

• 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.

• 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.

• 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.

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:

• Ranking

• Trend over time

• Comparison

• Breakdown (geospatial)

• Clustering

• Correlation

• Process control (mean)