Creating visualizations from your data using insight advisor

If you do not know exactly what information exists in your app data or are new to creating visualizations with Qlik Sense, determining which visualizations to use with which fields can be a challenge. Insight advisor provides an entry point to both exploring your data and creating visualizations for your sheets. It uses the Qlik cognitive engine to suggest charts based on all the data you have loaded into Qlik Sense. You can then add the suggested charts to your sheets.

Insight advisor uses the Qlik cognitive engine to create visualizations for you based on fields and master items you select. It can also automatically create a set of visualizations by analyzing your dataset as a whole. As you import data from data sources, you can use insight advisor to display visualizations that best match your search criteria, including new insight charts and existing visualizations from your sheets. As you change the data in your app, by adding data, making associations, editing tables, or classifying fields, the insight charts generated by insight advisor may change.

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

Note:

Insights advisor is not available from a multi-cloud environment.

Insight charts can be interacted with and explored like a visualization in a sheet. Selecting a chart expands the chart and enables you to interact with it. You can make selections in your insight charts and have those selections carry over to other insight charts as you explore other insight charts. If you already made selections in existing charts in your sheets, these are kept when you open insight advisor. Selections do not affect the charts created by insight advisor. For more information on exploring visualization and making selections, see Discover.

Insight advisor supports keyboard navigation. For more information, see Keyboard navigation and shortcuts in Qlik Sense.

What happens when you search

As you type your search query, Qlik Sense uses fields you explicitly selected to return visualizations. Qlik Sense uses the fields you search for and the fields which contain the values you search for. It may also include additional fields to visualizations.

Insight advisor can look for:

  • Field names
  • Field values
  • Master items
Note: If the app is published you can only search for master items.
Insight advisor in an app.

Insight advisor in an app.

A: Fields and master items

The available assets (fields and master items) for creating insight charts. You can access fields by clicking H and master items by clicking é.

B: Insight search field

In unpublished apps enter field names or values, and master item names to search for charts using those fields. In published apps enter master item names. Fields and master items selected from the assets are added to the insight search field.

C: Insight charts

The insight charts created by insight advisor. Insight advisor indicates the number of results and the breakdown of which results are found, charts already existing in your sheets, or generated, charts newly generated by insight advisor.

You can view chart information, such as if a chart is generated or found, by clicking ]. The insight chart can be downloaded as image, PDF, or as a spreadsheet by clicking . You can expand a chart by selecting it or clicking s.

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

Creating visualizations with insight advisor

Note:

Charts you add to the sheet from insight advisor continue to show as generated until the app is refreshed.

Do the following:

  1. In a sheet in your app, click Insights.
  2. To generate charts based on an analysis of your data, click Generate insights.

  3. To generate charts based on specific data, select which fields and master items to use.

    Select the data from the list of available assets or search for them by name in the search field.

  4. To add an insight chart to your app, do one of the following:

    • To add a chart to your current sheet, click Add to sheet.
    • To add a chart to a specific sheet, click S and select the sheet
    • To add the chart to a new sheet, click S and select Create new sheet.

Downloading insight charts

You can download an insight chart as an image or PDF. You can also download the data used in the chart as an Excel spreadsheet.

Downloading an insight chart as an image

Do the following:

  1. In the insight chart you want to download, click and select Export as an image.

    The dialog Image settings appears.

  2. Select to keep Current options or to change them by using Custom options.
    • Selecting Current shows the width and height of the original chart and the screen resolution in dpi. You can select the output format between .png and .jpeg by using the Type of file drop-down menu.
    • You can customize the dimensions and the resolution of the exported image by clicking Custom:

      To set a new image width or height, click + or - to increase or decrease the width or height accordingly. You can also type an exact value. The minimum value is 8 pixels, the maximum is 2,000 pixels.

      Note: The maximum size of an image that can be exported is 2,000 by 2,000 pixels. If the export would result in a larger image, you must reduce its size under Custom.
      Note: To keep the aspect ratio you have to change Width (pixels) and Height (pixels) accordingly.

      To set a new image resolution, click + or -on the sides of Resolution (dots per inch) to increase or decrease the resolution accordingly. You can also type an exact value. The minimum value is 72 dpi, the maximum is 300 dpi.

  3. Click Export to start the creation of the image.

Downloading an insight chart as a PDF

Do the following:

  1. In the insight chart you want to download, click and select Export as PDF.

    The dialog PDF settings appears.

  2. Select the Paper size by scrolling the related drop down menu and clicking on the selected one.
  3. You can increase or decrease the Resolution (dots per inch) by clicking on + or - . You can also type an exact value. The minimum value is 72 dpi, the maximum is 300 dpi.
  4. Choose the Orientation by selecting the button Portrait or Landscape.
  5. In the Aspect ratio options you can select:
    • Keep current size to insert the visualization into the PDF without changing its size. If the resulting PDF is smaller than the visualization it will be cropped.
    • Fit to page, without keeping aspect ratio will change height and width of the visualization to fill the entire page. Aspect ratio will change accordingly.
  6. Click Export to start the creation of the image.

Downloading the data in an insight chart as an Excel spreadsheet

Do the following:

  1. In the insight chart you want to download, click and select Export data.

    The dialog Export complete appears.

  2. Click the link to download the Excel spreadsheet.

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