Creating visualizations from your data using insight advisor

Insight advisor provides an entry point for exploring your data and creating visualizations. Insight advisor uses the Qlik cognitive engine to create visualizations for you based on your fields and master items, as well as learned precedents for using fields in charts.

You can search insight advisor to display visualizations, including new insight charts and existing visualizations from your sheets. Insight advisor can also generate a set of visualizations by analyzing your data set and creating charts of potential interest.

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. When insight advisor is opened in a published app, it looks at how fields and master items in the data model are used in dimensions, measures, and expressions. It can then learn from the previous interactions when creating insight charts in other apps.

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

Where can you use insight advisor

Insight advisor has the following limitations:

• If the app is published you can only search for master items.
• Insight advisor can only be used in unpublished apps. When insight advisor cannot be used, search for visualizations using smart search instead.

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 add additional fields to visualizations.

Insight advisor can look for:

• Field names
• Field values
• Master items

When generating results, insight advisor looks at your data model and how fields are used in existing charts and master items in your app. Insight advisor uses any precedents you have given it for hiding insight charts, setting fields as dimensions or measures, and excluding fields from analysis. In Qlik Sense Enterprise, Insight advisor can also use precedents learned from other published apps if they used a similar or identical data model.

A: Fields and master items

These are 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In unpublished apps, enter field names or values, and master item names to search for charts using those fields.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

These are the insight 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, and how many charts are newly generated by insight advisor.

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.

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.

If you do not like an insight chart, you can hide it so it will no longer be included in future results. You can view hidden charts and restore them if you change your mind.

Selecting a chart expands the chart and enables you to make selections in it. Selections apply to all displayed insight charts. Selections made in charts from your sheets 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.

D: Properties panel

The properties panel contains options for editing insight charts and changing the precedents you have set in the insight chart.

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

In Insight properties, you can edit an insight chart and view the detail of the insight chart. You can see the Analysis type used to create the chart. Click to learn more about the analysis type used. You can change the fields used as Dimensions or as Measures, as well as the aggregation used. Under Details, you can view why the chart was made and change precedents learned from the chart.

Editing insight charts

You can edit insight charts by selecting an insight chart, clicking , and changing properties in the Insight properties panel.

You can change the fields used as Dimensions or as Measures, as well as the aggregation used. If a chart has multiple measures or dimensions, you can drag them to reorder them.

If you edit a chart, insight advisor can learn from your preferences in that chart if you add it to a sheet or if you click Learn after closing the editor. Precedents set by a user in insight advisor only apply to that user's instance of insight advisor.

Under Details, you can see information about why the chart was generated and precedents insight advisor has learned from a chart. By selecting details, you can change or reject them. You can set fields as dimensions or measure. You can also exclude fields from future analysis.

Hiding insight charts

When you generate insight charts, you can hide charts that you do not want to be offered again. To hide a chart, you can right-click on the chart and select Hide. You can also hide charts from the Details section of Insight properties by selecting We suggested a chart for this combination of data and clicking Hide this chart.

You can view the charts hidden from your current search query in General properties.

Managing precedents in insight charts

The precedents you have set in insight advisor can be viewed in General properties.

Hidden charts contains your hidden charts for the current query. You can click to show the chart again in the query.

Your defined preferences shows all the preferences insight advisor has learned. You can delete preferences by clicking .

Creating visualizations with insight advisor

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.

Disabling insight advisor in an app

Insight advisor can be disabled in an app by adding a variable and then refreshing the app. Disabling insights advisor on a published app in Qlik Sense Enterprise or an app in a cloud hub prevents the Precedents Service from learning precedents from the app. By disabling insight advisor, the service will no longer learn the aggregations, dimensions, and measures used with that data model for use in apps with a similar data model.

Do the following:

1. In the sheet edit mode, in the assets panel, click Ò.
2. Click Create new.
3. In Name, type DISABLE_INSIGHTS.
4. In Definition, type any value.
5. Click Close.
6. Refresh the app.