Creating visualizations with Insight Advisor

You can also access Insight Advisor in the Insights and Analytics activity centers 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 search Insight Advisor in the following 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.

• Select a question from the example questions. App creators may add example questions to Insight Advisor to help guide your analysis. When available, example questions are displayed when you select the search box. For more information on example questions, see Adding example questions to Insight Advisor.

• If your browser's voice-to-text capability is supported in Insight Advisor, you can click the microphone icon to ask Insight Advisor your question.

  Information note

  When using voice-to-text for natural language questions, your Insight Advisor language should match the language used in your data.

If an app defines time periods in the load script, logical model, or autocalendar, you can ask Insight Advisor for time period comparisons. You can ask for months, quarters, and years in comparisons. To ask for a comparison, use vs, over, against, or compare to in your question. For example:

• Sales for 2021 vs 2022

• Sales for 2021 over 2022

• Sales for 2021 against 2022

• Compare sales for 2021 to 2022

• Sales for 2021 compare to 2022

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.

For natural language questions, 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 question. If you have a matching result, Insight Advisor may provide additional natural language insights relating to your questions. Click Show additional insights to view natural language insights.

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.

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. The data is therefore not guaranteed to stay within the user’s Qlik region. 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 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.

Providing feedback

You can leave feedback on visualizations generated by Insight Advisor and Insight Advisor Chat. Feedback can be used by app administrators to improve the user experience, through changes to the app's business logic or to the data itself.

Click on a chart generated by Insight Advisor to provide feedback on the visualization. You can indicate a positive or negative response, and write a comment.

For more information, see Using feedback and usage metrics to improve app usability.

Supported questions by language

The natural language questions you can ask Insight Advisor are processed as combinations of measures and dimensions. You can also apply filters, such as a time period or location.

As shown above, Insight Advisor supports natural language questions in ten languages. Certain combinations of measures, dimensions, and filters might not be supported in all of these languages.

Examples: Questions that can be asked in all supported languages

The following are examples of the kinds of questions that can be asked in all languages that Insight Advisor and Insight Advisor Chat support. Punctuation, such as question marks, is not required.

Measures only

• Show me sales

• Show me average cost

• Show me sales and margin

Dimensions only

• Show me products

• What is sales quantity?

• What are regions?

Measures and dimensions

• What are sales by product group?

• Top 5 products by cost

• Lowest sales by product

Categorical filters

• Show me sales by manager in USA

• Show me sales not including Portugal

• What are sales of produce by region?

Time filters

• What are sales for 2022?

• Show me sales between January 2021 and March 2022

Condition or comparator filters

• Sales where quantity is < 10

• Sales where costs are between 20 and 30 dollars

• Sales where orders are less than 10 000 units

Questions without support in certain languages

The following types of questions are not supported in certain languages:

General limitations

Insight Advisor has the following general limitations:

Language-related limitations

Insight Advisor Search has the following language-related limitations:

• In natural language questions, plurals of field names are only supported in English.
• Composite words containing field names are not supported for natural language questions in German, Dutch, and Swedish.

Limitations for natural language insights

The following limitations apply to natural language insights in Insight Advisor:

• Natural language insights are not always included with supported analysis types, depending on how a natural language question is processed and the data being used.

• Natural language 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.

• Natural language insights are not available for searches with multiple dimensions or three or more measures.

Natural language insights are available for the following analysis types, depending on the combination of dimensions, measures, and fields used in the analysis: