How to create new and pre-built insights
Analyze - the self service capability 🧑💻
With the Analyze feature in Insights, you can explore your expense data and perform ad-hoc analysis. This collaborative tool allows you and your team to apply filters, drill down into specific details, and customize views to derive actionable insights.
Creating new insights:
Open the Analyze tab and create a new insight from scratch.
Use the data catalog to add metrics, attributes, dates, and select chart types based on your analysis needs. Pick the appropriate color scheme.
Save the insight, and it will become available for use on a dashboard and accessible to all users.
Customizing pre-built insights:
Open any pre-built insight from the Analyze tab.
To customize, choose "Save as New" to create a copy, which will be stored as a new insight for use on a dashboard.
These customization options allow you to tailor pre-built dashboards and insights to meet your needs, providing flexibility for effective data analysis and visualization.
The customized and new insights will be shared with all colleagues within the group, while the customized and new dashboards will be stored in a private section, find out more on how to share them with colleagues here.