Customizing list-based insights
Decide what data you want to present in your insights by using intuitive tools that provide options to filter, sort, and group the data. For example, you can filter an insight to include only resolved assignments, so that you can analyze the performance of a whole department. Then, you can group the results by teams to compare their work.
- In the navigation pane of your application, click Explore Data.
- In the Insights section, in the Name column, click the insight that you want to modify.
- Customize your insight by performing one of the following actions:
Choices Actions Filter data - In the upper-right corner of the insight, click Filter.
- In the Filter by dialog box, click the
Select field list, and then
select the specific data that you want to
filter.
For example: Select Date of order - In the list of relational operators, select an operator for
your filter, and then specify the details.
For example: Select after, and then enter a specific date to collect information about orders placed after that date. - Optional: To apply more filters, click the Add icon.
- Optional: To define more complex filters, click Advanced
mode, and then enter the filter logic.
For example: If you apply two filters, enter 1 OR 2 to filter data by either of the conditions. - Click Submit.
Sort data - In the upper-right corner of the insight, click Sort.
- In the Sort by dialog box, in the Select field list, select a column that you want to sort.
- In the Select list, select the way
you want to sort the data.
For example: Click Descending to display values from highest to lowest. - Optional: To sort more columns, click Add.
- Click Submit.
Group data - In the upper-right corner of the insight, click Group.
- In the Group by dialog box, in the
Select field list, select how you
want to group the insight data.
For example: Select Status to group data with specific statuses in one tab. - Optional: To add more grouping conditions, click Add.
- Click Submit.
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