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, 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.
- If you filter results by dates, click the
Compare with icon, and then
specify date parts and time periods by which you want to
filter results.
For example: Select Relative date, then click Current day, and then in the Time period and Date part lists, select Current and Week(s) respectively, to display results from the current week only. - 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 Create Date/Time, and then select Months, to group data by months. - Optional: To add more grouping conditions, click
Add.
Note: You can group data by multiple properties to drill-down to more specific data. - Click Submit.
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