We have created this 'Getting Started' guide so that you can quickly start using the search bar and create Reports/Dashboards in a few minutes. If you're coming here after using other BI tools, you will see that creating a Report or Dashboard in INSIA is a breeze. In INSIA we call these 'Data Stories'.
Assuming you've loaded your data through 'Data Connect' - you should see your data showing up in the drop-down recommendations on the search bar. If you haven't already loaded data, read the following article.
Article on loading data (Getting started)
There are multiple 'Data Stories' that you can create on INSIA (but you don't need to cover all of them to get started)
My Data Stories - Dashboards created by you
Standard Data Stories - Dashboards created by you for all users to see
Shared Data Stories - Dashboards/Reports shared by others
i360 Reports - One Click automated reports generated by the platform
In this guide let me show you how you can create 'My Data Stories'
Let us assume you're a sales manager and need to create a simple report on Last quarter's Sales.
Steps:
Type 'Sales' on the search bar.
Create a new 'Quarterly Sales Report' and add the above result to it.
Now, you can go ahead and cut it by 'Quarter'. To do this you would simply need to type a time dimension - 'Quarter' and add it to your 'Quarterly Sales Report' that you just created.
Now you might need to see your 'Sales' for the last quarter and see it with 'GST'. To do this you can simply type 'Sales with GST' after 'quarter' as follows
You can keep slicing and dicing to get to the visualization you need. If you need to change the chart, simply click 'Chart Settings' and change it to the chart that suits you.
Please note: You will need to change the chart before saving it to a 'Data Story'. There is no way to change it in 'Data Stories'
To view your report - click on the 'Data Stories' in the left Nav bar as follows
Voila. You've now created your first Report/Dashboard 🎊
Things to note:
INSIA picks up keywords from your own data that you've uploaded. The above-mentioned keywords may not be the same as your data. Eg: You might call 'Sales' as 'Revenue'; if that's the case, 'Revenue' will show up on the search bar. The above example is a sample Sales Dataset which you can play around with by switching to 'Demo Mode' and selecting 'Sales'
You can resize, and change the layout to your liking by clicking on the filter toggle. Find it in the top right corner of the report. Don't forget to save the chart after you're done customizing it.
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