Do you have a new dataset and not quite sure where to start? Need to build a dashboard quickly? Want to review insights that you may have missed? Power BI allows you to quickly create insights and generate interesting interactive visualisations based on your data. Quick insights can be run on an entire dataset (quick insights) or on a specific dashboard tile (scoped insights). You can also run insights on an insight!
NOTE: Insights do not work with DirectQuery – it only works with data uploaded to Power BI.
Run Quick Insights On A Dataset
1.From the Datasets tab, select the ellipses (…) and choose Get Insights.
2.Power BI uses a variety of algorithms to search for trends in your dataset.
3.Within seconds, your insights are ready. Select View Insights to display visualisations.
NOTE: Some datasets can’t generate insights because the data isn’t statistically significant.
4.The visualisations display in a special Quick Insights canvas with up to 32 separate insight cards. Each card has a chart or graph and a short description.
Interact With Insight Cards
1.Hover over a card and select the pin icon and the visualisation to a dashboard.
2. However over a card, select the ellipses (…) and choose View Insights. This opens the insight fullscreen.
3.In focus mode you can:
- Filter the visualisations. To display the filters, in the top right corner, select the arrow to expand the Filters pane.
- Pin the insight card to a dashboard by selecting the pin icon or pin visual.
- Run insights on the card itself. This is often referred to as scoped insights. In the top-right corner, select the lightbulb icon or Get Insights.
The insight displays on the left and new cards, based solely on the data in that single insight, display along the right.
4.To return to the original insights canvas, in the top-left corner, select Exit Focus Mode.
Run Insights On A Dashboard Tile
Instead of searching for insights against an entire dataset, narrow your search to the data used to create a single dashboard tile. This too is often referred to as scoped insights.
1.Open a dashboard.
2.Hover over a tile, select the ellipses (…) and choose View Insights. The tile opens in Focus Mode with the insights cards displayed along the right.
3.Does one insight pique your interest? Select that insight card to dig further into your data. The selected insight appears on the left and new insight cards, based solely on the data in that single insight, display along the right.
4.Continue analysing your data and when you find an interesting insight, pin it to your dashboard by selecting Pin Visual from the top-right corner.
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