Introduction to Insights

Insights visualize data from either Data Sources or Transformations in Charts.

Creating and editing an Insights

You can create and edit Insights in two ways:

  1. Directly in a Dashboard (recommended)

  2. In the Insights tab (for changing permission settings)

Directly in a Dashboard

Go to a dashboard and toggle Edit Dashboard to add new Insights to the Dashboard and edit, copy, delete, or rearrange and resize existing ones.

You can then edit existing Insights (first marked icon), copy them (second icon), or delete them (third icon):

When you delete an Insight you have two options: 1. Remove the Insight - This only removes the Insight from the Dashboard, but does not delete the underlying Insight 2. Delete the Insight - This removes the Insight from the Dashboard and deletes the underlying Insight

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