Phone mode, which is available in Insight, allows you to take advantage of the features of Insight on your phone. The interactive heading that is available in Insight on a tablet or desktop is replaced by a static heading that displays the field names in the chart, in blue text. These become summary fields that allow you to see what fields are included in the chart.
The Options toolbar is located in the upper-right corner of the Insight interface. These options control your interactions with your data, including options such as pivoting and filtering. You can also change your chart type using the Chart Picker option.
The following section describes the icons that display on the Options toolbar.
To remove a filter, hover over it and click on the X, as shown in the following image.
The chart refreshes and displays your data without any filter.
You add a filter when you want to limit the display of your data, or drill down to focus on specific data values. For example, you may want to just display data for Camcorder and Televisions, rather than all Product Categories. You can do this by adding a filter for the Camcorder and Televisions, as shown in the following image.
There are different types of filters in Insight. For example, if you are filtering with a date field, you can use a built-in calendar to select a date range, as shown in the following image.
If you are filtering on a numeric value, such as a measure value, you can filter on values that are specific to a field. In this scenario, when you define the filter, a slider control opens. You can adjust the range of values that you want to include, using the slider control options, as shown in the following image.
To enable filtering, click the Show Filter icon
, which is located in the Options section of the toolbar. This opens the filter shelf that renders above the bucket shelf, as shown in the following image.
When working with measure fields, you can change the summary operators for the field from Summary (default) to Average, Maximum, or Minimum. You can also change a Count field to Count Distinct, using a similar menu selection.
When you make a selection, the axis of the relevant measure updates in the chart, as shown in the following image.
Options for changing the Summary field are shown in the following image.
You can locate fields for your buckets using the search option. On the toolbar, click the plus sign. In the search field, start typing the field that you want to locate. You can type in whole words or partial words. The search identifies all fields that contain any instance of the characters that you specify, as shown in the following image.
With Insight, you can choose individual fields for the buckets that you add. Whether you added fields into the buckets before running Insight or left them empty, creating a chart in Insight is streamlined to allow you to easily create a dynamic chart in real time. It also provides you with the flexibility of interactive comparison as you change your data selections rapidly and adjust the options for display.
You can use the default vertical bar chart or you can specify a different chart type using the Chart Picker in the Options toolbar.
Insight is a visualization tool that allows for the interactive selection of measures and dimensions, so you can create dynamic charts that refresh as you make changes.
With Insight, you can review and analyze a chart that shows the data fields that you choose in real time. It even rebuilds as you select additional fields or specify filters.
