Configuring Templated Insights

Prerequisites

• A project has been created by referring to Creating a Project.

• A data source has been connected by referring to Connecting to a Data Source.
• A dataset has been created by referring to Creating a Dataset.
• An intelligent analysis assistant has been created by referring to Creating an Intelligent Analysis Assistant.

Procedure

1. Log in to the DataArts Insight console.
2. Click in the upper left corner of the management console to select a region. Then, select an enterprise project in the upper right corner.
3. On the top menu of the console, click Project. On the displayed My Projects page, click the name of the desired project.
4. In the navigation pane on the left, choose Q&A Management > Intelligent Analysis Assistants.
5. Click the name of the intelligent analysis assistant.
6. In the navigation pane on the left, choose Q&A Settings > Templated Insights. On the displayed page, click Add Template in the upper right corner. In the slide-out panel (Figure 1), set Template Name, Query Matching Settings, and Insight Editor according to Table 1.
   Figure 1 Creating templated insights
   

   Table 1 Parameters for creating a templated insight

   Parameter	Description
   Template Name	Template name. The name can contain up to 32 characters and cannot start with a number. Only letters, underscores (_), dollar signs ($), number signs (#), and at signs (@) are allowed. After the setting is successful, enter the template name on the intelligent analysis assistant's Q&A page to display templated insights. Click Identify. The dataset, dimensions, and metrics related to the template name are automatically filled in the Query Matching Settings area.
   Query Matching Settings	Select the dataset, dimensions, and metrics required for configuring templated insights. The dataset is mandatory. You can configure only dimensions or metrics. NonAggregate Filter: You can customize filter criteria that take effect before aggregation.
   Insight Editor	Enter text and add an associated query to form templated insights. Click Preview to preview the text generated by the template. Import Query: You can import associated queries on the Q&A Settings > Related Query page. New Query: Create an associated query in the templated insights. The associated query supports adding fields of other datasets associated with the intelligent analysis assistant, which is convenient for selecting metrics, dimensions, and statistical information of other datasets in insight editing. NOTE: The newly created associated query on the Template Insights page will not be synchronized to Q&A Settings > Related Query, and can only be used in the templated insight. Generate Query: Click Generate Query > Original Query to select the metrics, dimensions, and statistics of the dataset associated with the templated insight to form an insight.

7. Click OK to save the templated insight and access the intelligent analysis assistant's Q&A page for verification. On the Templated Insights page, you can edit and delete templated insights.

Example Scenario