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Version: NG-2.15

Insights

Introduction​

Insights play a crucial role in business by helping users gain a deeper and more accurate understanding of their operations. They assist data analysts and decision-makers in interpreting critical aspects of their business and offer valuable recommendations for improvement.

One of the most powerful aspects of insights is their ability to simplify the presentation of complex data to the end user. Instead of requiring data analysts to navigate through vast datasets and conduct intricate analyses, Insight-based dashboard panels can be used to present actionable information clearly and straightforwardly. This simplification is incredibly valuable as it allows users at various levels of expertise to make informed decisions. For example, in traditional visualizations, isolating the root cause of transaction failures can be challenging. With insights, correlations are easily established, allowing for a customized, easily comprehensible view of the root cause and textual analysis. This streamlined approach empowers users of all expertise levels to make informed decisions.

Working with Insights​

Insights comprise 2 key processes.

  1. Configure an Insight on vuSmartMaps is a straightforward and simple process. Begin by logging in and navigating from the left navigation menu and clicking on Insights under Configure Observability. Streamline your insights management and effortlessly create cards that best fit your needs. Here, you'll have access to both:

    1. Insight Cards: When creating an Insight Card, you can customize it by providing a name, and description, and selecting the type (Text, HTML, or Markdown). You can also define Labels and associate them with Data Models and Variables to simplify future changes without extensive coding.
    2. Insight Card Templates: In the Insight Card Templates section, you'll discover a collection of ready-made templates, including some that come pre-installed for your convenience.

  2. Configure Dashboard Panel with Insight: This section is your guide to adding and configuring new insights for dashboard panel creation. It's your gateway to crafting engaging and informative insights for your dashboards.

note
  1. Explore HTML Template Breakdown and Markdown Template Breakdown to learn what happens behind the Scenes of the Insights,

Configure an Insight​

vuSmartMaps Insights can be accessed by navigating from the left navigation menu (Configure Observability > Insights).

Managing insights is made easy on the Insights landing page. Here, you'll find two essential tabs:

  1. Insight Cards Section: You can find all the Insights Cards listed here.
  2. Insight Card Templates Section: You can find preconfigured and admin-created templates here.

  • Name: The title of the Insight Card.
  • Description: A brief explanation of the card's content.
  • Type: The format of the Insight Card, which can be HTML, Markdown, or plain Text.
  • Created By: The user who initially created the Insight Card.
  • Created At: The date and time when the Insight Card was first created.
  • Modified By: The user who made the most recent changes to the Insight Card.
  • Modified At: The date and time when the Insight Card was last modified.

The steps for creating and managing the Insights Card and Insight Card Template are as follows.

Prerequisites​

Data for insight is generated from a Data Model. The user needs to create a Data Model before creating an Insight. Learn how to create one here.

FAQs​

How can I use Insights to monitor key performance indicators (KPIs) effectively?

To effectively monitor KPIs, configure Insight Cards to display relevant metrics. Select appropriate Data Models and variables representing your KPIs. You can choose between live metrics for real-time monitoring or historical data to analyze trends over time. Customize thresholds and color codes to highlight critical changes.

What steps should I take if my Insights are not displaying updated data?

If your Insights are not displaying updated data, follow these steps:

  • Refresh Data: Use the ‘Refresh Data’ button on the Insight configuration page to manually refresh the data feed.
  • Data Model Configurations: Ensure that the Data Models are correctly set up and linked to the current data sources.
  • Time Settings: Verify that the time range settings are properly configured to avoid outdated data.

How can I create reusable templates for multiple Insight Cards?

To create reusable templates, configure an Insight Card and use the ‘Save As Template’ option. This allows you to save the configuration and easily apply it to other Insight Cards without having to reconfigure each one from scratch.

What types of templates can I use for my insights?

You can choose from the following templates:

  • HTML Template: For complex, styled insights with custom formatting.
  • Markdown Template: For simple, text-based insights with basic formatting.
  • Text Template: For plain text insights without special formatting.

How can I visualize KPIs using pre-built templates?

Use pre-built templates such as the “Dynamic Table Template”, “Distribution Bar Graph Template”, or “Honeycomb Visualization” to quickly display KPIs. Customize these templates by linking them to your Data Models and adjusting variables to fit your specific KPI requirements. This enables faster deployment of visualizations without starting from scratch.