5.3.2 Programmable Alerts
7.3 Data Management and Data Model Handling
7.3.4 Working with Data Model
7.4 Control Center
7.4.1 License Entitlements
7.5 Platform Settings
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:
The steps for creating and managing the Insights Card and Insight Card Template are as follows.
These steps provide an overview of how to work with Insight Cards.
Step 1: To create a new Insight Card or Insight Card Template, click the + button in the top right corner of the Insight Cards page.
Step 2: You will be directed to the configuration page, where you can choose one of the following options:
💡 Note: You can create an Insight Card Template by clicking the Save As Template button on the configuration page.
This option empowers users to manually craft Insight Cards by selecting Data Models, incorporating Variables and Scripts, and entering HTML/Markdown Template code
Note: These variables can be utilized in Python scripts, reducing the need for static values and enhancing the templatization of Insight cards.
This allows users to create insight cards by selecting an existing Insight Card Template. There’s an additional dropdown labeled Pre-Defined Template that lists all existing templates. Choosing a template will automatically populate the relevant fields.
After selecting a Pre-Defined Template, the Data Model section is auto-populated as shown below. Users can add more Data Models by clicking the + Add Additional Data Models button.
After choosing a Pre-Defined Template, the Variables section is automatically populated as shown below. Users can add more variables by clicking the + Add Additional Variables button.
The screen features the following buttons:
Preview: This allows users to preview the Insight Card. Until the preview is executed, the Save and Save as Template options at the top right remain inactive. This ensures that the data is functioning correctly.
Refresh Data: Use this button to refresh the data and fetch the latest values.
Save: Select this option to save the Insight Card with the name provided in the Name field of the configuration section.
Save As Template: Click on Save as template to open a dialog box. Enter the Template Name, Description, and Help Texts for Data Models and Variables. Names and Descriptions are mandatory fields. This option pre-fills the details of Data Models and Variables created in the configuration section.
Click the Save button to save the configurations as an Insight Card Template, and it will be accessible on the Insight Card Templates list page.
On the main Insights page, you can conveniently perform three primary actions:
To view the details of an Insight, simply click on the name of the Insight you want to access. All Insight names are clickable for easy access to their configurations.
To edit an Insight, simply click on the Edit button associated with the specific Insight Card.
Now, You can click on Permissions to manage Object Level Permissions in the Insights Card.
The screen will look like this.
For every role, you can attribute 3 types of permission.
Deleting an Insight Card is straightforward. Locate the Insight Card you want to remove, and in the Action column, click the Delete option.
Multi-Delete: To delete multiple Insight Cards at once, simply select the cards you want to remove by checking the boxes on the left, and then click the Delete button at the top right.
In the Insight Card Templates section, you’ll find a list of Insight Cards saved as templates, including some pre-installed ones.
With pre-installed templates, users can instantly access a range of designs without searching, downloading, or creating templates from scratch. These templates are selected based on thorough testing and evaluation to offer various functionalities.
Each template was meticulously developed, taking into account specific requirements and considerations to offer a comprehensive range of options
Let me take you through 3 templates preinstalled here.
This template provides a structured format for organizing data in a tabular layout. It enables users to present information in a concise and visually appealing manner, enhancing readability and comprehension.
With this template, users can effectively visualize and analyze data distribution patterns. It offers intuitive graphing capabilities, allowing users to explore and present data in a visually engaging way, facilitating insights and decision-making.
This template combines the power of data analysis with insightful visual representation. It enables users to extract meaningful conclusions and observations from the distribution data, enhancing the understanding and interpretation of complex datasets.
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