Creating a Visual Insight analysis

Visual Insight allows you to quickly create and design a Visual Insight analysis, a customized, interactive display that can be used to explore business data. You can use the data from an existing report or Intelligent Cube, perform manipulations on the data to customize which information is included in the analysis, and add visual representations (called visualizations) to the analysis to make the data easier to interpret. Analyses can be viewed in the Analysis Editor, Express Mode, or Flash Mode in Web, or on an iPad with MicroStrategy Mobile.

An analysis is similar to a document in that you can display the data in grids, graphs, and interactive widgets that you have added to the analysis. However, the process of designing and creating an analysis is streamlined, allowing you to create these objects quickly from an existing report or Intelligent Cube. For example, you create an analysis from an existing report. Once you select the data from the report to display in the analysis, the analysis is automatically created with an empty Grid visualization. You can drag and drop report objects from the analysis's dataset to display data, then immediately begin customizing the display by adding attribute and metric filters to the Filters panel, defining thresholds on the data, and adding additional visualizations to the analysis.

You can create an analysis from:

Once you have created an analysis, you can add visualizations to display the data in the analysis's dataset. You can switch between visualizations by clicking the visualization's tab at the top of the analysis. For background information on visualizations, and general steps to add, modify, or delete visualizations in an analysis, see About visualizations.

You can perform the following tasks when creating and editing an analysis:

Prerequisites

To create an analysis from a report or Intelligent Cube

  1. Navigate to the folder location of the report or Intelligent Cube.

  2. Right-click the report or Intelligent Cube, then select Create Analysis. The analysis is automatically created and displayed as an empty Grid visualization.

  3. To add attributes and metrics to the grid, from the Dataset Objects panel, click and drag them to the Drop Zones panel, as follows:

    Note
    : If the Dataset Objects panel is not displayed, click the Dataset Objects icon in the analysis toolbar.

  4. You can create new metrics using the metrics in the analysis's dataset, change the display of data by adding thresholds to the analysis, and so on. For steps to perform a specific task, see the appropriate topic below:

  5. You can add additional visualizations to the analysis. To do so, click the Add Visualization icon Add Visualization icon, then select the type of visualization you want to create, as follows:

    Note
    : For a list of the visualizations available and steps to add a specific type of visualization to the analysis, see the appropriate help topic for the specific type of visualization you want to add.

  6. Click the Save icon Save As icon. The Save As dialog box is displayed.

  7. Navigate to the location in which you want to save the analysis, then type a name and description for the analysis in the Name and Description fields.

  8. Click OK. The analysis is saved.

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