Configure Insight Explorer
Once your Insight Explorer is created, you will be taken to the Configuration screen. Here you can choose what knowledge should be analyzed by Insight Explorer along with other analysis parameters. The minimum requirement is to provide at least one metric for which you want to discover insights. The remaining steps are optional.
If you need to make changes to your configuration, you can return to the Configuration screen at any time by clicking on the gear icon at the far right of the Insight Explorer header.
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Terminology
Metric: A metric is an aggregated number, such as SLO Adherence or On-Time Delivery.
Aggregation type: The aggregation type of a metric describes how multiple values are aggregated into a single value. Common aggregation types include
AVGandSUM.Attribute: An attribute groups objects into semantically useful categories. An attribute can be autogenerated from your Data Model columns or calculated using PQL. Examples of attributes would be Region or Material.
Add metrics to Insight Explorer
On the Configuration screen, click the Add metric button on the Metrics tab.
Select an eligible metric from the list of KPIs available in the Knowledge Model.
If no icon appears next to the metric, it means the metric is eligible for Insight Explorer.
A warning icon
means the metric needs additional attention.An error icon
means the metric is not eligible in its current state.If there is a warning or error, click the metric to see a message explaining why the issue is occurring. See Troubleshoot knowledge eligibility issues for all possible issues and suggested actions.
In the side panel, select the appropriate aggregation type for the metric. If Insight Explorer is able to detect the aggregation type, the dropdown is already populated.
Click Confirm and add metric. The metric is added to your configuration and displayed in the Metrics tab.
Add attributes to Insight Explorer (Optional)
Insight Explorer uses attributes to split the data into subgroups and find patterns in how your metrics behave across these subgroups. Insight Explorer can automatically recommend attributes that influence your metrics without your input, so this step is optional. You can still add any attributes that are especially important to consider. Any attributes you add are given more weight by the algorithm but are not guaranteed to show up in the results.
Click the Add attribute button on the Attributes tab.
Select an eligible attribute from the list of KPIs and Record Attributes available in the Knowledge Model.
If no icon displays next to the attribute, it means the attribute is eligible for Insight Explorer.
A warning icon
means the attribute needs additional attention.An error icon
means the attribute is not eligible in its current state.If there is a warning or error, click the attribute to see a message explaining why the issue is occurring. See Troubleshoot knowledge eligibility issues for all possible issues and suggested actions.
Click Add attribute in the side panel. The attribute is added to your configuration and displayed in the Attributes tab.
Add filters to Insight Explorer (Optional)
Adding filters to an Insight Explorer narrows the scope of the data analyzed by that Insight Explorer. Doing so allows you to focus on a specific segment of your data and reduce noise. For example, you can filter on only completed instances of the process or a particular business unit or time period.
Note
Any Global Filters from the selected Knowledge Model are applied to Insight Explorer by default.
On the Configuration screen, select the Filters tab and click the Add filters button.
Select from the list of filters available in the Knowledge Model. If you want to use a filter that does not exist in the Knowledge Model, click Create Knowledge Model Filter to create a new Knowledge Model filter.
Click Apply selected filters. The filter is added to your configuration and displayed on the Filters tab.
Advanced settings for Insight Explorer
The Advanced settings window allows you to customize certain analysis parameters used to generate insights and tailor Insight Explorer to your specific needs. You can access the advanced settings by clicking the Advanced Settings button at the top right of the Configuration screen.
