Capturing Insights

As you explore data in visualizations, you can capture memorable information in one or more insights, which build your story. For example, you might notice before and after trends in your data that you’d like to add to a story to present to colleagues.

Using insights, you can take a snapshot of any information that you see in a visualization and keep track of any moments of sudden realization while you work with the data. You can share insights in the form of a story, but you don't have to. Your insights can remain a list of personal moments of realization that you can go back to, and perhaps explore more. You can combine multiple insights in a story. You can also link insights to visualizations using the Interaction property.

Insights don't take a snapshot of data. They take a snapshot of the workbook definition at a certain point in time. If someone else views the same insight, but that person has different permissions to the data, they might see different results than you do.

On the Home page, select a workbook, click the Actions menu, and then select Open.
Click Present, and use the story designer options to add your insights:
- To add a canvas to your story, in the Canvases panel, right click a canvas and select Add To Story.
  To locate other canvases in the workbook, use the Search option in the Canvases pane.
- Use the tabs on the Properties pane in the bottom left-hand corner to further refine your story. For example, click Presentation to change the presentation style to Bottom Tabs, Navigation Bar, Filmstrip, or None.
- To rename, duplicate, hide, or delete a page in your story, right click a canvas displayed in the canvas selector at the bottom of the design area, and select a canvas option.
- To synchronize your story canvases with your visualizations, display the Visualize pane and right-click the canvas tabs to select Canvas Properties, then set Synchronize Visualizations to On.
Continue adding insights to build a story about your data exploration.
The story builds in the Present canvas. Each insight has a tab.
Click Save to save your story as part of your workbook.

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