Refresh Auto Insights to Include Filters

When you add filters to your workbook or make new selections for existing filters, you can refresh Auto Insights to see updated insights that take into account the new filters and filter selections.

Auto Insights considers filters in the filter bar, dashboard filters, and visualization filters. For more information about filters, see Filter Data.
If you add one of these updated insights to your canvas and it has a custom calculation that also uses the filter, the calculation appears under My Calculations in the Data pane with (Filtered) in front of its name.
  1. On your home page, hover over a workbook, click Actions, then select Open.
  2. Click AI Assistant AI Assistant icon lit up to indicate insights available to review the insights currently available for the dataset.
    Description of autoinsights_before_filter_refresh.png follows
    Description of the illustration autoinsights_before_filter_refresh.png

  3. Close the Insights pane.
  4. On your canvas, update the selections for an existing filter or add a new filter, then click AI Assistant AI Assistant icon lit up to indicate insights available.
    The Refresh icon beside Insight Settings is now available.
  5. Click Refresh. The text at the top of the pane changes to indicate that the insights discovered include filters.
    Description of autoinsights_filter_refresh.png follows
    Description of the illustration autoinsights_filter_refresh.png