Specify Datasets Available to Consumers with Auto Insights

When you give consumers access to Auto Insights in the Insights Panel using the presentation settings for a workbook, you can select which datasets are accessible.

When consumers open Auto Insights in the Insights panel, Auto Insights generates visualizations based on the datasets you specify.

You must enable Insights for consumers from the Insights Panel section before you can select which datasets and subject areas are accessible. See Specify Insights Panel Options for Consumers.

  1. On your home page, hover over a workbook, click Actions, and select Open.
  2. From the Preview menu Preview menu icon, select Configure Presentation.
  3. In the presentation settings panel, click the Workbook tab.
  4. In the Auto Insights section, deselect the datasets that you want to hide from consumers, or select the datasets that you want to make available.

  5. Click Save.