Uploading data into Auto Insights is simple! There are a few simple steps for any admin user to upload data into Auto Insights.
STEP 1. Within the Datasets tab in Auto Insights, click on blue "Add dataset via Admin Portal"
*If you are not able to view this button, please reach out to your Organisational Admin to set you up as an Admin profile.
STEP 2. Within Admin Portal, click on Datasets in the menu bar. Click on Add a New Dataset
STEPS: 3 - 6 Loading your dataset
STEP 3. Give your new dataset a name and click Continue.
Our recommendation is to keep it simple and reusable; dataset labels with dates/months (Supermarket_data_20200101), or version numbers (Supermarket_data_v2) are not recommended.
STEP 4. Choose your preferred data source, by clicking on its icon and clicking Continue.
There are two ways to connect data to Auto Insights: direct database connection or .csv file upload. To learn about connecting to a Database click here.
STEP 5. Drag and drop/click to upload your .csv or .zip file, or connect to your supported database - review your data and press Analyse
Auto Insights will provide a preview of your data, so you can validate that what you uploaded is correct before pressing Analyse. At this point we recommend checking your Date format to be in a YYYY format, Auto Insights does not support YY formats.
If you are happy with the preview, press Analyse, at which point Auto Insights will begin analysing your data.
STEP 6: Confirm your column fields are correct and click Upload to Auto Insights
If you want to change or update any selections, it’s quick and easy. You can update column headings, or simply toggle off columns you don't want to show in Auto Insights on the right-hand side.
There may be some columns that have been greyed out by Auto Insights, fret not! If it's still required for you to analyse them, simply toggle them back on. The main reason for Auto Insights switching that column off is due to a large proportion of missing data in that column.
Auto Insights will identify key attributes, and ask you to confirm if they are correct:
CONFIRM YOUR FIELDS
Dates: Indicators of time
For the Date fields please specify your Financial Year Start Month and if it should be the Default Date. Default Dates are those which Auto Insights will use as default in Discover and Search unless otherwise specified in the Search question
Segments: Dimensions you can break your measures down by - e.g. Categorical fields such as Departments, Age Groups, Gender, Supplier Names
Measures: Fields Auto Insights can sum or aggregate - e.g. numeric fields such as Sales Amounts, Quantities, Spend Amount, Expense Amount etc...
For the Measure fields please specify if this is a good thing when it increases (e.g. its good when sales increases, it's not good when costs increases) and Can this be aggregated over time? Most of the time it is yes, unless you have something like a bank balance, where you cannot sum the balance over time.
RENAME IF NECESSARY
It is really important to remember that you can change the column names in Auto Insights, therefore we recommend trying to make them as natural language as possible. For example:
"Claim_Number" change to "Claims"
"Sale_Amount_inc_GST" change to "Sales"
"Dept_Desc" change to "Department"
"Vendor_Supply_Name" change to "Supplier"
Once you have completed your review, click Upload to Auto Insights and that's it! Auto Insights will automatically generate insights, meaning there's no need to start from scratch building dashboards, views, or visualisations. All of that is taken care for you by Auto Insights, so you can get straight to discovering insights and making data-driven decisions.
If something goes wrong, we have a troubleshooting guide to help.
STEP 7: Explore your data in Auto Insights & setup your Dataset settings
EXPLORE YOUR DATASET
You're ready to explore your dataset, check out our quick-start guide.
In rare cases, where Discover doesn't give you any insights, you can find out why using this Discover troubleshooting guide.
SET KEY MEASURES
The final step before the data is ready for business users is to provide context on what Auto Insights is calling out for your business. Learn how you can tailor the insights that Auto Insights highlights to be relevant to your business here.
STEP 8: You're done! Time to give access to others!
Now you're happy with your dataset you can read this article on how to assign users to your dataset.
If you have any questions, please contact us at firstname.lastname@example.org.