Insight Tool

[AnnDz]

Hi.  How do I find the Calculation option in the insight tool?

Thanks!!

[BrandonB · Accepted solution]

Hi @AnnDz 

Here is the help documentation for the insight tool: https://help.alteryx.com/current/designer/insight-tool

Once you open up the "Configure Insight" menu, you will want to click and drag a chart onto the screen as seen below

Then, once you click on edit, you can "Add Layer" to the chart and you should see the calculation boxes for your x and y axis

 

[Qiu]

@AnnDz 
I am sure this would help.

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Tool-Mastery-Insight/ta-p/319213

[atcodedog05 · Accepted solution]

Hi @AnnDz 

Just to add to the above response.

Here is an example. And walkthrough.

So basically when you drag in Insight Tool after data. The configure button will be disabled like below.

You need to run the workflow to enable Configure button.

Once this enabled you can click on configure button. And it opens the dashboard. You can drag in Chart or Text.

After that as @BrandonB  you can drag in a chart and click on edit. The edit options is similar to interactive chart tool.

You can set the aggregation here

Here is an example. I have stacked up different calculation.

The example workflow is attached feel free to play around with it 🙂

Hope this helps 🙂 Feel to ask if you have any questions

[AnnDz]

Thank you!   I am going to try it now!

[AnnDz]

Thanks!

[atcodedog05]

Happy to help 🙂 @AnnDz 

Cheers and Happy Analyzing 😀

Feel free to reach out if you face any issues 🙂

[AnnDz]

So I am still having trouble.   This is what I see:

I want to add a calculation for Item Total to be a sum.

[BrandonB]

Ah I see. The heatmap doesn't have a calculation option in the chart so you will need to calculate the value prior to feeding it into the chart/insight. 

[AnnDz]

So I need to create a calculated field in the workflow?