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alteryx server Knowledge Base

Definitive answers from Server experts.

Publishing and Sharing an Insight

Sr. Data Science Content Engineer
Sr. Data Science Content Engineer
Created on

Introduced in Alteryx 2018.3, the Insight tool in the Designer Reporting tool category allows users to harness the power of Visualytics by creating interactive dashboards to communicate data patterns, relationships, and insights. The final step in an Insight's journey is it's publication to a company's private Gallery. After publication, an insight can be shared with anyone who has access to the Gallery it is hosted on. This article provides detailed steps on how to publish an insight to a Gallery, and how to share the insight with other users on the Gallery.

 

Please note that for insights to be published to a Gallery, the Alteryx Server the Gallery is hosted on must be configured to work with insights. For details on how to configure your server to work with insights, please see this Community Article

 

Once you are ready to publish your insight masterpiece, navigate to the Preview mode of the Insight tool's modal configuration window.

 

In the top right corner of the model window, you should see a drop-down menu to Select a Gallery to publish your Insight Dashboard to. The options in this drop-down menu will include any Alteryx gallery that you have connected to in Designer. Note that at this time insights cannot be published to the Alteryx Analytics Gallery

 

selectgallery.png

 

 

Once you have selected the Gallery you would like to publish to, the Publish button will become active. 

 

 

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Clicking the Publish button opens a new modal window where you can name your insight prior to publishing it to your Private Studio. It is important to note that if you have already published an insight with your current Insight tool, that previously published insight will be overwritten with your new insight. To create an entirely new insight and preserve your previously published insight you will need to drop-in and configure a new Insight tool. 

 

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When you are ready, you can complete the publication process by hitting the Save button in the bottom right corner. Once the insight has been successfully published, you will see the following success message:

 

insightsuccess.png

 

This process has created an insight ID for your dashboard. You can now publish your associated workflow to the same Gallery to update your Insight data. The workflow and insight are linked by the insight ID which was created in the Insight tool during publication.

 

Sharing your Insight

 

To share your published insight with others, navigate to your Gallery with a web browser, and log in with your account.

 

Navigate to a Collection you would like to be the Insight to be included in. Open the collection, navigate to the Insight Tab, and type the name of your Insight into the text bar to add it to your collection.

 

insightshare.png

 

After adding your Insight to a Collection, all of the users in this Collection will see your insight on their Insight page. The Insight page shows users all Insights they created and insights that have been shared with them through Collections.

 

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Now you can leverage the power of Visualytics through your Alteryx Server!