Engine Works
Under the hood of Alteryx: tips, tricks and how-tos.
Overview
Alteryx Auto Insights is a user-friendly, AI-powered analytics feature in the Alteryx One platform that helps you discover trends, understand root causes, and create meaningful stories from your data. You don’t need to write code or build complex dashboards, as Auto Insights does the heavy lifting for you. This guide is designed to help new users get started and is useful for both community members and internal teams.
What is Alteryx Auto Insights?
Auto Insights helps transform your raw data into clear and actionable insights. It uses AI to detect changes, patterns, and key drivers in your data, and presents the findings in simple, easy-to-understand language.
Key Features
- AI-generated insights in plain English
- Automated trend and root cause analysis
- Easy-to-use visualizations
- Missions to track key business questions
- Shareable reports and dashboards
Why Use Auto Insights?
Benefits
- Get insights quickly without needing to code
- Understand what’s happening in your data and why
- Use pre-built templates to speed up your analysis
- Share findings with others in a way that’s easy to understand
Getting Started with Alteryx Auto Insights
1. Access Auto Insights
Log into your Alteryx environment and open Auto Insights from your application dashboard.
2. Upload Your Dataset
You can upload a file such as a CSV or Excel sheet, or connect to an existing data source. Make sure your data has at least:
- One numeric column (like Sales, Revenue, or Quantity)
- One or more categorical columns (like Region, Product, or Department)
3. Review Your First Insight
Auto Insights will automatically analyze your data and start presenting key observations. Use features like KPI Deep Dive or Executive Summary to focus on important metrics.
4. Use Missions, Playbooks, and Magic Reports
- Missions help you answer specific business questions by organizing insights in one place
- Playbooks offer AI generated templates that help you envision your use case in Auto Insights
- Magic Reports automatically summarize findings using AI, delivering the information in a customizable reporting format
5. Share and Monitor Your Insights
You can subscribe to insights to stay updated on your key metrics and easily share findings with your team.
Tips for Getting the Most Out of Auto Insights
- Use a clean and focused dataset with clearly labelled columns
- Include both numeric and segmenting fields for deeper analysis
- Explore Playbooks and Magic Reports for quick, meaningful insights
- Set up Missions to monitor changes over time
Next Steps
If you’re ready to discover what your data is really saying and reduce your manual reporting time:
- Take the Auto Insights course on Alteryx Academy
- Upload a dataset and explore a Mission
- Share your insights or ask questions in the community
Resources
- Auto Insights course on Alteryx Academy
- Community forum to ask questions and share insights
- Auto Insights Community Blogs
