Create and Use Insights

After you have drilled down to the data details according to your needs and analyzed your data, you might want to save this insight.

About Insights

An insight represents the displayed data source with filters, the navigation state as well as the presentation state of the table.
Note

  • If you are assigned to the creator or admin role, you can save an insight in the public or your private files.

  • If you are assigned to a viewer role, you can save an insight in your private files only. To do this an administrator can grant the private insight privilege to users with no create rights on the public or private files by creating a custom role and assigning the private insight privilege. With the private insight privilege, these users can also share and delete their insights however they can't edit or rename the insight in the file repository. For more information on creating custom roles, please see Create Roles.

Saving Insights

To save an insight, perform the following steps:

  1. Click (Save) in the data analyzer toolbar to save an insight.

  2. In the Save Insight dialog select the file location (public or private) for your insight and enter a name and description for it. The saved insight does not only appear in the files folder you have saved the insight to but also under the Recent Files section of the data analyzer start page.

  3. (optional) In the Advanced Options section of the Save Insight dialog you can customize dynamic variables and prompts:
    • Select Automatically open prompt when insight opens if you want to automatically open the prompt when the insight is opened

    • Select Keep last saved values for dynamic variables if you want to keep the last selected values for dynamic variables

After saving an insight, the insight name is displayed in the header of data analyzer. Saving an insight also creates an insight ID that is displayed in the URL, for example, https://<hostname>/sap/fpa/ui/app.html#/dataanalyzer&/dz/1A6006079B878D23EF65D16ACCBB65C4

Opening Insights

To open an existing insight and make changes to the data, select Files from the side navigation and select the folder where you have saved your insight. In the folder, click the respective insight to open it in data analyzer. Alternatively, you can open insights who have worked on and saved recently in the Recent Files section on the data analyzer start page.
Note

Insights are labled with the symbol in front of the insight name and can be found under the file type Insight.

To save your changes, click Start of the navigation pathSave Next navigation step SaveEnd of the navigation path to overwrite it. Or - to save your changes as a new insight -.select Start of the navigation pathSave Next navigation step Save AsEnd of the navigation path and choose the file location (public or private) for your insight and enter a name and description for it.
Note

Changes to existing insights can be made depending on permissions for your user role and for the file repository.

In the folder view you can also share your insight, add it to your favorites or delete it.
Note

For the time being you can share insights by email but you can’t create a custom link.

Note

If you open a classic insight from the Files repository, your insight will be displayed in classic data analyzer. You can migrate your classic insight to a new insight. For more details, see Migrate Classic Insights.