Create an Insight using joined data and summarise into groups

On an occasion when you need to create new insights of your data, this can be done with ease.

Example scenario 

On an occasion when you need to capture a 'list of Assets with a total of locations allocated', you would do the following:

1. Select 'New' in the top right corner, choose 'Question' and select 'Reporting'

2. Choose 'Stores'

3. Select 'Join data' 

4. Choose 'Store Assets' (Pick a column - 'Stores' - 'ID' & 'Store Assets' - 'Store ID'

5. Select 'Filter' under Stores

6. Choose 'Is Active' and set as 'True' (Note: This method is filtering out Archived Locations)

7. Select 'Summarize' 

8. Choose 'Count of rows'

9. Group by 'Asset Name'

 You're data query build should appear like below in the screenshot:

10. Once confirmed ok, select 'Visualize', (Note: This may automatically appear in a table view).

11. You can change the view by selecting Visualization in the bottom left and choosing your preferred chart view

12. Once all complete, press 'Save' in the top right 

13. Create a Name for your new insight

14. It will ask you 'Which collect should this go in', ALWAYS choose 'My personal collection' (this means your chart will be accessible for everyone to search later)

15. Press 'Save'

16. It will ask you if you would like to 'Add this to a dashboard', select 'Yes please!'and choose your desired dashboard from the list.