Insight Types

When selecting the type of insight to use, consider the type of data you want to display and what you want to highlight. For example, if you want to easily see the distribution of data across categories, choose a pie chart. If you have a large number of data points, a table may be easiest to read.

Each insight type summarizes data differently. To make sure the data you choose can be displayed in the insight type selected, the insight type you choose determines what facts are available for use. Once you create an insight, you can change the format at any time, but some facts might not be available if you change the type after you have added facts to the insight.

For detailed recipes for creating custom financial insights, see Financial Insights Recipes.