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Dynamic Filtering for an Insight

Charts, tables, and reports created in Insight can be filtered dynamically while viewing it. To begin, click the filtering icon at the top of an Insight. This will open the dynamic filtering dialog. Currently active filters are displayed in the Active Filters area. To add a new component to the filter, use the Add Filter area to select a field and define values. - For numeric fields with many values, select a sign and enter a value to define the filter. - For string fields, or numeri...

Edit Insight Settings

Any insight that has been created in LityxIQ has settings that can be modified. To do this, navigate to the Insight you want to edit, then select it and click Edit from the Selected Insight menu or the right click menu. This will open the settings dialog specific to that type of insight. See the following links: - https://support.lityxiq.com/201915-Defining--Editing-a-Chart for editing a chart or XY Graph - https://support.lityxiq.com/106336-Defining--Editing-a-Table for editing a tabl...

Delete an Insight

Deleting an Insight you have defined, whether a chart, table, pivot, or other type of insight, is quite easy. Select the Insight from the list of Insights in a library. Then select Delete from the Selected Chart menu. Note that if you do not see the option to delete, it is most likely that this insight is used in a dashboard, and so cannot be currently deleted. On the confirmation screen, click Yes if you are ready to delete the chart.

Defining Summary Metrics in Insight

Summary metrics are defined in multiple places within Insight, such as charts, tables, and maps. The method for defining these summaries is consistent and is explained below. When first creating an Insight object such as a chart or table, the Summary Metrics list will be empty. In most cases, by default, if you have not defined any metrics, the chart or table will compute counts. To get started with more interesting metrics, click the Add Summary button. This will open the Edit Summary Me...

Display Settings for Charts and Graphs

Summary metrics in charts or graphs that you create in Insight have display settings that you can modify. These allow you to customize the chart with labels, colors, markers, styles, and other items. These settings are available from the Summary Metrics (or similar) area when defining the Insight. ' The gear icon can be clicked to open the Display Settings dialog. The dialog has multiple tabs, which are explained below: Style & Settings Series Display Style - this setting contro...

Copy an Insight

The definition of an Insight, whether a chart, table, map, or other type of insight, can be easily copied. This allows you to use one definition as a starting point for a new one. The process is simple. 1) Select the insight you want to copy from the Insights list. 2) Click Create a Copy from the Selected Chart menu, or from the right click menu. After clicking Create a Copy, you will have the option to provide a name to the copied version of the Insight. Change the name or add a descripti...

Titles and Labels Settings in Insight

Many Insight methods provide a way to add custom titling and labeling, and in some cases coloring, to the visual output. This article will describe the available options. Note that not all Insight methods provide the same set of options. Title - The title of the Insight, placed at the top of a chart, graph, or tabular output. A default title is created if left blank. Subtitle - If provided, it is shown under the title in smaller font. In some cases, a default is used if left blank. X-Axis L...

Variable Settings in Insight

Most types of Insights that can be created in Insight have the ability to perform custom binning or transformation on the variables used in the chart or graph. These settings are accessed through the Variable Settings button that appears on the first tab of most Insight definition dialogs. Within the Variable Settings button opens the Variable Settings dialog. In general, the dialog provides the ability to define settings for two variables involved in the Insight: the Analysis Variable and th...

Defining / Editing an XY Graph

To define or edit an XY Graph in Insight, follow these steps: - From the available charts list, select the XY Graph to be edited and select Edit from the Selected Insight menu, or from the right click menu. Note: if you just created a new XY Graph, you would immediately go to Step 2. - The Edit Chart window will appear. The available tabs will be discussed below Setup Tab The setup tab is used to define the dataset and variables that will make up the XY Graph. ...

Types of Insights

Within Insight, you are able to create a variety of different summarized insights for your datasets. The types of insights currently available can be seen by clicking the New Insight button above your list of available insights: Here is a brief explanation of each: Chart - Charts provide a graphical means for summarizing and displaying data. Charts can include bars, lines, splines, bubbles, and other visual elements (or a combination of elements). XY Graph - An XY Graph is similar to a Char...

Navigating the Main Insight Links

When you are working within Insight, you will have access to links in the left panel of LityxIQ. The link highlighted is the currently active link. Depending upon the access permissions granted by your system administrator, you may or may not see all of these links. Contact your system administrator if you require access to additional functionality. Below is a brief description of each link: - Insights - Use this link to view existing charts and to interactively define and view gr...

Creating a Chart Library

Chart libraries can be used to organize the Insights you create into logical groups. Creating a chart library is an easy task. 1) Click Libraries from the Insight menu in the left panel. 2) Click the Create New Library button and enter a name and optional description for the library. Then click OK. The new library will appear in the list of available libraries. You will also be asked to assign permissions for the new chart library. See https://support.lityxiq.com/331940-Usin...

Creating a New Insight

To create a new insight, follow these steps: 1) Navigate to the Insights area of LityxIQ. 2) Select a chart library for the location of the object. Then, click the New Insight dropdown and select the type to create. See https://support.lityxiq.com/782935-Types-of-Insights for more information about each type. 3) Provide a name for the Insight and an optional description. The name provided must not be the same as an existing Insight already defined in the library. You can also c...

Viewing Available Insights

The Insights link provides a list of all available charts in the selected library. Here you can create new charts and tables, as well as edit and view existing ones.The various options available for working with the available Insights are explained in more detail below. - Chart Library - This drop down box displays a list of all of the chart libraries. Select the library you wish to view. - New Insight button - Click this button to create a new insight. For more information, see: https:...

Viewing an Insight

An Insight that has been previously created and defined can be viewed easily within LityxIQ. Simply select the Insight from the Available Insights list, then click View from the Selected Insight menu or from the right click menu. To interact with the Insight you are viewing, please see https://support.lityxiq.com/078437-Interacting-with-a-Chart.

Edit Settings of an Insight Chart

The settings for an insight Chart are described below. Setup Tab The Setup tab contains two different sections: Data and Variables - Dataset - select the dataset to be used as a basis for the chart. - Analysis Variable - select the variable to be displayed on the horizontal axis of the chart. - Series Variable - select the variable to be used as the basis for displaying different bars or lines on the chart. For example, to show a different bar or line for each gender in the...

Interacting with a Chart

There are a number of options for interacting with a Chart in LityxIQ. - Hover effects. When hovering over a bar, line, or other data display, a box showing specific information for that data point is displayed on screen. - Legend. The legend at the bottom of the cart displays the values associated with each of the items in a data series, or each metric being shown. These elements can be turned on or off by clicking their name in the legend. The graphical display will re-calibrate its...

Exporting, Printing and Sharing an Insight

Insights in LityxIQ can be exported to image, csv, and/or pdf files, printed, or shared with others. A sample of the options is discussed here for insight Charts. Other types of insights have similar options. For a chart, the dropdown menu provides options to export the chart to image file formats JPG or PNG, or to a PDF file. You can also print the chart, or share it to others using the Share option.

Edit Settings of an Insight Map

The settings for an insight Map are described below. Dataset, Variables, Metrics Tab Datasets & Variables - Dataset – select the dataset to be used as a basis for the map. - Map Detail Level – select depth of map: state, zip, or county. - State Variable – select variable that identifies 2-digit alpha state. - Zip/County Variable – select variable that identifies zip code / county. Analysis Metrics This area is used to define the summary data that will be displayed on t...

Interacting with a Map

You can interact with any map in LityxIQ as it is being displayed. Some common forms of interaction are described below. * Zip Level Analysis. Select an analysis metric from the first drop down. * Zip Level Analysis. Select level (country or state) to view map. * Address. Option to select one of the specific address markers if specified in the map editor. * Select Detail. Use mouse to select zip code, marker, or state. Map metrics will reflect selection. * Navigation. Zoom and navi...

Edit Settings of an Insight Pivot

The settings for an insight Pivot are described below. Dataset and Variables - Dataset – select the dataset to be used as a basis for the pivot. - Dimensions – use the drop down to select variables that will be used as dimensions: horizontal and/or vertical. Typically, these are string/text variables, or integers. The number of unique combinations of dimension levels you choose is limited. - Analysis Variables – use the drop down to select variables for analysis. This list provi...

Interacting with a Pivot

You can interact with a Pivot in LityxIQ as it is being displayed. - Analysis Style. Select between different pre-designed pivot table structures. - Selecting Table is the most common, as it provides a multi-dimensional cross-tabulation of the dataset. - Other options provide the same data, but viewed in other fashions such as heat maps and charts. - The CSV Export option will list the data in a comma-separated format that you can copy/paste into other applications. - ...

Edit Settings of an Insight Table

The settings for an insight Table are described below. Dataset Tab Dataset - select the dataset to be used as a basis for the chart. The selection made here will change the lists of variables shown on the following tabs. Rows & Columns Tab - Select Row Variables - All variables available to use as row variables in the table are displayed here. Select one, two, or three variables. Once selected, the variables will move to the top. There, they can be re-ordered by drag...

CSS Color Names

Color Name HEX Color Shades Mix AliceBlue (http://www.w3schools.com/tags/ref_color_tryit.asp?color=AliceBlue) #F0F8FF (http://www.w3schools.com/tags/ref_color_tryit.asp?hex=F0F8FF) Shades (http://www.w3schools.com/tags/ref_colorpicker.asp?colorhex=F0F8FF) Mix (http://www.w3schools.com/tags/ref_colormixer.asp?colorbottom=F0F8FF&colortop=FFFFFF) AntiqueWhite (http://www.w3schools.com/tags/ref_color_tryit.asp?color=AntiqueWhite) #FAEBD7 (http://www.w3schools.com/tags/ref_color...

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