How-To

Delete an Insight

Deleting an Insight you have defined, whether a chart, table, pivot, or otherwise, is quite easy. Select the Insight from the list of Insights in a library. Then select Delete from the Selected Chart menu. On the confirmation screen, click Yes if you are ready to delete the chart.

Computing 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. The dialog typically looks like the following at the outset. When first creating an Insight object such as a chart or table, it will be empty. For existing metrics, as in the example below, you will have access to options for each metric: - Re-order the metrics by dragging and dropping them. - Delete a metric usin...

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. ' When you define a metric, 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 S...

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 Available Insights list 2) Click Create a Copy from the Selected Chart menu. After clicking Create a Copy, you will have the option to give a name to the new, copied, version of the Insight. Change the name or add a description as you wish, cl...

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 Chart 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. Data and Variables Section ...

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 a number of links at the top of the LityxIQ window. 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 de...

Creating a Chart Library

Chart libraries can be used to organize the charts and tables you create into logical groups. Creating a chart library is an easy task. 1) Click ‘Libraries’ from the Insight Links menu. 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.

Setting Permissions for a Chart Library

Only users with permission to enter a chart library will be able to view or work within that library. Chart Library Permissions can be setup using the following steps: 1) Click Libraries from the Insight Links menu. 2) Select the library in the available libraries list, then click Set Permissions from the Selected Library menu. 3) Follow these instructions https://support.lityxiq.com/331940-Using-the-Permissions-Setting-Dialog for using the permissions setting dialog.

Creating a New Insight

To create a new insight, follow these steps: 1) Select a chart library for the location of the object. Then, click the New Insight dropdown and select the object type. 2) Provide a title for the object and an optional description. The name provided must not be the same as an existing object already defined in the library. Note that the name provided here is solely to identify the chart in the Available Charts list and is not related to the title of the graphic (this is provided during edit...

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 (user permission is needed). Select the library you wish to view. - New Insight button - Click this button to create a new insight. For...

Viewing an Insight

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

Defining / Editing a Chart

To define or edit a Chart in Insight, follow these steps: 1) From the available charts list, select the chart to be edited (it will highlight blue-gray) and select ‘Edit’ from the ‘Selected Chart’ menu. Note: if this is a newly created chart, this step is not required; please proceed to Step 2. 2) The Edit Chart window will appear. The available tabs will be discussed below. Setup Tab The Setup tab contains two different sections: Data and Variables - Dataset - selec...

Interacting with a Chart

Users can interact with any chart in LityxIQ as it is being displayed. Some common forms of interaction are described below. - 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 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...

Exporting and Printing a Chart

All charts in LityxIQ can be exported back to a local machine or a local printer, in a supported format. Each chart has an icon in the upper right corner that provides this functionality. Clicking this icon will open a small sub-menu allowing you to choose the format in which you would like to save or print the chart (JPEG, PNG, PDF). After selecting a format, the standard browser dialog for saving data or files to your local machine will open, allowing you to directly open the saved char...

Defining/Editing a Map

To define or edit a map in Insight, follow these steps: 1) From the available charts list, click the map to be edited (it will highlight blue-gray) and select ‘Edit’ from the Selected Chart menu. Note: if a new map is created, begin on Step 2. 2) The Edit Map window will appear. Available tabs 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:...

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...

Defining/Editing Pivot

To define or edit a pivot in Insight, please follow these steps: 1) From the available insights list, click the pivot to be edited (it will highlight blue-gray) and select Edit from the Selected Chart menu. Note: If a new pivot was created, this step is not required and you will begin with Step 2 below. 2) The Edit Pivot window will appear. The tabs are described below. Dataset and Variables - Dataset – select the dataset to be used as a basis for the pivot. - Dimensio...

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. - ...

Defining / Editing a Table

To define or edit a table in Insight, please follow these steps: 1) From the available charts list, click the table to be edited and select Edit from the Selected Chart menu. Note: if a new table was created, skip to step 2 below. 2) The Edit Table dialog will appear. We will briefly describe the available tabs 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 follo...

Creating a Dashboard

1) Click the Dashboards link in Insight to work on dashboards. A graphical list of dashboards available to you (if any) will be shown. Create a new dashboard by clicking the Create New Dashboard button, and enter a name and optional description for it. Click OK. 2) You will now see the Edit Dashboard dialog. Please see https://support.lityxiq.com/815577-Editing-a-Dashboard for additional help.

Editing a Dashboard

Follow the steps below to edit a dashboard. If you just created a new dashboard, you can proceed directly to Step 3. 1) Click the Dashboards link within Insight. 2) If you have already created the dashboard, it will show up among a list of Dashboards available to you. The options you have available for each dashboard will be shown. To edit a dashboard, click the Edit link. 3) The Edit Dashboard dialog will appear. It contains two tabs: Dashboard Tabs and Settings. These are explai...

Editing a Dashboard Tab Layout and Charts

A dashboard consists of one or more tabs, each with one more more charts laid out in particular way. Each tab is designed and edited individually. To being editing a dashboard tab, first follow these instructions to begin the process of editing the dashboard: https://support.lityxiq.com/815577-Editing-a-Dashboard. On the Dashboard Tabs tab, click the icon to begin editing a tab. When editing a newly created tab, the Editing Tab dialog appears and looks like the following and is explained below....

Managing Dashboards

You can view and manage dashboards for which you have been granted permissions. To see all dashboards to which you have permission and manage them, follow these steps: 1) Click the Dashboards link in Insight. 2) You will be shown all dashboards available to you along with a preview if available. For each dashboard you will be provided a list of links for actions you can perform. These are described below. If you do not see an action, it is not available to you. You can speak with your ...

Publishing or Unpublishing a Dashboard

To provide viewing access for a dashboard to others, you must first Publish it. You would likely do this after editing and previewing the dashboard to make sure it is ready for others to view. When you are ready to publish it, first follow the steps for Managing Dashboards: https://support.lityxiq.com/391377-Managing-a-Dashboard. Depending on the current publishing status of a dashboard, you will see either a Public or Unpublish link (if you do not see either, you likely do not have permissio...

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...