Onboarding

Question 1:

What actions can be taken if the insight generation is taking time?

Answer:

Slow insight generation is typically caused by the following factors:

  • Including unnecessary columns: Consider removing any columns that are not essential for generating insights.

  • High cardinality dimensions: If certain columns have a large number of distinct values, it may be beneficial to remove them to improve performance.

Tip - You can always add multiple instances of extensions, such as adding two bar charts to a dashboard, where you can selectively choose the relevant data for each plugin instance.

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Question 2:

How to get an in-depth reasoning for your insights?

Answer:

To get an in-depth reasoning for your generated insight, let's take an example with the variation “Change”

  • Navigate to the "Change" tab and click on the lens 🔍 icon labeled as "explains the change."

Click%20on%20Magnifying%20glass

  • To get the reasoning behind your insight, you will need to select the hierarchy for your reasoning explanation. (Think of it as a drill down from top to bottom)

Add%20Hierarchy

  • Select the verbosity from Low to High, to control the depth and number of drivers for your analysis.

Select%20Verbosity

  • After selecting the Hierarchies and verbosity, Click on Explain.

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Question 3:

How to make the extension interactive with my dashboard.

Answer:

Please refer to the steps given below on how to dynamically change your insights as per your dashboard.

The extension is interactive with other visuals. If you apply a filter on your dashboard that filter will be applied to the extension as well which will change the narratives dynamically according to the filter applied.

Note: Make sure that the metrics and dimensions which are filtered on your dashboard are used in your narrative insights in Phrazor extension for Tableau.

Steps:

  • Generate insights based on the variation of your choice “Descriptor, Change, Trend, Compare, Target and Budget.
  • Pin your insights to your dashboard
  • Go to the “My Insights” Tab.
  • Click on any visuals outside of the plugin and your pinned insights would get refreshed as per the visual.