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Insights version 23.1 (2 August 2023)
Released: 2 August 2023
| Feature | Description |
|---|---|
| Schedule reports from dashboards |
Can now schedule a report from the dashboard toolbar |
| Schedule Dashboard Reports for Non-Insights Users | You can now schedule and send dashboard reports to users who do not have Insights accounts. The contents and permissions for these reports are determined by the settings on the schedule creator account for the dashboard. |
| Dashboard View Mode |
Composer dashboards now include a new View mode
Dashboards are opened, by default, in Edit mode for all Creators and owners of a dashboard. These users can edit the dashboard, define interactivity settings, and toggle between Edit and View modes to generally see what users with Viewer access see. |
| Conditional Formatting Options for Tables |
You can now format Table visuals by adding colour and text formats based on conditional information
|
| Conditional Formatting Options for Pivot Tables |
You can now format Pivot Table visuals by adding color and text formats based on conditional rules.
|
| Data Export in XLSX Format | You can now export your visual data and raw data for your visuals in XLSX format. Update file name and choose filters that you would like to be added as a string to the exported file. Define the number of records to export, and sort based on available attributes for Raw Data Export. |
| Word wrap for extended text fields | Wrap the text in table visuals by selecting the wrap option in the table context menu. |
| New and Responsive Dashboard Layouts |
Composer dashboards have been redesigned to provide easy-to-use layout controls and support different resolutions. You can now reshape, resize, lock, swap, and align widgets quickly and easily to be visually appealing on a variety of user devices, from large screens through to mobile devices. Use column and row locking when you would like to fix a widget’s place and size.
All new dashboards are created with new and responsive layouts. You can easily convert non-responsive dashboards to responsive as needed. |
| Local visuals |
Composer now supports two kinds of visuals: Local visuals and Visual Gallery visuals.
Local visuals are exclusive to individual dashboards and not stored by default in the Visual Gallery. Select Add New Visual to create and edit local visuals to adjust, tweak, and experiment with scenarios you need. After you create a local visual, you can add it to the Visual Gallery for reuse in this and other dashboards. Local visuals use the dashboard’s permission set and don’t require any individual permissions or privileges for creation.
Select Add Existing Visual to add a Visual Gallery visual to a dashboard. Convert it to a local visual to adjust, tweak, and experiment with this local copy and not affect the Visual Gallery visual in other dashboards. |
| Rich text snippets | You can now add Rich Text Snippet snippets to your Composer dashboards. Add headings, annotate your dashboard, describe data on your dashboard in context, and link external resources, such as user guides, or images. |
| Widget settings | Use Composer's Widget Settings sidebar menu to manage the appearance of your visuals and rich text snippets on a dashboard. Access by selecting Settings from the More menu, then changing the Display Name, Description text, or Header options |
| KPI Chart Label Positions | You can now adjust the position of labels in KPI Chart visuals. Use the options in the Position section of the Settings sidebar menu to rename your labels and adjust the position of the labels as needed. |
| Format Dates on Visuals | Composer now supports date formatting for individual Table visuals. You can change the date formatting for a visual without affecting the underlying source date formatting or revert to the date formatting defined at the source level as needed. |
| Format Numbers on Visuals | Now supports number formatting for individual Table visuals. You can change the number formatting for a visual without affecting the underlying source number formatting, or revert to the number formatting defined at the source level as needed |
| Visual Gallery Updates | The Composer Visual Gallery now supports advanced search and favourites. You can also filter what visuals you see by favourite status, ownership, and shared status. The visuals list now includes a Favorites column and Data Source column The usage column has been removed |
| Dashboard Filter Snippet | Filter visuals on your dashboard quicker and easier with a new Filter Snippet. |
| Expanded List Settings in Dashboards |
Composer now allows you, when editing a list visual in a dashboard, to modify the Selection Behavior in the visual’s Settings sidebar menu. For single selections, you can customize the text of the No Selection Label; leave it as None, or add your own option.
For multiple selections, you can Filter Values when they Change, or allow the user to select their options and not display the results until they select the Submit button. You can customize the text of the Submit Button Text; leave it as Submit or add your own option. |
| Context menu | The Context Menu provides your users with a way to view more information about specific data points in visuals. This menu replaces the functionality of the radial menu, providing streamlined options for working with data. |
| Raw Data Table Sorting | You can now multi-sort columns in a raw data table without using the Shift key. Select each column in turn to enable multi-sorting by those columns. |
| Waterfall visual | A new visual type, waterfall, is now available for use in your Composer environment |
| Pivot Table Sorting Updates | now supports pivot table data sorting by one or more column or row groups. |
| Cumulative Sum Option for Visuals |
You can now enable a new setting, Cumulative Sum, for two visual types, Line Trend: Multiple Metric and Bars. When enabled, Composer updates the visual to add the previous value to the next value, and both the original and cumulative value for selected items are displayed as a tooltip.
In Bar visuals, this feature is only available when data is grouped by a Time field, and when the Enable Subgroup setting is disabled. |
| Subtotals for Pivot Tables | You can now add metric subtotals to columns or rows of your pivot tables. Select Rows or Columns in Show Metrics as in the Settings sidebar menu, then enable Show Metric Subtotals to display the subtotals for your selection. |
| Group Labels Position | Composer now offers you control over label positions for several visuals: Bars, Bars: Multiple Metric, and Combo Chart. Select from horizontal (default), vertical, or diagonal to suit your visual layout needs. Control how to display labels in Bars visually: inside or outside the bars. |
| Expanded Combo Chart Label Settings | Combo chart label options have been expanded to allow you to adjust the position of group labels, and show or hide more information about your data points. Select to show or hide metric labels, absolute values, and relative values for the Y-axis bars in your visual. |
| Show and Hide Axis Pickers for Visuals | Declutter your visuals by controlling the availability of axis pickers for visuals in a dashboard. Axis pickers are shown by default; use the Widget settings sidebar to hide the pickers, or make only specific pickers available. Note: user needs to be the owner of the dashboard to do this. Also, pickers are still shown to the creator unless they swap to View mode |
| Dynamic Legends | This version of Composer introduces dynamic legends for many visuals. Depending on the color style used in a visual (distinct or gradient) you can temporarily adjust what data is shown in the visual by selecting a data point to turn on or off, or adjust the gradient slider. |