In Revelation mode, Necto generates insights automatically, based on the current settings of the insight parameters.
You can modify the settings to define to Necto the scope of the data to be inspected, the method to use for data ranking, filters and other parameters.
Click Settings on the Insights tab to open the Insights Settings pane.
By default, Necto shows Bottom Insights, meaning the decreases. To show the increases (for example, increase in helpdesk tickets, in complaints, in sales, etc.), select Top Insights.
To show both increases and decreases, select Top/Bottom Insights. Then, use the slider to specify the number of top and bottom insights to show.
The scope of the data that Necto Insights will cover when looking for insights can be determined Automatically or Manually.
In Manual mode, click to define the scope by selecting dimensions and the hierarchy level to descend to.
If you want the presented information to be focused on results for a specific dimension, select this option and choose the dimension.
When this option is selected, the results will be shown when the behavior of the child is different from that of the parent.
The measure to display as the insight value.
The method to use for ranking the data while generating the insights.
Click to display the rank options.
After selecting a method, define the filters and parameters relevant for that method.
Examples:
Ratio to previous period
Insights will be generated when there is an exceptional increase/decrease between the current period and the previous period. The current period will be the one currently sliced in the grid or the last known non-empty period (e.g. current month).
Define a top/bottom insights filter by selecting the Value option, selecting an operator and entering the value (e.g. < 10000).
In the same manner, define the Ratio or the Difference to use for comparing the current period to the previous period.
Ratio between two values
Insights will be generated by comparing two defined measures such as actual sales vs. target sales or actual vs. budget. The insights will point to anomalies in the defined ratio between the two values.
When not selected, the First Value will be the current measure. To define the first value, select the checkbox and click the arrow.
Click on the Member column and select the relevant measure or dimension member. Click OK.
Define the Second Value in the same manner.
Define the Ratio or the Difference to use for the comparison.
Ratio between current period and its predicted value
Insights will be generated when anomalies are found in the ratio between the values of the current period and the predicted values of the current period. The current period is the currently sliced period. The prediction is calculated by going back the specified number of periods.
In Predict by N Periods Back, enter the number of periods.
Then define a Value filter and the Ratio or Difference.
Ratio between trend based prediction to current period
Insights will be generated when deviation is found of the current period values from the predicted trend. The current period is the currently sliced period (or current month). The trend is calculated by going back the specified number of periods. Then, today's predicted values are compared to the values predicted for the N future periods.
In Predict by N Periods Back, enter the number of periods for calculating the trend.
In Predict N Future Periods, enter the number of future periods to compare.
Then define a Value filter and the Ratio or Difference.
Select one of the options for specifying how to behave in case of empty values.
Specify the period on which data ranking should be based: current, previous or days in current period.
Specify whether "All" (e.g. All countries, All payment methods, etc.) should be considered a legitimate result, and added to the slicers and the grid or only to the slicers.
Select this option to treat zero values as null.