The Insight Library is a central repository where One Model users can save and manage insights created through our various data exploration tools. As a personalized collection of content, it allows you to save and reuse complex queries instead of reconfiguring them from scratch, ensuring consistency across your analysis.
By accessing the Global Insight Library directly from the navigation bar, you can significantly accelerate your reporting workflow. This streamlined access allows you to quickly browse your saved insights and generate new Storyboards in seconds.
Saving Insights
You can capture and save your queries and data visualizations to the Insight Library from four primary locations across the platform:
Explore Charts & Tables: Within a query, click the Pin icon and select Save to Insight Library.
Explore Org Charts: Open the Action Menu (three dots) on your chart and select Save to Insight Library.
Storyboards: Hover over any existing tile, open the Tile Action Menu, and choose Save to Insight Library.
One AI Assistant: After generating a result with the assistant, select Pin Results To and choose Insight Library.
By saving insights from these different sources into one central repository, you create a 'building block' library. This allows you to quickly retrieve favorite visualizations, reuse existing data across different sessions, or combine multiple queries and AI-generated visualizations into a cohesive Storyboard.
Accessing the Insight Library
You can access your saved insights from several key locations within the platform:
Main Navigation Bar: Click the Global Insight Library icon to Pin to an Existing Storyboard or Generate a New Storyboard.
Explore (Charts and Tables): Open the Insight Llibrary via the Folder icon at the top right of the page to load or overwrite existing Explore queries.
Explore (Org Chart): Click the Org Chart icon on the navigation bar and then the Folder icon at the top right of the page to retrieve saved organizational structures.
Storyboards: Enter Modify Mode (pen icon), click the + icon, and select Open Insight Library to insert saved visualizations directly into a Storyboard.
When you open the Insight Library, it appears as a window with:
A left column listing the Categories and Insights you have saved.
A right panel where you can preview the selected Insight.
Options to Search for, Sort by, and Create New Category.
Context‑specific actions at the bottom of the window (for example, Open in Current Page, Insert to Current Page, Pin to Existing Storyboard, and Generate New Storyboard).
The Insight Library is personalised, meaning that the Categories and Insights created are individual to the user. The Insights, however, can be shared with others via Storyboards.
Global Insight Library in the Main Navigation Bar
You can build and update Storyboards using the global Insight Library icon in the main navigation bar.
When opened from the main navigation bar, the Insight Library supports multi‑select:
- The left column shows your Categories and Insights with checkboxes.
- You can:
- Select individual Insights, or
- Select an entire Category to include all Insights in that Category.
- Click the Insight name to preview it in the right panel (this does not change the checkbox selection).
From the Global Insight Library you can:
- Pin to an Existing Storyboard, or
- Generate a New Storyboard.
- Note: If you are currently modifying a Storyboard and you click the Global Insight Library then the action will be restricted to Insert to Current Page.
To pin Insights to an existing Storyboard:
- Click the Insight Library icon in the main navigation bar.
- In the Insight Library window, use the checkboxes in the left column to select one or more Insights (or Categories).
- Click Pin to an Existing Storyboard.
In the “Pin to an Existing Storyboard” panel:
- Choose the Storyboard.
- Choose the Page on that Storyboard.
Choose how you want to finish:
- Save and go back: Pins the selected Insights to the bottom of the chosen page, one tile per row, and returns you to the Insight Library.
- Save and go to the Storyboard: Pins the selected Insights to the bottom of the chosen page and then navigates you directly to that Storyboard page.
If you pin Insights to the same Storyboard and page you are currently viewing, the page will reload so you can see the newly added tiles.
To generate a new Storyboard from selected Insights:
- Click the Insight Library icon in the main navigation bar.
- Use the checkboxes to select one or more Insights (or Categories).
- Click Generate a New Storyboard.
- The Insight Library closes and automatically:
- Creates a new Storyboard.
- Names the Storyboard using the title of the first selected Insight.
- Creates a first page named “Page 1”.
- Adds a title tile at the top of Page 1:
- A full‑width text tile with no tile header.
- Displays the Storyboard name in bold, centre‑aligned text.
- Inserts all selected Insights as tiles below the title tile.
- Tiles are placed side‑by‑side across the row until there is no more space, then wrap to the next row.
- Tiles appear in the same order as they appear in the Insight Library.
Explore Charts and Tables
To get to Explore Charts and Tables, you will need to select the Explore tab on the main navigation bar.
To open the Insight Library, click on the Folder icon at the top right of the page.
In Charts & Tables, the Insight Library behaves in single-select mode:
- Click an Insight name in the left column to:
- Select it, and
- Preview the visualization in the right panel.
Use the Open in Current Page button (in the right panel or at the bottom of the window) to open the Insight in Charts and Tables.
Explore Org Chart
To get to the Explore Org Chart, you will need to select the Explore Org Charts icon on the main navigation bar.
To open the Insight Library, click on the Folder icon at the top right of the page.
In Explore Org Charts, the Insight Library behaves in single-select mode:
- Click an Insight name in the left column to:
- Select it, and
- Preview the visualization in the right panel.
- Use the Open in Current Page button (in the right panel or at the bottom of the window) to open the Insight in Explore Org Charts.
Storyboards
You can also access the Insight Library through a Storyboard.
- Open your selected Storyboard by clicking the Storyboard tab, then clicking on the name of your Storyboard.
- Once in the Storyboard, click the pen icon at the top right to enter Modify Mode.
- Click the + icon and the Build Storyboard menu will appear with an option to insert contents from the Insight Library.
- The Insight Library window will open.
When opened from a Storyboard in Modify Mode, the Insight Library supports multi‑select:
- The left column shows your Categories and Insights with checkboxes.
- You can:
- Select individual Insights, or
- Select an entire Category to include all Insights in that Category.
- Click the Insight name to preview it in the right panel (this does not change the checkbox selection).
To insert Insights into the current Storyboard page:
- Use the checkboxes to select one or more Insights (or Categories).
- Click Insert to Current Page at the bottom of the window.
- The Insight Library closes and your selected Insights are added as new tiles at the bottom of the Storyboard, one tile per row, in the same order they appear in the Insight Library.
Your selected insight will be added to the bottom of the Storyboard.
Common features of the Insight Library are:
Preview an Insight
Click on an insight name to preview the visualization in the right panel
Select an Insight or Insights
Depending on your current location in the platform, the Insight Library supports different selection modes:
Single Select: When opening an insight to replace or load into a single view (e.g., in Explore).
Multi-Select: Available via checkboxes when inserting multiple insights into a Storyboard at once.
Insight Library Actions
Depending on your current location and whether you have selected one or multiple insights, available actions will appear at the bottom of the right panel. These contextual buttons allow you to:
Pin to Existing Storyboard: Add selected insights to an already established Storyboard.
Generate New Storyboard: Instantly create a brand-new Storyboard using your selected insights as the starting tiles.
Insert to Current Page: Add the selected insights directly into the Storyboard or tool you are currently editing.
Insight and Category Actions
To manage your content, select an item and click the Action Menu (three vertical dots) in the top-right corner of the preview panel. The available options adjust based on what you have selected:
Insights: You can Rename, Duplicate, or Delete.
Duplicate creates an immediate copy of the insight, using the original name with the prefix "Copy of...".
Categories: You can Rename or Delete. (Note: Duplication is not available for entire categories).
How they work:
Rename: Select the option, type the new name into the input box, and click Save.
Delete: A confirmation prompt will appear: "Are you sure you want to delete this [Insight/Category]? You can't undo this action." Click Delete to confirm or Cancel to exit.
- Duplicate - click Duplicate, this creates a duplicate copy of the insight with the name “Copy of ….”
Search for an Insight
Type the search term into the search box and the matching insights will be returned in the Insights Library.
Sort by
Insights within the Insight Library can be sorted by the different options of alphabetical or date based.
Create New Category
Click “Create New Category”, then type the name for the new category in the input box and click Save, or click Cancel to disregard.
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