Introduction to One AI Embedded Insights

One AI Embedded Insights integrate statistical capabilities directly into tiles.  These capabilities supplement your existing people data by leveraging it to derive information and present that information back to you. For example, people with limited experience reading scatterplot charts may need help to glean pertinent information. This is where Embedded Insights can help by surfacing insights that are easy for everyone to understand.   

Tiles in One Model Storyboards automatically detect data in a format where statistics can be applied, and are identified by the lightbulb icon at the top right of the tile. Clicking on the lightbulb icon reveals the Integrated Services options to run the statistical overlay on demand. This is a practical alternative to having a statistician review your Storyboards in an effort to identify these areas of opportunity.

What types of Embedded Insights are available?

Trend Forecasting

Trend forecasting extends time series charts into the future by using a statistical model to predict the continuation of the trend.  Available in line and spline charts containing a pivoted time period, forecasting also displays upper and lower boundaries based on the confidence of the forecast. Seasonality detection, a more advanced capability, is also available.

Some things to consider about trend forecasting are as follows:

• Only data presented in the tile is considered for the forecast
• If you include future-dated time periods, these will be excluded by the forecasting algorithm
• For 12 or more data points, an auto-regressive integrated moving average (ARIMA) algorithm is utilized
• For less than 12 points, a spline fit is performed
• An advanced forecast option can be selected but is only advised in cases where there are 24+ data points and clear seasonality is present

To learn more about trend forecasting, see One AI Forecasting within Storyboards.

Table Insights

Table Insights highlight potentially noteworthy or unusual areas in your company by leveraging descriptive statistics to add information and visual cues to Storyboard tables. The methodology leveraged by Table Insights factors in both rate and population size and applies greater “weighting” to larger populations.

The visual cues applied by Table Insights include sorting, highlighting, and filtering; all of which are configurable in both view mode and design mode in Storyboards. The result is a table where key information can be easily identified.

To learn more about Table Insights, see One AI Table Insights.

Reference Lines

Reference lines enable you to include a dashed line on Basic Charts in Storyboards. Now visualizing averages, goals, and benchmarks on charts is easy to achieve in One Model. Currently, a static value or an overall average can be defined for the location of the line. The value (for static value), line label, and line color can be controlled.

Correlations & Line of Best Fit

Correlations between factors are available in the scatterplot chart type in Storyboards.  Correlations determine how strongly two datasets are related to each other.  When correlations are enabled, statistical significance explanations are also provided.  Additionally, a line of best fit can be drawn on the chart.  The statistical calculation is also provided when this feature is enabled.  Correlations and line of best fit can be enabled together or each on its own.

To learn more about correlations & line of best fit, see One AI Correlations & Line of Best Fit.

How do I know if an Embedded Insight is available?

If you have sufficient application access privileges in One Model, there are two ways to identify and enable Embedded Insights.

1. For all Embedded Insights except for Reference Lines, if data in a Storyboard tile is automatically detected in a format where statistics can be applied, a lightbulb icon appears in the upper right corner of the tile allowing you to run the statistical overlay.
   
2. In the Visualization Settings panel for a Storyboard Tile, a "Discover" tab will be visible if one or more Embedded Insights are available for the tile. The Embedded Insights will be listed in this tab.

For a forecast lightbulb to appear in a tile, the following must be true:

• The visualization type must be a line or spline chart
• A time period (e.g. Calendar, Financial Year) must be the pivoted dimension in the query
• You must use consistent time periods (e.g. months OR quarters, not both)
• The trend must contain more than 3 data points (time nodes)
  • The more data points in your chart, the more forecast periods you are likely to see

For correlation and line of best fit, you need only to have a scatterplot chart type.

How do I run Embedded Insights?

There are two ways to run an Embedded Insight in a Storyboard.  The first way is to run it on demand in the Storyboard, and the second is to activate it in the tile so it runs every time the Storyboard is loaded.  

1. Running on demand:

To run a Forecast on demand, perform the following steps:

1. On a Storyboard tile meeting the required criteria, click on the lightbulb icon in the upper right corner of the tile.
2. Select either Run Forecast or Advanced Forecast from the list that appears.  To know whether to use an advanced forecast, see the Trend Forecasting section above.

   
   

3. The Integrated Service can be disabled by repeating steps 1-2 but selecting Turn Off Forecast or Turn Off Advanced Forecast

To run a Correlation and/or Line of Best Fit on demand, perform the following steps:

1. On a Storyboard  tile meeting the required criteria, click on the lightbulb icon in the upper right corner of the tile.
2. Select either Run Correlations or Draw Line of Best Fit from the list that appears.

   
   

3. Repeat steps 1-2, substituting the other option in step 2 if you wish to enable both options.
4. The Integrated Service can be disabled by repeating steps 1-2 but selecting Turn Off Correlations or Turn Off Line of Best Fit

2. Activating a run every time a selected tile loads:

To activate a Forecast in a tile so it runs every time the Storyboard  is loaded, perform the following steps:

1. From your Storyboard , click on the pencil icon in the upper right corner to enter Modify Mode.
2. On a Storyboard  tile meeting the required criteria, click on the design palette icon.
   
3. Select the Discover tab.
    
4. Expand either the Forecast or Advanced Forecast section.
5. Toggle on Forecast or Advanced Forecast.
6. Click the X icon in the upper right corner to close the Tile Settings.
7. Click the Save icon in the upper right of the Storyboard to save it.
8. Click on Exit Modify Mode in the upper left corner of the Storyboard.
9. To deactivate the Integrated Service, repeat steps 1-8, toggling the selection to Off rather than On.

To activate a Correlation and/or Line of Best Fit in a tile so it runs every time the Storyboard  is loaded, perform the following steps:

1. From your Storyboard , click on the pencil icon in the upper right corner to enter Modify Mode.
2. On a Storyboard  tile meeting the required criteria, click on the design palette icon.
   
3. Select the Discover tab.
   
4. Expand either the Correlations or Line of Best Fit section.
5. Toggle on Correlations or Line of Best Fit.
6. If desired, change the Correlation Type.
7. Click the X icon in the upper right corner to close the Tile Settings.
8. Click the Save icon in the upper right of the Storyboard  to save it.
9. Click on Exit Modify Mode in the upper left corner of the Storyboard .
10. To deactivate the Integrated Service, repeat steps 1-8, toggling the selection to Off rather than On.