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            Managing Insights

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            Managing Insights

            Manage calculated insights to drive data-informed decisions with precision. Configure history tracking to monitor long-term metric trends and maintain data integrity. You can schedule automated processing, manually trigger updates, and validate results to ensure your team accesses accurate analytics. Efficiently organize your insight using the list view to edit or delete records as your business needs evolve.

            Required Editions

            User Permission Needed
            Manage calculated insights Data Cloud Architect permission set
            • Track Metrics with Calculated History Insights
              Track how your metrics evolve over time to make data-driven decisions.
            • Insights List View
              After creating a calculated insight in Data 360, see the details and edit your record from the Calculated Insights list view. The status, last run time, last run status, and schedule fields are updated in near-real time.
            • Edit an Insight
              If you created an insight using SQL or Insight Builder, you can change its attributes or logic and reuse it.
            • Process an Insight Manually
              Instead of waiting for a calculated insight to be processed in a scheduled batch, run it manually.
            • Schedule a Calculated Insight in Data 360
              Schedule runs of a calculated insight to keep it up to date with data and process new changes in Data 360.
            • Validate an Insight in Data 360
              After creation, validate your calculated or streaming insight in Data Explorer to ensure that your data and formulas are accurate. You must validate an insight before you use it in a segment.
             
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