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            Save an Insight as a Draft

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            Save an Insight as a Draft

            When creating a calculated insight using Insight Builder or SQL Expression Builder, you can save it as draft and continue to make updates until you publish it. You can then validate the calculated insight when you’re ready to deploy it. However, you can’t save an existing calculated insight as a draft while editing it.

            Required Editions

            Available in: Lightning Experience
            1. In Data 360, on the Calculated Insights tab, click New.
            2. Select how you want to create the calculated insight.
              • Create with Builder—If selected, select the required objects, and click Next.
              • Create with SQL—If selected, enter the new insight SQL expression.
            3. Save your changes as a draft.
             
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