Insights

An insight is a saved visualization - a chart, a data table, or a single-value card - built by describing what you want in plain language, in Colrows AI or from a dataset. Save it, organize it, share it with a team, or publish it as a public link. A shared insight renders under each viewer's own access rules.

Create an insight

There are two ways to create one:

  • From Colrows AI - on a chart or table answer, choose Save as Insight. Saved insights appear in the Insights panel.
  • From a dataset, inside a dashboard - in a dashboard's edit mode, choose Add, then Insights with AI. Select a dataset, describe what you want in a prompt - "revenue by region for the last four quarters" - and click Generate. The prompt says which view you want. The generated view is saved with the dashboard.

An insight is one of three view types:

  • Chart - line, bar, column, area, pie, or spline (see Charts).
  • Data table - the rows, formatted and sortable.
  • Card - a single headline number.

On a view generated from a dataset, use Update this view to refine it, and undo or redo your edits.

Save, organize, share

  • Browse - open Insights from the left menu to see your insights and those shared with you. Rename an insight from its title.
  • Share with specific Users or User groups, or turn on Public Share to publish a link that renders on a standalone page.
  • Filter interactively - pick values to slice a saved view.
  • Add to a dashboard - in a dashboard's edit mode, Add lists your saved insights.

Insights are the building blocks of dashboards: a dashboard is a layout of insights over one or more datasets.

Know the difference between sharing and publishing.

An insight shared with specific users or groups renders against each viewer's own data access and data masking policies, so it can only show what that viewer is allowed to see. A public link is different: it renders without any viewer's policies, and anyone with the link can open it. For that reason public links only render data from datasources with Restricted Access off; a public insight on a restricted datasource fails to load. Publish a public link only for data that is safe for anyone to see.