Analyzing Insights in Ad Hoc Grids

You can insert only the data table associated with the insight and analyze it using various ad hoc analysis operations.

Note:

  • This action is available only in Microsoft Excel.
  • Ad hoc analysis of insights is supported only in Standard mode applications.

To analyze the data table associated with the insight:

  1. Open an Excel sheet and connect to your business process that has IPM Insights.
  2. In the Smart View Panel, right-click the application name and then click IPM Insights.

    Alternatively, you can also click More in the Action panel and then click IPM Insights. The IPM Insights dialog displays all the available insights generated in the application.

  3. In the IPM Insights dialog, select an insight and click Analyze.

    The data table associated with the insight opens in the ad hoc analysis mode. If the current sheet is blank, then it opens in the same sheet. However, if the current sheet has existing content like a form or an ad hoc grid, then the data table opens as ad hoc grid in a new sheet.

    You can analyze it using the options available on the provider ad hoc ribbon.


Data table associated with the insight inserted in an Excel sheet as an ad hoc grid for analysis