Inserting Functions

You can insert function to extract and display only the properties related to the insight, without inserting the chart or the data table.

This action is available only in Microsoft Excel.

  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 Insert Function

    A #NEED_REFRESH message appears in the cell.

  4. Click Refresh in the Smart View ribbon.

    The following properties are displayed in a tabular format:

    • Detail: Describes the insight statement in brief.
    • Type: Indicates the type of insight — Anomaly, Prediction, or Forecast Variance and Bias.
    • POV: Indicates the POV values involved in the insight.
    • Impact %: Indicates the relative amount of deviation or impact from the usual value in percentage. This value is displayed in the number format with decimals instead of the percentage format (for example, 0.44 instead of 44%). You can apply formatting to the value, if required.
    • Impact Value: Displays the absolute value of the deviation for an insight.
    • Priority: Indicates the category of insight — High, Medium, or Low priority.
    • Anomaly Point / Bias: Indicates the data point where the anomaly / bias is identified.

    Observe that the formula bar displays the HsGetInsight function which is used to retrieve the details related to the insight. The syntax is as follows: 

    =HsGetInsight("URL|Application","2")

    Note:

    If you are using Microsoft Excel 2019, the HsGetInsight function can be used to insert only one insight property at a time. The Detail property is inserted by default, instead of the full list of properties mentioned above. This happens because Excel 2019 does not support dynamic array output, which is required to insert the full list. If you want to insert any other property, use the process mentioned in the below step.

  5. Optional: To insert only a specific property from the above list, you can modify the HsGetInsight function in the formula bar.

    For example, you want to insert only the POV, add a third parameter "pov" before the closing bracket as follows: 

    =HsGetInsight("http://<servername:port>|Vision","2","pov")

    Note:

    • Ensure that you type the correct spelling of the parameter. For example, if you type "details" instead of "detail", the incorrect parameter is ignored, and the default function output is displayed.
    • If you insert the HsGetInsight function in an ad hoc sheet, only a single parameter gets inserted. It is recommended not to insert function in an ad hoc sheet. If you must, then modify the function in the formula bar to include only a single specific parameter that you require. If more than one parameter is required, consider inserting multiple HsGetInsight functions with a specific parameter defined for each function.
  6. Optional: You can save the sheet and refresh the inserted functions to display the latest values. See Saving and Refreshing Insights.