You can insert insights in a Microsoft Excel sheet, a Microsoft Word document, and a Microsoft PowerPoint slide.

To insert insights:

1. Open an Excel sheet, a Word document, and a PowerPoint slide 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.

   Note:

   In Excel, you can insert multiple insights at the same time by selecting the check boxes next to the required insights.

   The insights are inserted in the following way in an Excel sheet, a Word document, and a PowerPoint slide:

   • Excel:
     • The insight is inserted as a chart along with the insight statement and the data table associated with the insight.
     • The chart shows a brief description of the insight at the top, and the insight type and POV on the axis. You can hover on the chart to view the specific data points. You can also click a line chart to view the associated row highlighted in the data table.
     • The data table displays the scenario members in the table header, unlike the web application which displays both scenario members and insight type in the header.
     • If multiple insights are selected while inserting, each insight is inserted on a separate sheet within the workbook.
     • You can insert only one insight per sheet. If you try to insert insight on a sheet that already has an existing insight, form, or ad hoc grid, then the existing content and metadata are cleared before inserting the new insight.

     • For Prediction type of insight, you can update the forecast values in the data table to the predicted values by changing the relevant cell values. The chart also gets updated to reflect the changed values. You can submit the changed values to update the forecast, provided the POV associated with the cells is writable. The Submit Data action works similar to the Update Forecast action available in the web application.

       Not all data cells can be updated and submitted. If you update a cell that is not supposed to be updated, it will display the changed value for the moment, but on submitting data, it will revert to its original value.

     
     
     
   • Word:
     • The insight is inserted as a chart along with the insight description.
     • The chart shows a brief description of the insight at the top, and the insight type and POV on the axis. You can hover on the chart to view the specific data points.
     • You can insert only one insight at a time in Word.
     
     
     
   • PowerPoint:
     • The insight is inserted as a chart along with the insight description.
     • The chart shows a brief description of the insight at the top, and the insight type and POV on the axis. You can hover on the chart to view the specific data points.
     • You can insert only one insight at a time in PowerPoint. It is recommended to insert only one insight per slide to avoid information clutter.
     
     
     
4. Optional: You can save the sheet and refresh the inserted insights to display the latest values. See Saving and Refreshing Insights.