Viewing Insights in Smart View

You can view the list of available insights in the IPM Insights dialog, along with their details.

To view IPM Insights in Oracle Smart View for Office:

  1. Open a Microsoft Excel sheet, a Microsoft Word document, or a Microsoft 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.
    Insights option in the menu that appears on right-clicking the application name

    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. View the list of available insights generated for the application in the IPM Insights dialog, along with the following details:
    • Impact: Indicates the relative amount of deviation or impact from the usual value in percentage.
    • Values: Displays the absolute value of the deviation for an insight.
    • Details: Describes the insight statement in brief.
    • POV: Indicates the POV values involved in the insight.
    • Type: Indicates the type of insight — Anomaly, Prediction, or Forecast Variance and Bias.
    • Priority: Indicates the category of insight — High, Medium, or Low priority.
    • Status: Indicates the status of insight — Open or Closed.

    The IPM Insights dialog opened in Excel, displays the list of available insights

    In Word and PowerPoint, you can select an insight by clicking a row. In Excel, you can select multiple insights by selecting the respective check boxes.

  4. Proceed with inserting insights and functions, and analyzing insights data in ad hoc grids. For more information, see the following topics: