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What Are Insights?

Insights are saved data explorations that serve as the building blocks for dashboards and reports. Each insight contains a query (either built visually or written as raw SQL), a chart configuration, and a result set. Once saved, an insight can be added to multiple dashboards and reports without duplicating the query logic.
Insights can be scoped to a specific connection and semantic model, or they can use standalone SQL against any connection.

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Creating an Insight

Navigate to Insights in the sidebar and click New Insight. You can build your exploration using either the visual builder or the SQL editor.

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Visual Builder Mode

The visual builder lets you construct queries by selecting dimensions, measures, filters, and sorts from your semantic model without writing SQL.
1

Add dimensions

Dimensions are the columns you group by. Select one or more columns from your semantic model entities. For date columns, you can set a granularity to bucket values:
2

Add measures

Measures define the values you want to aggregate. You can select pre-defined measures from your semantic model or create ad-hoc aggregations:
3

Apply filters

Filters narrow the result set. Each filter targets a specific column and applies an operator:
4

Set sorts and limit

Add one or more sort rules to order your results. Each sort specifies a column and direction (ASC or DESC). Set a row limit to cap the number of results returned.

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SQL Editor Mode

Switch to the SQL tab to write raw SQL directly. The editor provides syntax highlighting and runs the query against the connection associated with your insight.
Use the visual builder for exploratory analysis and the SQL editor when you need full control over the query, such as window functions, CTEs, or complex joins that go beyond what the visual builder supports.

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Configuring the Chart

After building your query, configure how the results are visualized. Every insight supports a chart type and chart options.

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Chart Types

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Chart Configuration

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Saving and Reusing Insights

Click Save to store your insight with a name and optional description. Saved insights can be:
  • Added to dashboards as widgets with optional visualization overrides
  • Embedded in reports as chart or table blocks
  • Shared with teammates via the sharing system with view or edit permissions
When you modify a saved insight, the changes propagate to all dashboards and reports that reference it. Widget-level visualization overrides (like a different chart type) are preserved.

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Visibility

Insights start as private - only visible to you. You can share them with specific users or your entire organization. See Sharing & Collaboration for details on access controls.