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Release Notes for Auto Insights

New Features

July 2024

  • Auto Insights Datasets are now integrated with Alteryx Analytics Cloud, and data can be imported into Auto Insights directly from an Analytics Cloud Dataset. Benefits include:

    • Leverage Analytics Cloud Connections—Support for 70+ connectivity options to import data into Auto Insights, including Databricks Unity Catalog, Amazon S3, Google Analytics, Google BigQuery, MongoDB, PostgreSQL, SalesForce, and more.

    • Tighter integration between Designer Cloud and Auto Insights—Cloud Workflow > Auto Insights Dataset > Auto Insights Mission > Automated Insights.

    • Improved dataset refresh capabilities—Multiple refresh schedules per dataset, streamlined ingestion workflow, improved visibility of dataset refresh progress within Auto Insights (see Manage Dataset), manual “refresh” action, and orchestrate dataset refresh on the success of previous Cloud workflow using Plans.

    • Start with Data—Start with an Analytics Cloud Dataset and select "Use in Auto Insights" from the Data UI to begin your journey into Auto Insights.

    • Centralised Asset Management—Auto Insights Datasets are now shown within the Analytics Cloud Library, allowing centralized management including scheduling and sharing alongside other Analytics Cloud assets. Furthermore, scheduling a dataset refresh (update), as well as sharing a dataset is now available directly in the Datasets page in Auto Insights.

  • The maximum supported dataset size from a Database Connection in Admin Portal or data imported via Analytics Cloud has been increased to 17GB. The maximum recommended file upload remains at 2GB for files uploaded in Admin Portal, and 1GB for files uploaded in Analytics Cloud.

June 2024

  • Analytics Cloud Workspace switcher has been enabled within Auto Insights.

April 2024

  • Playbooks with your own data is an extension of the Playbooks functionality. Instead of using synthetic data, you can now use your own data to generate automated Missions based on use cases suggested by OpenAI's GPT models.

November 2023

  • Playbooks allow you to easily identify analytical use cases and customize them to your specific company, role, and business problem using artificial intelligence. Generate a synthetic dataset customized to your selected use case and build a proof-of-concept Mission in minutes.

August 2023

  • Effortless Navigation within Mission Summary: A Jump-to-page dropdown takes you directly to a specific summary card within the Mission Summary.

  • Simplified Edit Mode: Experience a streamlined editing process with a top navigation bar that enhances awareness of the Edit mode.

  • Enjoy increased flexibility and customization with 3 new layouts in the Mission Summary. Present data and key performance indicators (KPIs) according to your preferences.

    • The Minimalistic layout is perfect for the concise highlighting of key metrics.

    • Unleash your creativity with the Visualization layout, designed for engaging and impactful presentations.

    • Dive deep into insights with the Full Insights layout, tailored for 'what caused this' analysis, stories, and charts.

  • Collapsed View: A new collapsed Mission Summary view allows you to quickly scan the summary and decide if you want to explore specific sections in detail. To try this new view, go to any Mission and select Expanded > Collapse all pages in the top navigation bar.

  • Underlying Data: Now you can see the underlying line-level raw data for a specific insight shown in Missions or Search! Go to the Show Underlying Data article for more information.

July 18, 2023

  • Auto Insights now supports the ingestion and analysis of multilingual datasets. You can use accented characters (for example, à/è/ì/ò/ù), symbols, and non-English characters (for example, 自动洞察) in column names, segment values, Mission names, Magic Documents, dataset names, custom measures, goals datasets, and elsewhere throughout Auto Insights!

June 13, 2023

  • Auto Insights no longer requires a date field. Now you can upload datasets without time series data! When you select a measure from a non-time series dataset in Missions or Search, AAI automatically takes you to the Totals tab. Note that non-time series datasets do not work with Discover, Goals, or Correlation Analysis.

May 22, 2023

  • Magic Documents brings the power of Generative AI to Auto Insights! Use Magic Documents to effortlessly create your first draft emails, messages, and presentations. To try Magic Documents, go to one of your Mission Summary pages > Magic Documents and select + New document.

January 30, 2023

  • We updated the Missions template names and user interface.

    • Segment Breakdown is now KPI Deep Dive Report.

    • KPI Overview is now Executive Summary.

  • We added Common Cause Analysis and the Correlation Analysis Report template. This template identifies the correlation and underlying causes across 2 measures. With it, you can explore new use cases like...

    • Price Elasticity: Understand the impact of price change.

    • Marketing effectiveness: Compare sales or pipeline against marketing spending. Understand the impact of campaigns.

    • Performance benchmarking: Compare an organization's sales or KPIs against market indicators such as inflation, and market index.

      Magic Missions templates
  • We improved the style and functionality of the Query Bar. You can now...

    • Add and remove a second query bar.

    • Rename queries in a Mission to distinguish them more easily.

      Add a query bar button
    • Match properties from the first query bar to the second.

      query bar with matched properties

December 20, 2022

  • Customize segment relevancy for What Caused This from the Mission summary page when in Edit mode.

    • Mission editors and dataset owners can edit segment relevancy.

    • Mission editors and dataset viewers can refer to dataset owners via a tooltip.

  • Product Tour to introduce Missions to new users, covering:

    • Magic Mission Templates

    • Mission’s Summary Page

    • Mission’s Sharing and Email Subscriptions

November 23, 2022

  • Missions is your new homepage! We hope you love the power of Missions as much as we do. That's why we're putting Missions front and center. Other new features include—launching datasets into Missions from the Datasets page, sharing your Missions directly from the homepage, and more user-friendly UI for Totals and Changes.

  • Mission Summary Page—Results in What Caused This increased from 3 to 6.

  • Missions Page—The Total, Change, and Goal tiles are now descriptive sentences presented in tabs under the query bar.

November 14, 2022

  • Mission Summary

    • UI aligned with Mission email to make it cleaner and easier to read insights across pages.

    • Click-through to mission pages moved to Explore buttons.

  • Missions Sidebar Page Navigation

    • The missions sidebar provides a quick overview and navigation to Mission’s pages in both Present and Edit modes, with the ability to hide and show.

  • Mission Sharing & Subscribe

    • New "Send via email" to quickly share a mission via email, with the option to create a subscription.

    • Mission actions to Share and Subscribe changed to buttons.

    • Creating a new subscription sets a default name.

    • Missions containing sample datasets can be shared, commented on, and subscribed to.

  • Help center link in the top navigation

    • Additional quick links to help articles, Community, new releases, and AAI interactive lessons.

November 1, 2022

  • We've added some magic🪄—you can now use templates to create Missions. We call them magic Missions. To see how they work, go to the Missions page and select Use template. Select your dataset and let Auto Insights do all the work to show you a summary of insights in seconds!

October 18, 2022

  • It's easier than ever to edit Missions with new global filters! You can bulk-select and filter or delete Mission pages from one view. See the Edit Missions article for more information.

September 23, 2022

June 2022

  • Org Admins now have the option of moderating user invites, and we've added the Users page for greater visibility into active and pending users. To check out the new Users page, go to your profile icon > Users.

  • Anyone in an organization can invite new users to sign up for Auto Insights and view a Mission.

February 2022

  • Auto Insights Uploader Tool - Run your workflow with the Auto Insights Uploader tool to view your dataset insights instantly in Alteryx Auto Insights.