Running Smart Discovery
You can run Smart Discovery to gain insights on how underlying variables influence a
target in relation to an entity within a dataset in a story.
Context
You can launch Smart Discovery when you start a new story or open a story containing a
dataset you want to explore. There are two areas in the Smart Discovery side panel -
Topic and
Advanced Settings. The
Topic area contains three sections, and is where you define
exactly what data you want to explore:
-
Target: The Target is the
measure or dimension you’d like to know more about.
-
Entity: The Entity defines the
dimensions you’d like to explore in relation to the target, and the level to
which Smart Discovery must aggregate your data to analyze it for you.
-
Filters: You can also refine the scope of your topic
by adding Filters.
Select both a target and an entity to get the best possible insight into your
data. The filter selection is optional.
Procedure
-
To launch a Smart Discovery:
- If you're creating a new story: go to and then select Run a Smart Discovery
.
- If you want to run a Smart Discovery on a data set in an existing story: go to the
(
) Main
Menu, select and select your story. Once the story is loaded, change the
mode to
Edit.
When the toolbar is collapsed, select . When the toolbar is expanded, select .
-
Configure settings in the
Smart Discovery side panel.
-
Select the Target dimension or measure from the
+select a dimension or a measure list under
Topic.
Note
When you select a dimension as your target, the Select Target Group Members
for <selected dimension> dialog is
displayed with all the dimension members listed under
Available Members.
Select
the members you want to use as part of the target group
definition, and they're automatically added to the
Selected Members column. It's not
possible to add all members to the Selected
Members column, as that leaves nothing for
comparison during the analysis. You must have two groups - one
representing the dimension members that belong to your selected
target group, and one representing the dimension members that
don't belong to your target group. Select
OK to continue.
Your selection is then represented in the Smart Discovery side panel as your selected
target group members. Smart Discovery analyzes the
characteristics of your Entity that
differentiate the dimension members that belong to your selected
target group from the dimension members that don't belong to
your target group.
-
Select the Entity dimension or dimensions from
the +select a dimension list under
Topic.
-
Select Filters from the +add
filters list under Topic.
Note
Smart Discovery can handle a finite data size; use filters to reduce the data size.
Currently, you can't run a Smart Discovery on more than one
million cells. By filtering the data first, you can reduce the
number of cells included in your dataset. The number of cells is
calculated by multiplying the number of measures by the number
of records.
-
Specify Advanced Settings:
- Use the Included Columns section to
specifically determine which measures and dimensions to
include in the discovery. By default, all measures and
dimensions in the data set are included in the discovery
scope.
-
Select the Preview button to open the
Smart Discovery Data Preview dialog, and get
a brief summary of the data you’ve selected to explore.
-
Select Run to launch Smart Discovery, when you're happy with the
data you've selected to explore.
You can select
Run straight away after defining your target,
entity, filters, and advanced settings. If you decide to select
Preview first, you have another opportunity
to choose
Run from the
Smart Discovery
Data Preview dialog. Once Smart Discovery completes the
data analysis, the available Smart Discovery results are displayed under
separate pages:
-
Overview
-
Key Influencers
-
Unexpected Values
-
Simulation
Results
After you have finished analyzing the results from your discovery, you can:
- Save the Smart Discovery results as a part of the new or existing story
- Share the story with other users in your organization
Create 
Story
and then select Run a Smart Discovery
.
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