In this step-by-step guide we will help you create your first collection.
How to start a new collection
a)Start a new collection from the Collections page:
When you are on the Collections page, click on ‘+ New’ to start a new, empty collection. You can then go to any insights add them with ‘Add to Collection’ to that collection, as explained in the section below.
b) Start a new collection through ‘Add to Collection’ button of an insight:
When you are looking at any insight that you want to add to a new collection, then use the ‘Add to Collection’ button on the top right of the chart and create a new collection on the following window. Find more details in the section below.
How to add insights to a collection:
Find the insight you want to add to a collection, and use the 'Add to Collection' button on the top right of the chart. If your insight does not have this button, we are still in the process of enabling the 'Add to Collection' feature for this insight.
A new screen pops up. Use it to select the collection you want to add your insight to, choose a name, and add a description.
Create or select existing collection
To create a new collection, start typing the name you have chosen for it, then click the ‘+ Create new collection’ button.
When you have at least one collection saved, they will be suggested when you click on the text field. You can then select an entry from the list, using your mouse or keyboard. You can also sift through the list by typing the name of the collection you want directly in the text field at the top.
Once you’ve selected a collection, it will appear below the text field. You can now add another collection by selecting it or create a new one using the same steps. Once you’ve selected all the collections you need, you can move on to adding an insight.
Name an insight
Under 'Insight name' gfknewron automatically proposes a name for your chart, but you can change it to suit your needs. If you choose to change its name, the original chart title will still be displayed on the collection.
Give your insight a description (optional)
While adding a description is optional, consumer insights will have the underlying question added by default. You can delete this or add additional notes.
Define the data type - Auto-updates of data vs. static data
When adding insights from the Market or Retail Intelligence sections:
- “Live” means that the data automatically updates whenever a new period is available for you – you may use this option for example when you want to use a collection as a reporting dashboard that should always be up-to-date with the latest data
- With the option “Static” the data feeding your insight will stay within the period that you are currently looking at – you can use this option for example for a storytelling report, such as when you pull together a one-time root-cause analysis to understand the reasons behind a certain development in the market
When adding insights from the Consumer Intelligence section:
Whether an insight is dynamic (where data updates automatically) or static is implied by your filter selection. For example, if you have selected a specific timeframe as one of your filters, the data feeding your insight will stay within that period.