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Insights Tips & Tricks

Here is a collection of some helpful tips and tricks that we have found some customers needing over time!

Michael Gimingham avatar
Written by Michael Gimingham
Updated over a month ago

As you go through the motions of building out awesome dashboards for yourself and your team to make use of, you might find yourself hitting a roadblock that you can't quite get past without our help

This is a testament to just how much flexibility and functionality there is in Insights πŸ™Œ and of course you are not expected to know all of it, at least not yet πŸ˜‰

#1 - Adding a zero to a blank cell (formula tip)

  • =IF(E1=β€œβ€,0,E1)

Now this is helpful when through various XLOOKUP connections between datasets, some values may return a blank as opposed to a zero - Example below

The formula shown above while simply allow you to replace those blank cells with a "0" so that you can see for example that there was in fact, 0 pick-up.

#2 - Adding an image or a link to a dashboard

Sometimes you may want to add your own image or a quick link to a different site for example, your property or group logo to a dashboard and links to your OTA's front page

Here you will need to us our "Markdown" visualisation option

Link here πŸ”— to add an image for example which highlights the exact way you would build out your markdown to include a specific image

#3 - Adding Column Totals

If you ever find yourself getting stuck on how to add a column total, it is important to note that you will not find this in "Chart" but instead, while in the Results tab, you click on "Options"

This will bring up a few extra options to you before you have gone ahead and added which sort of visualisation, conditional formattings etc that you choose to apply and here you will find the option to add your column totals!

#4 - Scheduled Reports Showing Tiles that Failed to Load

Too many schedules in one report for the exact same time can cause a traffic jam of sorts and lead to incomplete loading of certain tiles which can come through with errors or simply no data loaded - When this occurs, the very first touch point will be to check the schedule itself and see if it may have fallen victim to this!

It is highly suggested in these cases to spread out the times slightly. Even if just by a few minutes as opposed to all going out at the same time (7am in this case below where a number of fairly large dashboards are all being pushed out at the same time to the same people and were experiencing certain tiles coming through as failed to load)

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