📊 Insights Overview

The Insights section in ARPIA is where you can find all the KnowGraphs assigned to your user profile by the account administrator.


🚀 Quick Start

New to Insights? Here's the fastest path to your first result — should take about 5 minutes.

  1. Open Insights from the ARPIA left navigation.
  2. Select a KnowGraph from your assigned list. (Don't see the one you need? See Permissions & Access below — assignment is admin-controlled.)
  3. Choose a visualization — start with Detailed View (default) to see the raw fields, or jump to Graph View if you already know what you want to chart.
  4. Apply filters to narrow the data to what you actually need (see Filtering Data).
  5. Export your results using the Export control, in the format you need (PNG, PDF, CSV, XLSX, etc.).

That's the full loop — everything else in this doc is depth on each of these five steps.


👥 Who Uses This

Insights is a consumption surface, not a data-modeling one — it's for people who need to see and act on data that's already been curated and assigned to them, without needing to build or query the underlying ontology themselves.

  • Business analysts & ops teams — reviewing assigned KnowGraphs for day-to-day monitoring (sales, inventory, support volume, etc.).
  • Executives & managers — pulling summarized views (Grouped, Graph) for reporting and decision-making without digging into raw data.
  • Security & governance reviewers — using Detailed or Pivot views to check status/technical data ahead of committee reviews, audits, or compliance checks.
  • CX teams — segmenting customer or account data (e.g., by industry, region, or account tier) to spot patterns.
  • Anyone assigned a KnowGraph by an admin — Insights only shows what's been explicitly assigned to your profile, so access is scoped and controlled at the admin level, not self-service.

💡 Use Cases

  • Recurring monitoring. Check an assigned KnowGraph regularly (e.g., weekly) using Grouped or Graph View to track a metric over time without re-building a report each time.
  • Segmentation analysis. Use Group View to break down a KnowGraph by a field like industry or region and spot where volume, risk, or opportunity concentrates.
  • Executive reporting. Export a Graph View chart (PNG, PDF, SVG) directly into a slide deck or report — no need to rebuild the visualization elsewhere.
  • Pre-meeting technical/status checks. Before a governance or security review, use Detailed View or Pivot View to confirm current status/technical figures — useful when meetings require status-only framing rather than cost or budget detail.
  • Multi-dimensional analysis. Use Pivot View when a question needs rows, columns, and value fields together (e.g., cross-tabbing account tier against support ticket volume) — remembering this only works for KnowGraphs connected to ARPIA repositories.
  • Quick single-record lookups. Use Form View when you need to review one record in detail rather than scan a whole table.
  • On-the-go checks. Use the mobile app for quick review of assigned KnowGraphs, keeping in mind exports aren't available there — plan to export from desktop if you'll need the file.



🗂 Accessing KnowGraphs

To view a specific KnowGraph, simply click on it from the list, and it will open in the KnowGraph Viewer.

KnowGraph Viewer

🔍 KnowGraph Visualization Options

ARPIA allows you to customize how KnowGraph data is visualized. The available options include:

1. Detailed View

This view displays all the data fields of the KnowGraph. You can choose to show all fields or specific ones.

Detailed View

  • Column View (default)
  • Group View: Group data by a specific field (e.g., grouping by the industry field).
    Grouped by Industry
  • Form View: Displays data in form format, showing one record at a time.
    Form View

2. Grouped View

This view allows you to group and summarize KnowGraph data. For example, you can group by the industry field and use a value field to count records belonging to each industry.

Grouped View

📘

Maximum Grouping Levels

ARPIA supports up to 4 levels of grouping. If you need more, you can use filters and dive deeper into the data.


3. Graph View

Visualize KnowGraph data in a variety of chart types, including Line, Area, Bar, Column, Radar, Pie, Pyramid, Funnel, and Donut charts.

Graph View

👍

Export Graphics

Charts can be exported in multiple formats: PNG, JPG, PDF, SVG, CSV, and XLSX.
🚧 Mobile App Limitation

Exporting graphics is disabled in the mobile app.


4. Pivot View

This option allows you to create a pivot table of the KnowGraph data, offering detailed analysis with columns, rows, and value fields.

Pivot View

🚧

Pivot Limitations

Pivots are only available for KnowGraphs connected to ARPIA repositories to ensure performance.


🌍 Other Visualization: Maps

ARPIA also offers Map Visualization, described in another entry. You can find the link at the end of this article for more details.


⚙️ Other Viewer Options

  • Sorting: Available for detailed, grouped, and graphic views.
  • Export: Exports data in various formats, applying all screen filters, including date range.

Export Options

📘

Export Format Details

  • Detailed, Pivot, Map: Exports the full detailed report.
  • Grouped, Graphic: Exports a report with grouped values in table format.

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