A map of Invoca’s Insights & Analytics documentation, from basic chart building to advanced formulas and search techniques.Insights & Analytics is Invoca’s embedded reporting and dashboard-building tool. Use the sections below to find the article you need, whether you’re building your first chart or writing an advanced formula.
Getting oriented
Building core charts
- Bar charts
- Column charts
- Line charts
- Pie charts
- Area charts
- Changing charts
- Change axis options
- Change chart colors
- Configure columns for the X and Y axes
Specialized chart types
- Bubble charts
- Scatter charts
- Heatmap charts
- Geo charts
- Geo area charts
- Geo bubble charts
- Geo heatmap charts
- Sankey charts
- Treemap charts
- Pareto charts
- Radar (spiderweb) charts
- Candlestick charts
- Waterfall charts
- Funnel charts
- Stacked area charts
- Stacked bar charts
- Stacked column charts
- Line column charts
- Add regression lines
- Set the y-axis range
Working with data and filters
- Understanding filters
- Add a filter to a chart
- Add a filter to a table
- Delete a filter
- Dashboard filters
- Selective Dashboard filters
- Filter on null, blank, or empty values
- Drill down into your data
- Dashboard schedule gating conditions in practice
Formulas and calculations
- About date formulas
- Formula operators
- Formula support for chasm trap schemas
- Aggregation formulas
- Group aggregation functions
- Filtered aggregation functions
- Flexible aggregation functions
- Cumulative functions
- Moving functions
- Type conversion functions
- Nested formulas
- Percent calculations
- Simple number calculations
- Understand formulas in searches
- Add a formula to a search
- View or edit a formula in a search
- Formula function reference
Search features
- Keyword searches
- Search bar features
- Search suggestions
- Search results and column types
- Results that are tables
- Pivot table
Managing dashboards
- Copy a Dashboard
- Edit the layout of a Dashboard
- Delete a visualization
- Schedule a Dashboard job
- Present a Dashboard as a slideshow
- Download a Dashboard as a PDF
- Time series analysis
- Charts and tables that display a very large number of data values
- Sharing Dashboards