Ensuring successful insight generation from your dashboards is dependent upon developing a documented strategy that combines the benefits of automation with your self-service analysis.

The first essential step is to define and establish best practices surrounding data integration, storage and report generation before using Assisted Insights for answers, to ensure accuracy, relevance and reliability in dashboard data and any follow-up auto-generated result thereafter.

Your strategic framework should clearly articulate to users the capabilities and value of Assisted Insights in the overall insight generation process – most importantly, that automation does not replace regular self-service BI, but enhances analysis with additional avenues for discovery. A clear outline for how automation fits into your users’ dashboard analysis process is essential.