How to create analytics using insights ?

Overview:

As a project manager/scrum master, analytical insights help to take data-driven decisions, forecast the bottlenecks, capacity planning and collaborative task management. Consider an example in which as a project manager you would like to observe the task counts for the consultants. So now let’s look into the steps to create analytical report using insights in KTern.AI.

1.  If you are into your project, navigate to Transformation Hub - > Tasks and then click on Insights.                                                 
   
2.  To create your custom reports / charts. Click on and select the desired chart type from the drop down. The selection of chart type depends on the nature of the data and the insights you want to convey. Selecting an appropriate chart type enhances data communication, making it easier for viewers to interpret trends, patterns, and comparisons within the data.    Now considering our scenario, lets select the "Y-bar chart" to analyse the distribution of values for the chosen column. After choosing the chart type, Now select the "count" or any other desired option to proceed with your choice for the particular column. 
   
3.  Group By: 'GROUP BY' helps to aggregate and group data based on specified columns, facilitating analysis categories. Now drag "Assigned to" and drop in “Group By” Field and hence, you will be able to see the chart getting aggregated and grouped based on assigned consultants and their task
4. Split By:  'Split By' feature is employed to display data insights separately for different categories or groups within the chosen dataset. Now, let’s drag the “Created by” and drop it to “Split by” and you will be able to see the charts generated by splits.
5.  Sort: Sort’ arranges data points or categories in a specific order to facilitate better visualization and understanding of pattern.  In our scenario, to sort the data based on create dates, let’s drag and drop the “Created On” column to the sorting field and now the chart is sorted based on the created dates.
   
6.  Filter: The "filter" field allows users to narrow down the displayed data by applying specific criteria or conditions, aiding in isolating and visualizing subsets of information for focused analysis. Now, let's drag and drop the 'Assigned To' in 'Filter' section and apply the '===' condition. Next, select any name of consultant (eg: Sai Teja Veluru) from the dropdown list of assigned consultants and finally now you will be able to see the chart specific to ‘Sai Teja Veluru’. 
   

   Note: You can also apply multiple columns and multiple conditions based on the KPI.
   
   
7. Save Report: After performing your analysis, save the report by clicking on the  and a pop up will appear and enter the “View Name” and click on “Add New Report” and your report will be saved. With the steps mentioned above, you'll find creating and saving reports to be a seamless process. By following these instructions, you can effortlessly generate comprehensive reports tailored to your needs. This streamlined approach ensures that you can efficiently manage and analyze your data without any complications.     

Note: This same approach can be used for “Test Cases” and “Issues”

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