Generate Insight Data for Pilots

The Smart Insights workflow in the Impact Analysis templates package reports on the results produced by the Smart Impact App or Smart Impact Analysis workflow on a monthly basis. The results are generated from an External Data Source named Smart Insights, which is updated each time the Smart Impact App or Smart Impact Analysis workflow is run.

If the Smart Impact App or Smart Impact Analysis workflow is used in a pilot, it is likely that only a single month’s worth of data will be available to the Smart Insights workflow. The Generate Smart Impact Data for Pilots workflow may be used to generate historical Smart Impact data for the specified number of months, based on the data stored for a single run of the Smart Impact App or Smart Impact Analysis workflow.

Before You Begin

Before running the Generate Insight Data for Pilots workflow, the Smart Impact App or Smart Impact Analysis workflow should be run once. This populates the Smart Insights External Data Source with a set of records on which to base the generated data.

Preparing the Workflow

To prepare the Generate Insight Data for Pilots workflow, drag its workflow template from the Tools folder into your own workspace, and modify the workflow as follows:

To specify the number of months of data (N) to be added to the External Data Source.

  1. Select the Periods dataset. In the Property Editor, enter a value for N in the integer field.

Save the workflow using the ‘Save’ toolbar button.

Running the Workflow

To run the Generate Insight Data for Pilots workflow, click the 'Run' toolbar button, choose ‘Run Now’ from the diagram’s context menu, or press F5. The currently running workflow action is marked with an animated display.

When the workflow execution has completed, the Smart Insights External Data Source will be updated with the specified number of months of Smart Insights data. The data for each month is randomized, and based on the original Smart Insights data. The results can be verified by running the Smart Insights workflow from the Impact Analysis templates package.