Users can visualize data trends and predict what future data may look like using the “Analyze It” menu in Widgets.
Please note, this feature is currently only available for line charts.
To view Trends from a Dashboard:
- Navigate to the Insights module and select Insights Home
- In Custom Reports, select a custom dashboard
- In a widget with a line chart, click Analyze It and then Trend
- Click the Show Trend toggle

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- Or, create a line chart in a new widget.
5. The graph will display a linear trend line. Click Trend Settings to change the “Trend Type”.

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- To compare current data to past data, click the Compare to toggle and then select Previous Year, Quarter, or Month in the drop-down.
- To ignore outliers in the data, click the Ignore Anomalies toggle.
6. Click Trend Information to view:
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- Trend Variable: The variable in the y-axis.
- Trend Type: The type of trend line selected in the “Trend Settings”.
- Trend Period: The trend’s evaluation period, or the period of time the data spans.
- Trend Data: The data’s minimum, maximum, average, and median data points.
- Number of Observations: The number of data points in the graph.
- Trend Explainability: The slope of the trend line.
- ‘R’ equation: A statistical measure that measures the correlation between the variables on the x and y axises.
- The “R” value is the correlation coefficient of the data and will range from -1 to 1. Negative and positive R values indicate negative and positive correlations, respectively, while R values of “0” indicate no correlation.
- Ignore Anomalies: Whether the “Ignore Anomalies” toggle in the “Trend Settings” was enabled or disabled.
7. Hover over the trend line to view trend information specific to the data point.

To view Forecasts from a Dashboard:
- Navigate to the Insights module and select Insights Home
- In “Custom Reports,” select a custom dashboard
- In a widget with a line chart, click Analyze It and then Forecast
- Select Forecast Settings

5. In the “Forecast Settings” pop-up, click the Visible toggle and complete:
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- Forecasted Variable: The forecast provided for the variable.
- Evaluation Period: Select All past data or Recent period in the drop-down to choose the past data being evaluated for the forecast.
- Forecast Period: In the “Next:” drop-down, enter the number of months in advance for the forecast to project.
6. Click Apply
7. Click Forecast Information to view:
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- Forecasted Variable: The variable the forecast is being provided for.
- Explaining Variable: An additional variable that may affect the forecast.
- Evaluation Period: The forecast’s evaluation period, or the amount of past data the forecast is being predicted for.
- Model Formula: The data type the forecast is being calculated by.
- Number of Modeled Observations: The number of data points in the forecast.
- Confidence Level: The level of forecast certainty.
- When set to a high percentage, the forecast will display a wider margin of error to ensure actual results fall within that range. If the required “Confidence Level” is reduced, there will be a narrower margin of error on the graph.
- Forecast Explainability: the forecast model’s distribution.
8. From the Dashboard, click the > on the right-hand side of the graph to display the Forecast.

9. Hover over the dotted line in the graph to view forecast information specific to the data point.

To view Trends and Forecasts within a Widget:
- Within a custom dashboard, click the pencil icon to edit a widget.
- Hover over a variable under either “X-Axis” or “Values” and click the graduation cap icon. Then, click either Trend or Forecast.
- If Trend is selected, the “Trend Settings” will display.
- If Forecast is selected, the “Forecast Settings” will display.

3. Click the Visible toggle in the “Forecast Settings” to view the Forecast.
4. Click Apply once all settings information has been inputted.