In Act-On Analytics, Spot IQ carries out AI analysis of Answers and data points to discover insights in your data, including trends, correlations, explanations of increases or decreases, and outliers (values unique from what is typical in your data).
Run a Spot IQ Analysis
- Find the data point or Answer you want to analyze.
- To find a data point, in any Anwser's visualization, hover over the point you want to analyze, right-click and choose SpotIQ analyze, for example:
- Find the Answer to analyze in a Liveboard, a saved Answer in the home page main list, or an Answer made in the Explore Data tab. Then, at the top right of the Answer tile, click and choose SpotIQ analyze.
- To find a data point, in any Anwser's visualization, hover over the point you want to analyze, right-click and choose SpotIQ analyze, for example:
- Choose what you'd like to know and click Continue:
- Measures and attributes are selected for you based on what is being analyzed. Select or remove what you want and then click Analyze.
- Click Take me to Analysis to go straight to the Spot IQ tab where your analysis results are, or click Done to close the window.
Your Spot IQ Results
- Click Save insights here, or if in the Spot IQ tab, find the analysis in the list, and on the right, click and select Save.
Save Individual Analysis Answers
Each of the Spot IQ analysis results is an Answer tile, which you can (click and) Make a copy of as an individual Answer, or Pin it to a Liveboard (see Save Your Answer):
Share It
To share your analysis with other Act-On users and groups, with the Analysis open, at the top right, click and select Share:
Customize It
To customize your analysis criteria:
- Either with the Analysis open or in the list in the Spot IQ tab, on the right, click and select Customize (and run) analysis.
- Follow from step 2 in Run a Spot IQ Analysis above.
Schedule It
To keep your results up to date, schedule your analysis to run periodically:
- Either with the Analysis open or in the list in the Spot IQ tab, on the right, click and select Schedule analysis.
- In the dialog, choose How often and click Schedule. Your scheduled analysis appears in the list in the Spot IQ tab.
Spot IQ Tab Options
- To find the analysis you want in the list, click Yours to show only the analyses that you created, or Search on the analysis name.
- To delete several analyses, select their checkboxes on the left, click Delete (top left), and confirm when prompted.
- In Default preferences (top right), choose to be emailed when an analysis is run, with the analysis as an attachment.
Also, set your Data preferences and Parameters for analysis.