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Using Skypoint AI Insights

Overview​

Skypoint AI Insights feature integrates Power BI’s reporting capabilities into the Skypoint platform, providing a seamless and secure analytics experience. Instance Admins and above can create custom Insights, each accessible through a customized unique web URL.

By organising multiple Power BI reports under a single Insight, this feature delivers a centralized and efficient way to manage and present analytics. It streamlines data access, enables informed decision-making, and enhances operational efficiency across teams.

How to configure and manage Insights on Skypoint AI Studio​

User can create Insights on Skypoint AI studio by following the below steps:

A. To setup a connection​

  1. Sign in to Skypoint AI Studio.
  2. Navigate to Dataflow and choose Connections.
  3. Click on Set up for Power Bi.

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  1. Fill in the required connection details and validate credentials.

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  1. Click the SAVE button to confirm the changes.
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A configured connection can be used to set up multiple Insights.

B. To add new Insights​

  1. In the left pane, go to Applications > Insights.

The Insights window appears.

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  1. Click on New Insights to create new insight.

The Add Insights window appears

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  1. Enter the name for the Insight to appear across the platform.
  2. Enter the Access endpoint(url).

To Add Power Bi Report:

  1. Select the Category of power bi connection from the dropdown menu.

  2. Report Name will be auto populated based on the category of connection.

  3. Enter power bi Workspace ID.

  4. Enter power bi Report ID.

  5. Click on Save to add the report.

    You can see the report in the Added Reports window.

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Multiple reports can be added to an insight by instance admin.

  1. Click on the Add Report button to add more reports,Follow the same steps to add reports.

C. To edit existing Insights​

Follow the steps below to change or edit the existing insights

  1. Select an Insight from the list to make changes.
  2. Click on Edit to edit the insight.

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  1. You can change the Name of existing Insight.
  2. Add the new report to the existing Insight.
  3. Delete the report by clicking the delete icon on the added report window.
ItemDescription
Report NameName of the Report
Bi ConnectionCategory of the Power Bi connection
Workspace IDThe workspace id of the power bi report
Report IDReport id of the power bi report
ActionRefers to the menu or control within the Insights where users can perform tasks such as edit or delete a report linked to an Insight
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The access endpoint will be inactive and cannot be edited once set. Ensure the correct endpoint is configured during initial setup.

D. To delete existing Insights​

Follow the steps below to delete the existing insights

  1. Select the insight which you want to delete.
  2. Click the Delete tab located at the top of the page.

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Confirmation page appears with the insight details

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  1. Click on the delete button to remove the insight.
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Once an Insight is deleted, it is permanently removed and cannot be undone. Please proceed with caution.