How to get started with AI Insights 365
Sign in, find your way around the start screen and a workspace, and open your first report. Narrated, 1 minute 33 seconds.
The steps
- 1Sign in with the work email your organisation was set up with.
- 2Answer the quick security check. No account yet? Create one: your first report is free.
- 3Your start screen shows what you were last working on, so you can pick up where you left off.
- 4Four ways to start something new: Ask a question, Build a report, Connect data or New workspace. New here? Take the 60-second tour.
- 5Open a workspace: one project's worth of work, with its data and the reports built from it.
- 6Read the lineage left to right: the data, where it is shaped, and the report. It answers "where did this number come from?"
- 7Switch to List to find things fast, then open a report.
- 8A report opens with the headline numbers first, then the charts that explain them.
Try it on your own data
Connect a datasource and ask your first question. Your first report is free, with no card and no deadline.