Create Insights

Create Insights

Quick Start

To create an insight:

1. Analyze data to identify a finding
2. Choose the appropriate insight type (SQL, Semantic, Segmentation, Funnel, Retention)
3. Render or draft the insight to validate it
4. Save the insight with create_insight when the user wants a persistent chart

When to Use This Skill

• Found a notable pattern or anomaly
• User asks to save or share findings
• Creating a visualization from analysis
• Generating reports or dashboards content

Insight Types

Core Workflow

Step 1: Identify the Finding

Before creating an insight:

• What is the key observation?
• Is it significant enough to share?
• What action should it drive?

Step 2: Choose Insight Type

Before choosing, triage through these questions:

1. Is the metric available in the semantic layer? Yes → Semantic. Not sure → check the model first.
2. Is the finding about sequential user behavior (steps, conversion, drop-off)? Yes → Funnel.
3. Is the finding about whether users come back after a starting event? Yes → Retention.
4. Is the finding about comparing event metrics across cohorts or property breakdowns (without ordered step dependencies)? Yes → Segmentation.
5. Does it require custom joins, calculations, or raw data not covered above? Yes → SQL.

Select based on the analysis:

• Funnel Insight: Sequential steps, progression, conversion, drop-off between stages
• Retention Insight: Whether users return after a starting event (start event → returning event over time)
• Semantic Insight: Standard metrics from semantic models, trends, breakdowns
• SQL Insight: Custom query with specific logic, joins, calculations not in the semantic layer
• Segmentation Insight: Event analysis over time with breakdowns by event, user, or session properties to compare segment behavior

See the decide-actions skill for the full decision matrix and disambiguation rules.

Step 3: Preview and Validate

Always render or draft before creating:

• Verify data is correct
• Check visualization renders properly
• Ensure timeframe is appropriate

Use render_insight when the user wants to inspect a chart without saving it. Use draft_insight when the user is iterating on a chart in the UI. Use create_insight only when the user wants a saved insight.

Step 4: Save the Output

Use the current MCP tools:

• create_insight saves SQL, semantic, segmentation, funnel, or retention insights. Dispatch on kind and provide the matching definition (sql_statement, semantic_definition, segmentation_definition, funnel_definition, or retention_definition).

Create each saved insight with:

• Clear, actionable title
• Concise description
• Appropriate visualization
• Relevant metadata

Creating SQL Insights

For custom query-based insights:

1. Write and validate SQL query
2. Render SQL insight with the query
3. Choose appropriate visualization
4. Create insight

SQL Insight Parameters

• kind: sql
• sql_statement: The DuckDB SQL query
• visualization: Chart type (Line, Bar, Table, etc.)

Best Practices

• Use CTEs for readability
• Include time filters
• Limit result size for performance
• Add column aliases for display

Creating Semantic Insights

For metrics from the semantic layer:

1. Select source and measures
2. Add dimensions for grouping
3. Apply filters
4. Preview and validate
5. Create insight

Semantic Insight Parameters

• kind: semantic
• semantic_definition: Semantic model, measures, dimensions, filters, and visualization settings
• measures: List of measures to aggregate
• dimensions: Dimensions for grouping
• filters: Filter conditions
• visualization: Chart type

Creating Segmentation Insights

For segment and cohort comparisons:

1. Select the events/metrics to analyze
2. Choose aggregation (count, unique users, sum, average)
3. Add breakdowns by event, user, or session properties
4. Set filters and time range
5. Render segment results
6. Create insight

Segmentation Parameters

• kind: segmentation
• segmentation_definition: Events, aggregation, breakdowns, filters, and visualization settings
• event_definitions: Which events to analyze
• aggregation_mode: How to aggregate results (count, unique users, sum, average)
• breakdowns: Properties used to compare segments
• filters: Segment/filter criteria
• timeframe: Analysis period

Creating Funnel Insights

For conversion analysis:

1. Define funnel steps (events)
2. Set conversion window
3. Choose ordering (strict/any)
4. Render funnel metrics
5. Create insight

Funnel Parameters

• kind: funnel
• funnel_definition: Steps, filters, conversion window, and ordering
• steps: Ordered list of events
• conversion_window: Time allowed between steps
• ordering: Strict sequence or any order

Creating Retention Insights

For analyzing whether users come back after a starting event:

1. Define the start event
2. Define the returning event
3. Set time range
4. Render retention results
5. Create insight

Retention Parameters

• kind: retention
• retention_definition: Starting event, returning event, filters, and retention settings
• start_event: The initial event that begins the retention window
• returning_event: The event that counts as a return
• timeframe: Analysis period

Writing Effective Titles

Good titles are:

• Actionable: "Revenue dropped 15% last week"
• Specific: Include key metric and timeframe
• Concise: Under 100 characters

Examples

Writing Descriptions

Descriptions must be 200 characters or less.

Include:

• What: The key observation
• Context: Comparison or benchmark
• Impact: Business significance
• Recommendation: Suggested action (if space permits)

Example

Mobile conversion dropped 20% (3.2% to 2.5%) last month, coinciding with the March 1st checkout redesign. Consider A/B testing the previous flow.

Visualization Selection

Common Pitfalls

• Creating insights without clear value
• Vague titles that don't convey the finding
• Missing context in descriptions
• Wrong visualization for data type
• Not previewing before creating
• Creating duplicates of existing insights

Reference Files

• SQL insights
• Semantic insights
• Segmentation insights
• Funnel insights