---
title: Advanced user guide for Insights
slug: iris-plus/advanced-user-guide-for-insights
docTags: 
createdAt: 2025-01-31T14:00:25.033Z
---

:::ExpandableHeading
## Create a calculated field in a dashboard

If there is a need to create a custom calculation for a panel, you can combine fields into a single calculation to create a new field to use.

To configure this from scratch, select the ***Create Calculated Field ***option:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/dnblOcD7wGYnCnJfz3HVi_image.png)

This will open up a blank calculated field pop-up:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/TEsuaIiQoCBBJ4-4nnEZE_image.png)

If you want to calculate the subtracted number of people coming in and out from a line, you can use the calculated example shown below.

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/xTWCDk22WK3kMG3Ah05AA_image.png)
:::

## Advanced visualization options

For customers looking for additional dashboard options, the Insights tab offers different ways to provide advanced visualizations of your alarm data:

### Filtering in a widget

For customers who are looking for a solution to only show a specific data set in a widget, customers can use the **filter **function, which is available for all types of widgets in Insights.

To set a filter on a widget, select a widget in edit mode and look for the filter icon below the gear icon:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/SzteY8oQnbzOu70paXnxw_image.png)

Then, click on the pencil icon in the filter menu. This will show a pop up that allows you to set a filter condition:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/qAgpUpA94Ca7vpAiyqOUy_image.png)

Next, hover over the ***and ***button in the blank script field, which will show a ***+ ***icon. Clicking on the icon will then show two options, ***Add group ***or ***Add condition***

::Image[]{src="https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/vkezlOLSQbfmMALlOYZ8u_image.png" size="34" width="296" height="514" position="center" showCaption="false"}

Then, click ***Add condition*** from the menu, which will show a condition to configure

::Image[]{src="https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/zIUyIQo5PfSGT9jLoX4QG_image.png" size="38" width="408" height="134" position="center" showCaption="false"}

At this point you can either select the first box, which will give you different condition options 

::Image[]{src="https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/wum8A_XcSD8lnKqQsljin_image.png" size="50" width="282" height="167" position="center" showCaption="false"}

Or select the condition value:

::Image[]{src="https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/EqLuvOg0iP4PgiO1dWQWI_image.png" size="42" width="514" height="141" position="center" showCaption="false"}

In this example, we have selected that the widget should filter only for a time that equals 6:00 AM. Click on the ***OK ***button at the bottom of the pop-up to set the filter. This will then update the widget to only show results based on the filtered condition:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/Kww86V_7Aqvk6z-1LhDkI_image.png)

Additionally, you will see that the filter condition is set in the filter menu on the right side of the widget: 

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/HlwfnLAipNpHOvS-kkhgV_image.png)

To remove the filter, click on the red trash can button in the filter menu. 

### Adding conditional formatting to panels

For customers looking to add some automation to their panels' visuals, you can also include conditional formatting in the dashboard

First, access an existing panel you have and open up the additional options in the binding of your choice. Then, locate the **conditional formatting option.**

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/GE0PNxiaI1qVc5H9qWzGX_image.png)

In the conditional formatting option, create a new formatting option by clicking on the **+ (Add) **button. This will open up the different options you can select to apply the formatting to. In this pop out you will specify:

::Image[]{src="https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/L-LirMaxA8eyuNBzn7xME_image.png" size="46" width="550" height="1306" position="center" showCaption="false"}

- The field you want to apply the formatting to
- The value type you want the format to apply against
- The condition that the field will have to fall under in order to trigger the formatting

In this example, we will apply a condition to all sites that exceed 100 events or more in a certain time period 

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/KG4kNb-OZLwzFIPWy6BvD_image.png)

Once that has been set, you should now see that the conditional formatting has only applied to the fields that falls within the set criteria.

Before conditional formatting

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/FdFeXULTZlIm_0v4VWHMY_image.png)

After conditional formatting

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/QQ-Fz9Mon2z2As6OzjWQb_image.png)

### Adding a color scheme to a panel

To add custom colors to panels, you can access the options of an existing panel.

Make sure to turn the **measure coloring** ***off*** to enable custom colors

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/fLi3zbbE943DKg8K6ZTvr_image.png)

Once you have done so, access the **color scheme **option and click on the pencil icon to change the colors.

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/BqPLbjXnfWQqka8LN9NJI_image.png)

The same can be done in some others that shows visualizations, like the pie chart for example.

### Adding additional data sources to a dashboard

This can be achieved by opening the additional menu options:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/CjkeMzDrjayXkF_HCd9NO_image.png)

This access the additional options for dashboard configurations, including the option to add an additional data source to a single dashboard. 

You can do so by locating the data source options under ***Data source: ***



![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/6C-L_RlXhl4aDTXhg0FKc_image.png)

Simply click on the ***Add*** action to open up all available data sources to select. 

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/S52oxX_0mriqQNsKPMXzT_image.png)

Once selected, you should be able to see that you have successfully added multiple data sources here: 

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/GWMFkgos8yKBzuOa3GfaP_image.png)

If you're not sure as to what fields are available from a specific data source, you can always check the fields view on the right of the selected data source list. 

Go back to the panel you want to configure with different data source and select the one you want to add to the panel:

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/gu_JP1FIJeP6_RUu5Nvl5_image.png)



Here, you can see that clicking on the data sources will allow you to assign a different data source for the selected panel. Setting this panel to show a different data source will not change the data source of the other panels, which allows for users to see visualizations from multiple data sources without changing or creating a new dashboard. 

![](https://api.archbee.com/api/optimize/JzHznijrWxPLJLDUaV5A1/GpeFx3MCE389pk8_AtiUe_image.png)

###