Getting Started

Getting Started Tutorial for IBM Watson Analytics

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Getting Started Tutorial for IBM Watson Analytics

We all ask questions about our data every day.

Some questions are about a status or situation. Some are about why something happened. In short, when it comes to data, we want to know what is happening, why it’s happening, and what insights need to be communicated with others.

IBM® Watson™ Analytics can help you understand your data, find insights that are hidden in your data and provide you with answers to make confident decisions – all on your own.

This tutorial uses sample data to walk you through the skills you need to get started. Each chapter covers a different area of Watson Analytics, from importing data to discovering insights to sharing these insights in a dashboard to social media analytics. Take 15-30 minutes to complete a chapter, or complete the entire tutorial in about 90 minutes.

Last updated: 2017-11-22

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Getting Started

VIDEO: Welcome to Watson Analytics

Take a short tour and see how quickly you can get started on analyzing your data.


Applying filters in a Watson Analytics dashboard

There’s a few different ways to apply filters to your visualizations in a dashboard. Here’s an overview of the different types of filters and how they work. You can filter visualizations in your dashboard in three main ways: Filter all visualizations in your dashboard Filter one visualization based on a column in the visualization (Keep/Exclude) Filter one visualization based on a column not in the visualization (Local Filter) What’s Filtered Right Now? To get started, here’s a quick way to check filter status. TIP: Click the Filter Status icon in a visualization to see the current filtering that is applied. Applying a global filter across all visualizations in the dashboard Use the data tray to configure a filter that applies to all visualizations in the view. This type of filter applies across all the tabs in the view for any visualization that uses that same data set. Click on a column title in the data tray and then click the filter icon. Select your filter criteria and then click away from the filter menu to close it. Here’s an example of a global filter for the Region column set to only “Mid-Atlantic” and “Northeast”. TIP: The blue line above a column in the data tray means that column has a global filter. Filter a single visualization using the Keep/Exclude option Use the Keep/Exclude filter to display or hide specific data points in a visualization. A data point can be an element or data point displayed in the visualization. For example, a bar in a bar chart, a bubble in a bubble chart, an item in a legend or an item on an axis. Right-click one or more data points in a visualization and then choose Keep or Exclude. The filter is applied to that visualization only. The other visualizations in the view do not update. After setting a filter, you can click the Filter Status icon in the visualization to see the current filter status. Tip: This type of filter can also be configured in the column panel when you edit a visualization. Filter a single visualization for a column not displayed Use the Local filter option to slice your data on a column that’s not displayed in a visualization. This type of filter is available only for visualizations you create in Assemble and does not update any other visualizations in your view. 1.Change the view into Edit mode and then click the Expand icon for the visualization. 2.Drag the column you want to filter on from the data tray to the Local filters option. 3.Select or type the criteria for the filter, and then click away from the filter pane. 4.Click the Collapse icon to return to the view. To verify the filter, click the filter icon on the border of the visualization. For more information and details see the following resources: Documentation: IBM Watson Analytics Docs > Assemble > Filtering Video: How to filter all visualizations in a dashboard or story  

Getting Started

Watson Analytics Community, Frequently Asked Questions

Welcome. In this community you'll find questions, answers and other people who are learning and using Watson Analytics.  Your participation is important to the growth of the community and we value your contributions by asking, answering and accepting questions and sharing content in social media.  Note that you must login to ask and answer questions in the discussion forum. What kinds of questions can I ask here? This forum is for people who have questions about IBM Watson Analytics. How do I know if a question has already been asked? Before you ask a question, search for similar questions that have already been asked. Use the search function, or browse topic categories. You can also search the expert blogs and community resources. How can I help others find my question? Follow these guidelines to help others find and understand your post, whether they are searching in the community or an external search engine like Google. Title Make the title specific, so it has meaning on its own Keep it short: the title is often truncated in search results if it contains more than 70 characters Body Expand on the title by providing more details (including significant keywords that others are likely to search on) Don't just duplicate the title Describe the circumstances under which the question or problem occurs:Which edition of Watson Analytics are you using? What are you trying to accomplish or what do you expect the product to do? What have you tried? What happens? If something didn't work, include details like the error message. You can attach documents and link to other resources. Tags Keep tags simple, short, relevant, and easy to understand. Why are email notifications so important? Email notifications tell you about important events, including: When your questions have been answered When one of your posts is commented on by another member When other members post new questions, answers, or comments in your areas of interest Where do I set email notifications? All settings are in the My Preferences section of your community profile. Note: you need to be logged into the Watson Analytics Community to set your notifications. Who moderates the community forum? The Watson Analytics support team and community team moderate the forum. Users can earn some moderation privileges after earning reputation points. How does the reputation system work? Your "reputation" is a measure of the community's trust in you, based on the perceived value of your participation. As your answers or questions are voted up by others, your reputation increases. For example, if you ask an interesting question or give a helpful answer, your input will be voted up by others. On the other hand if the answer is misleading or irrelevant, it will be down voted. Each vote up you receive will generate 15 points, each vote down will subtract 2 points. With enough reputation points, you can earn badges. Explanation of reputation points: Add comments: 0 Create a new topic: 0 Vote up a question or answer: 0 Vote down a question or answer: 15 Close own question: 60 Add an icon for a topic: 100 Edit topic name or description: 100 Edit a question's topics: 100 Edit any comment, question, or answer: 400 Close any question: 600 Note that simply answering a question does not increase your reputation score. Reputation is only earned through perceived value of your answers (voted up or accepted) or your quality questions (voted up). Currently if your answer or question is voted up, you earn 15 points. If your answer is accepted, you earn 20 points. You can also lose 5 points each time your content is downvoted. You spend 2 reputation points for downvoting. The only other way to earn reputation points is by "accepting" an answer on questions that you ask. This highly encouraged task earns you 2 points. How do I earn badges? Your participation is rewarded with a variety of badges. See the list of badges you can earn. Can other people can edit my questions/answers? Experienced members of this community have the ability to curate the questions and answers. This improves the overall quality of the knowledge base content. Why was my question closed? We don't like closing questions, but sometimes it's the right thing to do. We value the time and effort that community members contribute to our forum and we don't want to waste it by duplicating their effort or distracting them. Reasons why your question may be closed include: Duplicate question: Someone already asked this exact question. We'll link to that one and close yours. Please be polite and do a quick search for existing answers before asking your question. Inappropriate or irrelevant: If you ask something irrelevant, off-topic, subjective or argumentative, or a question that has no answer, we may close it and might choose to delete it. Issue is not reproducible: If people have tried to help but cannot recreate, even after asking you for more details, we may close the question so that more people don't spend time unsuccessfully trying to recreate it. If you feel you have an issue that needs investigation, and you are entitled to IBM support, the option to open a support ticket will appear based on your profile. If you think we shouldn't have closed your question, feel free to send email to with a link to your question along with why you think it doesn't fall under the guidelines above. Does IBM have any other policies that apply? IBM has a number of standard policies that apply to this community: IBM Terms of Use IBM Privacy IBM Social Computing Guidelines IBM Copyright and trademark information IBM Patent information IBM Digital Millennium Copyright Act Notices