Data processing – Viva Insights processes the validated data.

If validation wasn’t successful, you’re advised what to do next. When validation completes successfully, you'll see a confirmation message. Data validation – Viva Insights validates the data.Data mapping – You map the uploaded data to the applicable field names.After you upload a file, here’s the basic process: csv file instead of using Azure AD, follow the guidance in Prepare organizational data and Upload organizational data (first upload). If you want to upload your organizational data as a. This data automatically feeds into Viva Insights, so you don’t need to do anything extra to set up organizational data in the advanced insights app. Prepare and upload organizational dataīy default, Viva Insights uses your organization’s Azure AD data. Learn more about manager settings in Manager settings. These insights appear in the Viva Insights app in Teams or on the web. Use the Manager settings page to allow managers to see aggregated collaboration insights. Save changesĪfter you’re done making changes to group size and/or opt-out settings, select Save changes. Users can opt back in to Viva Insights whenever they want and they’ll see their previously saved settings. After you turn on the End-user opt-out control, users who already opted out of Viva Insights through their app in Teams or on the web are automatically opted out of person query data. Users can find opt-out settings in their Viva Insights app in Teams or on the web under Settings > Privacy. Opt-out doesn’t apply to aggregated insights (like organization insights) and query results from collaboration events (like meetings). When users opt out, future person queries and those that refresh each week are affected. Analysts run person queries through the advanced insights app. The End-user opt-out control lets users choose whether their metrics-which are always de-identified-appear in person query results.

You should set this number to at least 10. In other words, this is the smallest number of people that Viva Insights considers a “group.” Viva Insights shows insights about groups in the app in Teams and on the web, in organization insights throughout the app. Set the minimum group size, which is the minimum aggregation threshold for insights. Customize privacy settings Minimum group size The Insights Administrator role is required to perform the following tasks.

Advanced setup