How to use Visuals

Peter Campbell Updated by Peter Campbell

How to use Visuals

Focus Mode

Focus mode enables the user to home in on one particular visual or table and temporarily make that the sole item shown in the dashboard.

To activate focus mode, hover the cursor over your chosen visual or table and select the following icon that will appear at the top of the visual/table:

This icon will typically appear above the top right corner of the visual selected (although can appear below the bottom right corner on certain visuals/tables).

Once the focus mode icon has been selected, the view will change to show the chosen visual in full screen and temporarily hide all other information on the page.

To return to the original dashboard view, select the “Back to report” button.

Exporting Data

You can export data in a table format from the dashboards into a Microsoft Excel document if required. This functionality could be utilised for a key element of the Data Governance dashboard (this will be explained in the article specific to this dashboard).

To export table data, select the table in the dashboard, select the ellipsis button that appears (usually above the top right or below the bottom right corner of the table):

and select Export data.

This will bring up a wizard for the options on how you want the data to be exported and it is from this wizard that you can click select and have this document added to your local Downloads folder.

Table Format

In the scenario where a visual is unclear or if you would prefer it in a data format, there is functionality within the Analytics module to show visuals in a table format. To achieve this, select the ellipsis that appears when selecting or hovering over the visual and select Show as a table.

This will open the visualisation in Focus mode and then display the corresponding table of data represented in the visual below.

To return to the original dashboard view, select the “Back to report” button.

Spotlight

Spotlight is a similar function to Focus mode but operates in a different way to provide a different result. To Spotlight a visual, select the ellipsis that appears after hovering over or selecting it and then select Spotlight from that dropdown list.

Where Focus mode makes the visual full screen and removes sight of all other data on the dashboard page, Spotlight fades out the other visuals on the screen, so they are still slightly visible but are more transparent.

This leaves the visual in question the sole focus of the page while it remains in its usual size and location (Not full screen). This could be a useful tool when presenting this data in the scenario you want to draw attention to a specific variable in a configured set of circumstances and filters.

To return to the full dashboard view, click away from the highlighted visual in the dashboard.

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How to use Dashboards

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