Advanced options for editing sheets

The advanced edit mode available through Advanced options has some different options than the standard sheet edit mode.

Unlike standard options, the advanced edit mode offers a grid on which you can drag and drop visualizations and extensions. You can then resize the visualizations to fit the preferred number of grid squares. The advanced edit mode also supports touch-only devices, unlike standard mode.

Visualizations and other assets are added to the sheet by dragging and dropping them from the assets panel. They can then be configured with options from the properties panel.

For more information on the advanced edit mode, see Working with advanced options.

Assets panel

Add assets to your sheet or visualization using the assets panel.

Click Assets in the toolbar of a sheet to open the assets panel. You have to be in edit mode.

A different assets panel is available if you are viewing the sheet in analyze mode. From this assets panel, you can create and manage notes and key driver analyses. For more information, see Assets panel in analyze mode.

All assets may not be available, depending on your Qlik Sense configuration.

Fields

Fields represent the data that is available in your app. Drag a field onto a sheet to create visualizations with chart suggestions. Drag a field onto a visualization to add the field to a visualization.

Additionally, right-click on fields to do the following:

• Create a new master dimension. See: Creating a master dimension from a field

• Create a new master measure. See: Creating a master measure from a field

• Create a calendar measure. See: Create calendar measures

• View field settings. See: Always one selected value

Date and time

All date fields are marked with and can be expanded to use date and time attributes of the field. Date and time attributes are created automatically when you use the Data manager. If you used the data load script to load data, you need to create the date and time attributes using derived fields.

See: Date & time fields

Map data

All fields recognized as geopoints in map visualizations are marked with .

See: Loading your own map data

Master items

Create dimensions, measures, and visualizations as master items that can be re-used in your app.

See:

• Reusing visualizations with a master visualization

• Reusing dimensions with master dimensions

• Reusing measures with master measures

Charts

Drag charts onto your sheet to create visualizations.

See: Get started with visualizations

Custom objects

Enhance your apps with custom-designed visualizations.

See: Creating a visualization using a custom object

App navigation links

Build on-demand apps using app navigation links. On-demand apps load a subset of the data that is loaded in aggregate form by a selection app.

See: Building an on-demand app

Dynamic views

Create dynamic views to query and view relevant subsets of large data sets in charts that can be dynamically refreshed as selections are made.

See: Managing data with dynamic views

Variables

Click to open the variables dialog.

See: Variables dialog

Search

Find assets using the search field. As you start to type in the search field, all items that have a name or a tag that contains the search string, are presented.

See: Searching in the assets panel

Properties panel

Configure properties for a sheet or visualization in the properties panel.

Click Properties in the toolbar of a sheet to open the properties panel. You have to be in edit mode.

Click on the sheet to view the properties for the sheet. Click on a visualization to view the properties for the visualization.

For sheets you can:

• Edit sheet title and description
• Add a thumbnail for a sheet

• Add a background color or image to a sheet

• Change the grid spacing, sheet size, and layout
• Apply alternate states to the sheet
• Add actions triggered when users navigate to the sheet

Depending on the visualization that you are editing, you have different options. Typically, you can do the following:

• Add dimensions and measures and specify how they are displayed
• Set the sorting order and sorting criteria
• Change the way the visualization appears
• Configure custom tooltips

See: Creating and editing visualizations