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Sheet view

App developers add visualizations and other elements to sheets in an app. App consumers interact with the sheet for data analysis. App developers and app consumers can interact with Insight Advisor to generate visualizations using natural language queries.

Click Sheet under the Analyze tab in the navigation bar to open a sheet.

Develop sheets in edit mode. Interact with sheets in analyze mode. Explore your data with Insight Advisor in Insight Advisor.

Information noteYour user interface may look different from the interface shown in the screenshots below. For example, the app creator may have hidden the toolbar or sheet header. For more information, see Hiding the toolbar and header in sheets.


Click Edit to edit a sheet.

Sheet view in edit mode

Sheet view in develop mode.

You can do the following:

  • Click Sheets to add a new sheet, or to navigate to a sheet.

  • Click Add item to add new visualizations to the sheet.

  • Drag and drop fields and master items from Assets to Properties to add data to visualizations.

  • Configure the properties for a sheet or visualization in Properties.

  • Click Advanced options to use the advanced edit mode. In the advanced edit mode, you can do the following: 

    • Click Assets to open the assets panel. Add assets to your sheet. For example, you can add a visualization to a sheet. See: Assets panel

      For assisted creation of visualizations, click Use assisted explore to use Insight Advisor. See: Creating visualizations with Insight Advisor

    • Click Properties to open the properties panel. Configure the properties for a sheet or visualization. For example, you can add dimensions and measures to a visualization. See: Properties panel


Add data to visualizations from Assets. Assets contains Fields and Master items.



Fields represent the data that is available in your app. Drag a field under Data in Properties to add data to visualizations. Fields are marked with different icons to display what kind of data source they are classified as.

Icon Data type Definition
Numeric data Data containing only numeric values
Text strings Data containing text strings

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 Data manager. If you used Data load editor to load data, you need to create the date and time attributes using derived fields.

See: Date & time fields

Geographic data

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

See: Loading your own map data

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

Master items

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

Some master items may have associated glossary terms. You associated terms and their definition by clicking on the master item and hovering your cursor over the term. You can click on the term to view the full glossary entry for the term.

Master item with linked term

The master measure Gross margin open showing the term for gross margin from the glossary.



Configure properties for a visualization in the properties panel.

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

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


Properties panel when visualization selected.

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


Interact with visualizations and data in a sheet.

Sheet view in analyze mode

Sheet view in analyze mode.

You can do the following:

Selection actions
User interface item Action
Selections - History Step back in selections
Selections - step forward Step forward in selections.
Selections - Clear all Clear all selections.
Selection search

Open smart search to search in the entire data set.

For more information, see: Using smart search

Selections - Current Open the selections tool, which is an extension of the selections bar.

Options menu

With the options menu, you can take a snapshot of your chart, change certain chart properties in the exploration menu, or view your chart in full screen mode.

Options menu next to a chart

Options menu for a chart.

You can open the options menu by:

  • Right-clicking on a chart.
  • Clicking the hover menu More.

Menu options will be different depending on:

  • Whether you are editing or analyzing (viewing) charts in an app.
  • The chart type.
  • The privileges that have been assigned to you by your administrator.

Options menu for a chart with hover menu expanded

Options menu when the 'more' icon next to a chart is selected.

The menu looks different if you have touch screen mode enabled on a supported device. You can toggle touch support on and off by clicking or tapping the navigation button (Navigation) and using the toggle for Navigation.


  • Full screen: Expand visualization to full-screen mode.

  • Show details: See the fields and master items that make up the visualization. You can view their dependencies to see the fields that comprise them and their sources, as well as an linked glossary terms.

    Details can be turned on and off for visualizations in the visualization properties panel of advanced edit mode under Appearance > General > Show details.

    For more about Details, see Viewing details for visualizations.

  • Exploration menu: Change certain visualization properties, without making selections or editing the sheet. See: Visual exploration

  • View data: View the data for a visualization in a table.

  • Share: Share the visualization in different ways, for example as an image, a link, or an embedded object.

  • Create alert: Create an alert for the data in the visualization. See: Monitoring data with alerts

  • Take snapshot or open Snaphot library. See: Collecting insights for stories using snapshots

  • Download: Download the visualization in different formats, such as an image or a data file.

Insight Advisor

Click Insight Advisor to access Insight Advisor Search and Insight Advisor Analysis Types. You can ask a question in the Insights search field to generate visualizations with Insight Advisor Search.

Insight Advisor

Insight Advisor open in a sheet

For more information, see Creating visualizations with Insight Advisor.

Touch gestures in sheet view

Touch gestures
Touch gesture Action
Long-touch and release Open the shortcut menu
Long-touch a visualization Open the options menu
Swipe Scroll lists and visualizations
Pinch Zoom in or out on visualizations
Two-finger tap Select an interval in a list, table or bar chartaxis
Two-finger swipe Pan a scatter plot visualization
Three-finger tap Reset the zoom level of a scatter plot visualization

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