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.
Click Edit to edit a sheet.
You can do the following:
Click Sheets to add a new sheet, or to navigate to a sheet.
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
Interact with visualizations and data in a sheet.
You can do the following:
Click Sheets to navigate to a sheet.
Make selections in a visualization to explore insights based on selections. See: Exploring with selections
Create bookmarks based on selections. See: Bookmarking selections
Search your data. See: Using smart search
|User interface item
|Step back in selections.
|Step forward in selections.
|Clear all selections.
Open smart search to search in the entire data set.
For more information, see: Using smart search
|Open the selections tool, which is an extension of the selections bar.
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.
You can open the options menu by:
- Right-clicking on a chart.
- Clicking the hover menu .
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.
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 () and using the toggle for .
Full screen: Expand visualization to full-screen mode.
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.
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.
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.
For more information, see Creating visualizations with Insight Advisor.
Touch gestures in sheet view
|Long-touch and release
|Open the shortcut menu
|Long-touch a visualization
|Open the options menu
|Scroll lists and visualizations
|Zoom in or out on visualizations
|Select an interval in a list, table or bar chart axis
|Pan a scatter plot visualization
|Reset the zoom level of a scatter plot visualization