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 Sheets in the assets panel to select and open a sheet.

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

Toolbar

The toolbar contains options to create and navigate in your sheet and app. Within the toolbar, the selections bar contains options to make selections in your data and to clear those selections, and to search for data. The selections tool also displays all selections that have been made. The following buttons are available in the toolbar:

Assets: Open or close the assets panel.
Sheets: Open the assets panel to Sheets.
Bookmarks: Open the assets panel to Bookmarks.
Insight Advisor: Open or close Insight Advisor.
Smart search (): Search the entire dataset in your app.
Selection buttons:
- Step back(): Step back in the current selection.
- Step forward(): Step forward in the current selection.
- Clear all selections (): Clear all selections.
Selections tool (): Open or close the selections tool
Edit sheet: Open or close the edit mode. If the sheet cannot be edited, click Duplicate to edit a duplicate of the sheet.

Edit

Click Edit sheet 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.

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

Assets panel in edit mode

In edit mode, the assets panel contains:

Sheets: View and edit sheets in the app.

Structuring an app using sheets
Bookmarks: View and edit bookmarks in the app.

Bookmarking selections
Fields: Add data to visualizations from available fields.

Data assets in visualizations
Master items: Add data to visualizations from available master items.

Reusing assets with master items
Charts: Add visualizations to the sheet.

Creating and editing visualizations
Custom objects: Add custom objects to the sheet.

Creating a visualization using a custom object
App navigation links: Add links to build on-demand apps.

Building an on-demand app
Dynamic views: Connect a base app to a template app to use master visualizations from that app as dynamic charts in your sheets.

Managing data with dynamic views

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

Asset panel in edit mode. — Assets panel in edit mode

Sheets

Sheets contains all sheets available to you in an app. Click Create new sheet to add another sheet to the app.

Bookmarks

Bookmarks contains all bookmarks available to you in an app. Click Create new bookmark to add another bookmark the app.

See: Bookmarking selections

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

Depending on your permissions in the space that the app is in, you can reload app data and add new data from Assets. Reload app data from Assets by clicking . Add additional data sources to the app by clicking and selecting Data catalog or Files and other sources.

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 Map .

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:

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

Analysis

Interact with visualizations and data in a sheet.

Sheet view in analyze mode. — Sheet view in analysis mode

You can do the following:

Click Assets to create and manage assets for exploration of app content. This is a different assets panel than the one you see when you are editing a sheet. For more information about the assets panel in edit mode, see Assets panel in edit mode.
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
Click Insight Advisor to generate recommendations for visualizations using natural language and simple configuration options. See: Insight Advisor

Selection actions
User interface item	Action
	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.

Assets panel in analysis mode

In analysis mode, click Assets to open a panel where you can create and manage the following:

Sheets: View and navigate sheets in the app. Create and group sheets.

Structuring an app using sheets
Bookmarks: View and navigate bookmarks in the app. Create new bookmarks.

Bookmarking selectionsBookmarking selections

The assets panel can be resized by clicking and dragging the border of the assets panel. To pin the assets panel open in analysis mode, click Pin assets .

You can make Sheets or Bookmarks full screen by clicking .

You can view Sheets as a grid or list. Sheets can also be grouped together. For more information, see Grouping sheets.

An open assets panel showing the sheets in the app. — Assets panel in analysis mode

Options menu

You can use the options menu to perform actions related to the visualization.

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.
Custom settings for visualization menus that have been configured by the app developer (see Hiding items in visualization menus).

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 .

Options

Some of the available actions you might see in the options menu include:

Actions from the options menu
Option	Sheet modes	Available actions
Full screen	Edit, analysis	Expand visualization to full-screen mode.
Developer	Edit, analysis	Access the developer options for the visualization. To access this feature, add /options/developer to the URL.
Show details	Analysis	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. Details can be turned on and off for visualizations in the visualization properties panel under Appearance > General > Show details.
Exploration menu	Analysis	Change certain visualization properties, without making selections or editing the sheet. See: Visual exploration
View data	Analysis	View the data for a visualization in a table. View data offers an accessible option for viewing information in a charts that are not optimized for accessibility. For more information about accessibility, see: Accessibility Best practices for designing accessible apps
Share	Analysis	Share the visualization in different ways, for example as an image, a link, or an embedded object.
Storytelling snapshots	Analysis	Manage the storytelling snapshots available for the chart. For example, you can Take snapshot or access the Snapshot library. See: Collecting insights for stories using snapshots
Download as...	Analysis	Download the visualization in different formats, such as an image, PDF, or data file.
Add to master items, Unlink visualization	Edit	Add the visualization as a master visualization so it can be reused by you and other app developers. You can also unlink the chart from an existing master visualization. See: Reusing visualizations with a master visualization
Cut, Copy, Paste, Paste and replace	Edit	Standard actions allowing copying and pasting of visualizations across sheets.
Delete	Edit	Delete the visualization from the sheet.
Copy style, Paste style	Edit	Copy the custom styling for a visualization and paste it onto another visualization. See: Copying and pasting visualization styling

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.

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 chart axis
Two-finger swipe	Pan a scatter plot visualization
Three-finger tap	Reset the zoom level of a scatter plot visualization

Related learning:

Getting started with Qlik Sense

Learn more

Getting started with Qlik Sense

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