Sheet view

You can open a sheet from the app overview. In sheet view, you can do the following:

  • Analyze with the app. You make selections in the visualizations and go into detail in your data to gain insights.
  • Take snapshots of visualizations. You use the snapshots for building stories in data storytelling.
  • Develop, or edit the app. You create sheets and visualizations to be used for data analysis. You cannot edit sheets of a published app, but if you have the correct permissions, you can create your own private sheets. You can also load another data file into the app.

The status of an app (published or not) affects what options are available in the menus and edit panel.

Analyzing

You start analyzing data on a sheet by making selections in the visualizations. You can quickly see and move around among the sheets with the sheet navigator.

Working with snapshots in sheet view.

Sheet view with visualizations.

A: The toolbar

The toolbar contains the navigation menu, the global menu and other useful commands.  

Toolbar options
UI item Description

Navigation menu with options App overview, Data manager, Data load editor, Data model viewer and Open hub.

Open hub is not shown if the hub has been disabled by your administrator.

Note: Once the app has been published, you cannot navigate to the data manager, the data load editor or the data model viewer.
¨

Global menu with options Add data, Export sheet to PDF, Publish sheet, Duplicate sheet, Delete sheet, Help and About.

Note: Once the app has been published, you cannot add data.

Show or hide app information, where you can choose to edit app information or open app options and style your app.
Note: Once the app has been published, you cannot edit app information nor open app options.
Ç

Access to all stories in the app and to creating a new story.

> Access to all bookmarks in the app and to creating a new bookmark.
@ Edit sheet.
4 Access to all sheets in the app and to creating a new sheet using the sheet navigator.
ê Previous sheet.
ë

Next sheet.

B: Selections bar

Selections bar options
UI item Action
< Step back in selections.
= Step forward in selections.
: Clear all selections.
F

Open smart search to search in the entire data set.

For more information, see: Using smart search

9 Open the selections tool, which is an extension of the selections bar.

C: The sheet

D: Insight advisor

E: Menu options

Take snapshots

Exploration menu

Full screen

Taking snapshots

Working with snapshots in sheet view.

A: Snapshot

B: Shortcut

C: Snapshot library

Tip: When the snapshot library is opened from storytelling view, all the snapshots from all the visualizations in the app are displayed.

Develop (edit)

Tip: You can also start editing by long-touching/right-clicking a sheet in the app overview or the sheet navigator, and selecting Edit from the shortcut menu.
Tip: If the panel on the left is collapsed, click one of the assets in the panel. If the properties panel is hidden, click h in the lower right-hand corner.
Edit view of a sheet of an unpublished app, with the assets panel to the left and the properties panel to the right.

A: Assets panel

B: Search

C: Selected

D: Properties

F: Undo and redo

G: Overview

Touch gestures in the 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

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