Working with advanced options

The advanced edit mode offers further tools for customizing your sheet, as well as alternative options for working with sheets.

If you have used previous versions of Qlik Sense, you will recognize Advanced options as the previous sheet editor. The advanced edit mode contains all the features and properties previously available when editing sheets.

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.

Click Advanced options to switch between standard and advanced options. This allows you to develop a hybrid approach for your sheets. If you change the layout settings in the advanced edit mode, the sheet will be locked in the standard edit mode for layout editing.

The following tasks can be done in the advanced edit mode:

• Edit the sheet properties, such as title, description, and thumbnail.

• Add a background color or image to a sheet.

• Change visualization properties, such as sorting and styling.

• Copying and pasting visualizations or visualization styling.

• Adding multiple expressions as dimensions or measures in a visualization.

• Add custom objects to a sheet.

• Setting show conditions for sheets.

• Adjust grid size and layout of a sheet.

• Add actions to a sheet.

Some visualizations can only be added in the advanced edit mode:

• Button

• Text & Image

• Container

• Analyses

• Custom objects, such as extensions from the Dashboard bundle or Visualization bundle.

You can perform many of the same actions in advanced edit mode as you can in the standard edit mode, although there are some differences. Some of the same actions are applied in different ways. For example, visualizations are added to sheets by dragging and dropping them onto a grid in the advanced edit mode. Some actions, like filters, can only be applied in standard mode. Some sheet properties can only be set in advanced mode.

Creating a new sheet

You can create a new sheet from the app overview or from the assets panel.

Faça o seguinte:

1. From the app overview, click to view the sheets.
2. Click or Create new sheet.
3. Give your sheet a title and add a description.
4. Click outside the text area to save the title and description.

A new sheet is created. Your sheets are private until you make them public. For more information, see Concedendo acesso a pastas, grupos de pastas, marcadores e histórias.

Setting sheet properties

You have a wide range of ways to style your sheet and change sheet behavior in advanced mode. For more information, see the following:

• Estilizando pastas

• Alterando layouts de pastas

• Adicionando ações a pastas

• Reutilizando pastas e conteúdo de pastas

Creating visualizations

Faça o seguinte:

1. In edit mode, drag the visualization from the assets panel onto the sheet or double-click the visualization.

2. Add dimensions and measures to the visualization.

   You can add dimensions and measures using the buttons on the visualization. You can also drag a field from the Fields tab of the assets panel and then select it to use it as a dimension or measure The number of dimensions and measures that are required depends on which visualization you select.

   If you want to add expressions as dimensions or measures, click in the properties panel, under Data, click add and then click .

3. Adjust the presentation: for example: sorting, coloring, or labeling.

   For more information, see Alterando a aparência de uma visualização.

Custom objects are added in a similar manner. You start creating a visualization by dragging a visualization extension onto the sheet. For more information, see Criando uma visualização usando um objeto personalizado.

You can use tab containers to save space on your dashboard, by quickly switching between tabs with different visualizations. For more information, see Contêiner de guias.

The types of data you have in your tables and fields impacts whether they can be used as dimensions or measures.

• As dimensões determinam como os dados em uma visualização são agrupados. Por exemplo: vendas totais por país ou número de produtos por fornecedor. For more information, see Agrupamento de dados com dimensões.
• Measures are calculations used in visualizations, typically represented on the y-axis of a bar chart or a column in a table. As medições são criadas a partir de uma expressão composta de funções de agregação, como Sum ou Max, combinadas com um ou vários campos. For more information, see Medidas.

Creating visualizations with chart suggestions

Chart suggestions functions similarly to the autochart in the standard edit mode. You can turn on chart suggestions in the properties panel. When turned on, as you add or remove fields, the suggested visualization adjusts itself based on your changes. You can customize a suggested visualization with a focused set of properties.

For more information, see Criar visualizações com o uso de sugestões de gráficos do Insight Advisor.

Moving visualizations

Faça o seguinte:

• Click and drag visualizations to reposition them on the grid.

Copying visualizations

In advanced options, you can copy and paste visualizations in the following ways:

• Using the edit bar on the sheet (, , and ).
• By right-clicking and selecting Cut, Copy and Paste.
• With the keyboard shortcuts Ctrl+C, Ctrl+X and Ctrl+V.

Depending on what situation you are in, different things will happen when you paste a copied visualization on a sheet while using advanced options:

• If a visualization is selected, then the selected visualization will be replaced.
• If no visualization is selected, then the pasted visualization will be placed in the largest empty space.
• If there is no empty space, then the largest visualization on the sheet will be split in half to make space for the pasted visualization.

For more information about copying and pasting visualizations, see Copiando uma visualização de uma visualização existente.

Copying and pasting visualization styling

If you have applied custom styling to a visualization, you can copy its styling properties and paste them onto another visualization. For more information, see Copiando e colando o estilo de visualização.

Adicionando uma cor ou imagem de fundo

Os seguintes formatos são compatíveis: .png, .jpg, .jpeg e .gif. Se você usar um .gif, ele pode ser animado ou estático.

Faça o seguinte:

1. Abra a pasta no modo de edição.
2. Em Propriedades da pasta, clique em Estilos.
3. Defina Plano de fundo como Personalizado. O padrão é Automático.

4. Cor de fundo:

   • Cor única: escolha uma cor usando o seletor de cores.

   • Por expressão: defina uma cor usando uma expressão definida pelo usuário. Para obter mais informações, consulte Cor por expressão.

5. Imagem de fundo: Selecione Imagem da biblioteca de mídia.. O padrão é Nenhum.

6. Clique em na miniatura padrão.

   A Biblioteca de mídia é aberta.

7. Selecione a imagem que deseja usar e clique em Inserir.

   Se a imagem desejada ainda não estiver na biblioteca de mídia, clique em Novo upload e adicione a imagem.

8. Use o menu suspenso para alterar o tamanho da imagem:
   • Tamanho original
   • Ajustar sempre
   • Ajustar à largura
   • Ajustar à altura
   • Esticar
   • Sempre preencher
9. Em Posição, você pode alterar o alinhamento da imagem. Por exemplo, a imagem pode ser centralizada na pasta ou no canto superior direito.

A imagem e a cor de fundo que você selecionou agora estão visíveis na pasta.