DeepInsight Workspace

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DeepInsight Workspace is where you create, share, and publish worksheets and dashboards. You can reach this page in these ways:

  • On the DeepInsight toolbar, click Viz Icon.jpg. This is the fastest way.
  • If you are on the DeepInsight Start Page, click your workbook in the My Workbooks panel, and then click the worksheet/dashboard thumbnail you want to open. DeepInsight opens the workbook and its content in the editor.
  • On the DeepInsight Start Page, you can also click +Create > Add Workbook. In the Create Workbook dialog pop-up. Type a name for your workbook and save. DeepInsight redirects you to your Workspace.
  • Note: If no dataset is configured, DeepInsight opens an empty Workspace. You cannot explore your workspace or create visualizations without first configuring at least one dataset with DeepInsight.

Exploring DeepInsight Workspace

Every worksheet in DeepInsight workspace contains the Toolbar and Menu bar, Data Pane, Decks, and the chart view. This section gives a lowdown of each element of your Workspace interface.

Toolbar and Menus

This table describes the toolbar options.

Toolbar Option Action
DIswap.png
Swaps the fields on the Rows deck to the Columns deck and vice versa.
DIclearwrksheet.png
Clears the active worksheet.
DIlabels.png
Toggles labels in the chart view.
DIpause.png
Temporarily stops DeepInsight from updating the view when you make changes to it.
DIcharthint.png
DeepInsight recommends most fitting data visualizations based on the dimensions and measures placed in the view.
DIshare.png
Share workbook with your collaborators.
DIpub.png
Publish active worksheet.
DIshareemail.png
Share a snapshot of your chart or dashboard view with other DeepInsight users.

This table describes the menus and commands.

Toolbar Option Action
DIworkbookNew.png

This menu contains commands to create and manage your workbooks. Select from these commands:

  • New Workbook: Adds a new workbook.
  • Open Workbook: Opens an existing workbook.
  • Duplicate Workbook: Creates a copy of the current workbook.
  • Rename Workbook: Renames a workbook. Shared workbooks cannot be renamed.
  • Delete Workbook: Deletes a workbook.
DiDataNew.jpg

This menu contains commands to refresh dataset, view underlying data, and connect to Rserve. Select from these commands:

  • Manual Refresh: Refreshes your dataset manually.
  • Scheduled Refresh: Creates an automatic schedule for your dataset.
  • View Data: Views underlying data.
  • Replace Dataset: Updates worksheets and dashboards at once, so they use a different dataset but without affecting the pre-designed layout and preset styles for formatting.
  • Rserve Connection: Creates a Rserve connection.
DiWorksheetNew.png

This menu contains commands to create and manage worksheets. Select from these commands:

  • New Worksheet: Adds a new worksheet.
  • Export To (Table only): Exports table visualization in Excel or PDF formats.
  • Clear Worksheet: Clears the active worksheet. You can also clear sorting or formatting.
  • Rename Worksheet: Renames a worksheet. Worksheets of shared workbooks cannot be renamed.
  • Delete Worksheet: Deletes a worksheet.
    • Worksheets of shared workbooks cannot be deleted.
    • Published worksheets cannot be deleted.
    • Worksheets used in dashboards cannot be deleted.
  • Duplicate Worksheet: Creates a copy of the active worksheet.
  • Close Worksheet: Closes the active worksheet.
  • Move Worksheet To: Moves the active worksheet to a different workbook.
  • Copy Worksheet To: Copies the active worksheet to a different workbook.
DIdashboardNew.png

This menu contains commands to create and manage dashboards. Select from these commands:

  • New Dashboard: Creates a new dashboard.
  • Rename Dashboard: Renames a dashboard. Shared and published dashboards cannot be renamed.
  • Delete Dashboard: Deletes a dashboard. Shared and published dashboards cannot be deleted.
  • Duplicate Dashboard: Creates a copy of the active dashboard.
  • Clear Dashboard: Clears the active dashboard.
  • Close Dashboard: Closes the active dashboard.
  • Move Dashboard To: Moves the current dashboard to a different workbook.
  • Copy Dashboard To: Copies the active dashboard to a different workbook.
  • Actions: Enables you to filter views in different sheets on the same dashboard.
DIAnalysisNew.png

This menu contains commands which you can use for more in-depth analysis. It also contains commands commonly used. Select from these commands:

  • Data Labels: Toggles labels in the chart view.
  • Chart Hint: Toggles chart hint on the Workspace toolbar.
  • Map: Resolves geo conflicts or customizes maps beyond the inbuilt map customization in DeepInsight.
  • Trend Line: Applies a trend line.
  • Reference Line: Applies a reference line.
  • Clusters: Performs cluster analysis.
  • Sentiment Analysis: Performs sentiment analysis.
  • Create Calculated Field: Creates new calculated fields. Calculated fields are workbook-specific.
  • Edit Calculated Fields: Edits existing calculated fields.
  • Create Parameter Field: Creates new parameter fields. Parameters are workbook-specific.
  • Edit Parameter Fields: Edits existing parameter fields.
  • Swap Rows and Columns: Swaps the fields on the Rows deck to the Columns deck and vice versa.
DIFormatNew.png

This menu contains formatting commands to change the appearance of your view easily. Select from these commands:

  • Font: Adds font, style, color to text in sheet, rows, or columns.
  • Shading: Applies shading in sheet, rows, or columns.
  • Line: Applies different lines to sheet, rows, or columns.
  • Border: Adds a border to sheet, rows, or columns.
  • Copy Format: Copies the format from the active sheet.
  • Paste Format: Pastes the copied format to any sheet in the workbook.
  • Clear Format: Clears formatting from the active sheet.
DICollaNew.png

This menu contains commands which you can use for collaboration. Select from these commands:

  • Lock Sheet: Locks the active sheet.
  • Share Workbook: Shares workbook with your collaborators.
  • Publish: Publish an active worksheet.
  • Send Email: Shares a snapshot of your chart or dashboard view with other DeepInsight users.
DIHelpNew.png

This menu contains commands which you can use to get more help on DeepInsight. Select from these commands:

  • Documentation: Opens DeepInsight Wiki.
  • Videos: Opens DeepInsight’s YouTube Channel.
  • Sample Workbooks: Opens sample workbooks. This command is not available in DeepInsight Enterprise.
  • Get Support: Opens DeepInsight User Forum.
  • Get In Touch: Shows you DeepInsight Engineering team contact details.

Data Pane

The sidebar, also known as the Data pane appears on the left side of the Workspace. The Data pane contains fields from the data source to which DeepInsight is connected. This table describes the panes in the Data Pane.

DIworkbookname.png

Your active workbook.

Didatasetname.png

The dataset from where DeepInsight imported data. The Search icon lets you search for dimension, measure, parameter, and calculated fields listed in their respective fields.

DIDimensions.png

Fields containing categorical information such as customer name, product name, ship method, order date and so on are identified as dimensions.

DImeasures.png

Fields containing numerical information such as sales, profits, discount, quantity and so on are identified as measures.

DIParameters.png

Parameters are dynamic values you can change and see how it impacts other fields. When created, the new parameter field appears in this panel. You can also create calculated fields by using a formula based on other fields and existing calculated fields. When created, the new calculated field appears in the Dimensions pane if it returns a text string or a date, or in the Measures pane if it returns a numeric value.

Decks

Columns and Rows Decks

Drag fields from the Data pane to build views. When you place a dimension in the Columns or the Rows decks, DeepInsight creates headers for that dimension. When you place a measure in the Columns or the Rows decks, DeepInsight creates axes for that measure. You can add any number of dimensions and measures to these decks.

C&R.gif

You can also change the orientation of your chart from vertical to horizontal by swapping the fields in Columns and Rows decks.

DISWAP.gif

Chart Accordion

The chart accordion is the central hub where you can adjust how your charts look, behave, and calculate. From the chart accordion, you can assign colors to categorical data or quantitative data, use various charting options, select charts, and so on. The decks in the chart accordion are based on the chart type. There is a possibility that not all decks are supported for all charts. This table lists the decks supported for each chart type.

Color Break Options Label Axes Geo Size Shape
DIBarChart1.png
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If cross 11746.png
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DIParallel.png
If tick 12514.png
If cross 11746.png
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DIRadar.png
If tick 12514.png
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If cross 11746.png
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DIGauge.png
If tick 12514.png
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If cross 11746.png
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DITableChart.png
If cross 11746.png
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If tick 12514.png
If cross 11746.png
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If tick 12514.png
DIPie.png
If tick 12514.png
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If cross 11746.png
If tick 12514.png
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DITreeMap.png
If tick 12514.png
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If cross 11746.png
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DIFunnel.png
If tick 12514.png
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If cross 11746.png
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DISankey.png
If tick 12514.png
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If cross 11746.png
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DIFDGraph.png
If tick 12514.png
If cross 11746.png
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If tick 12514.png
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DILINE.png
If tick 12514.png
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If cross 11746.png
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DICalendar.png
If tick 12514.png
If cross 11746.png
If tick 12514.png
If cross 11746.png
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DICandleStick.png
If cross 11746.png
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DIBoxplot.png
If tick 12514.png
If tick 12514.png
If cross 11746.png
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DIAreaChart.png
If tick 12514.png
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If cross 11746.png
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DIWorldMap.png
If tick 12514.png
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If cross 11746.png
If tick 12514.png
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DIHeatMap.png
If tick 12514.png
If cross 11746.png
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DIShape.png
If tick 12514.png
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If cross 11746.png
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DIScatterplot.png
If tick 12514.png
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If cross 11746.png
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If tick 12514.png
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DIWordCloud.png
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Filters

You can filter data from your chart view from the Filters deck. You can apply filters to both dimensions and measures, share filters among sheets of the same workbook, and use various filtering options from the drop-down.

Filters.gif

Format

You can format for your view & tooltips by using fonts, shading, borders, and lines.

DIFormat.gif

Bottom of the Workspace

At the bottom of your workspace, worksheets/dashboards you create or open appear as tabs.

DIWorkSpaceBottom.png

These icons DIAdd.png: let you add new worksheet and dashboard and lists all opened worksheets or dashboards for easy access.

These icons DIScroll.png: let you scroll opened tabs and make more tabs visible. You can also lock or unlock (DILOck.png) your active sheet. Locking is useful when working on a shared workbook.