Workbooks, Worksheets, Dashboards

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After dataset creation, DeepInsight prompts you to add/open a workbook. DeepInsight uses a workbook, much like Microsoft Excel wherein a workbook contains worksheets and dashboards.

Workbooks

DeepInsight workbooks can be created, shared or transferred. DeepInsight supports 3 workbook types.

  • My Workbooks: Your workbooks.
  • Shared Workbooks: Workbooks shared with you.
  • Sample Workbooks: Sample workbooks available in DeepInsight Free. These workbooks contain sample worksheets and dashboards and can be tweaked, customized, shared, published, or transferred.

Add New Workbook

The fastest way to create a new workbook is from the Workbook menu on the Visualize page. You can also add a new workbook from the Start page.

Note: You cannot add a new workbook without creating datasets. Follow these instructions to add a new workbook from the Visualize page.

  1. On the Workbook menu, click New Workbook.
  2. In the Create Workbook dialog, type the new name or retain the default name. You can rename your workbook anytime.
  3. Click Save. DeepInsight prompts you to add a new worksheet and select a dataset whose data you want to visualize and analyze through various charts and dashboards.

Open an Existing Workbook

The fastest way to open a workbook is from the Workbook menu on the Visualize page. However, if you are on the Start page, then:

  • click any workbook you want to open
  • click any worksheet/dashboard thumbnail. DeepInsight opens the selected workbook in your Workspace.

Follow these instructions to open a workbook.

  1. On the Workbook menu, click Open Workbook.
  2. In the Open Workbook dialog, select the workbook type and then select the workbook you want to open.
  3. Click Open. All its worksheets and dashboards are displayed as tabs on the taskbar. The opened workbook becomes your active workbook which cannot be deleted. You can view the workbook name in the Workbook panel. If you cancel this action, DeepInsight opens your last active workbook or prompts you to create a new workbook, if it finds no workbook to open.

Duplicate Workbook

When you duplicate a workbook, DeepInsight creates a new workbook which references to the original dashboard.

  • On the Workbook menu, click Duplicate Workbook, to create an exact copy of your active workbook.

DeepInsight duplicates and opens the workbook. You can view the duplicated workbook name in the Workbook panel.

Note: If your workbook contained shared or published visualizations then DeepInsight unshare and unpublish them in the duplicated workbook. Your visualizations continue to be in the shared and published state in the original workbook.

Rename Workbook

You can rename your workbook anytime. Workbooks cannot be renamed in these scenarios.

  • Shared workbooks.
  • Workbooks containing published visualizations.

Follow these instructions to rename a workbook.

  1. On the Workbook menu, click Rename Workbook.
  2. In the Rename Workbook dialog, type a new name. DeepInsight shows an error message if the new name already exists.
  3. Click OK.

Delete Workbook

You can delete workbooks you no longer need. You cannot undo this action to retrieve deleted workbooks.

You cannot delete:

  • Active workbooks.
  • Shared workbooks.
  • Workbooks containing published visualizations.

Follow these instructions to delete a workbook.

  1. On the Workbook menu, click Delete Workbook.
  2. In the Workbook drop-down list, select the workbook you want to delete.
  3. Click OK.
  4. In the Warning dialog, click Proceed. DeepInsight deletes the workbook and shows a message on the UI.

Replace Dataset

Whether you’re a newbie or a seasoned data veteran, building a dashboard could be a daunting task. Think about the times when you have customized your dashboards for your unique corporate look and feel. What if you could reuse a ready-made dashboard that already has a look and feel and features you desire and tailor to your specific business demands, with just a few minor tweaks, and few clicks? Take dashboard creation and customization one step further. Automate. DeepInsight has a mighty new feature that allows you to update worksheets and dashboards at once, so they use a different dataset. You can bypass the time you spend rebuilding and customizing dashboards and update them to use different dataset at runtime effortlessly.

DeepInsight’s Replace Dataset can easily use the same customized dashboard to be used for a different dataset without reinventing the wheel each time the dashboard must be created – simply replace dataset, tweak the dashboard as desired, and share it with your team. When DeepInsight replaces a dataset, it is only mapping the fields used in the original worksheet with the corresponding fields in the new dataset. Your underlying data is not affected. Peeking under the hood, DeepInsight retains pre-designed layout and preset styles for formatting – font size, language, spacing, alignment, chart coloring, basic sorting and more.

Here are FIVE reasons DeepInsight’s Replace Dataset should be topping your choice for dashboard creation.

  1. Automation You are automating the process of dashboard creation by simply mapping fields in the dashboard with the ones you want to replace. Make your choice, and the rest DeepInsight will do it for you!
  2. Boost productivity Working on a new sales dashboard for a customer meeting? You can speed up your time and bypass the legwork you’ve already done before by updating your dashboard to use a different dataset – a true perk when you’re pressed for time and need to meet an urgent deadline. Anyone can create beautiful and effective business dashboards in a snap.
  3. Reduce errors We all have been there. In a rush, you share a business dashboard and only to realize minutes afterward that essential data was incorrect or left out. Replace Dataset can help you avoid these slips because it leaves no room for absent essentials. That pre-determined structure we mentioned earlier also helps keep errors to a minimum.
  4. Improve consistency and compliance Leaving it to your employees to build business dashboards from scratch and decide on how critical information should be presented is sometimes risky. With Replace Dataset functionality, you can ensure a templatized format to be used across departments and ensure business dashboards are on-brand and compliant. With your dashboard content, DeepInsight will maintain consistent formatting and style, ensuring consistency across all dashboards whose dataset you replace.
  5. Efficiency You only create a dashboard once. Using that dashboard for different dataset means you don’t have to spend time formatting your dataset – it’s already done. You do not have to spend time creating the same dashboard from scratch thus leaving you free to focus on the content of your dashboard.

Follow these instructions to replace a dataset.

  1. On the Data menu, click Replace Dataset.
  2. In the Replace Dataset dialog, select your target and source datasets. The target dataset is the one you are replacing, and the source dataset is the one that will replace the target dataset.
  3. Note: You can replace datasets with datasets that are not added to your active workbook. For example, if you have created worksheets using sample 1 and 2 datasets and now want to replace sample 2 dataset with sample 1, then DeepInsight will throw an error message related to choosing a dataset that is not used in the workbook.

  4. Click Map Columns. DeepInsight will replace the dataset. Had you added filters and sorting to your target dataset, then in the replaced dataset, both filters and sorting will be reset to default.

Export and Import Workbooks

Say, you have been working in the sales office in India, and you are now relocating to the sales office in Singapore. Both locations use a different IP to access DeepInsight which means you cannot access data configured on India IP from Singapore. Well, this is where you will use the Export and Import Workbooks feature. You can transfer data configured on India IP to Singapore IP with no extra hard work.

Export Workbooks

The exported workbooks contain your datasets, workbooks, charts, and dashboards and are exported in a zipped file which is password-protected.

About the Password

This password should be at least 8 characters or more. DeepInsight strongly recommends not to forget this password because you will need it at the time of import. We cannot recover this password for you. If you lose the password, you will lose your data (especially if you closed your account).

Follow these instructions to export workbooks.

  1. On the Workbook menu, click Export Workbooks.
  2. In the Export Workbooks dialog, select the workbooks you want to export. The default selection is All Workbooks.
  3. In the Export Workbooks field, type the name of the zipped file. The default name is All Workbooks.
  4. In the Create Password field, type the password and then confirm the password in the Confirm Password field.
  5. Click Proceed.

DeepInsight starts the exporting process. During this time, you cannot work in DeepInsight. Once your data is ready, you will be prompted to download your exported data to the downloads location configured on your system.

Note: Any visualizations shared or published are automatically unshared and unpublished during the export process. This means, your collaborators would still have access to the visualizations in shared or published on DeepInsight web India IP, but in the exported data these will be in an unshared and unpublished state. You can reshare or republish visualizations after creating your account on new IP.

Import Workbooks

Importing data is a cakewalk.

  1. On the Workbook menu, click Import Workbooks.
  2. In the Import Workbooks dialog, browse to the zipped file and upload.
  3. Type your password.
  4. Click Import. DeepInsight will start the import process.
  5. In the Open Imported Workbook dialog, select the workbook to open.

Note:

  • If the visualizations were in shared or published state before the export process began, then these will be in the unshared and unpublished state on import. All private and public notes will be removed. DeepInsight retains tags applied to workbooks, worksheets, and dashboards.
  • Import does not work if you are on the same IP from where you exported your data. This means, if you exported data on India IP then you cannot import it back even if the account is different.
  • Import time depends on the size of your workbooks.

Share Workbooks

You can share workbooks with your team or anyone with a DeepInsight account, anytime and anywhere. When you share a workbook, you are allowing your collaborators to view and edit any visualization (worksheet/dashboard) in the shared workbook. To learn more, see Share Visualizations.

Transfer Workbook Ownership

You can transfer ownership of your workbook to anyone with a DeepInsight account. When you make someone else the owner of a sheet, the workbook is permanently deleted from your workspace, and you cannot transfer ownership back to yourself. To learn more, see Transfer Workbook Ownership.


Worksheets

After you create a workbook, you are immediately prompted to add a new worksheet. The worksheet is where you build charts to visualize and analyze your data. When you add worksheets, they appear as tabs on the taskbar. You can add, open, duplicate, rename, close, and delete worksheets. You can also lock, share, publish worksheets.

DeepInsight Enterprise users cannot work in their Workspace if no data source is configured. However, we include sample workbooks in DeepInsight Free edition, therefore, users can create worksheets or dashboards without configuring data with DeepInsight.

Add New Worksheet

When you add a new worksheet, DeepInsight opens a blank worksheet. The left panel contains this information:

  • Name of your active workbook.
  • The dataset you want to work with.
  • Fields in your data categorized as dimensions and measures based on their datatype.
  • A pane where you can create parameters and calculated fields for on-the-fly analysis.

Follow these instructions to add a new worksheet.

  1. On the Worksheet menu, click New Worksheet. Alternatively, click DI NewWrkbk.jpg on the taskbar.
  2. In the Create New Worksheet dialog, type the new name or retain the default name. Special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed.
  3. From the Select Dataset drop-down list, select the dataset you want to work with.
  4. Click Add. A blank worksheet opens in the Workspace with fields from the dataset categorized as dimensions and measures in the Data Pane.

Open Worksheet

As worksheets appear as tabs on the taskbar, you can click the desired tab to open it. If there are too many opened tabs, you can click DI All Wrk Dash.jpg. A list of all worksheets and dashboards will appear. Locate your worksheet and click to open it in the editor.

Note: Closed worksheets do not appear in this list. You can open closed worksheets from the Collaborate page.

You can navigate through many opened tabs using the controls DIScroll.png on the taskbar. The scrolling tabs do not impact your active view. It only makes more tabs visible, so you can click and open the desired tab.

Note: These controls are disabled by default and are only active when all tabs cannot be visible simultaneously.

Rename Worksheet

You can rename your worksheet anytime. You cannot rename worksheets that are published or added to a shared workbook.

  1. On the Worksheet menu, click Rename Worksheet. Alternatively, you can also right-click the worksheet tab, and click Rename.
  2. In the Rename Worksheet dialog, type a new name. Special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed. DeepInsight shows an error message if the new name already exists.
  3. Click Rename.

Duplicate Worksheet

When you duplicate a worksheet, DeepInsight creates a new worksheet which references to the original worksheet.

  • On the Worksheet menu, click Duplicate Worksheet. Alternatively, right-click the worksheet tab and click Duplicate.

Note: If you are duplicating a published worksheet, then DeepInsight creates a copy of the published worksheet in an unpublished state. The original worksheet continues to be in the published state.

Clear Worksheet

This is a small but mighty feature because it can affect your shared/published visualizations.

  • On the Visualize toolbar, click Clear Icon.jpg. DeepInsight removes the chart and formatting from the worksheet.

-OR-

  1. On the Worksheet menu, click Clear. Additional options are listed.
  2. Click Sheet. DeepInsight removes chart and chart formatting from the worksheet.
  3. Click Formatting. DeepInsight removes the custom formatting and reverts to default formatting. Your visualization is not affected.
  4. Click Sort. DeepInsight clears sorting and reverts to the default behavior. Your visualization will be affected.

Close Worksheet

On the Worksheet menu, click Close Worksheet. Alternatively, right-click the worksheet tab and then click Close. DeepInsight removes the worksheet tab from the taskbar. You can reopen a closed worksheet from the Collaborate page or the Start page.

Delete Worksheet

You can delete worksheets you no longer need. You cannot undo this action to retrieve deleted worksheets. You cannot delete published worksheets or worksheets added to a shared workbook.

On the Worksheet menu, click Delete Worksheet. Alternatively, right-click the worksheet tab, and then click Delete. DeepInsight deletes your worksheet without prompting you to confirm your action.

Move/Copy Worksheet To

You can move or copy a worksheet into another workbook.

Important Points

  • You can copy but not move shared worksheets to another workbook.
  • If the new workbook already contains a worksheet with the same name you are copying/moving, then DeepInsight appends that worksheet’s name to <<worksheetname_copy<#>>>. For example, moving Sheet1 from Workbook Sales becomes Sheet1_copy1 in Workbook Orders if Workbook Orders already contained Sheet1.
  • When you copy a shared worksheet to another workbook, DeepInsight unshares it during the copying process. This action does not affect your shared worksheet.
  • You can copy or move published worksheets to another workbook. This action does not affect published worksheets.

Follow these instructions to move a worksheet to another workbook.

  1. On the Worksheet menu, click Move Worksheet To.
  2. In the Move dialog, select the destination workbook.
  3. Click OK.
  4. (Optional) Verify your worksheet in the new workbook.

Follow these instructions to copy a worksheet to another workbook.

  1. On the Worksheet menu, click Copy Worksheet To.
  2. In the Copy dialog, select the destination workbook.
  3. Click OK. DeepInsight shows a message on the UI.
  4. (Optional) Verify your worksheet in the new workbook.

Dashboard

A dashboard is a collection of visualizations build on various datasets, displayed on a single canvas. You can see all the important metrics of your business performance immediately. You can tailor your dashboard to your specific needs such as; add filters and drill-downs to make your dashboard interactive, customize by adding text and images, and control layout. You can collaborate by sharing or publishing your dashboard with your team or to the web. When you add dashboards, they appear as tabs on the taskbar. You can add, open, duplicate, rename, delete, lock, share, publish, and transfer ownership of dashboards.

Add New Dashboard

When you add a new dashboard, DeepInsight opens a blank dashboard. The left panel contains this information:

  • Name of your active workbook.
  • The size of your dashboard layout. You can keep it automatic or resize.
  • The worksheets you’ve added to the workbook. Point to a worksheet, to see a snapshot of what it contains. The worksheets added to the dashboard can be identified by a blue tick.
  • The objects you can add to the dashboard or manage its layout.

Follow these instructions to add a new dashboard.

  1. On the Dashboard menu, click New Dashboard. Alternatively, click DI NewDashBrd.jpg on the taskbar.
  2. In the Create New Dashboard dialog, type the new name or retain the default name. Special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed.
  3. Click Add. A blank dashboard opens in your Workspace. All worksheets in the active workbook are listed in the Sheets panel.

Open Dashboard

As dashboards appear as tabs on the taskbar, you can click the desired tab to open it. If there are too many opened tabs, then click DI All Wrk Dash.jpg. A list of all worksheets and dashboards will appear. Locate your dashboard and click to open it in the editor.

Note: Closed dashboards do not appear in this list. You can open closed dashboards from the Collaborate page.

You can navigate through many opened tabs using the controls DIScroll.png on the taskbar. The scrolling tabs do not impact your active view. It only makes more tabs visible so you can click and open the desired tab.

Note: These controls are disabled by default and are only active when all tabs cannot be visible simultaneously.

Rename Dashboard

You can rename your dashboard anytime. You cannot rename dashboards cannot that are published or added to a shared workbook.

  1. On the Dashboard menu, click Rename Dashboard. Alternatively, right-click the dashboard tab and then click Duplicate.
  2. In the Rename Dashboard dialog, type a new name. Special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed. DeepInsight shows an error message if the new name already exists.
  3. Click Rename.

Duplicate Dashboard

When you duplicate a dashboard, DeepInsight creates a new dashboard which references to the original dashboard.

  • On the Dashboard menu, click Duplicate Dashboard. Alternatively, right-click a dashboard tab, and then click Dulpcate.

Note: If you are duplicating a published dashboard, then DeepInsight creates a copy of the published dashboard in an unpublished state. The original dashboard continues to be in the published state.

Clear Dashboard

This is a small but mighty feature because it can affect your shared/published visualizations.

  • On the Visualize toolbar, click Clear Icon.jpg. Alternatively, you can open the Dashboard menu and click Clear Dashboard.

Close Dashboard

On the Dashboard menu, click Close Dashboard. Alternatively, right-click a dashboard tab, and then click Close. DeepInsight removes the dashboard tab from the taskbar. You can reopen a closed dashboard from the Collaborate page or the Start page.

Delete Dashboard

You can delete dashboards you no longer need. You cannot undo this action to retrieve deleted dashboards. Shared and published dashboards cannot be deleted.

On the Dashboard menu, click Delete Dashboard. Alternatively, right-click a dashboard tab, and then click Delete.

Move/Copy Dashboard To

You can move or copy a dashboard into another workbook.

Important Points

  • You can copy but not move shared dashboards to another workbook.
  • If the new workbook already contains a dashboard with the same name you are copying/moving, then DeepInsight appends that dashboard’s name to <<dashboardname_copy<#>>>. For example, moving Dashboard1 from Workbook Sales becomes Dashboard1_copy1 in Workbook Orders if Workbook Orders already contained Dashboard1.
  • When you copy a shared dashboard to another workbook, DeepInsight unshares it during the copying process. This action does not affect your shared dashboard.
  • Published dashboards can be copied or moved to another workbook. This action does not affect published dashboards.

Follow these instructions to move a dashboard to another workbook.

  1. On the Dashboard menu, click Move Dashboard To.
  2. In the Move dialog, select the destination workbook.
  3. Click OK.
  4. (Optional) Verify your dashboard in the new workbook.

Follow these instructions to copy a dashboard to another workbook.

  1. On the Dashboard menu, click Copy Dashboard To.
  2. In the Copy dialog, select the workbook where you want to copy the dashboard.
  3. Click OK.
  4. (Optional) Verify your dashboard in the new workbook.


Video Tutorials

Worksheets

Dashboards