Workspace

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Workspace is where you create, share, and publish worksheets and dashboards. After dataset creation, you are prompted to open the Workspace view. If you miss the prompt, click Visulize icon1.png on the DeepInsight toolbar. In the Workspace view, you are prompted to add a new worksheet, or you can click Add new worksheet icon.png to create a new worksheet. However, if no data source is configured with DeepInsight, then the worksheet icon is disabled. As we ship in-built worksheets in the Public version, you can create dashboards without the need of configuring data sources.

Worksheet

Worksheet is where you build charts. When you add worksheets, they appear as tabs at the bottom of the Workspace view. You can create, open, duplicate, rename, close, delete worksheets, lock, Share Visualizations share, Publish Visualizations publish, and transfer ownership worksheets.

Add new worksheet

  1. Click Add new worksheet icon.png at the bottom of the Workspace view.
  2. Type a new name for the worksheet (special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed), or you can create worksheet using the system-generated name.
  3. Select the dataset from the drop-down list.
  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 a worksheet

As worksheets appear as tabs at the bottom of the Workspace view, you can open a worksheet by clicking the desired tab. If there are too many opened tabs or you had closed your worksheet, then click List icon.png. A list of all worksheets and dashboards will appear. Locate your worksheet and click to open it in the editor. You can also navigate through many opened tabs using the controls Scroll arrows.png at the bottom left of your workspace. 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.

Right-click actions

When you right-click a worksheet tab, you can perform these actions.

Rename a worksheet

  1. Right-click a worksheet tab and then click Rename.
  2. Type a new name and then click Rename. Special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed.

Delete a worksheet

You can delete your worksheets but not shared worksheets. In case of shared worksheets, the right-click Delete option is disabled. To delete your worksheets, right-click a worksheet tab and then click Delete.

Important notes

  • You will not be prompted to confirm your action. After you click Delete, DeepInsight will delete your worksheet.
  • This action cannot be undone.

Duplicate a worksheet

  • Right-click a worksheet tab and then click Duplicate. DeepInsight creates a new worksheet which references to the original worksheet.

Close a worksheet

  • Right-click a worksheet tab and then click Close. DeepInsight removes the worksheet tab from the bottom of the view. You can reopen a worksheet from the Workspace view, or Collaborate view.

Dashboard

A dashboard is a collection of multiple worksheets. Like Worksheets, dashboards appear as tabs at the bottom of the Workspace view. In DeepInsight, you can create, open, duplicate, rename, delete, lock, Share Visualizations share, Publish Visualizations publish, and transfer ownership of dashboards. You can also add text and images to your dashboard, filter, open worksheets in the editor, and control the dashboard layout. When you add a new dashboard, a blank dashboard opens. On the left side of the dashboard, you can view all worksheets associated with your account in the Dashboard panel. Not necessarily all worksheets are yours. We ship a few with the public version; you could be a collaborator on a few or owner for others.

Add new dashboard

  1. ClickDashboard icon.png at the bottom of the Workspace view.
  2. Type a new name for the dashboard (special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed), or you can create the dashboard using the system-generated name.
  3. Click Add Dashboard.

Add worksheets

After you have created a dashboard, the next thing to do is to add worksheets your dashboard. You can drag worksheets from the Dashboard deck and drop them in the exact position you desire. Or, you can double-click on the worksheet or objects and let DeepInsight automatically place them on the dashboard. DeepInsight adds worksheets to the dashboard in top-and-bottom and then side-by-side order. Worksheets added to dashboard are identified with a blue circle with a check mark on their icon in the Dashboard deck.

Add text/images

You can add text and images to your dashboard.

  • To add text, double-click or drag-and-drop the Text object on the dashboard. In the Edit text dialog, you can create text, change its style, font, and alignment settings, and create hyperlinks.
  • To add an image, you can quickly upload images from your computer or web.

Show/hide layout container

A layout container outlines or borders worksheets or objects placed on the dashboard. These containers show the worksheet tab or object tab names. You can click and drag any worksheet/object tab and place it anywhere on the dashboard. You can hide the layout container by unselecting the Display Layout Container check box from the Objects area in the Dashboard panel, but you can still view worksheet/objects names on mouse-hover even with display item layout turned off.

Open a dashboard

As dashboards appear as tabs at the bottom of the Workspace view, you can open a dashboard by clicking the desired tab. If there are too many opened tabs or you had closed your dashboard, then click List icon.png. A list of all worksheets and dashboards will appear. Locate your dashboard and click to open it in the editor. You can also navigate through many opened tabs using the controls Scroll arrows.png at the bottom left of your workspace. 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.

Dashboard Actions

Filter

  • You can filter fields directly from dashboard only if the filter has been applied to a worksheet.
  • If no filter is applied to the worksheet, nothing happens when you click the Show Filter icon in the layout container.
  • If the filter is applied to the worksheet, then by clicking the Show Filter icon, DeepInsight shows the interactive Filter Deck on the right-side of the dashboard view. You can include or exclude fields as desired.

Open in editor

  • Click this icon to open worksheet or objects in their editors. In case of text and image objects, double-clicking text or image container on the dashboard, also opens the associated editor.

Maximize and close

  • Click this icon to enlarge a container to fill the entire dashboard. The maximized container cannot be resized until it is minimized to its original size.
  • Click this icon to remove worksheet/objects from the dashboard. This action cannot be undone.

Right-click actions

When you right-click a dashboard tab, you can perform these actions.

  1. Rename dashboard
  2. Delete dashboard
  3. Duplicate dashboard
  4. Close dashboard

Rename a dashboard

  1. Right-click a dashboard tab and then click Rename.
  2. Type a new name and then click Rename. Special characters such as a hyphen(-), colon(:), underscore(_) and spaces are allowed.

Delete a dashboard

You can delete your dashboards but not shared dashboards. In case of shared dashboards, the right-click Delete option is disabled. To delete your dashboards, right-click a dashboard tab and then click Delete. Important Notes

  • You will not be prompted to confirm your action. After you click Delete, DeepInsight will delete your dashboard.
  • This action cannot be undone.

Duplicate a dashboard

  • Right-click a dashboard tab and then click Duplicate. DeepInsight creates a new dashboard which references to the original dashboard.

Close a dashboard

  • Right-click a dashboard tab and then click Close. DeepInsight removes the dashboard tab from the bottom of the view. You can reopen a dashboard from the Workspace view, or Collaborate view.