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Customize Presentation

Articles

Edit the Presentations to enhance the visual effects, make it more readable and provide meaningful insights.


Edit

Click the Image description icon to edit the Presentation. Image description

Click the Image description icon to customize the Presentation. Image description

Following options are available.

  1. Add Description
  2. Add KPI Ribbon
  3. Insert Above
  4. Insert Below


Add Description

Use this option to give a meaningful description for the Presentation.

  1. Select Add Description from the dropdown. Image description

  2. Enter the required description.
    Use formatting options for formating the text. Image description


Add KPI Ribbon

Use this option to add Key Performance Indicators to provide Business Users a summarized view on the critical data.

  1. Select Add KPI Ribbon from the dropdown. Image description

  2. Select the number of KPI Ribbons you desire to add. Image description

  3. Click the Title and edit the ribbon title. For example, Branches Image description

  4. Click the Indicator number to add the required field for the indicator. For example, select Branch field to display number of branches as Indicator. Image description Image description

  5. Based on the number of ribbons selected, you can add one or more KPI’s.
    In the below example, four ribbons are added to indicate, Number of Branches, Number of Products, Max Product Price, and Max Sales. Image description


Insert Above or Insert Below

You can add more Presentations either above or below the existing Presentation, using the Insert Above or Insert Below option respectively.

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Change Card position in the Presentation layout

You can move the Chart either Above or Below in the Presentation layout.

Move Above or Move Below

Either of the icons appear based on the position of the selected Chart. Select the required option and change the Chart position.

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In the below example the Vertical Bar Chart is moved below the Pie Chart. Image description


Delete the Card

Use this option to delete the Chart from the Presentation layout.

Select Delete option from the dropdown. Image description


Preview

Click the Image description icon to display the changes. Image description


Edit Presentation Title

Provide a meaningful name to the Presentation. Image description


Save

Click the Image description icon to save the changes. Image description


Refresh

Click the Image description icon to refresh the Presentation and reflect the changes, if any in the underlying datasets. Image description


Replace

Use this option to replace the existing dataset.

  1. Click the Image description icon and choose the dataset as shown below. Image description

  2. Click the Image description icon. It lists all the datasets in the App. Image description

  3. Select the required dataset. For example, SalesAnalysis.csv Image description

  4. Click the Image description icon and Image description icon, to display the changes in the Presentation with the new dataset values.


Customize Card

Click the Image description icon below the Chart you wish to customize. Image description

Following options are available.

  1. Clear card
  2. Interaction group
  3. Resize card
  4. Pick

Resize card 

With this option, you can reduce the size of the existing Chart to create multiple Charts on the same Presentation layout.

  1. Select the Resize Card option.  Image description

  2. Select the Image description icon on the desired position. For example, If you select the position as shown below, the Chart resizes and then you can add another Chart on the right of the layout. Image description In the below example, a Pie Chart is added after resizing. Image description


Interaction Group

Use this option to add interactivity between the Charts. For example, when you filter one Chart to view data specific to the filter condition, the other Charts in the Presentation displays data specific to the same filter condition.

  1. To create Interaction Group in the Presentation, click the Image description icon on any one of the desired Charts and select the Interaction Group option. Image description

  2. Enter a meaningful name for Interaction Group . For example, Branch Group and click the ADD button. Image description

  3. Select the same Interaction Group in the other Chart.
    Click the Image description icon in the Vertical Bar Chart and select the Interaction Group Branch Group. Image description

  4. Select the Branch NY in the Pie Chart, then the corresponding Branch NY in the Vertical Bar Chart is also highlighted. Image description In the above example, when you select the filter condition of Branch NY in the Pie Chart, Vertical Bar Chart also reflects the same. All the Charts where the same interaction group is selected reflects the same filter condition, this is called whole to part view.
    When you remove the filter on Pie Chart, it is also removed from the other interacting Charts and the whole view is displayed.


Pick Card

Use this option to swap the Chart positions in the Presentation layout.

  1. Select the Pick option on the Chart you want to swap. Image description

  2. The Unpick option appears on the selected Chart, and the Image description icon appears on all the other Charts of the presentation.
    Click the Image description icon of the Chart you desire to swap with.
    Click the Unpick option on the selected Chart if you want to cancel the pick operation. Image description
    In the above example, if you click the Image description icon below the Pie Chart, the Vertical Bar Chart and Pie Chart positions are swapped as shown below. Image description

  3. If the Chart is blank, then Image description icon also appears along with the Image description icon. You can click the Image description icon to paste the Chart there or Image description icon to swap with the position of blank Chart. Image description
    In the above example, if you select the Pick option below the Pie Chart and Click the Image description icon below the empty Chart, the Pie Chart is pasted in the position of the empty Chart.


Clear Card

Use this option to clear the Chart and add another Chart type.

Click the Clear Card option.
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