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Add Visualizations to the Workspace

 The visualization menu is accessed by clicking the menu bar along the right side of the workspace 

 To add a widget to the workspace, do any of the following:

Double click on the widget thumbnail
Click the + at the top right of the widget thumbnail
  • Drag + drop the visualization onto the canvas
  • To reorder the list of widgets in the menu:

    Select/deselect the star icon at the top right of the widget thumbnail to designate widgets as favorites
    Widgets with the red star will appear at the top
  • Newly added widgets or widgets never accessed before will appear at the bottom of the visualization me
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    Workspace Layout

     When more than one widget is added to the workspace, the workspace will default to a split-screen or dashboard view

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    When two or more widgets are opened in split-screen or dashboard view, they can be rearranged by clicking and dragging the Image Removed icon of selected widget to the desired location

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    Full-Screen Widgets

    View widgets full-screen by clicking the opposing arrows at the top right corner

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    Once multiple widgets are in full-screen mode, use the left/right arrows to tab between widgets

    Exit full-screen and view widgets in dashboard view by clicking the inward arrows

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    Workspace

    The workspace appears as the home screen of the user interface.

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    Description

    Use the workspace to drag and drop multiple widgets, visualize data, and gain insights.

    FieldDescriptionNotes
    Query Bar

    Use the query bar to perform queries against selected sources.

    For more information, see section Querying

     
    Results CountAmount of documents returned by executed query. 
    Advanced Query BuilderUse the Advanced Query Builder to easily build sophisticated queries. For more information see section Querying 
    Source ManagerSelect sources to be included in queries, filtering by Community. For more information see section Sources. 
    Query HistoryReview history of queries executed against the sources. For more information, see section Query History. 
    User ProfileView Your User Profile. For more information, see section People Manager. 
    Admin ManagerOpen the Manager in a new window. For more information see section Source Manager User Guide. 
    Options

    For more information about Advanced Options, see section Advanced Options.

    For more information, concerning Export Options, see section Export Options.

     

     

     

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    Sources

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    Description:

    Use Sources to select specific sources, filtering by Community.

    FieldDescriptionNotes
    Available SourcesNumber of available sources for the selected communities. 
    Active SourcesNumber of available sources that are active for querying. 
    Community

    Community Selector.

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    Description:

    Use Community Selector to filter source queries against selected communities.

    FieldDescriptionNote
    Image AddedSelect All/Select None 
    Filter CommunitiesType a name of a Community to filter the list. 
    Communities ListPlace checkmarks next to the communities to be included in queries. 

     

     

     

     
    RefreshClick to refresh the communities with the latest sources. 

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    Export Options

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    Description:

    Use export options to export data in popular formats.

    FieldDescriptionNote
    Advanced OptionsLinks to Advanced Options 
    Copy workspace link to clipboardCopy a "snapshot" of the current workspace as an URL. 
    Create PDF for current data viewCeate a PDF "snapshot" of the current view.  
    Export JSON for current dataExport JSON for current data returned by the query. 
    Create RSS feed for current queryCreate RSS feed and subscribe using blog reader of choice, to stay up-to-date with changes to sources/documents, 

     

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    Query History

    Provides a recent history of query terms presented to the platform.