• Select a saved View from the Report.

• Click the Options icon.

• Select the Edit option from the context menu.

• The Design page opens for the selected View.

• Edit the required details. Here, the name Dimension and Order By properties are modified.

• Click the Save icon.

• The modified View gets saved successfully to the Storyboard.

• A notification appears to ensure the same to the user.

The user can access the Timeline play for a saved View from the Report. This feature allows the users to see the data changes over time.

Steps to apply Timeline Play action:

• Navigate to the final screen for a report.

• Select a View.

• Click the Analyse icon.

• The View gets opened in the Analyse mode.

• Click the Timeline Play icon.

• The Timeline Play window opens.

• Fill in the required information in the Timeline Play window:

  • Time Dimension

  • Date Interval

  • Date Type

  • Start Date

  • End Date

  • Time Delay

• Click the Start option.

• The timeline play is displayed for the selected time. The given images display-wise.

E.g., the below image displays data for the date 11th October 2017.

E.g., the following image displays data for the date 25th October 2017.

• After all the selected Timeline values get played, the Resume icon gets changed into Replay.

The Drill Into option allows users to drill down in the time values of a saved View on the selected report.

Defining the Hierarchy Drill for a Date Dimension

• Select an existing Data Store (or you can define the hierarchy while creating a new Data Store).

• Navigate to the Hierarchy Definition tab.

• Select a Date Dimension field.

• Click the add icon to add a new Drill Def space.

• Drag the selected Data Dimension to the Drill Def space (By default the dragged Date Dimension gets divided into 3 granularity levels).

• Click the Next option.

Applying Drill Into Option

• Access the saved View from a report. Use the double-clicks to open it in the Analyse mode or Click the Analyse option for the saved View. ​

• The Analyse window opens displaying Year as the highest-level granularity of the date drill.

• Select the Drill Into option for drilling down the time dimension.

• By clicking the Yearly granularity of the time value, the user gets the monthly value displayed in the selected view.

• Click on the monthly granularity to display the exact dates of joining.

The Drill Through option allows the users to drill down in the data values of a saved view on the storyboard for the selected story.

• Navigate to the final screen of a report.

• Select a View that has at least one Dimension. Click the ellipsis icon for such a View.

• Select the Analyse option for the selected View.
• The View opens in the Analyse window.

• Left-click on a column displaying a data value.

• This action opens a context menu.

• From the context menu, locate and select the Drill Through option.

• A list of related drill-through options will appear. Select the desired option to proceed with the drill-through analysis.
• Once a drill-through option is selected, the view dynamically updates to reflect the chosen data perspective. For example, selecting a source-wise drill-through option displays the sum of the USD billing for the selected skills (BizViz, SQL, Algorithms) in a data grid.

• Users can refine the displayed data by selecting a different dimension for the drill-through. To do this, use the drop-down menu located next to the currently selected dimension.
• Select another Dimension from the displayed context menu to Drill Through the View.
• The View gets modified based on the selected Dimension. E.g., the given image displays the Previous organization-wise sum of USD billing for the same set of skills.

• Select a View from the final screen of the Report.

• Click the Options icon.

• Click the Analyse option from the displayed context menu.

• The selected View opens in the analysis mode.

• The user can select any of the following options to analyze a saved view:

Displaying the View Data in the Grid View.

The supported Export option on the Analyze mode for a view is displayed in the following image:

The Export Type window opens. Use the Select Export Type drop-down menu.

The supported Export types for a View are CSV, XLSX, PDF, PPT, PNG, and JPEG.

• Select a view from the Storyboard.

• Click the Remove option from the context menu.

• A dialog box appears to confirm the deletion.

• Click the Yes option.

• The selected View gets removed from the storyboard.

• Select a saved View from the Report.

• Click the Options icon.

• Click the Duplicate option from the Options context menu.

• The duplicate version of the selected View gets added to the report.