In this second course, you will learn to:
- filter data and save results
- cross-filter data
- interact with visualizations via Context menus
- share content with your team
These videos will also show you how you can easily produce ad hoc and recurring reports and analyze the data in a Present dashboard.
🕑 5 mins
1. Filtering data and saving results using Slicers and Bookmarks
1.1. Bookmarks
Bookmarks allow you to save multiple slicer selections in a presentation. These can be edited and deleted from the Presentation Menu. More on managing bookmarks here.
1.2. Hidden Slicers
Hidden slicers make it possible to filter the visualizations on your slide without having them added to the canvas. Instead, they will appear in the Presentation Menu, which can be opened and closed as needed.
2. Cross-filtering data: Lasso, Auto-lasso and Multi-Highlight
2.1. Cross-filtering: Lasso tool
In this video, we will filter sales over 120K in the ‘Product Analysis’ visualization. See how our selection will update the other visualizations on our slide.
2.2. Cross-filtering: Auto-lasso selection
In this video we will filter sales with a margin over 50%.
2.3. Cross-filtering: Multi-highlight mode
In this third video, we will obtain Sales by region, age range, and occupation for weeks 47, 48, and 49 in 2022.
3. Interacting with visualizations: Context menus
3.1. Using context menus to interact with a visualization
In this first activity, you will learn how to transform a Financial Detail grid into a bar chart.
4. Sharing content with your team
4.1. Start a conversation
The recording below shows how to start a conversation to share insights and add actionable comments in a specific visualization.
You can find more information on workflow and conversations here.
4.2. Subscriptions
This recording provides an overview of the Subscription feature.
You can find more information on how to subscribe to content here.
4.3. Generating a URL link
You can generate a direct URL link simply by selecting the URL icon within the Presentation menu.
You can find more information on URL links here.