You can view and interact with Looks as much as you want without impacting other users. The only way to impact anyone else is if you select the Edit button and make changes.
Finding and viewing Looks
Looks and dashboards can be organized in several ways:
In folders (for example, you can have folders named Marketing, Q4 Sales Review, and so on).
- You can navigate your folders by expanding the list of folders in the Folders section of the left navigation panel.
On your homepage.
You can open a Look by selecting the Look's name or thumbnail icon, depending on whether content is organized in grid view or list view.
The Look page
A Look's page consists of the following elements:
The title of the Look and the name of the folder in which it is saved.
- You can select the heart icon next to the Look's title to add the Look to your Favorites folder.
Information about how many rows are in the Look, how long the report took to run, and how old the data is.
How long ago the data was queried (to display the date and time, hover over the relative time information).
The time zone of the data you're viewing, if your admin has enabled user-specific time zones.
The Explore actions gear menu.
The Details panel that displays information about the Look.
The Filters section displays a list of filters that have been applied to the Look, if any. If the Look was created with adjustable filters, you can temporarily change them to limit the Look to only display the information that you're interested in. Just remember to rerun the query using Runbutton in the upper right after making any changes.
- Unless you select Edit and make the change in edit mode, changes to the filters are temporary and do not impact other users.
The Visualization section that displays the Look's data.
The tooltip that displays additional details about each data point, which you can reveal by hovering over a point on the visualization.
The Data table that displays the underlying data of the Look. In the Data table, you can adjust the following Look elements:
Field sort order. Select a column heading (or several using the Shift key) to sort the values in the column. Advanced Reporting will adjust the results and automatically rerun the query if necessary.
Row and column limits. After making changes to the limits, be sure to select the Run button in the upper right to run the query with the new limits.
Unless you select Edit and make the change in edit mode, changes to the sorting or limits are temporary and do not affect anyone else.
If a field has a description defined, hovering over the table column header in the Data table will display the description.
Depending on your permissions, next to each dimension or measure label you may access a gear icon that provides more information.
If you make any changes while viewing a Look, such as changing filters, sorting a column, or changing row limits, you can return to the Look's original settings by selecting Reset Look.
As you gain familiarity, you can also select the Explore from Here option to use the Look as a starting point for further data exploration. You can start with one set of data and then begin exploring the answers to related questions by changing the filters, changing the visualization, sorting the data differently, or by making other changes.
The Look Explore actions gear menu
The Explore actions gear menu is located in the top navigation menu.
Depending on user permissions, the options may include:
Edit — Edit the query in the Explore view.
Save — Select this option to:
As a new dashboard
To an existing dashboard
Save As - save the Look in another folder.
Download — Select this option to download the contents of a Look in one of several format options.
Send — Select this option to send a Look as a one-off delivery.
Add to a board — Select this option to add a Look to an existing board.
Schedule — Select this option to set a recurring delivery for a Look.
Edit settings — Select this option to enable or disable the Run on Load or Public Access options. Only the Run on Load option is enabled by default.
Clear cache and refresh — Select this option to override any data caching policies and force new results to be generated from the database.
Move to trash — Select this option to delete a Look.
Choosing time zones
Select the current time zone displayed in the upper right of the Look page to choose a new time zone.
The time zone setting affects the data returned when filtering for "today", "yesterday", and so on. You can learn more on the Using time zone settings documentation page.