How to Add, Change, Delete, and Apply Views in View Mode

Sometimes when doing analysis across different scenarios, you will run across an interesting finding that you'd like to highlight. Now, instead of listing out all of the specifics for the scenario for the viewer to replicate, you can save this interesting snapshot as a View that viewers of the dashboard can select to see the analysis and any commentary you add. Viewers of the dashboard can even save their own Views to share. Views are also helpful when you want to allow your viewers to be able to filter your dashboard more granularly, but also want to include larger groups or segments for filtering.

This article describes how to use the Views feature in View Mode. For example, if you published the following visualization which shows the entire sample...

... but want to highlight an interesting finding for a specific subgroup, Females between the ages of 18-24, 25-34, or 65+. You can create a View that automatically chooses that specific group of respondents instead of the viewer having to uncover the finding by chance manually.

Views features covered:

Method - Enable Views on a dashboard
Creating a new View
Changing Views
Deleting Views
Resetting to default selections and values

Requirements

Ability to publish a dashboard, see How to Publish a Document as a Web Page (Dashboard).
At least one page that contains a control such as a combo box, list box, date picker, or editable text box.

Method - Enable Views on a dashboard

Please note, controls can filter items on any page in the document, not just the page where the control is shown. However, the Views menu will only appear on pages where a control is shown and affect only controls on that page. To turn on this feature in View Mode, do the following:

1. In Edit Mode, select Share > Publish to web.

2. Select Login and password required or Anyone with the link. See How to Publish a Document as a Web Page (Dashboard) for more information about these settings.

3. Expand Advanced Options. Tick Viewers can add, change, delete, and add views. This option must be checked to enable users to add and change views in View mode.

4. When done configuring any other settings, click Publish.

Click Open in new tab to see your your published dashboard in View Mode:

Creating a new View

New Views are created from the Views menu at the top of the dashboard. Please note that since views work on a page-by-page basis, the Views menu will only appear when you're on a page that contains a control such as a combo box, list box, date picker, or editable text box.

To create a new view:

1. Use the controls to create the view you want. For example, Gender = Males

2. From the Views menu, select +Add view

3. Type a name for the view

4. Click the Add button

If the name of the View already exists, you can replace the existing View or cancel.

If the values of the View are the same as an existing View, the user can replace the existing View or cancel.

Changing Views

To change the view on your dashboard, do the following:

From the Views menu, select the view you want. For example, Females

The results are as follows:

Deleting views

To delete a view, hover over the view you want to delete and click the X on the extreme right

Resetting to default selections and values

From the Views menu, select Reset to return the controls to the values that were selected on publishing. You can also click Refresh in your browser to do the same thing. In this example, resetting reverted the dashboard back to the entire sample.